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This position provides loan business, prepares loan analysis, loan recommendation, customer service, post lending management and intra-bank departments communication to meet objectives set by the Branch Manager.
The Tax Professional will assist the tax team in coordinating all compliance functions for hedge funds, real estate funds, and CLOs
This role partners with client teams to manage financial planning, reporting, and analysis while ensuring operational processes meet contract obligations. It involves driving financial performance and providing insights to support strategic decisions for key accounts.
This role will work closely with Enterprise Business Service Leadership and seamlessly partner with existing reporting and client service teams. The ideal candidate will be instrumental in defining and implementing changes, as well as establishing integration points with other support teams, streamlining processes and driving efficiency across the board.
The Fund Accountant will be expected to play a role in supporting the day-to-day accounting, reporting, and operational function. The ideal candidate will have a solid understanding of fund structures and private equity investment strategies, as well as experience working with third-party administrators and auditors.
Reporting into the Director of Financial Reporting, this role will oversee financial statement preparation, SEC filings and compliance, and process improvement & controls.
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