Equity Research Director - Alternative Energy/Renewables & Sustainability
Posted 1 day ago
Job Viewed
Job Description
Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Please Review The Following Job Description:Publish proprietary equity research in industries aligned to the firm's Banking sectors exhibiting the firm's expertise in the sector.
Essential Duties and ResponsibilitiesFollowing is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
- Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating C-suite corporate access resources to institutional equity clients.
- Responsible for initiating C-suite corporate access resources to institutional equity clients including non-deal roadshows, conferences, field trips, bus tours, and conference calls.
- Conduct independent industry assessments and company-specific research reports.
- Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc)
Level-specific duties:
- Applies industry/market/product knowledge to drive revenue production and business growth.
- Applies knowledge and experience, and advanced skills to independently conduct industry assessments and company-specific research reports.
- Critical involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc)
- Accumulate client votes from institutional clientele which are critical revenue drivers for the STRH platform.
- Conducts critical due diligence execution in capital markets transactions and provides unique industry expertise.
- Responsible for initiating C-suite corporate access resources to institutional equity clients including non-deal roadshows, conferences, field trips, bus tours, and conference calls.
- Plays a key role in developing strategy and objectives for designated business area.
- Mentors and coaches junior staff.
- Applies highly developed risk management skills and sets the standard for risk management practices for assigned team; coaches team, and holds team accountable.
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- BA/BS degree
- Licenses Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87 and either the Series 86 or a FINRA waiver for those who have completed CFA II.
- Minimum of 10 years of related work experience
- Proven domain expertise and thought leadership in the industry.
- Strong relationships with senior level, meaningful institutional buy-side clients.
- Strong relationships with C-level corporate executives.
- Advanced analytical and technical skills combined with a passion for fundamental research and a problem solving attitude.
- Experienced in due diligence execution related to capital markets transactions.
- Excellent interpersonal and listening skills, with the ability to communicate highly complex ideas clearly and concisely.
- Strong partnering and leadership skills
- MBA or advanced degree (PhD, JD, MD), and/or CFA designation
- 12 years of related work experience
- Experience in mentoring and coaching
The annual base salary for this position in New York is $300,000.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
Equity Research Director - Alternative Energy/Renewables & Sustainability
Posted today
Job Viewed
Job Description
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Publish proprietary equity research in industries aligned to the firm's Banking sectors exhibiting the firm's expertise in the sector.
**Essential Duties and Responsibilities**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
2. Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating C-suite corporate access resources to institutional equity clients.
3. Responsible for initiating C-suite corporate access resources to institutional equity clients including non- deal roadshows, conferences, field trips, bus tours, and conference calls.
4. Conduct independent industry assessments and company-specific research reports.
5. Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc)
Level-specific duties:
1. Applies industry/market/product knowledge to drive revenue production and business growth.
2. Applies knowledge and experience, and advanced skills to independently conduct industry assessments and company-specific research reports.
3. Critical involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc)
4. Accumulate client votes from institutional clientele which are critical revenue drivers for the STRH platform.
5. Conducts critical due diligence execution in capital markets transactions and provides unique industry expertise.
6. Responsible for initiating C-suite corporate access resources to institutional equity clients including non-deal roadshows, conferences, field trips, bus tours, and conference calls.
7. Plays a key role in developing strategy and objectives for designated business area.
8. Mentors and coaches junior staff.
9. Applies highly developed risk management skills and sets the standard for risk management practices for assigned team; coaches team, and holds team accountable.
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. BA/BS degree
2. Licenses Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87 and either the Series 86 or a FINRA waiver for those who have completed CFA II.
3. Minimum of 10 years of related work experience
4. Proven domain expertise and thought leadership in the industry.
5. Strong relationships with senior level, meaningful institutional buy-side clients.
6. Strong relationships with C-level corporate executives.
7. Advanced analytical and technical skills combined with a passion for fundamental research and a problem solving attitude.
8. Experienced in due diligence execution related to capital markets transactions.
9. Excellent interpersonal and listening skills, with the ability to communicate highly complex ideas clearly and concisely
10. Strong partnering and leadership skills
**Preferred Qualifications:**
1. MBA or advanced degree (PhD, JD, MD), and/or CFA designation
2. 12 years of related work experience
3. Experience in mentoring and coaching
- The annual base salary for this position in New York is $300,000
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (
USA Underwriting & Portfolio Management Analyst
Posted today
Job Viewed
Job Description
USA Underwriting & Portfolio Management Analyst
Country: United States of AmericaYour Journey Starts Here:
Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make: The main function of the Sr. Specialist, Underwriting & Portfolio Management is to assist the Underwriter(s) in analyzing, processing and packaging commercial loans.• Collects, packages, reviews and reconciles loan application documents including financial/credit exhibits under various underwriting programs.
• Orders and performs the preliminary review of all third party reports (appraisal, inspection and environmental) for compliance with guidelines.
• Analyzes, interprets and underwrites complex transactions in compliance with respective agency guidelines.
• Conducts detailed economic and demographic research to determine feasibility of transactions.
• Assists the underwriter in preparing and presenting comprehensive loan approval package to credit committee.
• Conducts inspections of physical assets. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Finance, Accounting, Management, Economics or equivalent field. - Required. 3+ Years Related experience and/or training. - Required.
• Excellent written and verbal communication skills.
• Strong analytical skills and proficient with financial statements.
• Ability to work in a fast paced environment with little supervision.
• Ability to work well with others and on teams.
• Demonstrated proficiency in Microsoft Office, including Word, Excel and PowerPoint.
• Demonstrates strong judgment and sound credit skills.
• Knowledge of Federal banking regulations. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
What Else You Need To Know :
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$63,750.00 USDMaximum:
$97,500.00 USDLink to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions :
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required .
Employer Rights:
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next :
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
Primary Location: New York, NY, Madison Ave Corp
Other Locations: New York-New York
Organization: Banco Santander S.A.
USA Underwriting & Portfolio Management Analyst
Posted today
Job Viewed
Job Description
USA Underwriting & Portfolio Management AnalystCountry: United States of AmericaYour Journey Starts Here:Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!The Difference You Make: The main function of the Sr. Specialist, Underwriting & Portfolio Management is to assist the Underwriter(s) in analyzing, processing and packaging commercial loans. --- Collects, packages, reviews and reconciles loan application documents including financial/credit exhibits under various underwriting programs. --- Orders and performs the preliminary review of all third party reports (appraisal, inspection and environmental) for compliance with guidelines. --- Analyzes, interprets and underwrites complex transactions in compliance with respective agency guidelines. --- Conducts detailed economic and demographic research to determine feasibility of transactions. --- Assists the underwriter in preparing and presenting comprehensive loan approval package to credit committee. --- Conducts inspections of physical assets. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Finance, Accounting, Management, Economics or equivalent field. - Required. 3+ Years Related experience and/or training. - Required. --- Excellent written and verbal communication skills. --- Strong analytical skills and proficient with financial statements. --- Ability to work in a fast paced environment with little supervision. --- Ability to work well with others and on teams. --- Demonstrated proficiency in Microsoft Office, including Word, Excel and PowerPoint. --- Demonstrates strong judgment and sound credit skills. --- Knowledge of Federal banking regulations. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.What Else You Need To Know:The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.Base Pay RangeMinimum:$63,750.00 USDMaximum:$97,500.00 USDLink to Santander Benefits:Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)Risk Culture:We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions:Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights:This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.What To Do Next:If this sounds like a role you are interested in, then please apply.We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Banco Santander S.A.
USA Underwriting & Portfolio Management Analyst
Posted today
Job Viewed
Job Description
USA Underwriting & Portfolio Management Analyst Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The main function of the Sr. Specialist, Underwriting & Portfolio Management is to assist the Underwriter(s) in analyzing, processing and packaging commercial loans. - Collects, packages, reviews and reconciles loan application documents including financial/credit exhibits under various underwriting programs. - Orders and performs the preliminary review of all third party reports (appraisal, inspection and environmental) for compliance with guidelines. - Analyzes, interprets and underwrites complex transactions in compliance with respective agency guidelines. - Conducts detailed economic and demographic research to determine feasibility of transactions. - Assists the underwriter in preparing and presenting comprehensive loan approval package to credit committee. - Conducts inspections of physical assets. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Finance, Accounting, Management, Economics or equivalent field. - Required. 3+ Years Related experience and/or training. - Required. - Excellent written and verbal communication skills. - Strong analytical skills and proficient with financial statements. - Ability to work in a fast paced environment with little supervision. - Ability to work well with others and on teams. - Demonstrated proficiency in Microsoft Office, including Word, Excel and PowerPoint. - Demonstrates strong judgment and sound credit skills. - Knowledge of Federal banking regulations. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know : The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $63,750.00 USD Maximum: $97,500.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions : Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required . Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Banco Santander S.A.
Manager, Portfolio Management and Strategy
Posted 1 day ago
Job Viewed
Job Description
The Portfolio Management and Strategy team is part of Macquarie Asset Managements Real Assets division, overseeing portfolio strategy and analysis for Macquarie Asset Managements private investment vehicles, providing exposure to infrastructure and real assets throughout the Americas. The team oversees the strategic direction and performance of the funds investment portfolio companies, ensuring rigorous valuations, effective risk management and alignment with business initiatives.
At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. Youll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.
What role will you play?In this role, you will regularly report to the Investment and Valuation Committees as well as senior leadership, manage and challenge the valuation process of the funds, assist with financial modeling, analyze portfolio company performance, provide analysis and recommendations related to strategic capital allocation decisions, and manage external valuation reviews. You will also communicate across a wide range of internal and external stakeholders, including asset management, finance, client services and investor relations, other regional portfolio and strategy teams and investors. To be successful in this role, you should have experience in valuations and portfolio management, including management of external annual independent valuation reviews and external audit of portfolio valuations.
What you offer- Bachelor's degree or equivalent
- Experience with portfolio management and strategy and valuations
- Proficiency in financial modeling
- Experience in alternative financial services or private equity
- CFA (Chartered Financial Analyst) or CA/CPA (Chartered Accountant/Certified Public Accountant) qualification preferred
The compensation range for this opportunity is a base salary of $130,000 - $170,000/Year. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, peer and market data, prior performance, business sector, and geographic location. You may also be eligible for an annual discretionary incentive compensation award. We offer a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.
What we offerMacquarie Asset Management is a global asset manager that aims to deliver positive impact. Were trusted by institutions, pension funds, governments, and individuals to manage billions in assets globally. We provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, natural assets, real estate, and asset finance.
Our commitment to diversity, equity and inclusionWe are committed to providing a working environment that embraces diversity, equity and inclusion. As an inclusive employer, Macquarie provides equal opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance.
Our aim is to provide reasonable accommodations to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know during the application process.
#J-18808-LjbffrUSA Underwriting & Portfolio Management Analyst
Posted 3 days ago
Job Viewed
Job Description
USA Underwriting & Portfolio Management Analyst Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The main function of the Sr. Specialist, Underwriting & Portfolio Management is to assist the Underwriter(s) in analyzing, processing and packaging commercial loans. - Collects, packages, reviews and reconciles loan application documents including financial/credit exhibits under various underwriting programs. - Orders and performs the preliminary review of all third party reports (appraisal, inspection and environmental) for compliance with guidelines. - Analyzes, interprets and underwrites complex transactions in compliance with respective agency guidelines. - Conducts detailed economic and demographic research to determine feasibility of transactions. - Assists the underwriter in preparing and presenting comprehensive loan approval package to credit committee. - Conducts inspections of physical assets. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Finance, Accounting, Management, Economics or equivalent field. - Required. 3 Years Related experience and/or training. - Required. - Excellent written and verbal communication skills. - Strong analytical skills and proficient with financial statements. - Ability to work in a fast paced environment with little supervision. - Ability to work well with others and on teams. - Demonstrated proficiency in Microsoft Office, including Word, Excel and PowerPoint. - Demonstrates strong judgment and sound credit skills. - Knowledge of Federal banking regulations. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know : The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $63,750.00 USD Maximum: $97,500.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions : Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required . Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Banco Santander S.A.
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Vice President of Portfolio Management
Posted 5 days ago
Job Viewed
Job Description
Vice President of Portfolio Management
About the Company
Accomplished real estate investment management firm
Industry
Real Estate
Type
Privately Held
About the Role
The Company is in search of a Vice President of Portfolio Management to join their team. The successful candidate will be a key player in the development and execution of a variety of real estate investment strategies, with a focus on multifamily and student housing. This role involves the full spectrum of the real estate investment process, from analyzing and executing new opportunities to formulating and marketing new strategies. The VP will also be responsible for ongoing financial modeling, liquidity management, and investor reporting.
Applicants for the Vice President of Portfolio Management position at the company should be highly motivated, team-oriented, and possess a natural ability to build relationships. The role requires a hands-on approach and a strong desire to learn and grow within the team. A background in real estate investment, development, investment banking, or finance, with a minimum of 6-8 years' experience, is essential. The ideal candidate will have a proven track record in multifamily and student housing transactions, including underwriting various investment opportunities. Proficiency in Microsoft Excel, managerial experience, and strong analytical, writing, and communication skills are also necessary. A Bachelor's degree is required, and the ability to manage multiple projects and meet deadlines is a must.
Travel Percent
Less than 10%
Functions
- Business Development
Project Finance Portfolio Management - Associate
Posted today
Job Viewed
Job Description
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
The anticipated salary range for this role is between $150,000.00 and $200,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.
**Role Description**
SMBC's Global Structured Finance Department is looking for an Associate to join its Project Finance North America Team (the "Team") of Portfolio Management and Agency Group.
The Team is responsible for managing all aspects of North American project finance portfolio. The portfolio consists of power, energy, PPP/PFI and other infrastructure transactions in North America. The role entails performing credit monitoring/control/administration of a portfolio of borrowers with a view to identifying potential credit issues preemptively. In addition, a significant portion of the role involves analyzing amendment/consent/waiver requests, evaluating the credit impact of the requests and any mitigants, and preparing applications with recommended actions for credit approval.
**Role Objectives: Delivery**
+ Responsible for effective credit and risk management, with emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and as needed client support.
+ Oversee the overall credit worthiness of an assigned portfolio of obligors and their ability to meet their financial obligations for traditional credit-based products. Continuously monitor the portfolio with a view to identifying deteriorating situations early.
+ Responsible for monitoring and reporting on the portfolio quality against established criteria and recommending adjustments to grading of existing credit facilities, as appropriate.
+ Prepare periodic reviews for the borrowers in the assigned portfolio.
+ Work with borrowers, legal counsels, independent engineers and other consultants as necessary to structure and manage consent processes (including but not limited to waivers and amendments of financing documents, etc.).
+ Analyze and, if appropriate, seek credit approval for amendment and consent requests from borrowers. In preparing applications for credit approval, the Associate must have a good understanding of the request, the impact of the proposed consent on the credit risk of the borrower/transaction, any mitigants to the increased risk and the justification for approval of the request.
**Qualifications and Skills**
+ A minimum of 3 years of experience covering project finance transactions in a portfolio management team or credit department of a lending institution.
+ Strong background in accounting / financial analysis / modelling / legal documents is preferred.
+ Required: BA / BS
+ Preferred: MA / MS / MBA
+ CFA preferred
**Additional Requirements**
SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at
USA Underwriting & Portfolio Management Analyst
Posted today
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Job Description
Country: United States of America
**Your Journey Starts Here:**
Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities **We Want to Talk to You!**
The Difference You Make:
The main function of the Sr. Specialist, Underwriting & Portfolio Management is to assist the Underwriter(s) in analyzing, processing and packaging commercial loans.
- Collects, packages, reviews and reconciles loan application documents including financial/credit exhibits under various underwriting programs.
- Orders and performs the preliminary review of all third party reports (appraisal, inspection and environmental) for compliance with guidelines.
- Analyzes, interprets and underwrites complex transactions in compliance with respective agency guidelines.
- Conducts detailed economic and demographic research to determine feasibility of transactions.
- Assists the underwriter in preparing and presenting comprehensive loan approval package to credit committee.
- Conducts inspections of physical assets.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's Degree or equivalent work experience: Finance, Accounting, Management, Economics or equivalent field. - Required.
3+ Years Related experience and/or training. - Required.
- Excellent written and verbal communication skills.
- Strong analytical skills and proficient with financial statements.
- Ability to work in a fast paced environment with little supervision.
- Ability to work well with others and on teams.
- Demonstrated proficiency in Microsoft Office, including Word, Excel and PowerPoint.
- Demonstrates strong judgment and sound credit skills.
- Knowledge of Federal banking regulations.
Certifications:
No Certifications listed for this job.
It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
**What Else You Need To Know** **:**
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
**Base Pay Range**
Minimum:
$63,750.00 USD
Maximum:
$97,500.00 USD
**Link to Santander Benefits:**
**Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) ( Culture:**
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
**EEO Statement:**
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law.
**Working Conditions** :
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
**Employer Rights:**
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
**What** **To Do Next** **:**
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
**Primary Location:** New York, NY, Madison Ave Corp
**Other Locations:** New York-New York
**Organization:** Banco Santander S.A.
AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO