489 Transactions jobs in the United States
Analyst - Transactions
Posted 19 days ago
Job Viewed
Job Description
JLL empowers you to shape a brighter way . Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world-class services, advisory, and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers, and find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Description: The Transactions Management Analyst will be responsible for a wide variety of work undertaken by the Transactions Team as assigned, processing high-level Transfers, and Routine Consents involving Fannie Mae, Freddie Mac, and Master Servicers as Lenders. The position requires a self-starter who is highly motivated to work independently and within a team-driven environment. The individual will be required to pivot across workflows in a high-volume, fast-paced environment, where quality and delivery are key to workflow efficiency and scalability. Essential Functions: As assigned, manage a heavy volume of Transfer requests, that will include working with Borrowers, new Clients, Lenders, and attorneys to process and close a Transfer transaction. Set up files and create tracking items on JLL and Lender systems. Engage legal counsel, order third-party reports, and follow up on issues. Prepare due diligence checklists and collect all due diligence materials for underwriting of the Transfer, updating tracking sheets across 15+ deals in the pipeline at a time. Review all due diligence for completeness and conduct weekly follow-ups with Clients, including hosting calls to discuss and review due diligence materials. Review and complete credit reports, searches, and verification of mortgages to assess risk. Review financial statements and SREOs and input resulting data into Transfer workbooks. Review third-party reports including Property Condition Reports and Phase I Environmental Site Assessments, analyze and prepare repair exhibits. Analyze loan history, markets, historical property operations, and third-party reports to assess risk and complete narrative write-ups. Conduct Management Company reviews and narrative write-ups. Order site inspections, track reports, pay invoices and engage insurance reviews. Maintain due diligence tracking sheets and keep JLL and Lender systems up to date. Assist with underwriting packet submissions to Lenders. Prepare closing invoices, review closing statements and facilitate closings. Manage Transfer pipeline/tracking and team progress. Process routine Borrower consent requests including engagement, collecting due diligence, reviewing, completing narrative write-up, obtaining Lender consent, issuing approvals and closing out the request. Responsible for HMDA Reporting. Provide support to the Transaction Team and serve as a resource to the Asset Management Team. Interact routinely with Leadership, Clients, Loan Officers, Lenders, and legal counsel in conjunction with the daily oversight and management of consent requests. Periodically undertake special request projects. Perform other duties as deemed necessary and assigned by team leader and/or manager. Required Skills: Undergraduate degree preferred or a minimum of 3-5 years of experience in Real Estate, Paralegal, Finance, Accounting, Business, or equivalent work experience. Proficiency in Microsoft Office, including Microsoft Excel and Word, with strong writing skills is required. The position requires a self-starter who can work independently, is able to multitask and manage deadlines, recognize and mitigate risk, is detail-oriented, and provides strong customer service (both written and verbal). Qualifications: Knowledge of Multifamily Loan Servicing and Commercial Real Estate, a plus Background in Fannie Mae and Freddie Mac Multifamily Real Estate, a plus Proficiency in Microsoft Excel and Word Strong math, verbal, writing, and organizational skills Exceptional time management skills, with the ability to perform under demanding deadlines, multitask, and work in a high-volume delivery environment Ability to interact directly with Clients and Lenders in a professional manner; work independently and in a team environment Bachelor’s degree in a related field Ability to self-audit, with excellent attention to detail Estimated total compensation for this position: 60,000.00 – 75,000.00 USD per year The total compensation range is an estimate and not guaranteed. An employment offer is based on an applicant's education, experience, skills, abilities, geographic location, internal equity and alignment with market data. Location: On-site – Kansas City, KS, St. Paul, MN, Tampa, FL Job Tags: CMG If this job description resonates with you, we encourage you to apply, even if you don’t meet all the requirements. We’re interested in getting to know you and what you bring to the table! Personalized benefits that support personal well-being and growth: JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include: 401(k) plan with matching company contributions Comprehensive Medical, Dental & Vision Care Paid parental leave at 100% of salary Paid Time Off and Company Holidays #J-18808-Ljbffr
Financial Markets & Real Estate - Transactions, Manager
Posted 1 day ago
Job Viewed
Job Description
2 weeks ago Be among the first 25 applicants
Specialty/Competency: Assurance
Industry/Sector: FS X-Sector
Time Type: Full time
Travel Requirements: Up to 20%
At PwC, our people in project portfolio management focus on optimising project portfolios to drive strategic business outcomes. These individuals oversee project selection, prioritisation, and resource allocation to facilitate successful project delivery. In project management at PwC, you will oversee and coordinate various projects to facilitate successful delivery within budget and timeline. You will leverage strong organisational and communication skills to effectively manage teams and stakeholders.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team members unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Skills
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
- Analyse and identify the linkages and interactions between the component parts of an entire system.
- Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
- Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
- Develop skills outside your comfort zone, and encourage others to do the same.
- Effectively mentor others.
- Use the review of work as an opportunity to deepen the expertise of team members.
- Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
- Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
As part of the Strategic Program Management Office Sourcing team you are going to implement risk and control frameworks within Financial Services. As a Manager, you are going to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop rigorous deliverables. This role requires significant experience in project management, evaluating enterprise data architecture, and developing and validating business stakeholders' conceptual data models.
Responsibilities
- Implement risk and control frameworks within Financial Services
- Supervise, develop, and coach teams to deliver top-quality results
- Manage client service accounts and oversee client engagement workstreams
- Independently analyze and solve complex technical problems
- Evaluate enterprise data architecture and develop conceptual data models
- Foster a culture of innovation and continuous improvement
- Assure adherence to the firm's methodologies and quality standards
- Bachelor's Degree
- 6 years of experience
- CAPM or PMP certification
- Applying experience in project management (e.g. project governance, project management controls, complex schedule analytics, performance metrics and reporting)
- Implementing risk and control frameworks within Financial Services
- Reading situations and modify behavior to build quality relationships
- Using straightforward communication, in a structured way, when influencing and connecting with others
- Evaluating enterprise data architecture feasibility, risk and technologies related to business change i.e. assessing, identifying and recommending technology and related business stakeholders' data requirements: Solution prototyping and development, processes and performance from business and technical standpoints, and the impact of data changes on business and/or IT processes
- Prioritizing, preparing and implementing data architectural improvements i.e. developing and recommending alternative technical and data management solutions, methodologies, strategies and architectural improvement plans
- Developing and validating business stakeholders' conceptual data models, including socializing and implementing logical and physical solutions; identifying data sources and metadata to deliver requirements and having completed two or more life cycle implementations
- Interacting with end users to understand and document business and functional requirements for complex projects, including software development life cycle
- Participating in consulting-related projects within a professional services environment
- Master's Degree preferred
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy:
As PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $99,000 - $97,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Sales and Management
- Industries Accounting, Financial Services, and Business Consulting and Services
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#J-18808-LjbffrFinancial Markets & Real Estate - Transactions, Manager
Posted 2 days ago
Job Viewed
Job Description
At PwC, our people in project portfolio management focus on optimising project portfolios to drive strategic business outcomes. These individuals oversee project selection, prioritisation, and resource allocation to facilitate successful project deli Real Estate, Manager, Estate, Financial, Transaction, Data Architect, Accounting
Financial Markets & Real Estate - Transactions, Director
Posted 2 days ago
Job Viewed
Job Description
**Industry/Sector:** FS X-Sector
**Time Type:** Full time
**Travel Requirements:** Up to 40%
At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals.
As a finance consulting generalist at PwC, you will possess a broad understanding of various aspects of finance consulting. Your work will involve providing comprehensive guidance and support to clients in optimising their financial performance, improving decision-making, and achieving their financial goals. You will be responsible for analysing client needs, developing financial solutions, and offering recommendations tailored to specific business requirements.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Lead in line with our values and brand.
+ Develop new ideas, solutions, and structures; drive thought leadership.
+ Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
+ Balance long-term, short-term, detail-oriented, and big picture thinking.
+ Make strategic choices and drive change by addressing system-level enablers.
+ Promote technological advances, creating an environment where people and technology thrive together.
+ Identify gaps in the market and convert opportunities to success for the Firm.
+ Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Markets Business Advisory team you advise clients on complex financial structures and securitizations. As a Director, you set the strategic direction and lead business development efforts, focusing on impactful decision making and executive-level client relations. You drive business growth, shape client engagements, and mentor the future leaders while fostering an environment where people and technology thrive together.
Responsibilities
- Advising clients on complex financial structures and securitizations
- Leading business development initiatives to drive growth
- Making impactful decisions at an executive level
- Shaping and managing client engagements
- Mentoring and developing future leaders
- Promoting a collaborative environment where technology and people thrive
- Overseeing multiple projects to confirm successful outcomes
- Upholding the firm's principles and reputation
What You Must Have
- Bachelor's Degree
- 8 years of experience
- One or more of the following credentials or certifications is required: CPA License, Level 3 of the CFA, JD, PhD, MBA or Master's degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality A State Appraiser License, Member of Appraisal Institute (MAI), Member of American Society of Appraisers (ASA) or achieve certification of CRE, CRI and/or CCIM, CHA, or PMP
What Sets You Apart
- Master's Degree in Accounting, Accounting & Finance, Finance, Mathematics, Real Estate, Engineering, Engineering and Business preferred
- Advising clients on complex financial structures
- Performing valuation analysis of financial instruments
- Assessing soundness of valuations and financial models
- Creating/reviewing independent financial models
- Researching and analyzing client, industry, and financial matters
- Developing and utilizing complex financial models
- Utilizing industry software like INTEX, TREPP, Bloomberg
- Applying accounting treatments of financial products
- Communicating effectively in a professional services environment
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an?equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law?
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $134,000 - $410,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
Financial Markets & Real Estate - Transactions, Manager
Posted 11 days ago
Job Viewed
Job Description
**Industry/Sector:** FS X-Sector
**Time Type:** Full time
**Travel Requirements:** Up to 20%
At PwC, our people in project portfolio management focus on optimising project portfolios to drive strategic business outcomes. These individuals oversee project selection, prioritisation, and resource allocation to facilitate successful project delivery.
In project management at PwC, you will oversee and coordinate various projects to facilitate successful delivery within budget and timeline. You will leverage strong organisational and communication skills to effectively manage teams and stakeholders.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
**The Opportunity**
As part of the Strategic Program Management Office Sourcing team you are going to implement risk and control frameworks within Financial Services. As a Manager, you are going to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop rigorous deliverables. This role requires significant experience in project management, evaluating enterprise data architecture, and developing and validating business stakeholders' conceptual data models.
**Responsibilities**
- Implement risk and control frameworks within Financial Services
- Supervise, develop, and coach teams to deliver top-quality results
- Manage client service accounts and oversee client engagement workstreams
- Independently analyze and solve complex technical problems
- Evaluate enterprise data architecture and develop conceptual data models
- Foster a culture of innovation and continuous improvement
- Assure adherence to the firm's methodologies and quality standards
**What You Must Have**
- Bachelor's Degree
- 6 years of experience
- CAPM or PMP certification
**What Sets You Apart**
- Applying experience in project management (e.g. project governance, project management controls, complex schedule analytics, performance metrics and reporting)
- Implementing risk and control frameworks within Financial Services
- Reading situations and modify behavior to build quality relationships
- Using straightforward communication, in a structured way, when influencing and connecting with others
- Evaluating enterprise data architecture feasibility, risk and technologies related to business change i.e. assessing, identifying and recommending technology and related business stakeholders' data requirements: Solution prototyping and development, processes and performance from business and technical standpoints, and the impact of data changes on business and/or IT processes
- Prioritizing, preparing and implementing data architectural improvements i.e. developing and recommending alternative technical and data management solutions, methodologies, strategies and architectural improvement plans
- Developing and validating business stakeholders' conceptual data models, including socializing and implementing logical and physical solutions; identifying data sources and metadata to deliver requirements and having completed two or more life cycle implementations
- Interacting with end users to understand and document business and functional requirements for complex projects, including software development life cycle
- Participating in consulting-related projects within a professional services environment
- Master's Degree preferred
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an?equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law?
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $99,000 - $297,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
Financial Markets & Real Estate - Transactions, Director
Posted 13 days ago
Job Viewed
Job Description
**Industry/Sector:** FS X-Sector
**Time Type:** Full time
**Travel Requirements:** Up to 40%
At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals.
As a finance consulting generalist at PwC, you will possess a broad understanding of various aspects of finance consulting. Your work will involve providing comprehensive guidance and support to clients in optimising their financial performance, improving decision-making, and achieving their financial goals. You will be responsible for analysing client needs, developing financial solutions, and offering recommendations tailored to specific business requirements.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Lead in line with our values and brand.
+ Develop new ideas, solutions, and structures; drive thought leadership.
+ Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
+ Balance long-term, short-term, detail-oriented, and big picture thinking.
+ Make strategic choices and drive change by addressing system-level enablers.
+ Promote technological advances, creating an environment where people and technology thrive together.
+ Identify gaps in the market and convert opportunities to success for the Firm.
+ Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Markets Business Advisory team you advise clients on complex financial structures and securitizations. As a Director, you set the strategic direction and lead business development efforts, focusing on impactful decision making and executive-level client relations. You drive business growth, shape client engagements, and mentor the future leaders while fostering an environment where people and technology thrive together.
Responsibilities
- Advising clients on complex financial structures and securitizations
- Leading business development initiatives to drive growth
- Making impactful decisions at an executive level
- Shaping and managing client engagements
- Mentoring and developing future leaders
- Promoting a collaborative environment where technology and people thrive
- Overseeing multiple projects to confirm successful outcomes
- Upholding the firm's principles and reputation
What You Must Have
- Bachelor's Degree
- 8 years of experience
- One or more of the following credentials or certifications is required: CPA License, Level 3 of the CFA, JD, PhD, MBA or Master's degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality A State Appraiser License, Member of Appraisal Institute (MAI), Member of American Society of Appraisers (ASA) or achieve certification of CRE, CRI and/or CCIM, CHA, or PMP
What Sets You Apart
- Master's Degree in Accounting, Accounting & Finance, Finance, Mathematics, Real Estate, Engineering, Engineering and Business preferred
- Advising clients on complex financial structures
- Performing valuation analysis of financial instruments
- Assessing soundness of valuations and financial models
- Creating/reviewing independent financial models
- Researching and analyzing client, industry, and financial matters
- Developing and utilizing complex financial models
- Utilizing industry software like INTEX, TREPP, Bloomberg
- Applying accounting treatments of financial products
- Communicating effectively in a professional services environment
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an?equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law?
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $134,000 - $410,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
Financial Markets & Real Estate - Transactions, Director
Posted 13 days ago
Job Viewed
Job Description
**Industry/Sector:** FS X-Sector
**Time Type:** Full time
**Travel Requirements:** Up to 40%
At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals.
As a finance consulting generalist at PwC, you will possess a broad understanding of various aspects of finance consulting. Your work will involve providing comprehensive guidance and support to clients in optimising their financial performance, improving decision-making, and achieving their financial goals. You will be responsible for analysing client needs, developing financial solutions, and offering recommendations tailored to specific business requirements.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Lead in line with our values and brand.
+ Develop new ideas, solutions, and structures; drive thought leadership.
+ Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
+ Balance long-term, short-term, detail-oriented, and big picture thinking.
+ Make strategic choices and drive change by addressing system-level enablers.
+ Promote technological advances, creating an environment where people and technology thrive together.
+ Identify gaps in the market and convert opportunities to success for the Firm.
+ Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Markets Business Advisory team you advise clients on complex financial structures and securitizations. As a Director, you set the strategic direction and lead business development efforts, focusing on impactful decision making and executive-level client relations. You drive business growth, shape client engagements, and mentor the future leaders while fostering an environment where people and technology thrive together.
Responsibilities
- Advising clients on complex financial structures and securitizations
- Leading business development initiatives to drive growth
- Making impactful decisions at an executive level
- Shaping and managing client engagements
- Mentoring and developing future leaders
- Promoting a collaborative environment where technology and people thrive
- Overseeing multiple projects to confirm successful outcomes
- Upholding the firm's principles and reputation
What You Must Have
- Bachelor's Degree
- 8 years of experience
- One or more of the following credentials or certifications is required: CPA License, Level 3 of the CFA, JD, PhD, MBA or Master's degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality A State Appraiser License, Member of Appraisal Institute (MAI), Member of American Society of Appraisers (ASA) or achieve certification of CRE, CRI and/or CCIM, CHA, or PMP
What Sets You Apart
- Master's Degree in Accounting, Accounting & Finance, Finance, Mathematics, Real Estate, Engineering, Engineering and Business preferred
- Advising clients on complex financial structures
- Performing valuation analysis of financial instruments
- Assessing soundness of valuations and financial models
- Creating/reviewing independent financial models
- Researching and analyzing client, industry, and financial matters
- Developing and utilizing complex financial models
- Utilizing industry software like INTEX, TREPP, Bloomberg
- Applying accounting treatments of financial products
- Communicating effectively in a professional services environment
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an?equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law?
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $134,000 - $410,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
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Financial Markets & Real Estate - Transactions, Director
Posted 13 days ago
Job Viewed
Job Description
**Industry/Sector:** FS X-Sector
**Time Type:** Full time
**Travel Requirements:** Up to 40%
At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals.
As a finance consulting generalist at PwC, you will possess a broad understanding of various aspects of finance consulting. Your work will involve providing comprehensive guidance and support to clients in optimising their financial performance, improving decision-making, and achieving their financial goals. You will be responsible for analysing client needs, developing financial solutions, and offering recommendations tailored to specific business requirements.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Lead in line with our values and brand.
+ Develop new ideas, solutions, and structures; drive thought leadership.
+ Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
+ Balance long-term, short-term, detail-oriented, and big picture thinking.
+ Make strategic choices and drive change by addressing system-level enablers.
+ Promote technological advances, creating an environment where people and technology thrive together.
+ Identify gaps in the market and convert opportunities to success for the Firm.
+ Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Markets Business Advisory team you advise clients on complex financial structures and securitizations. As a Director, you set the strategic direction and lead business development efforts, focusing on impactful decision making and executive-level client relations. You drive business growth, shape client engagements, and mentor the future leaders while fostering an environment where people and technology thrive together.
Responsibilities
- Advising clients on complex financial structures and securitizations
- Leading business development initiatives to drive growth
- Making impactful decisions at an executive level
- Shaping and managing client engagements
- Mentoring and developing future leaders
- Promoting a collaborative environment where technology and people thrive
- Overseeing multiple projects to confirm successful outcomes
- Upholding the firm's principles and reputation
What You Must Have
- Bachelor's Degree
- 8 years of experience
- One or more of the following credentials or certifications is required: CPA License, Level 3 of the CFA, JD, PhD, MBA or Master's degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality A State Appraiser License, Member of Appraisal Institute (MAI), Member of American Society of Appraisers (ASA) or achieve certification of CRE, CRI and/or CCIM, CHA, or PMP
What Sets You Apart
- Master's Degree in Accounting, Accounting & Finance, Finance, Mathematics, Real Estate, Engineering, Engineering and Business preferred
- Advising clients on complex financial structures
- Performing valuation analysis of financial instruments
- Assessing soundness of valuations and financial models
- Creating/reviewing independent financial models
- Researching and analyzing client, industry, and financial matters
- Developing and utilizing complex financial models
- Utilizing industry software like INTEX, TREPP, Bloomberg
- Applying accounting treatments of financial products
- Communicating effectively in a professional services environment
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an?equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law?
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $134,000 - $410,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
Financial Markets & Real Estate - Transactions, Director
Posted 13 days ago
Job Viewed
Job Description
**Industry/Sector:** FS X-Sector
**Time Type:** Full time
**Travel Requirements:** Up to 40%
At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals.
As a finance consulting generalist at PwC, you will possess a broad understanding of various aspects of finance consulting. Your work will involve providing comprehensive guidance and support to clients in optimising their financial performance, improving decision-making, and achieving their financial goals. You will be responsible for analysing client needs, developing financial solutions, and offering recommendations tailored to specific business requirements.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Lead in line with our values and brand.
+ Develop new ideas, solutions, and structures; drive thought leadership.
+ Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
+ Balance long-term, short-term, detail-oriented, and big picture thinking.
+ Make strategic choices and drive change by addressing system-level enablers.
+ Promote technological advances, creating an environment where people and technology thrive together.
+ Identify gaps in the market and convert opportunities to success for the Firm.
+ Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Markets Business Advisory team you advise clients on complex financial structures and securitizations. As a Director, you set the strategic direction and lead business development efforts, focusing on impactful decision making and executive-level client relations. You drive business growth, shape client engagements, and mentor the future leaders while fostering an environment where people and technology thrive together.
Responsibilities
- Advising clients on complex financial structures and securitizations
- Leading business development initiatives to drive growth
- Making impactful decisions at an executive level
- Shaping and managing client engagements
- Mentoring and developing future leaders
- Promoting a collaborative environment where technology and people thrive
- Overseeing multiple projects to confirm successful outcomes
- Upholding the firm's principles and reputation
What You Must Have
- Bachelor's Degree
- 8 years of experience
- One or more of the following credentials or certifications is required: CPA License, Level 3 of the CFA, JD, PhD, MBA or Master's degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality A State Appraiser License, Member of Appraisal Institute (MAI), Member of American Society of Appraisers (ASA) or achieve certification of CRE, CRI and/or CCIM, CHA, or PMP
What Sets You Apart
- Master's Degree in Accounting, Accounting & Finance, Finance, Mathematics, Real Estate, Engineering, Engineering and Business preferred
- Advising clients on complex financial structures
- Performing valuation analysis of financial instruments
- Assessing soundness of valuations and financial models
- Creating/reviewing independent financial models
- Researching and analyzing client, industry, and financial matters
- Developing and utilizing complex financial models
- Utilizing industry software like INTEX, TREPP, Bloomberg
- Applying accounting treatments of financial products
- Communicating effectively in a professional services environment
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an?equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law?
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $134,000 - $410,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
Director, Transactions & Risk
Posted today
Job Viewed
Job Description
Salary Range: $150,000-200,000 base + annual bonus eligible Location : Washington, DC. Our in-office team comes together to collaborate in our Dupont Circle office Tuesday through Thursday and works from home Monday and Friday. To Learn More: Listen to THIS podcast with our Founder & CEO Josh Green and Molly Wood, which does a great job of explaining where our business is today and how our mission advances the EV revolution. We ’re proud to have been recently named as one of the “Best Places to Work” in the large business category by the Washington Business Journal, and that 100% of our Glassdoor reviews approve of how our CEO, Josh Green, leads our team. About Us: Inspiration is the world’s first specialist investment and asset management platform exclusively focused on accelerating the electrification of transportation in North America. We provide capital and turnkey Electric Vehicle (“EV”) fleet-as-a-service solutions to enable commercial fleets to “go electric” as easily, quickly and profitably as possible.Our company invests in, develops, and manages the real assets (including electric vehicles, EV charging infrastructure, and related real estate) that enable the electrification of transportation at scale.Backed by three of the world’s leading energy and infrastructure investors, we aim to dramatically accelerate fleet electrification in North America while building the leading pure-play, diversified EV infrastructure platform. Your Mission: Your mission is to manage pricing,underwriting, due diligence, and deal structuring for new customers / opportunities and to lead monitoring and risk assessment for current customers / projects.Your work will include examining customer information, analyzing risks and proposing creative transaction structures,conducting analysis to support decision-making for other important strategic initiatives, and contributing to capital raising and capital markets initiatives. You will act as an essential liaison between our sales/customer success organizations and the treasury, comp liance, and capital markets functions. You will report to Joe Eisenberg , our Senior VP of Transactions. The Legacy You’ll Leave: As a result of your time in this role, you will have created sophisticated financial and risk models and analyses and collaboratively led and improved the transaction diligence and execution process with our internal and external parties. You will have developed analytical frameworks which inform key corporate actions. These efforts will result in you helping us create an extensive and diversified portfolio of customers that generate attractive financial returns. Outcomes You Will Deliver: Collaborate with internal teams to lead pricing, structuring, modeling, and risk evaluation of vehicle leasing and charging infrastructure opportunities, conducting technical financial analysis, designing and recommending deal structures and credit enhancements that meet the needs of customers while balancing internal return, portfolio quality, and risk exposure targets. Assist Legal team with preparation and review of transaction lease documents to ensure accuracy and completeness of commercial information. Serve as the primary gatekeeper to the company’s Investment Committee (“IC”) for fleet and charging transactions, deciding when to bring deals to the IC. Manage drafting of investment approval memos, including due diligence and quantitative risk/return analyses, ensuring that all materials are thorough, concise, and relevant. Implement and monitor key risk indicators and compliance for the lease portfolio, ensuring portfolio performance and risk exposure align with company goals. Build and manage analytical frameworks/models that enable successful customer transactions, including underwriting policies, deal pricing, financial/risk models, pricing forecasts, etc. Who You Are: You have at least 7 years of experience at an investment bank, investment firm or other financial institution, executing commercial transactions, ideally including structuring asset-based finance debt, leases and/or securitizations. You have extensive knowledge of commercial vehicle fleet finance and/or equipment leasing, including loan structures, collateral management, and portfolio risk management. You are an expert at analyzing complex financial statements (income statements, balance sheets, and statements of cash flows) and identifying key metrics and trends therein to enable quality decision-making. You have an extensive background in conducting diligence and evaluating different businesses to assess their creditworthiness and managing credit risk while driving business growth and profitability. You have some level of relevant domain expertise in either vehicle electrification transportation, automotive, fleet, or clean energy. You are an expert Excel modeler with a mastery of pertinent structured finance functions (e.g., xnpv, xirr, rate, pmt, etc.) and have strong PowerPoint and Word skills. You are an excellent problem-solver, communicator, collaborator, presenter, and critical thinker with a talent for handling and supervising several tasks and projects simultaneously with high attention to detail. Working knowledge of applicable federal tax concepts (e.g., tax credits, depreciation, leasing matters) is a plus. You are a self-starter who can take guidance from others and own projects and outcomes. Our Core Values: Inspiration’s culture is based on a shared respect for our core values described HERE . Fit with these values is a critical component of our hiring process, and employees are expected to demonstrate these behaviors in their interactions with colleagues, customers, and all stakeholders. An assessment of how each employee has exhibited our values is an important part of our performance review process. Our Commitment to You: Inspiration is an equal opportunity employer. We do not discriminate based on race, color, age, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. We are committed to DEIB initiatives and to building a team that represents a variety of backgrounds, perspectives, and skills. #J-18808-Ljbffr