Capital Management Resume Samples
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Capital Management Resume Samples
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MH
M Hartmann
Mercedes
Hartmann
17011 Carli Pines
Boston
MA
+1 (555) 775 0363
17011 Carli Pines
Boston
MA
Phone
p
+1 (555) 775 0363
Experience
Experience
Boston, MA
Capital Management
Boston, MA
Haag, Glover and Klein
Boston, MA
Capital Management
- Assists to develop the firm’s position and advocacy priorities, by researching and gathering consensus internally with senior leaders
- Provide executive summaries of regulatory reform initiatives to management
- Assists the Technology and Implementation teams to ensure new regulatory capital regulations are implemented accurately and timely
- Manages partner relationships
- Develop key relationships with trade associations, peer banks, supervisors andregulators
- Supports Investor Relations and Senior Management with relevant research on capital issues for speeches and earnings calls; and
- Participate in regulatory reform initiatives by reviewing and preparing materials to beshared with trade associations, supervisors and policy-makers
Boston, MA
Amherst Capital Management
Boston, MA
Watsica-Bednar
Boston, MA
Amherst Capital Management
- Responsible for office administration, vendor management, facilities management and record retention management
- Oversight of operations (including policies and procedures), administration, project management, risk management and staffing
- Help to manage and enhance existing relationships with market participants of all types including asset owners, debt providers etc
- Overseeing service providers including property management, acquisition, financing and others as necessary
- Providing oversight of overall SFE Fund portfolio performance and asset quality
- Engaging with product development teams to identify and create optimal offerings for different markets
- Working with client engagement team to develop brand/background materials
present
Los Angeles, CA
Manager, Capital Management
Los Angeles, CA
Hand-Ferry
present
Los Angeles, CA
Manager, Capital Management
present
- Assist in the development of annual Capital Plan, forming part of RBC’s annual Operating Plan
- Provide improvement recommendations for effectiveness & efficiency based on analysis of RFA process metrics
- Assists in the development of annual Capital Plan, forming part of RBC’s annual Operating Plan
- Develops consolidated financial statements and capital position for the Financial Crisis Management Plan
- Conducts financial analysis of outstanding capital; providing capital transaction recommendations
- Conduct financial analysis of outstanding capital; providing capital transaction recommendations
- You will consolidate financial statements and capital position for the Financial Crisis Management Plan
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
California State University, Northridge
Bachelor’s Degree in Accounting
Skills
Skills
- Strong attention to detail with ability to simplify the complex and drive key initiatives
- Strong business partnering experience / skills including the ability to interact, communicate and influence equally well within all levels of an organization
- Excellent communication and business partnering skills
- Ability to work collaboratively with teams and interface credibly across various LOBs and support partners at both junior and senior levels
- Ability to analyze data, identify trends, and make recommendations to management for process improvement
- Ability to work well on a team
- Proficient in Microsoft Office
- Strong financial analysis skills
- Highly motivated and enjoys taking initiative
- Ability to interact and influence analytical teams and model developers
15 Capital Management resume templates
Read our complete resume writing guides
1
Services, Csre, Capital Management Resume Examples & Samples
- Partner with Real Estate Planning, Capital Projects Project Management, Procurement and Project Accounting to deliver the capital project on time and on budget
- Provide Estimating / Reporting Support for the Capital Projects Team during the Project Planning, Execution and Turnover Phases
- Prepare financial input required for Capital Planning, initial Client Order of Magnitude Estimate (OME) Package, Feasibility Studies, Budget Approval (MAC) development, and confidential Management requests
- Provide proactive financial advice and analysis to Corporate Real Estate teams across the project. Look for cost savings opportunities across all aspects of projects and hold stakeholders accountable to remain within budget and schedule
- Assist in the preparation of adhoc / monthly cost and commentary reports
- Prepare and maintain accurate market cost data and benchmark information
- Arrange and attend project cost / estimate related meetings as required
- Manage project financial closeout
- Manage and supervise the work of Project Controls internal / external teams
- Bachelor’s Degree in Quantity Surveying / Cost Engineering or a related field
- RICS qualified with 7-10 years PQE
- Broad understanding of commercial construction industry practices, a variety of forms of construction contracts, and prime/subcontractor level of cost estimating
- Strong analytical skills and impeccable attention to detail
- Ability to summarize and present information (written and spoken) at a management level
- Strong networking skills to establish contacts within Real Estate and partnerships with other divisions
- Ability to organize own time and work independently, without close supervision
- Sound management judgment and potential to lead teams
- Courage to challenge current practice and initiative to suggest new ways of working
- Ability to work in a team based environment and to interface with all levels of employees
- Flexibility to adapt in a dynamic and changing organization
- Proven skills with MS office products (particularly Excel) and a desire to learn new systems
2
Senior Manager, Capital Management Resume Examples & Samples
- Advising – Has the authority to provide advice and counsel across the Bank on specific areas of expertise
- Information Access – The job has authority to access and utilize financial information as required
- College graduate with degree in Accounting or Finance, or related fields MBA, CPA or FRM preferred
- 6-8 years of experience in Finance
- Exposure to capital management and/or balance sheet analysis in a banking environment preferred
- Exposure to and understanding of Comprehensive Capital Analysis and Review (CCAR) and Dodd-Frank Act Stress Testing (DFAST) exercises preferred
- Good understanding of the Banks financial systems, structure, products and services
- Excellent knowledge of Word, Excel, and PowerPoint (Workiva a plus)
3
Senior Manager, Capital Management Resume Examples & Samples
- Undergraduate with degree in Accounting or Finance, or related fields required. Graduate degree preferred
- 6 to 8 years of experience in Finance
- Exposure to and understanding of Basel III initiative/
- Excellent computer skills, particularly with Microsoft Excel (Pivot, V-lookup, etc.), PowerPoint and Word
- Working knowledge of Essbase, Bank systems such as G/L and MRP, and SharePoint
4
Capital Management Resume Examples & Samples
- BS/BA Required - Finance/Accounting preferred
- Comfort working with complex Financial Products
- Advanced Excel, Modeling, Data Manipulation
- Strong business partnering experience / skills including the ability to interact, communicate and influence equally well within all levels of an organization
- Ability to analyze data, identify trends, and make recommendations to management for process improvement
- In$ight
- SAP/eLedger
5
Capital Management Resume Examples & Samples
- Prepares research which informs analysis of the effects of new or proposed regulation
- Interprets regulatory capital regulations, both domestic and international, where regulation is not adequately specific for effective implementation
- Provides subject matter expertise for transaction-specific regulatory capital advice, partnering with Capital Reporting and LOB Delivery teams
- Assists Technology and Implementation teams to ensure new regulatory capital regulations are implemented accurately and timely
- Supports Investor Relations and Senior Management with relevant research on capital issues for speeches and earnings calls; and
- Leads and/or collaborates internally and externally on advocacy efforts, including working with peer banks, trade associations, regulators and other government officials, on regulatory reform initiatives domestically and internationally
6
Capital Management Resume Examples & Samples
- Interprets domestic and international regulatory capitalregulations
- Provides transaction-specific advice on the appropriateregulatory capital treatment to Lines of Business (LOBs) and Capital Reporting
- Ensures new regulatory capital regulations are implementedaccurately and timely
- Advises senior leadership on key regulatory capitalinitiatives
- Collaborates on external advocacy efforts, including workingwith peers, trade associations, and regulators to influence regulatory reforminitiatives
- Advise on all matters pertaining to regulatory capital, including capital deductions, exclusions, composition, eligibility, phase-outs, thresholds, non-qualifyingcapital, and disallowed capital
- Analyze proposed and new rules and interpretations related to regulatory capital policymatters
- Provide technical regulatory capital policy advice on complex transactions
- Direct calculation, reporting and/or analysis activities to support the Bank's capitalinitiatives
- Develop and document capital policy interpretations
- Ensure that implementation teams have the tools they need to implement rules andinterpretations in an accurate and timely fashion
- Provide executive summaries of regulatory reform initiatives to management
- Contribute to SEC disclosures related to regulatory capital policy matters
- Develop key relationships with trade associations, peer banks, supervisors andregulators
- Participate in regulatory reform initiatives by reviewing and preparing materials to beshared with trade associations, supervisors and policy-makers
- Manages partner relationships
- Day to day activities for the role may include calculating and analyzing regulatorycapital results; interpreting regulatory requirements in the context of abusiness problem; developing solutions; managing and/or executing implementation.Qualifications
- 10 years in financial services environment with a proven track record of success
- Experience in regulatory capital policy, treasury, or regulatory law
- Extensive knowledge of the “numerator”
- Strong banking and capital markets product knowledge
- Strong technical writing experience
- Thorough understanding of Basel III
- Unimpeachable business and personal integrityand values congruent with those of the organization
7
Treasury Capital Management Avp Resume Examples & Samples
- Bachelors degree with a minimum GPA of 3.0
- 4+ years Capital Management experience
- Experience in Finance, Risk and/or Treasury, preferably with some focus on Capital Management and preferably the CCAR supervisory process
- Good understanding of Investment Banking businesses and activities
- Financial modeling and analysis skills
- Flexible and committed with proven ability to perform under pressure
8
Capital Management, Treasury VP Resume Examples & Samples
- Experience in working in a financial institution
- An analytical mindset coupled with the inclination to run and improve a rigorous process
- Good presentation skills (in skills to prepare well thought out presentations)
9
Svp, Capital Management Resume Examples & Samples
- Minimum of 8 years of relevant experience; Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), Certified Public Accountant (CPA) or related certification preferred
- Bachelor’s degree or High School/GED and 12 years relevant experience
- Minimum of 2 years of experience in audit, risk management, governance, compliance, internal controls, public accounting, corporate controls or equivalent
- Eligibility Qualifications
- Must apply via COS (internals) or through www.gecareers.com (externals) to be considered for this position
- Legal authorization to work in the U.S. is required. GE may agree to sponsor an individual for an employment visa now or in the future if there is a shortage of individuals with particular skills
- MUST BE ABLE TO SATISFY THE REQUIREMENTS OF SECTION 19 OFTHE FEDERAL DEPOSIT INSURANCE ACT
- Must be willing to comply with pre-employment screening, including but not limited to, drug testing, reference verification and background check
- Must be willing to travel up to 30% of the time
- Fluent (speak, read and write) in English and local language
10
Manager, Capital Management Resume Examples & Samples
- Responsible for providing high-quality quantitative and qualitative analysis of RBC’s regulatory capital position, actual and forecasted, and its compliance with regulatory requirements- providing recommendations to facilitate decision-making by senior management
- Leads quantitative and qualitative scenario analysis of capital implications of various projects, business, accounting and regulatory activities
- Develops consolidated financial statements and capital position for the Financial Crisis Management Plan
- Assists in the development of annual Capital Plan, forming part of RBC’s annual Operating Plan
- Conducts financial analysis of outstanding capital; providing capital transaction recommendations
- Identifies regulatory capital implications of various projects and structured transactions under consideration by Strategic Initiatives
- Responsible for asset limit monitoring
- Pertinent university business degree or equivalent to meet technical requirements of the job
- Minimum 2-3 years of experience in related fields
11
Director, Capital Management Ret E Resume Examples & Samples
- 5-7 years experience in insurance or related industry
- Strong conceptual and quantitative understanding of risks borne by insurance products and how they are reflected in both regulatory and economic capital constructs
- Strong financial understanding of the impact of capital on product pricing and profitability reporting
- Strong presentation and communication skills to effectively distill complicated ideas and results into actionable information that can drive decisions
- Ability to convey a sense of urgency and work effectively with internal business partners to drive action
- Highly motivated and able to thrive in a fast-paced, results-oriented environment with high quality standards
- FSA, CFA and/or CERA designations desirable but not required
- Demonstrated track record of achievement
- Capable of learning quickly and working well in a strong team environment
12
Manager Working Capital Management Resume Examples & Samples
- You assist national and international clients with the identifying and implementing of cash improvement opportunities and you perform process analysis regarding working capital management, inventory management and supply chain processes
- You identify and understand the key business drivers and provide value to the client through our services and the deliverables we produce
- Providing coaching to others, share your technical and other knowledge with your team and the department and draw upon previous experience
13
Capital Management Resume Examples & Samples
- 10 years of experience in banking and finance
- 4 or more years of relevant working experience in a bank or a consulting firm with direct experience in transaction advisory, and/or capital optimization and RWA calculation
- 2 or more years of strong familiarity with wholesale and retail credit risk capital requirements under Basel 3; knowledge of international rules a plus
14
Highbridge Capital Management Resume Examples & Samples
- Assist team members with the preparation of investment summary material for the Investment Committee
- Participate in the completion of due diligence in connection with potential investments
- Assist other more senior members of the team in the preparation of quarterly valuation materials
- Monitor the performance of existing portfolio companies (including but not limited to updated industry analysis, customer interviews, board meeting participation, etc.) and in conjunction with other team members, keep the Investment Committee informed of those developments
- Perform special projects for mid-level and senior management on an as-needed basis. These projects might address numerous areas of the business including operations, finance, fundraising and marketing
- Evaluate investment opportunities and provide recommendations to senior investment professionals
- Prepare supporting fundamental business and industry analysis
- Develop financial models, conduct detailed business due diligence and perform valuation analysis
- Analyse performance and new opportunities at the individual fund level. New opportunities may include new funds, investments, lending facilities, etc
- Graduate with a bachelor’s degree/ concentration in finance or economics
- Minimum of 2 years of full-time professional investment banking experience or consultancy work experience
- Prior experience in credit investment on the buy-side or leveraged finance group / investment banking group of a major investment bank
- Global perspective. Ability to identify and address transaction concerns arising from investing in various European markets
- Passionate about investing and eager to learn
- Excellent modeling skills and overall quantitative ability
- Excellent presentation/communication skills
15
Senior Manager, Capital Management Resume Examples & Samples
- Work closely with business primes to prioritize projects and set the capital budget
- Support capital reporting and forecasting requirements on a monthly basis
- Assist in making enhancements to the capital reporting and forecast process
- Work independently with the business primes to build capital business cases for large strategic investments
- Coach business primes on how to properly build the business cases, and assist in thinking through cross functional impacts
- Ensure capital governance is properly adhered to
- Review business cases with the Finance VP prior to broader Executive review
- Responsible for the provision of quarterly reports in accordance with SOX Capital Asset Controls
- Various ad hoc requests and analyses as required
- Undergraduate degree in finance/business/economics. CA/CMA/MBA an asset
- Minimum 5 years of financial planning related work experience, preferably performing business cases
- Possess business maturity and confidence to challenge business/financial assumptions and properly manage timelines to ensure capital governance is adhered to
- Superior working knowledge of Excel (including building models)
16
Senior Manager, Capital Management Resume Examples & Samples
- With the Director, oversee the development and monitoring and manage the execution of the Bank’s capital management framework and strategy, ensuring capital is managed in an optimal fashion
- Managerial – The job has managerial authority to hire and deploy staff within the existing complement as required
- Advisory – Has the authority to provide advice and counsel across the Bank and communicate capital management initiatives and timelines to others across the organization
- Auditing - Has the authority to examine work of others to ensure compliance with all regulatory and capital governance requirements. Has the authority to stop activities/documents outside standards
- Information Access – The job has authority to access and utilize financial information
- 8+ years of experience in Finance, Capital Markets, or Treasury
- Expert knowledge of financial analysis and financial modeling
- Thorough understanding of the Bank Act, Capital Adequacy Guidelines and OSFI regulations as they pertain to Banks
- Understanding of financial market instruments including corporate/ structured debt and capital instruments
- Ability to influence senior executives and other internal and external stakeholders
- Comfort and experience dealing with senior executives
17
Cib-lec Capital Management Resume Examples & Samples
- Accountable for delivery regulatory reports related to Capital Management and others in accordance with regulatory agenda
- Ensure the rule is correctly applied for Capital calculation
- Ensure the integrity of the books and records of Conglomerado Prudencial, basis for Capital consumption calculation
- Ensure that business booking in the legal entities complies with the applicable regulatory requirements
- Manage the external relationships with regulators and auditors, working where appropriate with Compliance
- Ensure the optimal use of the Legal Entities, influence LE structure, agenda and strategy
- Ensure adequate capital management and financial ratios of the legal entities
- Analyze legal entity implications of new business developments and changes in the regulatory framework
- Monitor the effectiveness of the capital planning and the adequate adherence to regulatory requirements, working closely with Business Controllers and other LOBs
- Well-organized to work with deadlines
- Ability to function in a time sensitive role with strict deadlines
- Good verbal and written communication skills to enable effective interaction with client groups
- Ability to understand system flows, procedures etc
- Product and business knowledge to support local businesses
- Ability to work in a diverse and multicultural environment, to work alone and in a team structure
- Proactive attitude and learning interest
- Bachelor degree in Business Administration, economy or accounting
- Knowledge on SAP is a plus
- Knowledge on Basel rule is a plus
- Knowledge of Excel, word and PowerPoint (advanced)
- Fluid in English
18
Manager, Enterprise Capital Management Resume Examples & Samples
- University degree in Finance, Accounting, Economics or a related field
- CPA, MBA, CFA, or other professional designations, would be a strong asset
- Advanced knowledge and proficiency in Excel, PowerPoint and Word
- Minimum 3 years of Bank or treasury related experience with progressing levels of operational and/or team management responsibility
- Knowledge of capital management activities, Basel III requirements, capital markets, asset/liability management principles and banking products
- Knowledge of the Bank's financial and management reporting infrastructure and strong accounting background would be an asset
19
Manager, Capital Management Resume Examples & Samples
- You will be responsible for providing high-quality quantitative and qualitative analysis of RBC’s regulatory capital position, actual and forecasted, and its compliance with regulatory requirements- providing recommendations to facilitate decision-making by senior management
- You will lead quantitative and qualitative scenario analysis of capital implications of various projects, business, accounting and regulatory activities
- You will consolidate financial statements and capital position for the Financial Crisis Management Plan
- Assist in the development of annual Capital Plan, forming part of RBC’s annual Operating Plan
- Conduct financial analysis of outstanding capital; providing capital transaction recommendations
- You will Identify regulatory capital implications of various projects and structured transactions under consideration by Strategic Initiative
20
Amherst Capital Management Resume Examples & Samples
- Managing ACaM’s Research and Analytics team, which will be dedicated to supporting ACaM’s investment personnel and business growth objectives
- Collaborating with Laurie Goodman and Sean Dobson (ACaM’s CEO) to set the group’s research priorities
- Partnering with portfolio managers to evaluate and size potential opportunities
- Leading complex quantitative and qualitative research on real estate credit markets
- Synthesizing research into reports and participating in presentations to both internal and external stakeholders
- Overseeing Research and Analytics as they handle all aspects of market/policy monitoring
- Bachelor’s Degree in Economics, Finance, Financial Engineering, etc. required. MA/PhD in a related field a plus
- At least 10 years of analytical experience with structured products (CMBS, RMBS, ABS, and CLO instruments) required
- Excellent Microsoft Excel skills (including VBA) mandatory; experience with other financial and statistical tools a plus
- Knowledge and experience of bond markets and cash flow modeling required; experience within an asset manager or similar preferred
- Strong oral and written communication skills required
- Excellent leadership skills and managerial skills required
- The ability to thrive in entrepreneurial, high-pressure environments is strongly preferred
21
Csre-capital Management Resume Examples & Samples
- Review contract and change order documents to determine proper accounting classification, payment terms and invoicing requirements
- Review invoice submissions with Project Team to ensure proper and accurate pay applications
- Coordinate monthly cost meetings with Project Team to identify potential areas of budget exposure
- Manage month-end close processes for asset capitalization and project close outs
- Single point of contact for capital expense related queries from Business Units, Legal entity Controllers, and other stakeholders
- Prepare balance sheet reconciliations and assist in managing various audit and other disclosure requirements
- Partner with global finance teams in key initiatives
- Work closely with other members of the real estate and business services finance team to ensure integration and collaboration with other business managers across various geographies
- Undergraduate degree in Accounting or related field plus a minimum of three years construction accounting experience or an equivalent combination of education and experience; degree and construction experience a must
- Possesses clarity and understanding of accounting concepts acquired during professional training
- Strong analytic skills and impeccable attention to detail
- Ability to organise own time and work independently, without close supervision
- Ability to drive work and take things to closure
22
Ccar Capital Management Expert Resume Examples & Samples
- 6+ years of experience in an investment bank in the Finance department or regulatory reporting space
- Strong knowledge of the US regulatory framework with a focus on Basel 3 capital adequacy, RWA, liquidity ratios and leverage ratio
- Advanced degree with a major in accounting, finance, mathematics or related field
- Demonstrable multitasking abilities
- CPA or CFA
23
Amherst Capital Management Resume Examples & Samples
- Leading all aspects of Amherst Capital’s Single Family Equity Fund
- Overseeing the origination and qualification of potential investment opportunities for the Fund
- Driving and overseeing the underwriting process of SFE transactions, including cash flow modeling, asset valuation, debt structuring & pricing, etc
- Fostering and maintaining relationships with market participants of all types including asset owners, debt providers etc
- Providing oversight of overall SFE Fund portfolio performance and asset quality
- Overseeing service providers including property management, acquisition, financing and others as necessary
- Managing the requirement of the Fund’s Board and/or Limited Partner Advisory Committee
- Fostering relationships with clients and attending client meetings as circumstances warrant
- Completion of ad-hoc tasks and other responsibilities as required
- The incumbent will be a charismatic, energetic individual with at least 10 years’ of relevant investment experience
- Deep knowledge of single family rental markets
- BA/BS in finance, economics, or related field required; further qualifications (MBA/MA/PhD) preferred
- Proven track record in the underwriting of single family rental transactions, with the ability to balance client expectations with company objectives
- Exceptional written and verbal interpersonal skills, comfortable presenting information to sophisticated audiences
- Ability to work a flexible schedule as needed
24
Amherst Capital Management Resume Examples & Samples
- Credit management of Amherst Capital's CRE lending activities
- Member of Amherst Capital's CRE Credit Committee
- Management of the credit administration function; monitoring existing and future policies and procedures in order to maintain consistent credit standards
- Additional ad-hoc tasks as required
25
Amherst Capital Management Resume Examples & Samples
- Assisting in the origination and qualification of potential investment opportunities, including analyzing, underwriting, structuring, and closing commercial real estate loans
- Assisting with the financial analysis, valuation, and financial modeling of investments
- Generating internal approval memoranda for presentation to senior management
- Supporting wider CRE team members in deal/credit negotiations
- Occasionally attending trade shows and other internal/external events such that the firm's relationships expand and strengthen
- Completing other ad-hoc duties as required
- The ideal candidate will have a minimum of 3 years of experience in real estate, financial services, or accounting
- Bachelor s degree required, concentration in real estate strongly preferred; Understanding of real estate and capital markets
- Exceptional quantitative underwriting skills, Excel and Argus experience required
- The candidate must be a motivated, self starter able to work independently and within a small team environment
- This position requires occasional travel for up to 5 consecutive nights
26
Amherst Capital Management Resume Examples & Samples
- Candidates should hold a BS or BA degree and possess at least 5 years’ experience within the investment industry
- Prior experience will ideally be within a fund, audit firm or administrator
- Thorough understanding of accounting and operational processes in relation to real estate investment products, is preferred but not required
- Knowledge of tax analysis and compliance a plus
- Experience with Geneva, VPM or other major fund operating system a plus
- Advanced Excel skills are a must
- Knowledge of products such as Commercial Real Estate loans, Mortgage Backed Securities and single family home investments desired
- Highly detail oriented
- Ability to manage a large and varied workload and an ability to work towards tight deadlines
- Excellent interpersonal skills with an emphasis on teamwork
- Highly motivated, responsible and driven self-starter
- Strong initiative and willingness to take ownership of assigned responsibilities from conception through to completion
- Flexibility to work a varied schedule
27
Amherst Capital Management Resume Examples & Samples
- Undergraduate Bachelors in Finance, Business or related field or equivalent
- 7- 10 years financial services experience, preferably in the asset management business; 3+ years of RFP experience would be beneficial
- Strong organizational and time management skills and an ability to perform within a fast-paced, entrepreneurial environment
- As the role requires a high level of both administrative and analytical support in a fast paced and complex environment, the incumbent must have good attention to detail, work well under pressure, be able to handle multiple deadlines and produce work of high quality
- Incumbent will possess strong written and verbal communication skills
- Incumbent will also have proven analytical skills, and work or educational experience in finance & investments
- The "start-up" nature of Amherst Capital also necessitates a high degree of day-to-day problem solving skill and can-do attitude
- Experience with PMAPs (Proposal Software) and SalesForce is a plus
- Series 7 and Series 63 required
- The incumbent will need to bring a level of flexibility and creativity to the role
28
Amherst Capital Management Resume Examples & Samples
- Credit Management of Amherst Capital's CRE lending activities
- Management of the credit administration function; monitoring existing and future policies and procedures, in order to maintain consistent credit standards
- The qualified candidate will have a MBA in Finance or Accounting
- At least 15 years' experience within commercial real estate, debt or equity markets
- Prior experience should be broad-based, spanning all real estate asset classes
- Prior experience should come from within a transferable investment environment
- The incumbent should have demonstrable experience evaluating highly structured and complex commercial real estate financing opportunities
- The incumbent should have an ability to balance the goals and objectives of our CRE business with those of the company and its investors
- Strong interpersonal, organizational and presentation skills
- Ability to work a flexible schedule as required
29
VP Treasury Capital Management & Liquidity Resume Examples & Samples
- Manage Treasury hedging program – debt, seed money, foreign exchange etc
- Corporate debt management, credit facilities management, capital structure analysis and Managing relationship with banking partners and capital structure analysis
- Responsible for collaborating with other finance colleagues to drive capital and liquidity management initiatives for Threadneedle and other international subsidiaries
- Partnering with Advice and Wealth management business to understand and manage balance sheet risk related to new products and existing activities
- Manages the capital and liquidity optimization initiative and enables cross-sharing of knowledge within internal and external stakeholders
- Ongoing reporting and stress modeling/analytics to enable what-if analysis to enable pro-active management
- Leads and develop direct report to meet organizational needs. Arranges formal training or other experiences to foster learning and development. Develops goals and cascade goals to ensure alignment with the overall strategy. Conducts performance reviews of staff aligned with company policy and guidelines
- Master’s Degree in Finance, Economics or related field
- 10+ years' experience in Treasury/Capital Markets/Risk Management
- 5+ years previous leadership experience
- Strong analytical and strategic skills in complex global organization
- Experience across financial services (broker dealer & asset management products) and in-depth knowledge of risk management/ hedging a strong plus
- Breadth in perspective to be able to assist leader with strategic enterprise wide decisions in addition to depth of knowledge on enterprise's diverse businesses and their associated balance sheet management (capital, liquidity and risk) fundamentals
- 99 (or the ability to obtain within first 90 days
30
Balance Sheet & Capital Management Resume Examples & Samples
- Practice Area Platform Design and Development
- Over 15 years of experience in Balance Sheet and Capital management matters, involving a range of client and organizational types, having both public and private sector dimensions
- Specific experience in complex Balance Sheet and Capital management mandates, including for Capital Markets businesses, on market risk, liquidity risk, modeling, Balance Sheet optimization, capital planning, funding strategy, ALM, etc
- Understanding of as wide a range as possible of financial service sectors for US and global enterprises in particular on risk and regulatory issues, including enterprise risk management regulatory advice and balance sheet and capital management with a clear emphasis on the latter
- Acumen and capability in leading discussions with C-suite executives with a demonstrated capability of dealing within high-level business context
- Show an established track record of commercial accomplishments in complex sector-specific products and services
- Leads and positions groups to win as teams, works collaboratively across group functions to win business and deliver projects
- Ability to attract, retain and motivate top talent, and to establish a “team” camaraderie / identity
- Action-oriented and not afraid to roll up sleeves; mentors and coaches resources along the way; leads by example
- Visible in financial services industry and known to clients as thought leader and trusted advisor on Balance Sheet and Capital management matters; continually focused on expanding network and leveraging connections
- Demonstrated, established client connections through relevant and complimentary prior experience
- Comfortable in front of executive-level decision makers, experienced in relationship-based selling, with strong written and oral presentation skills
- Able to identify industry trends and opportunities, advise client executives with credibility, develop points of view and thought leadership
31
Capital Management Expert Resume Examples & Samples
- Develop Capital Management Strategy presentations and messaging to inform senior management and other stakeholders on Credit Suisse’s financial position, upcoming risks, and challenges to enable strategic decisions
- Contribute value-added feedback to key financial decisions (e.g., resource allocation, performance benchmarking, etc.)
- Collaborate with divisional CFO/COO, Business teams, Group Finance, Risk in developing presentations and discussion documents for regulatory authorities (e.g., lead efforts on initial “storyboarding”)
- Provide constructive feedback to Capital Management Group colleagues on messaging and structure for key analytics / presentation deliverables
- Lead efforts with Credit Suisse businesses (Global Markets, IBCM, IWM, Swiss Universal Bank, etc.), Risk, Finance and other cross-functional teams in forecasting, managing, and executing on various Risk Weighted Assets (RWA), Leverage Exposure (LRE) initiatives
- Challenge ineffective and/or aggressive divisional assumptions and projections, providing senior management with an accurate reflection of Credit Suisse Group position
- Advise internal businesses, support functions and external consultants on various questions regarding capital and liquidity rules on an ad-hoc basis
- Platform to enable impactful decision-making from Senior Management (CFO and CEO of the bank)
- Opportunity to gain strong insight into the management, product offering, regulatory constraints, and capital positioning of a systemically important bank
- Interaction with wide range of senior management including divisional / regional CFOs, COOs, Business Heads and Risk / Finance leadership
32
Sterling Capital Management Fixed Income Portfolio Manager Resume Examples & Samples
- 1 Select securities to be held in clients’ portfolios
- Analyze and understand company financial statements, public filings and various forms of investment research
- Determine sector weightings of client portfolios
- Review and provide feedback on other analysts’ investment recommendations
- Effectively communicate with institutional clients and consultants regarding all aspects of investment management process
- Bachelor’s degree or equivalent education, training and work-related experience
- Eight years of securities’ analysis/investment management experience
- Thorough knowledge of securities and their attributes
- High level of technological competence
- Advanced analytical abilities
- Ability to frequently travel, occasionally overnight
- Chartered Financial Analyst designation
33
Amherst Capital Management Resume Examples & Samples
- Working with distribution teams to identify/pre-qualify investors
- Leading the sales effort; meeting with clients to articulate the Amherst Capital story and investment strategies
- Engaging with product development teams to identify and create optimal offerings for different markets
- Working with client engagement team to develop brand/background materials
- Assisting in preparation of both general and ad hoc sales/marketing items; RFPs, factsheets, etc
- Other ad-hoc duties
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Amherst Capital Management Resume Examples & Samples
- Collaborating with the Head of Originations to implement the CRE lending strategy
- Contributing to the origination and qualification of potential investment opportunities, including credit evaluation, underwriting, structuring, and closing commercial real estate loans
- Leading the financial analysis, valuation, and financial modeling of investments
- Leading CRE team members in deal/credit negotiations
- Developing new relationships and expanding/fostering existing relationships with sponsors
- Representing the Amherst Capital brand externally; attending trade shows and other events such that the firm's relationships expand and strengthen
- BA/BS required; background in Economics/Finance and advanced qualifications (MA/PhD/CFA) preferred
- 8+ years’ of relevant experience, across loan origination and transaction management is required
- Experience within an asset manager, hedge fund, investment bank or private equity firm is strongly preferred
- Dynamic existing relationships within the CRE industry, including mortgage brokers, owners, operators, and investment firms
- Market knowledge and experience in primary and secondary US property markets
- Experience and knowledge across all asset classes
- Demonstrable experience managing highly structured and complex CRE financing
- Strong analytical and business writing skills including synthesizing data and organizing credit memos
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VP, Capital Management Resume Examples & Samples
- Bachelor of Science degree in Finance, Accounting, Economics or similar. Master's degree or CFA designation a plus
- Solid knowledge of banking products and a solid understanding of accounting principles
- CCAR or DFAST experience at a Large Bank Holding Company required
- Strong analytical skills including understanding of basic statistics
- Strong focus on internal controls and integrity of data
- Experience in financial and regulatory systems architecture
- Strong team work and communication skills, commitment to meeting deadlines
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VP-head of Capital Management Oversight Resume Examples & Samples
- Oversee and evaluate the Company's capital management practices, processes and controls including the Company's annual CCAR process and related activities
- Proactively assess and identify existing and emerging risks and help ensure that they are measured, monitored and managed effectively
- Interact effectively with business line risk management, model governance, audit, regulators and senior management
- College graduate
- Ability to build effective working relationships with range of individuals from risk management, model validation, audit and regulatory
- Solid grasp of basic financial principles
- General understanding of bank financial risk management
- Advanced degree/professional certification
- Extensive banking/capital markets/financial risk management experience
- Strong knowledge of bank capital management, liquidity risk management and modeling principles and regulatory guidance
- Knowledge of financial planning, forecasting and stress testing practices
- Ability to understand, synthesize and translate complex concepts into straight forward messages
- Able to define and drive outcomes effectively in collaboration with key stakeholders
- Excellent written and verbal communication skills; ability to develop written and visual representation of complex concepts
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Director Capital Management Resume Examples & Samples
- Participate in various capital management analyses and planning initiatives which assist the department in managing MFC capital position, both at a consolidated and local entity level
- Planning and coordinating regulatory capital monitoring and in-depth capital adequacy testing under various economic scenarios of 20 subsidiaries in 15 countries, evaluating results and preparing analyses and reports
- Building knowledge and raising awareness of Manulife subsidiaries’ local statutory capital regimes, interaction with the MCCSR and new LICAT regime, market exposures, through robust analytical assessment
- Provide research, analytical and operational support in high-visibility/confidential projects, with a focus on proactive assessment of capital implications and recommendations of actions to enhance capital efficiencies. Examples include OSFI complex solo capital proposals and corporate development initiatives
- Lead process improvements and governance strengthening initiatives within the department through streamlining of workflow, automation of various deliverables, establishing robust processes with controls and documentation to mitigate operational risk
- Prepare regulatory and senior management reporting and analysis of MFC and MLI subsidiaries' local capital levels as well as Capital Committee/Board level material related to Local Capital management, regulatory issues/lobbying efforts and ad-hoc analyses as necessary
- At least 5-7 years actuarial or accounting work experience
- Strong knowledge of regulatory capital rules preferably in Insurance setting
- Proven superb technical and analytical strengths
- Strong organizational skills, including adaptability to fast-changing priorities
- Excellent judgment and business savvy demonstrated through previous professional achievements
- Proven ability to operate at both strategic and detailed levels
- Strong interpersonal skills to maintain excellent working relationships across the organization
- Decisive and results-oriented
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Amherst Capital Management Resume Examples & Samples
- Serve as Amherst Capital’s liaison with BNY Mellon’s Finance, Human Resources, Compliance and Risk Management teams
- Direct the company’s financial planning and analysis including reporting to board and key constituents
- Oversee and monitor all accounting processes across all investment products
- Provide strategic business planning, operating reporting and analysis support to the CEO
- Oversight of operations (including policies and procedures), administration, project management, risk management and staffing
- Responsible for the coordination of board related activities, meetings and materials
- Responsible for office administration, vendor management, facilities management and record retention management
- Plus additional ad-hoc responsibilities
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Amherst Capital Management Resume Examples & Samples
- Prior experience required, preferably in the asset management business
- Prior experience in marketing or sales support preferred
- The "start-up" nature of Amherst Capital requires a high degree of day-to-day problem solving skill and can-do attitude
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Amherst Capital Management Resume Examples & Samples
- Assist with the day-to-day running of Amherst Capital’s Single Family Rental Fund
- Support wider team members in the origination and qualification of potential investment opportunities for the Fund
- Support wider team members in the underwriting process of SFR transactions, which may include cash flow modeling, asset valuation, debt structuring & pricing, etc
- Help to manage and enhance existing relationships with market participants of all types including asset owners, debt providers etc
- Support the oversight of overall SFR Fund portfolio performance and asset quality
- Support the wider team members in the oversight of service providers including property management, acquisition, financing and others as necessary
- Assist with the execution of the Fund’s Board and/or Limited Partner Advisory Committee requirements
- Complete ad-hoc tasks and other responsibilities as required
- The incumbent will be a charismatic individual with at least 2 years’ of relevant investment experience
- Prior experience from within an investment bank, investment advisor or real estate buy side firm would be preferred
- Knowledge of single family of multi-family rental markets would be beneficial
- A quantitatively-focused college degree, ie. BA/BS in finance, economics, or related field required; further qualifications (MBA/MA) beneficial
- Exceptional written and verbal skills required
- Excellent Excel and modeling skills required
- Excellent PowerPoint skills required
- An ability to work effectively within a team environment required
- A willingness to work in an unstructured environment while demonstrating outstanding judgment and decision making skills required
- A desire to achieve relevant professional certifications desirable
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Amherst Capital Management Resume Examples & Samples
- Support Client Engagement and Content Marketing Manager and co-ordinate internally with team to
- Develop and maintain the Firm's library of presentations and marketing collateral
- Work closely with CCO/ BNY compliance to review, update & approve materials for use
- Log & update marketing materials as per compliance feedback to ensure that only approved materials used
- Update marketing materials on a monthly, quarterly and as-needed basis for all BNY global compliance channels, customize presentations for client specific meetings and/or conference presentations
- Help track sales activity and client pipeline, by coordinating with sales, client engagement, and investment teams to capture and input new meeting details, etc into Salesforce
- Help coordinate responses to client questions and RFPs
- In addition, the incumbent will provide support to
- Marketing team via preparation of materials & coordination of internal/external client events, roadshows
- Support preparation of materials& logistics for client calls / visits for investment or due diligence reviews
- Help prepare monthly, quarterly, and annual materials for client reporting, due diligence, and contract renewal requests in conjunction with BNY Mellon/Standish reporting team
- Other duties
- Contribute to and/or own business critical projects and strategic initiatives
- Completion of ad-hoc tasks as required
- Undergraduate Bachelor’s degree required; a major in Finance, Business, Marketing or related field would be beneficial
- Minimum of 1-3 years’ experience required, preferably in the asset management business and/or experience in relevant client engagement, marketing or sales-related roles
- Strong organizational and time management skills, ability to perform in fast-paced, entrepreneurial setting
- As the role requires a high level of both administrative and analytical support in a fast paced and complex environment, the incumbent must have high attention to detail, work well under pressure, be able to handle multiple deadlines and projects, and produce work of high quality
- Proven analytical skills, and work/educational experience in finance & investments
- Experience with PMAPs (Proposal Software), Seismic and SalesForce preferred
- The "start-up" nature of Amherst Capital requires a high degree of day-to-day problem solving skills and can-do attitude, as well as the ability to work independently
- The Incumbent will possess strong written and verbal communication skills
- The Incumbent must have excellent PowerPoint & Excel skills
- The incumbent should be enthusiastic with positive attitude & entrepreneurial drive
- The incumbent should possess an ability to transform abstract concept into well-organized slides
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Director of Capital Management Resume Examples & Samples
- Direct the company’s capital management activities including the preparation of balance sheet and cash flow forecasts/budgets and managing the company’s net debt and working capital positions
- Manage accounting for all insurance related transactions including analysis on the company’s insurance reserve position
- Work closely with actuaries and risk management team to understand insurance developments and the impact on reserve requirements
- Manage the monthly reporting of capital expenditures as well as monthly forecasting and annual budgeting for capital expenditure spend and depreciation expense
- Oversight responsibilities for the accounting for fixed assets and capitalization policy
- Responsible for acquisition opening balance sheets including purchase accounting transactions and subsequent working capital true-ups
- Oversight for various ad hoc analysis on accounting and business issues, as well as technical accounting research that support the company’s policies
- Maintain and improve internal control environment
- Contribute to the month-end close and monthly financial review process
- Work closely with the company’s internal and external auditors
- Manage, direct and develop staff and provide effective coaching
- Perform ad hoc analysis and assist with special projects as needed
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Treasury Capital Management Resume Examples & Samples
- Monitoring and understanding all regulatory change and development that may impact the firm’s capital requirement needs and ensuring inclusion/ consideration in the capital planning and forecasting process
- Regulatory capital policy making for capital areas which Treasury are responsible for. This includes rule interpretation and where relevant lobbying with regulators and industry bodies
- Facilitating impact analysis and management of regulatory change where ownership sits outside the Treasury function e.g. Risk and RWA models
- Senior management and capital team awareness and education of regulatory change including technical training and also capital impact analysis
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Enterprise Capital Management Resume Examples & Samples
- Be familiar with the capital requirements under different Basel regimes and their practical application for the Company and major U.S. Legal Entities
- Be responsible for directing calculation, reporting and/or analysis activities to support the Bank's Capital Initiatives. Activities may include analyzing regulatory capital results; interpreting regulatory requirements in the context of a business problem; developing solutions; managing and/or executing implementation
- Be involved in advising on capital matters regarding new transactions
- Be responsible for more complex finance activities around capital calculation, reporting and/or analysis to support the Bank's Capital Initiatives. Supports achievement of business goals by working on more complex activities or projects within the unit and with partners
- Be responsible for understanding line of business reporting for Global Markets businesses' covering a holistic view of regulatory capital, economic capital, capital return metrics and financial statement analysis
- Be responsible for investigating and explaining period over period capital and balance sheet movements
- Focus on team coordination and process improvements working with internal and external technology partners
- Work closely with business partners and finance to resolve capital questions and communicate capital usage
- Assist with estimating the capital utilization for new transactions and products and assisting the businesses in assessing the impact on return metrics. Liaise between the business and internal ECM policy on optimizing structures for appropriate return metrics
- Minimum of 5-8 years of experience in a financial organization
- Strong communication skills and ability to influence
- Advanced Excel (v look ups, pivot tables) and data manipulation skills
- Significant experience with SQL and working with large databases
- Experience in preparing concise and effective presentations, including the ability to explain results of complex analysis at a level that resonates across many different audiences
- Ability to multi-task and prioritize
- Familiarity/experience with financial instruments and products traded within the Global Markets business or experience with Credit Risk/Market Risk, Traded Products from a capital perspective
- Knowledge of Basel III regulatory capital rules
- Significant experience with Credit Risk/Market Risk, Traded Products from a capital perspective
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Director, FX & Working Capital Management Resume Examples & Samples
- Oversees a team of 4 FX analysts/traders and working capital experts
- Partners closely with financial institutions, business executives, tax and accounting to develop and executive effective hedge strategies
- Sets company accounting rates
- Manages the syndication and relationships of HP’s factoring programs
- Partners with financial institutions and partners to maximize the economic return, minimize the costs, and optimize the risk profile of HP’s supply chain financing, dynamic discounting programs and credit & collections initiatives
- Overseae preparation of FX performance measurement packages and key analytics for monthly close process as well as Executive FX strategy reviews
- Works with HP’s treasury accounting team to evaluate, recommend, and implement effective FX strategies that are in compliance with FASB 52 and FASB 133
- Oversees the forecasting and reporting of monthly Other Income & Expense comparative analysis for FX
- Prepare ad hoc analysis and provide project support as requested
- Complete understanding of financial markets, derivative instruments, hedging strategies, and FX best practices
- Advanced knowledge of FX forward and options, accounting requirements, and compliance requirements
- Strong leadership/management skills
- Ability to deliver on time sensitive and strategic priorities simultaneously
- Analytical mindset and ability to apply complex financial principles to HP's operations/strategy
- Execution/action oriented
- Ability to manage up, laterally, and down
- Excellent team developer
- Demonstrated ability to develop excellent relationships with key banking partners
- Ability to speak multiple languages desirable
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Capital Management Resume Examples & Samples
- Accounting/Finance Undergraduate
- 5+ years working in financial services
- Analytical ability and problem-solving skills with desire for continual learning including impact of potential new or changing regulations
- Strong attention to detail with ability to simplify the complex and drive key initiatives
- Ability to work collaboratively with teams and interface credibly across various LOBs and support partners at both junior and senior levels
- Advanced Excel Skills
- Knowledge of Basel rules
- Experience with consumer lending products and credit risk
- Ability to interact and influence analytical teams and model developers
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Capital Management Resume Examples & Samples
- Support the capital planning process across multiple legal entities by preparing capital forecasts for the purposes of capital adequacy assessments, recovery planning, resolution planning, etc
- Support weekly integrated financial outlook production process for the Parent Company
- Support the assessment of the capital position of BAC and certain of its subsidiaries for the purposes of the Company's Resolution Plan
- Support enhancement of the capital management process, including better connectivity across business areas and legal entities
- Develop business partnering skills and cross-functional knowledge through interactions with other capital management teams as well as Risk teams, Balance Sheet Management, Corporate Strategy; Global Liquidity Management, Global Stress Testing and Global Recovery & Resolution Planning
- Gain knowledge on various capital reporting regimes and their implications for the Company
- BS/BA Finance/Accounting
- 2+ years experience in Corporate Finance
- Highly motivated and enjoys taking initiative
- Embraces challenges and change
- Deep understanding of financial market dynamics, interest rates, accounting, and financial products
- Strong financial analysis skills
- Proficient in MS Office tools - Advanced Excel required
- Excellent communication and business partnering skills
- Ability to work well on a team
- Bank of America legal entity structure knowledge
- CFA and/or CPA
- Previous experience with financial forecasting, regulatory capital, capital and/or resolution planning
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Manager, Capital Management Resume Examples & Samples
- More than 5 years actuarial working experience
- Major in Actuarial Science, Math and Stats
- Strong communication skills, fast learner, good work attitude and willing to take ownership
- FSA or equivalent
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Treasury Capital Management Resume Examples & Samples
- Wide exposure to Treasury management and a variety of Treasury and business stakeholders
- An opportunity to influence the capital strategy and long-term structure of Barclays UK
- Opportunity to develop a more detailed understanding of the various capital constraints the bank faces and how it manages its capital position on a day-to-day basis
- Run & manage critical CaLM processes including EWIs, HOLSA, Capital Plus, ILE, Capital Plan review and WFR processes to achieve BUK’s strategic objectives of appropriate allocation of capital and compliance of regulatory responsibilities
- Adhoc analysis including preparation of various Committee papers (treasury & ALCO committee, rating agencies and other board committees)
- Capital optimisation strategies and projects
- Affinity to work with numbers and strong excel and powerpoint skills
- Basic understanding of Finance and Accounting concepts
- Time management and capability to work independently on a number of priorities, capability to work under pressure to tight deadlines
- Driven individual interested in a role with growing responsibilities
- Team player, with a proven ability to interact at a wide range of levels in- and outside their own team
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Amherst Capital Management Resume Examples & Samples
- Responsible for trade related activities include maintaining position records, entering information to the fixed-income trading system, and acting as a liaison between trading and operations staff
- Set up securities, field information requests and maintain spreadsheets and databases for all trading related inquiries
- The Incumbent has no direct trading responsibilities but will talk and relay information from brokers and help traders to stay on top of all news and market information
- Manage investment reporting and analytics for the mortgage team, supporting the marketing and client service teams with data requests
- Responsibilities may also include interpreting performance attribution, tracking error reports, generating other portfolio analytics, and tracking market data
- Fixed Income experience a must; preferably as a Junior Portfolio Analyst or Junior Research Analyst
- Trading support experience preferred
- Prior experience working with fixed-income securities a must
- BA/BS degree required. Work toward/possession of advanced degree and/or CFA is desired
- Must be a strong problem solver, able to work with limited direction
- Excellent computer skills, SQL, Excel, VBA, Bloomberg
- Sharp, self-motivated and intellectually curious with excellent communications skills
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Capital Management AVP Resume Examples & Samples
- Review and challenge legal entity dividends – Develop an approach to determine the dividend capacity of legal entities and use to ensure that legal entities hold an efficient level of capital
- Analyse legal entity capital requirements – Determine the contribution of each legal entity to the overall BI capital requirement and understand how this compares to the legal entities standalone capital requirements and the drivers of difference between the two and identify inefficiencies caused by legal entities
- Lead legal entity capital optimisation – Identify opportunities to optimize the capital supply of legal entities and lead on the delivery of these opportunities
- Support strategic analysis – As required, provide capital SME support on strategic initiatives being undertaken by Group Strategy and/or BCDPI
- Decision making and problem solving. Extent and level to which the job requires evaluative judgement and analytical skills. Detail should be provided as to the type and complexity of problems and the impact the role has on developing or enhancing existing systems or processes (2- 4 bullet points).*
- Strong communication skills with ability to liaise with stakeholders at all levels of the organization
- Experience of communicating with a wide array of people and some experience of stakeholder management
- Proficient excel and PowerPoint user
- Wide range of proven analytical ability
- Ability to work in a fast-paced, demanding environment including the ability to deliver to tight deadlines with changing requirements
- Ability to work in less defined environment and own issues to resolution
- Educated to Degree level to cope with the intellectual demands of the role
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Amherst Capital Management Resume Examples & Samples
- Conduct financial analysis of credit and collateral of borrowers, with emphasis on data accumulation and trend analysis
- Perform financial, operational, valuation, underwriting, and transactional analysis
- Complete borrower risk assessments
- Interact with various management staff
- Travel to client sites
- Championing Customer Needs: Provides timely and professional service to both internal and external customers; is responsive to customer needs and requests; is always courteous to the customer and considers the needs of the customer when making decisions
- Communicating Effectively: Shares information. Listens and involves others. Clearly conveys ideas in a manner that engages others and helps them understand and retain the message
- Delivering High Quality Work: Makes sure responsibilities central to the role meet all requirements and expectations. Finishes tasks promptly and critically reviews work to ensure quality and accuracy. Considers impact of work to others and takes steps to mitigate. Seeks additional work after finishing tasks
- Demonstrating Initiative: Takes action on his/her own without being prompted; handles problems independently when appropriate; able to resolve issues without relying on extensive help from others; does more than is expected or asked
- Supporting Change: embraces and encourages change and innovation. Is comfortable with and adaptive to, a changeable environment
- Bachelor's degree in Real Estate, Accounting or Finance
- 1-3 years’ of applicable experience in the commercial real estate sector (commercial bank, investment bank, private equity, specialty finance, real estate finance, mezzanine firm, developer, asset management, acquisitions, property management or brokerage firm) or public accounting strongly preferred
- Must have analytical and organizational skills and be able to articulate fully the facts related to the transaction; Comprehensive understanding of net present value, internal rate of return, cap rates and discount rates
- Ability to analyze financial statements (profit and loss, balance sheet, and cash flow statements)
- Strong analytical skills and resourcefulness necessary to complete in-depth industry and market analyses
- Strong interpersonal, writing and oral communication skills
- Ability to travel on short notice
- Strong working knowledge of MS Word and Excel mandatory
- There will be some on-the-job training; however, the candidate should be a “self-starter”
- The ability to travel as required
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Head of Internal Capital Management Resume Examples & Samples
- Actively identify ICM opportunities, strategies and risks
- Manage the portfolio of ICM activities within budget, time and resource constraints
- Lead, motivate and coach the ICM team to deliver against performance targets, maintain operational discipline, ensure quality of service and enable a high performance team
- Develop bespoke solutions and provide advice for the optimal management of internal financing and legal entity structures in collaboration with businesses and relevant Group functions
- Provide commercial advice across a broad range of areas (financing, legal, market impacts, and A&D requirements) by having a generalist background and a network to draw deep subject matter expertise
- Undertake regular reviews of intercompany loans, entity financing structures and oversee the internal dividend and capital returns processes to ensure efficient and effective use of internal capital in line with the ICM strategy
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Treasury Capital Management Resume Examples & Samples
- Analysis & ownership of BUK capital requirements and capital plan, risks and opportunities arising, ensuring alignment with the strategic and regulatory objectives of Group & BUK
- The BUK outlooks and forecasts (both stress and base) for capital plans and related RWAs and Leverage
- Development and monitoring of Early Warning Indicators
- Creation and implementation of suitable CaLM processes (in partnership with Structural reform project team)
- University Degree or equivalent experience
- Experience working in a top-tier financial institution
- Capability to solve problems logically with the creative use of available resources
- Seeks opportunities to stretch themselves and willing to take on additional or more challenging responsibilities. Wants to delegate for line manager when required
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Treasury Director Focusing on Working Capital Management Resume Examples & Samples
- Set targets for working capital and cash generation to be approved by CFO and ExCom
- Develop and implement improved processes for working capital and cash generatio
- Plan and lead quarterly cash calls with Regions and Markets
- Together with Middle Office analyze and report on the development
- Suggest actions to fill any gaps and Follow up with Regions and Markets
- Introduce Programs and campaigns where needed
- Follow up, report and present to Global Finance Team and ExCom
- Master´s degree in Finance
- Finance and/or accounting as your core compentencies
- 10 years of relevant working experience
- Solid foundation within Working Capital management
- Fluent in English both oral and written
- Solid analytical skills and logical thinking – practical solutions to complex tasks
- Strong execution skills – prioritize and get the tasks done
- Project management skills – ability to drive the process
- Proactive and personal drive – ambitious and impetus
- Excellent interpersonal skills – a networker and team player
