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Supports accounting, bookkeeping, pricing, reconciliations, trade entry, general ledger functions, and financial reporting for alternative investment fund clients. Prepares investor statements, verifies data accuracy, operates Excel and internal accounting systems, and communicates with clients regarding requests and correspondence. The intern will develop progressively complex accounting skills while gaining client contact and opportunities to train and review peers.

Supports the Specialty Corporate Trust team by partnering with Relationship Managers and coordinating client account updates, system setups, note transfer documentation, audit confirmations, record keeping, and system maintenance. Reviews shared mailbox requests, prioritizes high-volume activities, resolves operational issues, manages processing risks, and serves as a liaison between Bond/Loan Operations and Relationship Managers.

Provides technical, operational, and product support for commercial treasury customers. Responsibilities include onboarding services, updating user access, delivering product education, troubleshooting technical and transactional issues, coordinating documentation, supporting treasury officers, and partnering with internal teams to resolve customer needs. The role requires customer service, technical support or operations experience, familiarity with networks and internet protocols, knowledge of online security, strong communication, organization, attention to detail, and the ability to resolve routine to moderate technical issues.

Manages complex CLO corporate trust accounts and provides high-level client service. Responsibilities include billing, transaction closings, cash and investment transactions, debt service calculations, payments, compliance monitoring, legal document review, business pricing, process improvement, system testing, training, and issue resolution. The role also supports new business development, serves as a CLO subject matter expert, leads operational improvements, and provides indirect guidance to junior associates.

Drives sales and business development for brokerage, insurance, investment advisory, and trust products. Builds long-term prospect and client relationships, executes territory sales plans, assesses client risk, explains investment solutions, and partners with service teams to support clients’ financial objectives. Requires extensive financial advisor or investment sales experience, securities and insurance licensing, regulatory knowledge, and strong communication skills.

Supports commercial banking Relationship Managers and clients by handling servicing requests, account onboarding, loan and deposit documentation, payments, wires, transfers, overdraft decisions, post-closing items, records maintenance, issue resolution, and Salesforce updates.

Manage and grow a book of institutional asset management clients, serve as escalation point for complex client issues, onboard new clients, drive reporting and meeting cadences, coordinate internal partners, mentor other relationship managers, and support strategic planning while ensuring service levels and operational risk controls.

Underwrite and manage a commercial banking portfolio serving upstream and midstream oil and gas clients. Responsibilities include analyzing Reserve Based Loans, managing credit approvals and documentation, maintaining portfolio quality, servicing clients, expanding relationships, cross-selling bank products, tracking portfolio data, and supporting revenue and portfolio growth.

Manages business loan portfolios through credit underwriting, financial statement analysis, covenant testing, exception monitoring, risk identification, and watch-list credit guidance. Supports renewals, modifications, credit reviews, and reaffirmations while coordinating with relationship managers, client managers, and underwriters. Handles client follow-up, collections, documentation exceptions, covenant violations, and loan servicing actions. May conduct site visits and prepare credit memos.

Manage an assigned commercial real estate loan portfolio, assessing borrower and guarantor financials, collateral, repayment capacity, covenant compliance, and credit risk. Prepare underwriting analyses and credit packages for reviews, renewals, modifications, and extensions. Monitor portfolio performance, resolve documentation exceptions, identify early warning signs, manage non-performing loans, and collaborate with Relationship Managers and clients. Support loan committee presentations and perform related portfolio projects.