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Supports portfolio managers by executing trades, handling settlement issues, conducting investment research, compiling sector and performance data, and assisting the investment committee. Requires compliance training, knowledge of trading systems and data sources, proficiency in Excel/Word, and strong communication and multitasking skills.

Supervise records retention and forms management: maintain records database and storage policies, ensure compliant storage/access/destruction, manage purchasing and vendor negotiations for forms, maintain inventory, generate reports, supervise staff and timesheets, ensure vehicle maintenance and regulatory compliance.

The Marketing Data Analyst collaborates with marketing and IT teams to leverage data insights for client acquisition and retention. Responsibilities include analyzing data using SQL and statistical tools, creating reports, and ensuring data compliance.

Perform advanced credit analysis of domestic and international commercial loan transactions. Evaluate foreign and domestic financial statements, model repayment capacity, assess sovereign and FX risk, value collateral, prepare written credit recommendations, conduct periodic portfolio reviews, and communicate findings to stakeholders while ensuring regulatory and policy compliance.

The Tax Manager oversees tax planning and compliance, manages tax records for federal and state returns, and supervises staff while ensuring adherence to tax laws.

The Senior Auditor I conducts internal audits, prepares reports, tests controls, communicates with auditors, and ensures compliance with financial regulations.

The Insurance Risk Senior Advisor is responsible for sales and retention of accounts, coordinating client renewals, providing customer service, and fostering relationships with producers and bankers.