Top Finance Jobs

Administers international fiduciary and trust accounts while managing account risk. Coordinates non-discretionary administrative tasks, executes client requests involving money movement and account maintenance, processes tax documentation and distributions, and supports account setup, termination, and distribution. Builds knowledge of fiduciary principles, investment strategies, internal policies, KYC requirements, annual reviews, and overdraft management. Identifies and escalates fiduciary and compliance risks appropriately.

Manage a complex portfolio of LIHTC equity investments across construction, lease-up, and stabilization. Responsibilities include monitoring asset performance, conducting risk surveillance, analyzing financial statements and tax documentation, underwriting consent requests and loan conversions, evaluating capital and reserve requests, resolving troubled investments, and advising senior stakeholders. The role also includes mentoring talent, leading projects, and driving process improvements.

Manages a complex portfolio of LIHTC equity investments across construction, lease-up, and stabilization. Oversees performance monitoring, market assessments, inspections, risk governance, financial and tax analysis, consent requests, capital contributions, reserves, and troubled investment action plans. Serves as a senior stakeholder partner to general partners, credit teams, and executives while coaching talent, leading projects, and improving processes.

Supports supervisory control, compliance oversight, and testing for asset movement and principal review activities. Reviews controls for high-risk investment strategies and complex products, analyzes data and trends, prepares audit and regulatory reports, identifies process improvements, and presents recommendations. Collaborates with financial advisors, branch managers, operations leaders, and business units while maintaining expertise in firm, compliance, and regulatory requirements.

Solicits and originates jumbo residential mortgages for affluent borrowers. Builds referral relationships, analyzes financial and credit data, recommends loan products, manages applications and rate locks, communicates mortgage terms and requirements, and ensures compliance with SAFE, Regulation Z, underwriting, and Wells Fargo policies.

Leads a complex LIHTC equity investment portfolio through construction, lease-up, and stabilization. Responsibilities include asset performance monitoring, risk governance, financial and tax analysis, consent request underwriting, capital and reserve evaluations, troubled-investment action plans, stakeholder management, and executive reporting. The role also coaches talent, leads projects, and drives process improvements while ensuring compliance with Wells Fargo and FINRA requirements.

Supports Corporate Banking and Financial Institutions teams with financial analysis, credit submissions, client presentations, industry research, risk monitoring, and transaction execution across lending, M&A, equity, and debt capital markets. Works with senior bankers and product partners while analyzing financial statements, transactions, covenants, and sector metrics for corporate and financial institution clients.

Manages a complex portfolio of LIHTC equity investments across construction, lease-up, and stabilization. Responsibilities include monitoring asset performance, conducting financial and tax analysis, reviewing partnership documentation and consent requests, overseeing risk governance, evaluating capital and reserve requests, resolving troubled investments, and advising senior stakeholders. The role also leads process improvements, projects, and team development while serving as a key contact for general partners and internal teams.

Leads control management for Asia Pacific Commercial and Investment Banking Operations. Identifies, assesses, and mitigates operational risks; advises business leaders on risk strategies and controls; manages RCSA, operational risk event analysis, issues management, governance, reporting, and incident remediation. The role oversees regional control coverage, coordinates with global BCM teams, monitors control effectiveness, supports change initiatives, and provides executive-level insights on risks, exposures, and trends.

Manage and grow an asset-based lending portfolio by maintaining client relationships, transitioning borrowers, monitoring credit and collateral risks, preparing facility amendments, reviewing financial performance, supporting renewals and refinancings, resolving problem loans, and leading cross-functional initiatives. The role also mentors junior employees and collaborates with coverage teams, collateral analysts, clients, legal partners, and senior management.