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This position will support the compliance function and state filings. This opportunity is a hybrid schedule; working 2-3 days in our office and the other days remote.
Key Accountabilities:
Preparation and submission of rate, rule, and form filings countrywide
Review and analyse state statutes, regulations, and rating bureau bulletins to determine impact and ensure adherence to filing and regulatory requirement.
Responsible for the preparation of responses to DOI interrogatories
Develop and maintain state approval charts, forms list, policy forms and rates.
Work with other business units to write business rules in support of implementing new product and systemic updates related to forms, rates, and rules.
Maintain manuals and documentation.
In addition to the above key responsibilities, may be required to undertake other compliance related duties from time to time as the Company may require.
Experience:
At least two years of experience in P&C (Property & Casualty) Commercial lines regulatory and state filings.
Bachelor’s degree in insurance, business, finance, risk management, or related field (an equivalent combination of education and prior work experience may be substituted at management’s discretion).
Rate, rule and form filing experience. WC Compliance subject matter expert preferred but not required.
Knowledge and experience with SERFF.
Relevant knowledge of regulatory or procedural compliance issues, with ability to apply to operations.
Intermediate to advanced knowledge of MS Word, Excel, Adobe Acrobat, with the ability to learn proprietary systems.
Strong communications, analytical, organizational, project management and planning and problem skills.
Proficiency with personal computers and pertinent mainframe systems and software packages.
Ability to manage multiple projects/deadlines.
Ability to work both independently and as a part of a team.
Must be detailed oriented.
Compliance or insurance-related certifications (in progress or held) are preferable but not required.
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At Core Specialty, you will receive a competitive salary and opportunities for professional development and advancement. We offer medical, dental, vision, and life insurances; short and long-term disability; a Company-match of 100% of a 6% contribution 401(k) plan; an Employee Assistance Plan; Health Savings Account, Flexible Spending Account, Health Reimbursement Account, and a wellness program
Official account of Jobstore.
At CACI, you will have the opportunity to make an immediate impact by providing information solutions and services in support of national security missions and government transformation for Intelligence, Defense, and Federal Civilian customers. In support of the JNWC contract, you will be a part of our team’s efforts to empower the Department of Defense’s navigation warfare (NAVWAR) mission ensuring positioning, navigation and timing superiority. Our mission is to provide combatant commanders and joint force commanders with subject matter expertise on planning and conducting NAVWAR by providing knowledge of friendly and enemy NAVWAR order of battle and PNT-related successes and threats.
You’ll Bring These Qualifications:
Requires 5+ yrs experience of prior leadership or management training experience supporting government customers.
Must be familiar with DoD and USG budgeting policies
Prior experience with DoD finance systems to include military budgeting experience, ROMs and MIPRs.
Requires a BA/BS in accounting, business, economics, finance or a related field
The position may require CONUS/OCONUS travel.
Minimum SECRET clearance required
These Qualifications Would be Nice to Have:
Prefer government financial manager (CGFM)/Certified Defense Financial Management (CDFM) certification or equivalent
What We Can Offer You:
CACI-Wexford manages the Special Operations and Asymmetric Solutions Operating Group within CACI’s Operations Support and Services Sector. As the premier provider of Special Operations capabilities; Tactical Advisory and Embedded Support; intelligence Applications to Law Enforcement; security cooperation and OCONUS Training Support Delivery for the company, CACI-Wexford has a reputation for uncompromising standards of quality in its people and its performance. Joining the CACI-Wexford team is a mark of excellence for those employees who complete our rigorous Mission-Focused Staffing process.
CACI-Wexford’s mission places its personnel against the government’s most critical emerging challenges. Work with us, and you’ll be working with a team making a difference across the globe.
CACI-Wexford offers competitive benefits as well as numerous learning and development opportunities.
As the Prime Contractor for this effort, CACI-Wexford offers unmatched stability and growth potential within the program.
- We’ve been named a Best Place to Work by the Washington Post.
- Our employees value the flexibility at CACI that allows them to balance quality work and their personal lives.
- We offer competitive benefits and learning and development opportunities.
- We are mission-oriented and ever vigilant in aligning our solutions with the nation’s highest priorities.
- For over 60 years, the principles of CACI’s unique, character-based culture have been the driving force behind our success.
Company Overview:
CACI is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic.
Pay Range: There are a host of factors that can influence final salary including, but not limited to, geographic location, Federal Government contract labor categories and contract wage rates, relevant prior work experience, specific skills and competencies, education, and certifications. Our employees value the flexibility at CACI that allows them to balance quality work and their personal lives. We offer competitive compensation, benefits and learning and development opportunities. Our broad and competitive mix of benefits options is designed to support and protect employees and their families. At CACI, you will receive comprehensive benefits such as; healthcare, wellness, financial, retirement, family support, continuing education, and time off benefits. Learn more here
The proposed salary range for this position is:
$41,700 - $83,400Official account of Jobstore.
Application Deadline:
Address:
3225 Kirchoff RoadJob Family Group:
Commercial Sales & ServiceFacilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.
Qualifications:
Compensation and Benefits:
$120,000.00 - $222,600.00Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
We’re here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Official account of Jobstore.
Application Deadline:
Address:
320 S Canal StreetJob Family Group:
Capital Mrkts Sales & Service
MANDATE
Provides a combination of local market presence, sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a One Client approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.
As part of our continuing efforts to expand the partnership between the Commercial Bank and Capital Markets, Middle Market Investment Banking Coverage (MMIB) delivers investment banking solutions to and drives opportunities with the Commercial Banking client base. MMIB brings additional, dedicated IB coverage resources to help capture greater Commercial and Investment Banking share and drive One Client revenue across our growing Commercial footprint. The goal is to capture the entire life cycle of a company within BMO and provide strategic coverage and solutions throughout its evolution.
_____________________________________________________________________________________
Key Accountabilities
Qualifications:
Expected target base salary for this role: $175,000- $225,000.00 USD
Compensation and Benefits:
Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
We’re here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Official account of Jobstore.
Application Deadline:
Address:
320 S Canal StreetJob Family Group:
Capital Mrkts Sales & ServiceBMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets
Line of Business Overview
The US Diversified group within the Corporate Bank underwrites and manages the firm’s large corporate (public and private) syndicated loan portfolio across Industrials, FC&R, Technology and Business Services sectors. The team supports both our product and coverage partners by allocating capital to revolver, term loans, and ancillary business products. The team is responsible for all aspects of underwriting and manages the credit and Corporate Banking coverage (i.e. relationship management) post deal closing.
Job description
The Analyst will serve as a key member of the deal team in the underwriting, credit approval, and portfolio management; supporting the deal team by analyzing financial and operating data for trends in financial performance of companies and industries. The Analyst will be involved in the initial screening of transactions, due diligence, credit approval, and negotiation of legal documentation. The Analyst will help assess BMO’s hold appetite across revolvers and term loans. Experienced Analysts will participate in client pitches to help support cross-selling opportunities for hedging and other traditional corporate banking products.
Primary Function and Responsibilities
New Underwritings
Portfolio Management
Relationship Management
Education/Professional Experience
Skills:
The expected base salary for this role is $90,000- 105,000 USD.
Compensation and Benefits:
Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
We’re here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Official account of Jobstore.
Compensation may vary based on the job level and your geographic work location.
The AmFam Sr. Trial Attorney provides legal representation, either personally or by retaining and supervising outside counsel that handles moderately complex litigation involving either the corporation and it's insured within established corporate guidelines and the applicable code of professional responsibility. You will personally handle litigation of a most complex nature involving either the corporation and/or it's insured within established corporate guidelines, applicable standards of good faith. You will report to the Senior Manager, Legal.
Primary Accountabilities:
Qualifications:
Admission to the State Bar in state where they are located or eligibility for admission to the bar and obtaining admission within a year of hiring.
Juris Doctor
In this primarily home-based role, you will spend 60-70% of your time (3-4 days per week) working from home. On occasion you may be asked to travel for in person engagement activities.
#LI-Remote
We encourage you to apply even if you do not meet all of the requirements listed above. Skills can be used in many different ways, and your life and professional experience may be relevant beyond what a list of requirements will capture. We encourage those who are passionate about what we do to apply!
We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.
We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.
#LI-RS1Official account of Jobstore.
Application Deadline:
Address:
111 W Monroe - 115 S LaSalleJob Family Group:
Audit, Risk & ComplianceThe BMO Fair and Responsible Banking team is seeking a senior compliance officer familiar with Responsible Banking regulations (UDAP/UDAAP and pertinent state laws) to join its existing second line of defense team. The successful candidate will work closely with compliance advisory and business partners to ensure consumer protection requirements are met within BMO's risk appetite. They will collaborate with partners that include fair lending and legal teams to provide consistent guidance, appropriate escalation, and comprehensive remediation of known or potential issues.
Assists in the implementation, maintenance and administration of a specific compliance program. Coordinates and performs risk assessment, monitoring, testing and surveillance activities to ensure program remains current and aligned with BMO Compliance Program. Works with business/group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advises business/group on implications of new regulatory developments or internal products, and assists to implement new/revised policies and programs to address them. Identifies risks and implements appropriate actions to mitigate them. Develops and maintains compliance information for analysis and reporting. Achieves compliance goals by maintaining current knowledge of regulatory requirements and developments. Maintains functional and regulatory expertise specific to business group, and refers to Compliance Policies & Procedures manuals for requirements. Contributes to business/group results by providing oversight and making recommendations that significantly impact the Bank’s ability to monitor regulatory compliance programs, minimize operational risk and align with regulatory agencies.
Qualifications:
Compensation and Benefits:
$79,800.00 - $148,000.00Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
We’re here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Official account of Jobstore.
Compensation may vary based on the job level and your geographic work location.
The AmFam Trial Attorney provides legal representation, either personally or by retaining and supervising outside counsel that handles moderately complex litigation involving either the corporation and it's insured within established corporate guidelines and the applicable code of professional responsibility. You will personally handle litigation of a most complex nature involving either the corporation and it's insured within established corporate guidelines, applicable standards of good faith. You will report to the Senior Manager, Legal.
Primary Accountabilities:
Qualifications:
Admission to the State Bar in state where they are located or eligibility for admission to the bar and obtaining admission within a year of hiring.
Juris Doctor
In this home-based role, you will spend 60-70% of your time (3-4 days per week) working from home. On occasion you may be asked to travel for in person engagement activities.
#LI-Remote
We encourage you to apply even if you do not meet all of the requirements listed above. Skills can be used in many different ways, and your life and professional experience may be relevant beyond what a list of requirements will capture. We encourage those who are passionate about what we do to apply!
We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.
We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.
#LI-RS1Official account of Jobstore.
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
The CIBC Summer Internship Program is designed to offer great work experience to complement students’ classroom training and career goals. Throughout the summer, interns will meet with our executive leadership team, network with employees and fellow interns, and participate in community outreach. We are devoted to finding, selecting, and training interns who will make a positive impact on our company while offering a full learning experience. Our Interns will work alongside a lean, proven team of investment professionals, gaining technical and analytical skills.
CIBC’s Summer Internship program runs for 10 weeks beginning in June 2024 through August. During this time, you will have access to training opportunities, mentorship, and leadership support.
Our leaders are invested in your success during your internship. Our goal is to ensure you have all tools necessary to take advantage of the robust opportunities at hand, resulting in a great summer experience.
What You’ll Be Doing
Who You Are
How You Succeed
What CIBC Offers
At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:
California residents — your privacy rights regarding your actual or prospective employment
At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential.
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
Expected End Date
2024-08-16Job Location
IL-120 S LaSalle St, 2nd FlEmployment Type
Temporary (Fixed Term)Weekly Hours
40Skills
Analytical Thinking, Communication, Critical Thinking, Group Problem Solving, Microsoft Excel, Microsoft PowerPoint, Oral Communications, Written CommunicationOfficial account of Jobstore.
Compensation may vary based on the job level and your geographic work location.
Primary Accountabilities
Specialized Knowledge Requirements
Licenses
Travel Requirements
Physical Requirements
Working Conditions
We encourage you to apply even if you do not meet all of the requirements listed above. Skills can be used in many different ways, and your life and professional experience may be relevant beyond what a list of requirements will capture. We encourage those who are passionate about what we do to apply!
We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.
We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.
#LI-JA2Official account of Jobstore.
Application Deadline:
Address:
320 S Canal StreetJob Family Group:
Commercial Sales & ServiceWe are a strong revenue generating and growing business, looking for someone with experience in affordable housing, that can underwrite investment opportunities in low income housing tax credit funds.
As a portfolio manager in BMO’s Community Capital Solutions group, you will be joining a diverse and experienced team to underwrite and manage investments in private equity funds, affordable housing funds and non-profit organizations in support of BMO Harris Bank’s Community Reinvestment Act (CRA) objectives. We are an active investor in Small Business Investment Company (SBIC) funds, Low Income Housing Tax Credit (LIHTC) funds, and Community Development Financial Institutions (CDFIs). These social impact investments support BMO’s Purpose: Boldly Grow the Good in Business and Life.
This role requires a strong credit/investment and accounting background with experience in affordable housing and low income housing tax credit (LIHTC) investing preferred.
The portfolio manager (PM) will regularly interact with external third-party investment fund managers, syndicators and non-profit organizations. The PM will also work with internal BMO groups including Sponsor Finance, Commercial Real Estate, Sponsor Fund Lending, CRA Governance, Tax, Accounting and Risk Management.
• Analyze and review financial and operating information relating to third party private equity fund investments, low income housing tax credit investments, and Community Development Financial Institution (CDFI) investments.
• Complete due diligence on new investment opportunities.
• Conducting risk analysis of proposed investments.
• Summarize the investment thesis utilizing a prescribed memorandum format for presentation to an internal Investment Committee.
• Complete Subscription Agreements and coordinate closings.
• Prepare performance reports for internal presentations to members of the internal Investment Committee, Risk and Executive Management.
• Verify portfolio data and ensuring accuracy.
• Review and analyze reporting for existing portfolio investments.
• Monitor the cash flows including capital calls and distributions.
• Monitor compliance with regulatory restrictions.
• Minimize BMO’s risk exposure by adhering to internal policies and procedures.
• Builds effective relationships with internal/external stakeholders.
• Works independently and regularly handles non-routine situations.
QUALIFICATIONS
KNOWLEDGE:
• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Alternative assets/private equity fund investment experience.
• Familiarity with BMO’s software systems and Investran.
SKILLS:
• Strong credit/investment and accounting background with experience in affordable housing and low income housing tax credit (LIHTC) preferred.
• Strong analytical skills to include business, financial, and investment analysis areas.
• Excellent written and verbal communication skills.
• Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet.
• Ability to be creative, insightful and resourceful in performance of duties.
• Strong interpersonal skills used within a collaborative and demanding team environment.
• Strong ability to attentively review, assess, and provide detailed information daily on multiple projects in an organized manner.
• Excellent capability to independently function as part of a team through self-motivation.
• Flexibility and adaptability to handle changing priorities pertaining to workflow.
• The ability to recognize the requirements of confidentiality.
Compensation and Benefits:
$67,200.00 - $124,800.00Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
We’re here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Official account of Jobstore.
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Bridge Specialty Group, a division of Brown & Brown Insurance, seeks an Entry Level Insurance Professional to join our team.
This position offers an outstanding salary and assists the Underwriter by reviewing insurance applications, inspections, and other pertinent information to evaluate, classify, and rate submissions for insurance by performing the following duties.
WHAT YOU WILL DO:
Work with Underwriter, ensuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws.
Provide full assistance and support for the sales and production process; including, but not limited to, providing new business quotes as needed.
Issuance of renewals.
Work with Underwriter when reviewing risks submitted by Producers, rate submissions for premium and terms, issue written binders.
Review indications, quotes, binders, submissions and policies for completeness and high degree of accuracy including forms and editions.
Become thoroughly familiar with the use of all agency management software systems and suggest labor saving uses to management.
Order and review inspections. This duty requires the ability to identify the different exposures of risks, verify information obtained on inspection with the information on policy for accuracy and verification of underwriting guidelines.
Issuance of Certificates of Insurance.
WHAT YOU WILL NEED:
High School Diploma or equivalent
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality.
One (1) to two (2) years related experience.
WHAT WE OFFER:
• Excellent growth and advancement opportunities
• Competitive pay based on experience • Paid Time Off (PTO)
• Generous benefits package: health, dental, vision, 401(k), etc.
• Employee Stock Purchase Plan
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
JOB PURPOSE
This position in Mid Corporate Banking Underwriting and Portfolio Management will support both the underwriting of new transactions and managing the portfolio of existing loans for the CIBC Bank USA Mid Corporate Banking team. The Mid Corporate Banking strategy focuses on credit and capital markets solutions for publicly traded and large private companies. This role will have direct interaction with the entire Mid Corporate Banking team and the bank’s internal partners to deliver credit solutions to clients while minimizing losses and maintaining compliance with credit policies.
KEY ACCOUNTABILITIES
Underwriting and Originations Support
Portfolio Management
Qualifications
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
Job Location
IL-120 S LaSalle StEmployment Type
RegularWeekly Hours
40Skills
Business Loans, Credit Risks, Portfolio Management, UnderwritingOfficial account of Jobstore.
Application Deadline:
Address:
320 S Canal StreetJob Family Group:
Commercial Sales & ServiceFacilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications from key clients. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.
Qualifications:
Compensation and Benefits:
$120,000.00 - $222,600.00Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
We’re here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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Application Deadline:
Address:
111 W Monroe - 115 S LaSalleJob Family Group:
Capital Mrkts Sales & ServiceBMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets
The Associate will be responsible for supporting the origination and structuring for Global Markets commodities clients. The portfolio will cover a diversified portfolio of Global Markets clients. This entails account management responsibility, as well as the ongoing independent monitoring of client portfolios and their performance in a proactive manner. In addition, as part of an ongoing team approach, the Associate will work closely with Global Markets Sales & Structuring to best serve and manage our existing client relationships as well as grow the portfolio in the base and precious metals, oil & gas and carbon trading portfolios. The Associate will work on deal teams to prepare credit packages making recommendations regarding risk, deal structure, and client requirements by analyzing financial and operational data of new and existing clients.
A. Client Risk and Financial Analysis
Research and analyze financial and operating performance relating to companies and industries.
Prepare concise, accurate and well-reasoned written credit applications and memoranda for both new and existing transactions, for presentation to Credit.
Maintain current financial information on clients in order to perform timely annual reviews and trigger monitoring.
Conduct credit risk analysis of transactions using all available sources of information including, but not limited to financial statements, ratings reports, legal documentation, etc.
Analyze transactions for structural strengths and weaknesses and structure appropriately to mitigate weaknesses.
Review credit documentation for conformity with approved Credit terms and conditions.
Prepare concise credit analysis and other correspondence for use in managing client relationships.
Keep abreast of industry trends and regulatory developments.
B. Client Portfolio Management
Manage a diverse portfolio of Global Markets accounts. This includes:
i) preparing written concise credit reviews as needed, at least annually, delivering same within required timeframes, and
ii) continuous monitoring of transaction performance and financial performance of the underlying client and its respective industry.
Monitor client, industry and regulations for potential changes which may affect client’s portfolio and business needs.
Monitor exposure across different BMO entities and products.
Working knowledge of Bank policies and standards to ensure portfolio adheres to BMO’s policies and procedures.
Assist in AML/KYC processing and obtain any pending required documentation.
C. Partnership Efforts
Liaise with Global Markets Sales & Structuring partners, Credit Partners, various lines of business and operational areas of the Bank as required.
Support trading desks on portfolio management needs and growth initiatives of the business.
Assist in adhoc projects as required.
Qualifications
Knowledge:
An undergraduate degree in finance, economics, or accounting.
1-3years of corporate banking experience in a corporate or commercial lending environment; formal credit training preferred.
Knowledge of capital markets
Credit analysis experience/ understanding.
Experience with commodities, and/or carbon assets
Skills:
Strong written and oral communication skills.
Strong quantitative analytics, financial and credit analysis skills.
Expertise in financial computer applications and database management tools such as Moody’s, Capital IQ and Bloomberg.
Strong interpersonal skills used within a demanding internal environment and in client interaction.
Self-starter with keen attention to detail and ability to work under limited supervision.
Ability to learn and adapt quickly.
Excellent capability to independently and proactively service multiple clients and projects.
Ability to multi-task and balance multiple deadlines
Compensation and Benefits:
Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
We’re here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Official account of Jobstore.
