Ocean Tomo, a part of J.S. Held, provides Expert Opinion, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes.
Practice offerings address economic damage calculations and testimony; technology and intangible asset valuation; strategy and risk management consulting; mergers and acquisitions; debt and equity private placement; and IP brokerage.
Intangible assets comprise 90 percent of business value but are also subject to significant impairment due to enterprise and regulatory compliance risk. Ocean Tomo, a part of J.S. Held, assists clients - corporations, law firms, governments, and institutional investors - in realizing Intellectual Capital Equity value broadly defined.
J.S. Held is a global consulting firm providing technical, scientific, and financial expertise across all assets and value at risk. Our professionals serve as trusted advisors to organizations facing high-stakes events demanding urgent attention, staunch integrity, clear-cut analysis, and an understanding of both tangible and intangible assets. The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations . We have over 100 locations worldwide. We are highly committed to all members of our community, both employees and clients. Our organization focuses on promoting a sense of community and inspiring our people to achieve results that exceed goals.
The Summer Intern Role
We are seeking a summer intern to work in our San Francisco or Chicago office. As an intern, you may be engaged in financial modeling, research, and report composition. We work in teams and expect every member of the team to contribute at all phases of the project, from the conceptual development of Ocean Tomo's, a part of J.S. Held's, strategy to routine data entry or research. You will be exposed to different practice groups such as Expert Opinion, Management Consulting, and Advisory.
Ocean Tomo, a part of J.S. Held, offers an entrepreneurial environment where you will work at the intersection of financial theory and cutting-edge technology. We value creativity, curiosity, and problem solving. We require flexibility, dedication, and initiative. In return, we provide exceptional opportunities for skill development and professional growth.
Job Responsibilities:
Creating various types of financial models
Drafting reports and presentations
Reviewing documents and/or depositions for information related to the engagement
Assisting with practice development efforts of the Managing Directors
Meeting with clients and/or counsel to collect information for reports and analyses
General administrative/support duties
Required Qualifications:
Working towards an undergraduate business degree in Finance or Accounting with a GPA of 3.5 or above
Excellent oral and written communication skills
High degree of professionalism, integrity and flexibility
Great attitude and client presence
Preferred Qualifications:
Local candidates preferred (relocation package is unavailable)
Compensation
A reasonable estimate if the salary range for this role is $20-30 per hour. Any offered salary is based on a wide array of factors including but not limited to skills experience, training, location, scope of role, management responsibility, etc.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
By submitting your application, you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein.
Please explore what we're all about at ************** .
EEO and Job Accommodations
We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal!
J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
If you are an individual with a disability and would like to request for a reasonable accommodation, please email *************** and include "Applicant Accommodation" within the subject line with your request and contact information.
$20-30 hourly 30d ago
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Head of Sales, NA - SaaS GTM & Growth Leader
Antler 3.7
San Francisco, CA job
A tech company is seeking a Head of Sales (North America) to build and lead their sales motion in the US. You will own revenue targets, coach Account Executives, and shape the systems necessary for success. Ideal candidates have experience leading SaaS sales teams, building go-to-market strategies, and navigating fast-paced environments. This role offers an opportunity to significantly impact the company's growth in the North American market, focusing on both startups and large enterprises.
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$140k-214k yearly est. 3d ago
Investment Banker - Pharma/BioTech - Vice President
Jpmorgan Chase & Co 4.8
San Francisco, CA job
Job Information
Job Identification 210562876
Job Category Client Management
Business Unit Corporate & Investment Bank
Posting Date 11/05/2024, 10:38 PM
Job Schedule Full time
Job Description
We are seeking a seasoned Vice President to join our industry-leading team.
As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and
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$155k-236k yearly est. 3d ago
Senior Capital Markets & Credit Analytics Lead
Goodleap, LLC 4.6
San Francisco, CA job
A leading technology financing company in San Francisco is seeking a Sr. Capital Markets & Credit Analytics Analyst to enhance capital markets performance through data-driven insights. The role involves developing credit strategies, conducting market research, and engaging in financial modeling. Ideal candidates have 4-6 years of experience, strong skills in SQL and Python, and a passion for credit analytics. The position offers a competitive salary between $105,000 and $140,000 annually, with opportunities for professional growth.
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$105k-140k yearly 2d ago
Strategic PM, Payments - Risk & Compliance
Veem 4.5
San Francisco, CA job
A leading financial technology firm based in San Francisco is seeking a Principal Product Manager for Risk & Compliance to drive the vision and roadmap for compliance products. This role requires extensive experience in product management related to risk and compliance within the fintech sector. You will collaborate with various teams to ensure regulatory adherence while innovating customer-friendly solutions. The position offers a competitive salary, equity options, and a flexible working environment.
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$76k-116k yearly est. 4d ago
Senior Field Engineer
Circle Internet Services Inc. 4.5
San Francisco, CA job
We prioritize the health and wellbeing of our employees through our comprehensive benefit package, including generous paid time off to rest and recharge, holistic mental health support, and benefits covering employees up to 100%.
Growth
At CircleCI, employees have ample opportunity to learn new skills, including project-based learning and presentations from our colleagues. Your continued professional development is important to us because it's important to you.
Flexibility
What does it mean to work at CircleCI? For us, flexibility is key.
As aSenior Field Engineer at CircleCI you will be the customer's trusted technical advisor throughout the sales and retention lifecycle. You'll provide hands‑on advice for cloud‑based and single‑tenant deployment and product guidance with CircleCI's largest prospects and customers. You will serve as the technical expert and owner of deal validation strategy, collaborating with account executives and success managers to identify customer business goals, needs, and pains and showing how CircleCI can address them.
What You'll Do
Lead the technical implementation and day‑to‑day management of CircleCI Demonstrations and proof‑of‑concepts.
Demonstrate the technical feasibility, integrated into our customer's technology stack, ensuring early customer success and a long‑term business relationship.
Serve as a technical advisor and subject matter expert for customers, offering guidance on product implementation, adoption, and best practices.
Conduct in‑depth analysis of customer use cases, identify opportunities for product optimization, and provide feedback to internal teams for improvements.
Support strategic planning conversations with customer executives; connecting software delivery challenges with corporate objectives, articulating their full business impact.
Lead technical discussions with enterprise clients, addressing complex issues, customizations, and integrations to meet customer‑specific requirements.
Develop and deliver technical training sessions, workshops, and documentation to empower customers to maximize the value of CircleCI products.
Stay up‑to‑date on industry trends, product updates, and emerging technologies to continuously enhance your technical knowledge and customer support capabilities.
What We're Looking For
5‑10 years experience as an engineer in the application development, devops, or CI/CD space.
Extensive experience with solutions selling in a technical customer‑facing role, such as Sales Engineer, Solutions Engineer, Customer Success Engineer, or similar position, preferably in a SaaS or software development environment.
Strong proficiency in CI/CD concepts, DevOps practices, software configuration, and scripting languages like Python, Shell, etc.
Knowledge of Docker or Linux containers in general.
Outstanding presentation skills. You feel comfortable leading presentations and demos of our platform to groups, both technical and non‑technical, in‑person and virtually.
Proven track record of engaging with enterprise clients, understanding their technical requirements, and delivering solutions that drive customer success.
Ability to work collaboratively with cross‑functional teams, Sales, Product, and Engineering, to advocate for customer needs and provide valuable insights for product enhancement.
Ideal Candidates might also have:
Experience developing mobile applications across iOS and Android devices.
Strong ops/infrastructure knowledge, especially networking and security.
About CircleCI
CircleCI is the world's largest shared continuous integration/continuous delivery (CI/CD) platform, and the hub where code moves from idea to delivery. As one of the most‑used DevOps tools-processing more than 1 million builds a day-CircleCI has unique access to data on how engineering teams work, and how their code runs. Companies like Spotify, Coinbase, and BuzzFeed use us to improve engineering team productivity, release better products, and get to market faster.
Founded in 2011 and headquartered in downtown San Francisco with a global remote workforce, CircleCI is venture‑backed by Base10, Greenspring Associates, Eleven Prime, IVP, Sapphire Ventures, Top Tier Capital Partners, Baseline Ventures, Threshold Ventures, Scale Venture Partners, Owl Rock Capital, Next Equity Partners, Heavybit and Harrison Metal Capital.
United States Base Pay Range
$153,000 - $191,000 USD
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
CircleCI is an Equal Opportunity and affirmative action employer. We do not discriminate based upon race, religion, color, national origin, sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, or status as an individual with a disability. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.
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$153k-191k yearly 4d ago
Digital Assurance & Transparency - IT Audit Senior Manager Products & Services
Price Waterhouse Coopers 4.5
San Francisco, CA job
At PwC, our people in audit and assurance focus on providing independent and objective assessments of financial statements, internal controls, and other assurable information enhancing the credibility and reliability of this information with a variety of stakeholders. They evaluate compliance with regulations including assessing governance and risk management processes and related controls. In digital assurance at PwC, you will focus on providing assurance services over clients' digital environment, including processes and controls, cyber security measures, data and AI systems, and their associated governance, to help organisations and their stakeholders build trust in their technology while complying with relevant regulations.
Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to elevate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Craft and convey clear, impactful and engaging messages that tell a holistic story.
Apply systems thinking to identify underlying problems and/or opportunities.
Validate outcomes with clients, share alternative perspectives, and act on client feedback.
Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations.
Deepen and evolve your expertise with a focus on staying relevant.
Initiate open and honest coaching conversations at all levels.
Make difficult decisions and take action to resolve issues hindering team effectiveness.
Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Digital Assurance and Transparency team you will provide services related to controls around financial reporting, compliance, and operational processes. As a Senior Manager you will lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You will be responsible for managing financial reporting and information technology risks, processes, and controls, and leading IT-related controls assurance or controls readiness projects. This role offers the chance to work with Product & Services clients, securing project success and maintaining exceptional standards in a dynamic environment.
Responsibilities
Provide services related to controls around financial reporting and compliance.
Lead large projects and driving process innovation.
Maintain operational excellence in project delivery.
Manage financial reporting and IT risks, processes, and controls.
Lead IT-related controls assurance or readiness projects.
Engage with clients at a senior level to confirm project success.
Deliver thorough risk management solutions.
What You Must Have
Bachelor's Degree.
7 years of IT controls auditing, consulting and/or implementing IT solutions.
Certified Public Accountant (CPA) or Certified Information Systems Auditor (CISA).
What Sets You Apart
Preferred field(s) of study in accounting, accounting & technology, finance, economics, economics & technology, management information systems, business administration/management, engineering, computer and information science, computer and information science & accounting, mathematics, economics.
Managing financial reporting and IT risks.
Proficiency in current and emerging technologies.
Knowledge of COSO, CoBIT, ITIL frameworks.
Leading IT controls assurance projects.
Developing tailored solutions for clients.
Coaching staff in controls and security assessments.
Building productive client relationships.
Project management in IT audit projects.
Creating a positive and motivating environment.
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H‑1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $119,000 - $299,930. For residents of Washington state the salary range for this position is: $119,000 - $337,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
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$119k-337k yearly 4d ago
US Corporate Tax Leader | Team & Client Mentor
Escalon Services Inc. 4.1
Palo Alto, CA job
A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions.
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$80k-132k yearly est. 1d ago
Head of Generative AI Research
Visa 4.5
Foster City, CA job
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
At Visa, you'll have the opportunity to create impact at scale - tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters - to you, to your community, and to the world.
Progress starts with you.
Job Description
Visa Research is seeking an exceptional Head of Generative AI Researchto lead our strategic research initiatives in generative artificial intelligence. This senior leadership role will drive groundbreaking research across GenAI models, agents, reality applications, and privacy-preserving technologies. You will build and lead a world-class team of researchers, establish Visa as a thought leader in GenAI for commerce and payments, and translate cutting-edge research into transformative products and services.
As Head of Generative AI Research, you will shape Visa's GenAI research agenda, collaborate with top academic institutions, publish in premier AI conferences, and work closely with product and engineering teams to deploy GenAI innovations at scale across Visa's global network.
Key Responsibilities
Research Leadership & Strategy
Define and execute Visa's generative AI research strategy across model development, agent systems, reality applications, and privacy technologies
Lead research initiatives in large language models (LLMs), multimodal models, diffusion models, and foundation model development
Drive innovation in GenAI agents for autonomous decision-making, planning, and reasoning in commerce applications
Pioneer research in GenAI reality applications including virtual shopping experiences, digital twins, and immersive commerce
Advance privacy-preserving GenAI techniques including federated learning, differential privacy, and secure multi-party computation
Team Building & Management
Build, mentor, and lead a world-class team of GenAI researchers and scientists
Foster a culture of innovation, collaboration, and academic excellence
Develop talent through mentorship, training, and career development opportunities
Collaborate with recruiting to attract top-tier research talent from academia and industry
Research Execution & Innovation
Conduct original research in generative AI with applications to payments, commerce, risk management, and customer experience
Develop novel GenAI architectures, training methodologies, and evaluation frameworks
Create innovative agent systems for intelligent automation, recommendation, and personalization
Design privacy-preserving GenAI solutions that protect sensitive financial data while enabling powerful AI capabilities
Explore GenAI applications in fraud detection, risk modeling, customer service, and merchant solutions
Academic & Industry Collaboration
Establish and maintain partnerships with leading universities and research institutions
Publish research findings in top-tier AI/ML publications
Present at academic conferences, industry forums, and technical symposia
Serve on program committees and editorial boards for premier AI venues
Contribute to the broader AI research community through open-source projects and collaborations
Product & Business Impact
Translate research breakthroughs into practical solutions for Visa's products and services
Collaborate with product management, engineering, and business teams to identify high-impact research opportunities
Prototype and pilot GenAI solutions for real-world deployment
Provide technical leadership and guidance on GenAI adoption across Visa
Measure and communicate research impact through metrics, demos, and business outcomes
Thought Leadership
Establish Visa as a leader in responsible and innovative GenAI research
Represent Visa Research at industry conferences, media engagements, and public forums
Contribute to AI policy discussions, standards development, and ethical AI frameworks
Publish technical blogs, whitepapers, and research reports
Build Visa's reputation as a destination for world-class GenAI research talent
This is a hybrid position.Expectationofdays intheoffice will be confirmed by your Hiring Manager.
Qualifications
Basic Qualifications
12 or more years of work experience with a Bachelor's Degree or at least 10 years of work experience with an Advanced degree (e.g. Masters/MBA /JD/MD), or a minimum of 5 years of work experience with a PhD
Preferred Qualifications
15 or more years of experience with a Bachelor's Degree or 12 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, or MD), PhD with 9+ years of experience
10+ years of experience in AI/ML research, with 5+ years in a research leadership role managing researchers and research budgets/resources.
Programming proficiency in Python and deep learning frameworks (PyTorch, TensorFlow, JAX), along with a strong mathematical foundation (statistics, optimization, probability).
Experience with distributed training, GPU optimization, and large-scale ML infrastructure, including proficiency in cloud platforms (AWS, GCP, Azure) and MLOps practices.
Proven track record of impactful research demonstrated by publications in top-tier venues, patents or intellectual property in AI/ML technologies, and contributions to open-source AI projects or frameworks.
Experience in financial services, payments, or e-commerce domains, with knowledge of areas like fraud detection, risk modeling, or recommendation systems.
Experience collaborating with academic institutions and industry research labs, active external engagement, such as speaking engagements at major AI conferences or editorial board membership/conference organizing experience.
Experience with responsible AI, fairness, and AI ethics.
Additional Information
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 258,100.00 to 403,400.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
$115k-154k yearly est. 3d ago
Customer-Centric AI Deployment Engineer
Truth Systems 4.5
San Francisco, CA job
A technology firm focused on AI safety is seeking a candidate for a mission-driven role that melds engineering with customer empathy. You will be responsible for leading client integrations of trust and safety software, ensuring successful product adoption while also translating client feedback into actionable improvements. This in-person role is based in San Francisco and includes regular travel across the U.S. Competitive salary and equity are offered.
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$103k-144k yearly est. 4d ago
Technology Investment Banking Associate - San Francisco
Moelis & Company 4.9
San Francisco, CA job
A leading investment bank in San Francisco is seeking an experienced Investment Banking Associate for its Technology financial advisory practice. The role involves financial analysis, team management, and preparing client presentations. Candidates should demonstrate strong analytical and presentation skills with a background in investment banking. Competitive compensation is offered with a salary range of $175,000 - $225,000.
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$175k-225k yearly 1d ago
Teller - Taraval Area
First Bank 4.6
San Francisco, CA job
Banking Specialist I
This position, Banking Specialist I, may be called by many other names: Teller, Client Service Representative, Member Services, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You are the front line or first point of contact providing client service for our clients, and you specialize in the products and services that help our clients meet their current and future financial needs.
What You Will Be Doing
Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible.
Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible.
Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center.
Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM, and vault, if needed. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management.
Furthering personal development by actively seeking out and maintaining basic product knowledge of all Bank products. This may be obtained through training courses, branch meetings, corporate communications, etc.
Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Working towards achievement of branch and individual sales and referral goals.
Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the clients' needs. (In-Store) Should cultivate relationship with retail store associates.
High School Diploma or Equivalent
Minimum of 12 months previous client service experience preferred
Previous cash-handling experience required
Previous banking experience strongly preferred
NLMS registration preferred
Developed customer service skills, including written and verbal communication
Ability to use a PC and alpha/numeric keyboard
Flexible work week schedule, which may include Saturdays
$32k-36k yearly est. 3d ago
Strategic CFO for Nonprofit - Finance & Operations Leader
Kentucky Society of Association Executives Inc. 3.5
Oak Brook, IL job
A nonprofit organization based in Oak Brook seeks an Assistant Executive Director for Finance and Administration to lead its financial operations and strategy. This role will require a strong financial leader with extensive experience in budget management, risk management, and human resource oversight. Ideal candidates will have a Bachelor's degree in finance or a related field, with an MBA or CPA being strongly preferred. The organization offers a hybrid work environment, competitive compensation, and a supportive workplace focused on member impact.
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$123k-219k yearly est. 1d ago
Lockbox Remittance Specialist
Busey Bank 4.5
Glenview, IL job
The Lockbox Remittance Specialist handles the servicing of all lockbox clients. You would be expected to maintain a high level of production and accuracy while preparing customers mailed in paper checks for deposit. Duties & Responsibilities
Payment Preparations and Processing
Sort incoming mail into correct customer bin.
Prepare batches of work by removing payments and forms from envelopes
Process all lockbox deposits from direct and indirect customers.
Quality Assurance Processing Measures
Follow standard operating procedures and customer specific instructions through data entry.
Verifying checks through customer specific instructions for processing
Balance/reconcile electronic and paper documentation.
Analyze information to determine accuracy and completeness of work.
Conduct non-routine research.
Operate high-speed imaging/ extraction Opex equipment.
Re-associate check images to corresponding material while validating quality of images.
Maintain HIPAA and confidentiality of customer account information; follow established policies and procedures as related to internal audits and security.
Team Support:
Lend help to immediate team/team members, as needed.
Education & Experience
Knowledge of:
Strong oral and written communication skills
Excellent organizational skills
Keen sense of quality control and practices
Attention to detail and focus on meeting deadlines.
Ability to:
Analyze and comprehend client's standard operating procedures and instructions
Complete multiple manual tasks per transaction and/or client with precision
Ability to sit, stand, and walk for long periods of time
Be a team player and maintain a positive attitude at all times
Make judgment calls regarding routine duties but refer non-routine situations to a supervisor and/or manager
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $18-$20/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$18-20 hourly 5d ago
Director, IP Dispute Resolution (Financial Expert Practice)
Ocean Tomo 3.7
Ocean Tomo job in San Francisco, CA
Ocean Tomo, a JS Held company, offers an entrepreneurial environment where you will work at the intersection of financial theory and cutting-edge technology. We value creativity, curiosity and problem solving. We require flexibility, dedication and initiative. In return, we provide exceptional opportunities. We are often asked to apply advanced financial and economic principles to assist in the evaluation of emerging technologies or technology-rich corporations.
The Financial Expert professionals have industry leading experience across all types of disputes. We are skilled in the determination of intellectual property damages including calculations of lost profits, price erosion, unjust enrichment, and reasonable royalty. As a Director, you will focus on the daily management of these engagements; including meeting with clients and/or counsel to collect information for the creation of reports and financial analyses/models, analyzing and critiquing opposing parties' claims, management of staff and working closely with the Managing Directors of the firm.
Managing complex assignments from concept through delivery
Assisting with practice development efforts of the Managing Directors
Identifying and converting new business opportunities
Writing reports, presentations and other materials
Daily management of engagements including meetings with clients and counsel
Critiquing opposing parties' claims
Managing analysts and associates working on the engagement
Leading market, industry, company, technology and royalty rate research performed by Associates and Analysts
Directing staff efforts in preparing models, reports and other activities
Training staff on technical concepts
Requirements:
Bachelors or Masters concentrating in finance, accounting, business or economics from a highly regarded program
7 plus years of litigation consulting or intellectual property valuation experience
CPA/CFA preferred
Willingness to be "hands-on" manager with full responsibility for delivering high quality work product
Established reputation for high-level of professional expertise
Distinguished academic achievement
Attention to detail and quality control
Solid analytical skills, and the ability to work well in a team environment are essential
High degree of professionalism, integrity and flexibility
Excellent oral and written communication skills
Great attitude and client presence
Established in 2003, Ocean Tomo, LLC provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes.
Intangible assets comprise 90 percent of business value but are also subject to significant impairment due to enterprise and regulatory compliance risk. Ocean Tomo assists clients - corporations, law firms, governments, and institutional investors - in realizing Intellectual Capital Equity value broadly defined.
As a team, we are:
Innovative: Offering state of the art and proprietary services within each business we operate.
Client Focused: Responding and providing a level of service exceeding expectations.
Quality Obsessed: Managing all work products to a zero-error tolerance.
Profit Centric: Seeking to maximize profits to our employees and investors over strategies focused on growth.
Team Oriented: Working together to serve clients and build a unified firm regardless of office locale or primary practice responsibility.
Inclusive: Ocean Tomo welcomes everyone, recognizing diversity as an asset for ourselves and our clients.
Why Work for Us?
We are an organization built upon the concept of the "team." Our culture and our work set us apart. Our people make all the difference. In addition to excellent employee benefits, some of our innovative benefits include:
Hybrid work environment
Annual bonus plan
Full reimbursement for industry exams and review courses (CPA, CFA, etc.)
Partial tuition reimbursement
Applicants MUST submit resumes at ********************************** Local candidates preferred. Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa.
About J.S. Held
J.S. Held is a global consultancy providing technical, scientific, and financial expertise across all assets and value at risk. Our professionals serve as trusted advisors to organizations facing high-stakes events demanding urgent attention, staunch integrity, clear-cut analysis, and an understanding of both tangible and intangible assets. The firm provides a comprehensive suite of products, data, and services that enable clients across industries to navigate complex, contentious, and often catastrophic situations.
We value diversity and inclusion in our workplace.
Ocean Tomo, LLC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
$182k-251k yearly est. 60d+ ago
Equity Research Associate, Semiconductors
Wedbush Morgan Securities 4.9
San Jose, CA job
Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth.
Are you currently involved in technology sales, marketing, engineering, or procurement, but have always been interested in finance and looking to do something new? Join Wedbush's premier sell-side equity research team as an Equity Research Associate covering the hardware sector (preference for experience in networking, optics, power, or semi-cap equipment). This position represents an opportunity for you to take your industry expertise and technical knowledge and learn from industry-recognized research professionals, how to successfully apply your learnings and industry expertise in a finance role that will see you advising some of the world's largest hedge funds and mutual funds on technology trends and investments.
What You'll Do
As a key contributor to our semiconductors/hardware research team, you will deliver critical analysis that shapes institutional investment strategies:
* Provide in-depth company analysis covering financials, competitive positioning, and growth trajectories
* Develop and maintain sophisticated, detailed financial models that forecast company performance and valuation
* Collect and analyze sector data, develop comprehensive databases, and identify emerging trends across the semiconductor and hardware landscape
* Write and publish timely research notes and reports that inform institutional investor decisions
* Support existing coverage while contributing to new company initiations and sector deep-dives
* Interface directly with C-suite executives and IR teams at leading technology companies
* Articulate clear, actionable investment views to our internal sales force and institutional client base
* Perform other tasks and duties as required and assigned
Why Wedbush?
* Analyze the semiconductor and hardware companies driving AI, optical hardware, cloud computing, mobile innovation, and next-generation technologies
* Work with seasoned professionals who are recognized thought leaders in technology research
* Gain visibility with institutional investors and corporate management teams
* Develop expertise in one of the market's most dynamic and influential sectors
* Contribute research that moves markets and shapes investment decisions
Experience and Skills
* Bachelor's degree from an accredited university.
* 1-3 years of industry experience in the technology industry; preferably in the networking or optical hardware space, but anywhere in the semiconductor or semi-cap equipment fields could be applicable
* Good understanding of your area of technological expertise and a network of customers, peers, suppliers you can keep in touch with to identify industry trends.
* Strong written and verbal communication abilities
* Proven capacity to maintain accuracy in a fast-paced, deadline-driven environment
* Self-starter who excels both independently and collaboratively, with ability to prioritize effectively with minimal direction
* Solid work ethic, positive attitude, and genuine passion for technology and markets
What We Offer
What Wedbush Offers You
As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture.
* Comprehensive medical, dental, and vision coverage with multiple health plan options
* Health Savings Account (HSA) with company-sponsored contributions
* Flexible Spending Accounts (FSA) traditional and dependent care
* Pre-Tax Commuter Benefits
* 401(k) Plan: competitive discretionary company matching and profit-sharing contributions
* Tuition reimbursement ($5,250 max per year)
* Paid Vacation, Sick Time, Holidays, Volunteer Time Off
* Paid Leave: Parental Bonding, Jury Duty, Military, Disability, etc.
* FINRA and Professional License Sponsorship
* Charitable Donation Matching Contributions
* Travel & Employee Assistance and Employee Discount Programs
* Discretionary compensation based on the colleague's and the firm's performance
The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $100,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. At Wedbush, Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed.
Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here ****************************************************
This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.
$100k yearly 6d ago
Emerging Middle Market Commercial Banker VP
Jpmorgan Chase & Co 4.8
San Diego, CA job
A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies.
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$64k-112k yearly est. 2d ago
CRA Administration Officer
Cathay Bank-Headquarters 4.4
El Monte, CA job
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for the creation of in-depth analyses of bank CRA performance, including recommendations on how to improve performance - lending, investments, and services. Acts as a backup for other department positions when others are out of the office. Represents the Bank at various community events and fundraisers, acts as a champion for the CRA team at internal meetings and/or events. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank.
ESSENTIAL FUNCTIONS
Acts as a backup for other department positions when others are out of the office (Analysts and Assistant Manager) when needed.
Perform secondary reviews and ensure accuracy of CRA data as necessary for the three CRA performance tests.
Ensure that all department policies and procedures are updated in a timely manner.
Represent the Bank and CRA team at various community events and bank sponsored events.
Along with the SVP, Director of Community Development, be actively involved in the annual Risk Control Self-Assessment.
Monitor reports and prepare quarterly performance analysis, annual self-assessment, strategic plan, and annual loan goals. This documentation will be presented by the SVP, Director of Community Development at the Risk & Compliance Committee, Enterprise Risk Management and Internal Control Committee meetings.
Coordinate the preparation and distribution of meeting materials for the Community Advisory Committee meetings. Prepare and distribute meeting minutes for these meetings as well as be a regular attendee at these meetings.
Take a very active role in the implementation of various special projects that will positively impact the CRA program, such as the Dodd Frank Section 1071, and changes to CRA regulations.
Perform other special projects, as assigned by the SVP, Director of Community Development to include but not limited to the declined small business loan referral program and Supplier Diversity.
Maintain current information for the Intranet, Public File, Bulletin, forms and charts.
Assist with CRA activity performance tracking in other areas as needed.
Complete assigned training courses in a timely manner.
QUALIFICATIONS
Education: Bachelor's degree is preferable in Business, Accounting, or Finance.
Experience: Minimum of three years of banking experience. Some working knowledge of accounting or loan underwriting. CRA knowledge is a plus. Knowledge of CRA software and SharePoint preferred.
Skills/Ability: Strong computer skills; proficient with Microsoft Office products. Takes initiative, works independently with minimal supervision, and consistently meets deliverable dates. Professional, able to effectively interact with all levels of the Bank as well as with external partners. Good organization and analytical skills. Excellent verbal and written communication skills. Highly organized, results-oriented with strong attention to detail and good follow-through skills. Enthusiastic and self-motivated. Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities. Ability to work offsite to perform service hours and attend CRA activities.
OTHER DETAILS
$33.65 - $48.08 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
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Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$33.7-48.1 hourly 5d ago
Senior Commercial Credit Officer & Underwriter Lead
Old National Bank 4.4
Chicago, IL job
A regional financial institution in Chicago is seeking a Senior Credit Officer to oversee the underwriting of commercial loan requests and manage a team of underwriters. The role requires strong leadership and communication skills, with a focus on developing talent within the organization and ensuring compliance with lending standards. Ideal candidates will possess a Bachelor's degree in Finance and over 10 years of relevant experience, offering competitive compensation and a collaborative working environment.
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$84k-124k yearly est. 3d ago
Public Media Fundraising Canvass Director
Donor Development Strategies 3.7
San Diego, CA job
A nonprofit organization in California is seeking a Nonprofit Canvass Director to lead grassroots fundraising efforts for public media. This pivotal role requires strong leadership skills and a passion for community engagement. The successful candidate will manage a team, train staff, and ensure fundraising targets are met. Competitive pay of $24.00 per hour and comprehensive benefits are offered, including healthcare and 401(k).
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