Top Finance Jobs

Underwrite complex home equity line of credit applications by analyzing borrower documentation, tax returns, K-1s, income calculations, credit policy, and regulatory requirements. Make sound credit decisions, verify application information, identify counteroffer opportunities, document underwriting methodology, mitigate organizational risk, and meet productivity and quality standards while coordinating with loan officers and internal departments.

Supports M&A advisory transactions for lower mid-market Consumer, Retail, and Restaurant companies. Responsibilities include financial modeling and business valuations, client and prospect meetings, industry and company due diligence, transaction execution, marketing and pitch materials, business development, and managing multiple projects while coordinating with senior bankers and clients.

Work on M&A, equity and debt transactions for digital infrastructure clients (data centers, fiber, broadband). Prepare financial models and valuations, conduct due diligence, draft pitch materials and transaction documents, support business development, and manage client interactions across deal execution.

Conduct qualitative and quantitative due diligence and ongoing monitoring of external investment managers across alternative investment strategies. Analyze manager organizations, strategies, performance, risk, market trends, and portfolio data; perform benchmarking, financial modeling, and peer comparisons; and develop research, recommendations, and investment materials. Research asset classes and macroeconomic developments while improving analytics, data management, AI-enabled workflows, and technology solutions.

Reviews home equity loan documentation for completeness, accuracy, and compliance with bank requirements. Coordinates with customers, loan officers, branches, and financial institutions to obtain missing documents, including titles, appraisals, flood certifications, and income records. Makes welcome and follow-up calls, documents customer contacts and application status in loan systems, and communicates professionally about requirements, file status, and closing information.

Leads structured products trading across ABS, CLOs, and securitized assets. Manages trading risk, liquidity, balance sheet usage, market making, relative value, client execution, primary issuance support, pricing, inventory, and capital utilization. Partners with Sales, Syndicate, Banking, and Research teams, provides market intelligence, mentors junior traders, and ensures compliance with regulatory and internal risk requirements.

Direct and actively manage investment-grade corporate bond trading risk, provide liquidity and pricing to institutional clients, and support primary and secondary credit markets. Partner with sales, syndicate, investment banking, research, and debt capital markets teams on new issues and market intelligence. Manage inventory, liquidity, capital usage, and regulatory compliance while mentoring junior traders and contributing to the fixed-income franchise.

Manage a portfolio of tax-advantaged community development investments, primarily LIHTC funds, from closing and booking through ongoing performance, compliance, and risk monitoring. Review financial reports, benefit schedules, capital calls, consent requests, sponsors, and syndicators. Identify underperformance and recommend risk mitigation strategies while collaborating with Corporate Tax, Accounting, Risk, and external partners. Support underwriting of new public welfare investments and prepare quarterly and annual portfolio assessments.

Manages post-closing mortgage servicing and documentation operations, including MERS assignments, collateral custody, releases, document tracking, exception resolution, audits, reporting, and regulatory compliance. Leads direct reports, establishes procedures and SLAs, supports process improvement, coordinates with custodians and vendors, researches collateral issues, and provides operational guidance to business partners. Ensures accurate, timely fulfillment of mortgage documentation requests while meeting investor, state, regulatory, and internal quality requirements.

Execute first-line risk and control monitoring, testing, assessments, and remediation for Treasury and Wholesale Payments products. Maintain risk, control, process, and issue inventories; perform RCSAs; analyze control effectiveness and risk metrics; support audits, governance reporting, and regulatory reviews; and partner with stakeholders to strengthen the operational risk environment.