Assist in accounting and finance functions, including monthly close process, financial reporting, and vendor documentation. Support departments like Tax and FP&A.

Support the Financial Reporting team with internal and external reporting, prepare financial analysis, coordinate data during monthly close, and ensure compliance with SEC and regulatory standards.

The Operations Associate supports operational functions by managing client onboarding, account maintenance, and custodial requests, ensuring compliance and excellent client service.

Analyze and underwrite credit requests, assist in due diligence, monitor portfolio risk, and manage customer relationships in the commercial banking sector.

Analyze and underwrite credit requests while managing a loan portfolio. Collaborate with Relationship Managers and financial professionals to evaluate compliance and market conditions.

The Senior FP&A Analyst manages financial strategy through budgeting, forecasting, profitability analysis, and reporting, collaborating with senior leadership and ensuring data integrity.

The Sr. Accountant is responsible for maintaining the general ledger, preparing financial statements, ensuring compliance with GAAP, and performing reconciliations and variance analyses. They assist in audit requests and maintain accounting policies while ensuring strong internal controls.

The Portfolio Manager will analyze and underwrite credit requests, manage a portfolio of customers, monitor compliance, and assist with loan processes.

The Sr. Managed Assets Officer will manage high-risk lending relationships, develop workout strategies, collaborate with various departments, and ensure compliance.

Perform administrative, sales, and marketing support for the investment and wealth management business, focusing on client interactions and compliance tasks.

Coordinate with tax team, manage tax compliance, prepare workpapers, and ensure adherence to tax regulations and auditing standards.