• National Christian Foundation (Alpharetta, GA)
    …& Responsibilities Alternative Investments (Primary Focus) *Supports sourcing, underwriting , and due diligence of alternative investment opportunities ... all asset classes, with a primary focus on alternative investments . This includes underwriting and conducting due...*Prior experience with investment due diligence and manager selection in alternative investments /private markets is… more
    Upward (07/03/25)
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  • J Harlan Group, LLC (New York, NY)
    …motivated Controller - Investments at a prominent NYC Private Credit- Investment Manager . An exciting opportunity reporting directly to the Chief Accounting ... CONTROLLER NYC PRIVATE CREDIT INVESTMENT FIRM J Harlan Group is currently conducting...experience and possess the following: Experience with private credit investments Experience working with external service providers, particularly fund… more
    Upward (06/27/25)
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  • Massachusetts Mutual Life Insurance Company (MassMutual) (Boston, MA)
    Institutional Product Manager Stable Value Investments Full-Time Boston, MA or Springfield, MA The Opportunity The Product Manager - Stable Value will be an ... of our in-force business. We are hiring a Product Manager to join the team and report to the..., you will focus on product management, development, pricing, underwriting and investment analysis. This role will… more
    Upward (07/02/25)
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  • Related (Dallas, TX)
    Responsibilities RFM manages several investment vehicles that acquire, renovate, and operate multifamily properties, with approximately 10,000 units owned across ... these investment vehicles today, with plans to acquire an additional...that includes some degree of value enhancement. The Asset Manager will be responsible for all assets managed by… more
    Upward (07/21/25)
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  • Jonanthan Rose Companies (New York, NY)
    …and mixed income housing. The firm is a fully integrated investment management, development and asset management company with, construction management, solar ... SASB Standards, and GRI Standards. Position Description The Asset Manager (AM) is responsible for ensuring the properties meet...a basis for comparing current performance to the initial investment goals, making updates to the plans no less… more
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  • Baltimore County, MD (Towson, MD)
    …of Duties Definition of Responsibility The Housing Development Project Manager performs strategic coordination, and professional administrative work related to ... will work with Housing Finance staff to coordinate timely movement through underwriting , construction, completion and conversion. The position reports to, and is… more
    Upward (07/01/25)
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  • Jet Lending, LLC (Houston, TX)
    …Sales Manager for Loan Origination Team Position: Loan Officer Sales Manager - Real Estate Investment Lending Location: Houston, TX (On-site) Company: ... high-performing loan officers, and scale investor lending nationally. As the Loan Officer Sales Manager , you will lead from the front, not from behind a desk. You… more
    Upward (07/17/25)
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  • JPMorgan Chase & Co. (Metairie, LA)
    …providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening ... cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive… more
    Upward (07/14/25)
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  • NFP (Royal Oak, MI)
    …reports, presentations, and marketing packets for both life insurance and investments . Performs all life insurance underwriting duties including preparing, ... the agent with all the essential information they need to present insurance and investments concepts to clients who are placing their trust in us to take care… more
    Upward (07/14/25)
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  • The University of Pennsylvania (Philadelphia, PA)
    …wealth of health and wellness programs and resources, and much more. Posted Job Title Manager Research Project A Job Profile Title Manager Research Project A Job ... Department of Medical Ethics and Health Policy. The Project Manager A (PM-A) will be responsible for managing day-to-day...or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard. Time Away from… more
    Upward (07/15/25)
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  • PNC Financial Services Group, Inc. (San Francisco, CA)
    …Corporate Finance, Decision Making, Equity Trading Systems, Financial Accounting, Investments , Investment Strategies, Trading Strategies Competencies Analytical ... team. You will work closely with senior sales team, relationship managers, investment bankers, traders and other internal service partners to develop, market and… more
    Upward (07/10/25)
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  • First Horizon (Orlando, FL)
    …financial information and client detail into central repository throughout the underwriting process. Gather financials for new and renewal opportunities with ... Memos (with Management) as needed for new and renewal requests to initiate underwriting process. Work directly with the underwriter to ensure accurate reflection of… more
    Upward (07/02/25)
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  • TD Bank Group (New York, NY)
    …their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, ... highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a… more
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  • Invesco (New York, NY)
    …and will be responsible for supporting the Transaction Officer in sourcing, underwriting , and executing investment opportunities with an emphasis on residential ... objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of...with the workplace policy means working with your direct manager to create a schedule where you will work… more
    Upward (07/19/25)
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  • HUB International Limited (Denver, CO)
    …supportive team, this could be the perfect opportunity for you. As an Account Manager in our Construction segment, you'll play a key role in servicing and retaining ... education Maintain account files in accordance with established procedures Gather underwriting , pricing, and supporting data for preparation of submission Generate… more
    Upward (07/19/25)
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  • GTE Financial (Palm Harbor, FL)
    …leader to ensure an exceptional member and employee experience. The Assistant Manager is responsible for running the day-to-day operational excellence of the branch, ... guidance. The "Go to person" for the Community Financial Center. The Assistant Manager will ensure members' needs are satisfied by conducting a thorough financial… more
    Upward (07/18/25)
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  • Marcus & Millichap (Columbus, OH)
    …professionals an opportunity to learn the fundamentals and principles of investment sales brokerage through hands-on training, transactional mentorship and constant ... experience. Marcus & Millichap is the industry's largest firm specializing in real estate investment sales and financing, as well as a leading source of research and… more
    Upward (06/28/25)
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  • First Horizon (Miami, FL)
    …Memos (with Management) as needed for new and renewal requests to initiate underwriting process. Work directly with the underwriter to ensure accurate reflection of ... time of new/renew requests. Coordinate deal team meetings between Relationship Manager , Market President, Senior Credit Officer, and Underwriter Finalize term sheets… more
    Upward (07/10/25)
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  • HomeFirst Agency (Maryville, TN)
    …the insurance purchase. Gathers and maintains records, files, and additional underwriting exhibits such as pictures and appraisals. Preserves organized records of ... Must be able to manage many tasks simultaneously, be an expert time manager , self-sufficient and able to work with minimal to no supervision. Outbound sales,… more
    Upward (07/05/25)
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  • HealthVerity (Philadelphia, PA)
    How you will help The Financial Planning & Analysis Manager will develop and lead a variety of financial modeling, analysis, and budgeting initiatives. Key ... opportunities (to inform quarterly forecasts, budgeting/planning across the P&L, investment evaluations and prioritization, and operational decision-making) Manage the… more
    Upward (07/12/25)
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