Wealth Manager

JOB DESCRIPTION:                Identify, originate, evaluate, and take part in the diligence and negotiation of new investment opportunities. Ensure adherence to approval standards and procedures. Participate in asset management activities as well as continuous exit re-evaluation and execution. Continually develop and update Growth-specific operating procedures for investment and asset management processes. Manage and develop cross-department relationships to ensure cooperation on investment projects across departments and locations. Evaluate new investment opportunities and synthesize findings in form of presentations and memos for internal discussions. Prepare all aspects of internal investment documentation in form of presentations and memos to be presented to governing bodies. Manage projects by taking part in scoping and managing the content and timing of relevant due diligence streams (e.g. commercial, financial, legal, IT, operational) related to investment projects and portfolio companies. Create models to assess new potential and current investments, including all aspects of bottom-up operational forecasting, three-statement models, valuation models, liquidation models, and capital structure models. Develop pipeline of investment opportunities by sourcing, tracking, and documenting new investment opportunities through research, external meetings expert calls, external advisors, and conferences. Domestic travel required up to 20% of the time. Requirements JOB REQUIREMENTS:           Must possess a Bachelor’s degree in a life-science related engineering field and a minimum of 1 year of financial services experience working at an investment bank, or a leading consultancy organization. Experience must include: corporate finance valuation; conducting advanced financial modelling in Excel and presentations in PowerPoint; synthesizing multiple data points to conduct analyses and form investment theses; working with due diligence processes on M&A transactions; working with third parties (incl. investment bankers, management consultants, or industry advisors) to execute M&A transactions; and Healthcare or life science experience. LOCATION:                            Novo Holdings (US) Inc. One Market St., Steuart Tower, Floor 17, San Francisco, CA 94105 CONTACT:                             Email resume to Novo Holdings (US) Inc. at info@novoholdings.dk, Ref# ACA8029.

About Urban Villages We are village builders. We imagine, build, and activate the most extraordinary neighborhoods and transform today’s urban centers into tomorrow’s livable and vibrant villages. As a team of entrepreneurs, environmentalists, artists, developers, builders, and investors, we work at the district level to bring nature back into our cities and give those places an artistic soul. Urban Villages has acquired, developed, and managed over $3 billion in transformative mixed-use real estate assets in multiple markets. Our portfolio of projects includes the largest net-zero energy housing project in the US (West Village), the revitalization of Denver’s original main street (Larimer Square), the first carbon-positive hotel in the US (Populus), and one of the largest adaptive re-use LEED Platinum development in the country (RailSpur).  Our projects are among the most environmentally transformative, socially responsible, and financially sustainable developments seen in the industry today. Today, Urban Villages has: Approximately $1B of mixed-use real estate assets under management  Approximately $1.5B of development pipeline with land control 35+ full time employees in three separate offices (Denver, Pittsburgh, Seattle) Role description The Senior Asset Management Analyst will contribute to a growing asset management team at Urban Villages by bringing proven expertise in analytics and data-driven decision-making to build systems and processes that will underpin the growth of Urban Villages portfolio. Urban Villages is seeking a Senior Asset Management Analyst to: Bring a strong analytical and data-driven approach to Urban Villages asset management team. Build upon and enhance the existing foundation of asset management systems and reporting (software, databases, templates, and tools). Create data-driven processes for asset management that can be scaled as the portfolio grows. Ownership & Accountabilities The Senior Asset Management Analyst will develop and manage all asset management analytics, reporting, and systems at Urban Villages. Analytics & Research Develop, lead, and manage all asset management analytics and research Build systems and processes for asset management anchored in analytics and data-driven analysis Reporting & Budgeting Develop, lead, and manage all management reporting around asset performance Evaluate portfolio performance Build and manage budgets and cost forecasting for each asset in the portfolio Establish and enforce standardized financial reporting, KPI tracking, and operational controls for third-party managers Establish and enforce financial and operational controls for third-party managers Acquisitions & Investment Underwriting Drive analytics around property acquisition underwriting and investment analytics Track and assess market analytics to support investment decisions within targeted markets and asset classes Investor Relations Prepare investor-facing reports and memos on portfolio performance Your approach You are driven by a sense of purpose in your work. You align with Urban Village’s mission to build thriving urban neighborhoods that are dense, livable, climate-resilient, and infused with character and soul. To you, asset management is so much more than maximizing valuations, creating sustainable cash-flows, and creating operationally excellent property management. It is about creating extraordinary places. You believe that assets are physical places: This might sound obvious, but in our experience the best asset managers understand they’re not just managing numbers on a spreadsheet but managing physical spaces infused with life and commerce. While a portfolio of real estate assets can be represented in forward-looking financials, through historical budgets, leases, and reports, you apply a holistic lens to asset management by simultaneously balancing financial optimization with values-driven decision making around environmentalism, branding, tenants, and a sense of place. You take the long-view: Managing assets for the long-term requires a different strategy and approach to managing assets in the short-term. You’re a long-term thinker, builder, and manager of Urban Villages’s assets. You’re a builder: You’re not just satisfied with inheriting and improving existing systems. Instead, you believe in building structures, systems, and processes that create clarity, drive efficiencies, and create the foundations of operational excellence. You’re an exceptional storyteller: Storyteller might not be the first word that comes to mind when you think of asset management or data-driven analytics, but our buildings, their operations, their management, and their future all tell a story. Your job will be to tell compelling stories through financials and reports about how the portfolio is doing, where it’s going, and what opportunities exist to make it great. You balance proven approaches to asset management with new, innovative approaches: You understand the fundamentals of asset management, so you know the playbook that works to produce exceptional results. But you’re also not afraid to upgrade and improve that playbook by considering new approaches and practices. You want to grow with a growing company: Urban Villages is at an inflection point of growth, and you’re excited to join an organization whose future looks far different from its past. You’re willing to roll up your sleeves and be a key leader in transforming the company. You’re hungry and ambitious to leave your mark. FAQs Who will this position report to?  Head of Real Estate Investments & Asset Management In what markets do Urban Villages have assets?  Colorado, Washington, Pennsylvania Was someone in this role previously?  No, this is a new role.  Do I need to be based in Denver?  Yes, but Urban Villages encourages a flexible work schedule with remote-work capabilities Requirements Who you are: qualifications You have 7 - 10 years of professional experience in real estate analytics and reporting You have a proven track-record of building standardized systems, processes, reports, and templates that drive clarity for asset management You have proven track-record analyzing the performance of real estate portfolios You have a strong understanding of real estate analytics, metrics, and financial reports. You have a Bachelor's degree in a quantitative field Compensation: $145k-$185k, commensurate with experience & performance  Benefits Medical, dental, vision, life insurance,  Short-term and long-term disability,  401k retirement plan,  Paid holidays,  Flexible time off Public transit pass Equal Opportunity Denver-based Urban Villages is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

About the Organization The Momentus Capital branded family of organizations - which includes Capital Impact Partners, CDC Small Business Finance and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered, FINRA/SIPC member) - are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve.   We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs, and technology solutions.   Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents – and our country – thrive. Position Summary Capital Impact Partners is looking for a Fund Analyst to become an integral part of its Impact Investment Group, which focuses on making investments that generate economic prosperity and promote community health nationwide. The ideal candidate will have a passion for community and economic development impact investing, and a strong analytical background. The Fund Analyst will support the critical investment operations of the Impact Investment Group and will carry out the accurate coordination of investment closings, funding disbursements, investment management servicing system input, investment monitoring and performance, and portfolio summary reporting. This position works directly with the Investments, Finance, and Operations teams to ensure accurate and relevant information is shared regarding the investment portfolio to enable smooth forecasting and budgeting. The Fund Analyst will also lead the process to establish service level agreements (SLAs) across teams. This position works directly with and reports to the Managing Director of Investments, with ad hoc support to the larger Investments team as needed. The ideal candidate is someone with a demonstrated interest in impact investing, and strong critical thinking, accounting, financial, and analytical skills. The Funding Analyst will need to get up a learning curve quickly and be able to switch between multiple different activities in a given day. Prior fund operations experience is a plus but not required. Essential Responsibilities ●      Reconcile monthly cash transactions and lead ongoing cash flow analysis for multiple fund vehicles. ●      Lead the development of Service Level Agreements (SLAs) between the Investments team and other teams across Momentus Capital. ●      Lead the coordination with external and internal service providers and analytical platforms to optimize data analysis and reporting. ●      Process inbound investment referrals as part of initial transaction screening.   ●      Support the generation of capital calls and distribution notices to fund investors and debt providers. ●      Support in the completion of investor reports and regulatory filings. ●      Assist in the development of cross-team processes like covenant collections, payment reconciliation, servicing, accounting and other processes. ●      Monitor key portfolio company performance metrics, including revenue targets, liquidity indicators, and IRR. ●      Support investment closing process for new portfolio companies, including document collection and KYC checks. ●      Support in the preparation of quarterly and annual monitoring reports of portfolio companies, noting any financial or operational risks and support in quarterly valuation exercises. ●      Support in the collection of impact data metrics from portfolio companies on a timely basis and contribute to any impact analysis. Requirements ●      Bachelor’s degree in business, Finance, Economics, or related field. MBA or related master’s degree, CFA, CPA a plus. ●      Demonstrated 3+ years relevant finance, accounting, and analytical experience. ●      Advanced financial analysis and modeling skills with emphasis on understanding investment performance and impact metrics. ●      Strong written and verbal communications skills with the ability to work effectively as a team player. ●      Capable of prioritizing competing requirements, managing different deadlines in a dynamic working environment. ●      Able to work independently and within a cross-functional team, managing multiple priorities and deadlines in a fast-paced environment. ●      A detail-oriented individual, who is organized, possesses excellent analytical and problem-solving skills and delivers to tight deadlines. ●      Advanced users of Excel, Word and PowerPoint.  Benefits The salary range for this position is $74,828 -$93,535 and is eligible for an annual incentive.   This role is eligible to work remotely. All employees must be legally authorized to work in the United States. The Company will not sponsor applicants for work visas. EEO: Momentus Capital is an equal opportunity employer and is fully committed to providing employment for qualified individuals, free from discrimination on the basis of race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, pregnancy, childbirth or related medical conditions, or any other protected characteristic established by applicable law.  

Company Overview: Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco, Singapore, and Dubai. Caxton Associates’ primary business is to manage client and proprietary capital through multiple liquid global hedge fund disciplines.  Our broad mandate allows us to trade across global markets and instruments, with a strong focus on alpha generation for our clients. Requirements The Role: Caxton Associates is seeking experienced Portfolio Managers across a range of strategies; including but not limited to: Discretionary Macro Emerging Markets Macro Equity Long/Short Event-Driven Fixed Income Relative Value Medium-Frequency Systematic Commodities In this role, you will be responsible for managing a significant capital allocation, implementing rigorous risk management, and contributing to our collaborative, research-driven environment.  Within our organization, we place a high value on collaboration, promoting regular and ongoing discussions about global macroeconomic trends, geopolitical developments, and the evolution of financial markets.  We seek out professionals who can generate unique insights within their investment universe, contribute to the firm’s broader strategic outlook, and leverage collective knowledge to generate alpha. Key Responsibilities: Independently manage a significant capital allocation by creating, executing, and monitoring an alpha-driven investment strategy. Construct portfolios designed to generate asymmetric returns with minimal correlation to traditional capital markets by identifying and capitalizing on variant market views. Implement robust risk management, continuously assessing the merits of all positions and investment theses. Collaborate effectively within a global team environment, learning from and adding value to collective insights and expertise. Ensure strict compliance with all industry regulations and internal risk controls. Requirements: Proven track record in portfolio management, demonstrated by strong investment acumen and a Sharpe Ratio greater than 1.5. A minimum of 5 years of experience managing capital preferably within a hedge fund. The capacity to thrive in a highly collaborative global team, with a strong desire to learn from and alongside other investors. Unwavering commitment to the highest standards of ethics and integrity. Exceptional decision-making abilities, with the capability to perform under pressure and adapt to evolving market conditions.   Application Instructions: To apply, please submit: Your CV. A detailed account of your investment track record (including evidence of a Sharpe Ratio greater than 1.5). A comprehensive outline of your proposed investment strategy and process. If you're an experienced portfolio manager passionate about collaboration and financial markets, we'd love to connect with you. Benefits With respect to New York-based applicants, the base pay for this role is $250,000 annually. The total compensation is dependent upon several factors, including, but not limited to, relevant experience, business needs and market demands. This role may also be eligible for bonus compensation and employee benefits.

The United States Department of State, Bureau of Political-Military Affairs, Office of the Directorate of Defense Trade Controls (PM-DDTC) is responsible for the regulation of defense trade through the Arms Export Control Act (AECA) and its implementing regulations, the International Traffic in Arms Regulations (ITAR). DDTC regulates temporary and permanent exports and the temporary import of defense articles, defense services, and technical data involving items on the United States Munitions List (USML). DDTC regulates the brokering of defense articles, defense services, and technical data. DDTC maintains the registration of manufacturers, exporters and brokers and issues export authorizations. DDTC administers the commodity jurisdiction process, a formal USG decision process to determine which specific items are controlled by the USML or by the Department of Commerce’s Export Administration Regulations. DDTC ensures compliance with the ITAR and AECA through its support of criminal enforcement actions undertaken by the Department of Justice, civil enforcement actions initiated in-house, disclosure program through which companies are encouraged to report violations they have discovered, and pre- and post-license checks to confirm that goods are being shipped as authorized by the export license.   Facilitates the registration of exporters, manufacturers, and brokers under Parts 122 and 129 of the ITAR under close supervision. In accordance with established office policies and procedures, reviews information submitted by registrants to meet the requirements of Section 122.2 concerning criminal violations or indictments under relevant statutes (Section 120.27), as well as foreign ownership and control, and notices of changes submitted as required under Section 122.4 concerning foreign ownership and control. Facilitates attendant review of mergers and acquisitions involving registrants. Resolves routine matters with regard to company registration and requests for change in registration and refers unique matters to supervisor and senior staff for resolution. Reviews and take action on license request that are the subject of a “Watch List” hold for enforcement reasons. The Watch List has entities that are suspected, alleged, indicted or convicted of civil and criminal violations of the AECA and ITAR and certain “enumerated statutes.” Action on a license hold is based on all available information (e.g., Watch List entry, office files and computer database searches), coordination with law enforcement and consultation with the supervisor. Takes initial action on all incoming voluntary disclosures from the defense industry on civil violations of the AECA and ITAR. Reviews and writes summaries of incoming voluntary disclosures to be triaged by the supervisor. For disclosures of a minor violation, create a computer record and draft a response for the chief’s signature. For incomplete disclosures, draft a letter with response deadline for the chief’s signature, maintain a tracking system and insure receipt of full disclosure information. For all other violations, create a computer record and assign to appropriate employee. Reviews various cases involving violations of the AECA or ITAR and after consultation with supervisor, plans an approach, conducts fact-finding, performs record searches and documents conclusions. Using generally established format as a guide, prepares letters of response for supervisor to pursue and close each case. Reviews and takes action on voluntary disclosures assigned by the supervisor, initially working minor violations. Follow office policies, procedures, and guidance received from the supervisor or senior specialist. Plan an approach, conduct fact-finding, perform search of records, attend meetings and then document findings. Initiate discovery of additional facts. Consult with supervisor and take action. Prepare letter for supervisor signature responding to the violation, including requirement for corrective action to close each case. Perform any follow-up as directed by supervisor. Performs record searches, reviews and analyzes license approvals, produces comprehensive reports of finding and provide information that support criminal investigations by the DHS ICE, FBI, and U.S. Attorneys. Participates in the Company Visit Program through periodic, domestic travel around the U.S to pre-selected defense companies. Gather information, prepare plan, conduct visit and report on findings. Maintains a list of parties debarred and ineligible to participate in the export of defense articles and services under the ITAR for use by the Department and the defense industry. Monitors compliance cases involving statutory debarment of individuals or companies convicted of violating the AECA. Reviews case files, indictments and court orders. Reports findings to supervisor. As directed, processes requests for reinstatement of export privileges upon termination of debarment. Engages with the Committee on Foreign Investment in the U.S. (CFIUS) process. Reviews requests from the regulated public for advisory opinions regarding application of the ITAR, and prepares responses for review, approval and signature by supervisor. Reviews compliance issues arising from registration, mergers and acquisitions, CFIUS, and other contexts, and takes appropriate action as directed by supervisor. Performs special projects or tasks as assigned by supervisor or senior specialist. Performs all other duties as assigned, including escorting and administrative tasks. Reviews license requests referred from DTCL to ensure appropriate compliance with registration requirements. Initiates inquiry with and obtains appropriate documentation from US parties or other DDTC elements. Prepares final action for senior staff approval. Updates and maintains State Department’s Watch List database of entities of concern, both to comply with the AECA and to support foreign policy implementation via arms export licensing. Helps identify and implement technical improvements to the system. Helps monitor team efforts to expand and refine abilities, respond to shifts in workload, and maintain high quality work products. Coordinates and liaises with interagency non-proliferation and export control community on arms trafficking/proliferation matters involving the AECA and ITAR, as well as international export control outreach. Coordinates with the Office of Defense Trade Controls Licensing on compliance and enforcement matters, including license suspensions, revocations, denials, and eligibility to participate in defense trade. Helps coordinate plans and operations within DDTC to help identify and prevent violations of U.S. export laws and regulations and support remedial action, such as civil enforcement and/or prosecution of individual or corporate violators of the AECA/ITAR. Working with other DTCC staff, conducts pro-active outreach to the U.S. and foreign defense community to promote compliance with U.S. export laws and regulations. Speaks at government and industry conferences. Participates in Company Visit program activities. Responds to inquiries concerning compliance matters. Requirements Bachelor’s Degree or combination of post- high school education and three years of experience with regulatory compliance or civil or criminal enforcement. Good judgment and ability to work with supervision. Good interpersonal skills and ability to resolve disputes in a timely and professional manner. Good written and verbal communication skills and presentation skills. The candidate should be prepared to provide writing samples. Good organizational skills including the ability to assist on multiple projects consistent with established timeframes. Ability to synthesize information and develop recommendations for management based on an analysis of the information. Has working knowledge of Microsoft Office Suite programs and be able to operate all office equipment including but not limited to: telephones, copy machines, fax machines, scanners, printers, and computers. May be required to travel within domestic and/or international. Requires at the minimum, a security clearance of Secret with the ability to obtain a Top Secret or Top Secret/SCI at the request of the COR. Other Duties:   Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.  

Mortgage Loan Servicing Representative – To $50K – Milwaukee, WI – Job # 3583 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our community bank client is seeking to fill a Mortgage Loan Servicing Representative role in the Milwaukee, WI market. The successful candidate will be Responsible for escrow and loan servicing tasks, responding to internal and external customer inquiries related to mortgage and consumer loans, providing high-quality customer service and supporting insurance and investor servicing functions as needed. The position includes a generous salary of up to $50K plus incentives and an excellent benefits program.  (This is not a remote position) Mortgage Loan Servicing Representative responsibilities include: Escrow management for the Mortgage and Consumer Loan Portfolio: Establish and maintain escrow accounts within the bank's core system. Perform escrow analyses and ensure timely disbursement of property taxes. Track and address delinquent property taxes. PMI Administration: Activate, disburse, and close PMI. Regulatory and Policy Compliance: Ability to adhere to all regulations, investor requirements, and internal policies. Investor Servicing Support: Assist in the management of investor servicing portfolios, including: Monitoring and maintaining Freddie Mac and FHLB portfolios and associated payment activity. Remitting payments, payoffs, and other transactions to the secondary market, and resolving any edit requests. Performing a variety of investor servicing functions as needed to support ongoing operations. Compiling and forwarding audit documentation in accordance with investor requirements. Executing monthly investor accounting cycles and processing related invoices. Reviewing and working investor-related reports to maintain up-to-date and accurate data. Staying current on investor servicing guidelines and reporting obligations. Perform A+ Warehouse lending responsibilities as needed.  Insurance Monitoring: Monitor, disburse, and scan hazard and homeowners insurance documentation. Establish force-placed flood insurance coverage in compliance with regulatory guidelines. Reporting and Reconciliation: Reconcile internal investor and ledger accounts. Review various reports to identify and resolve exceptions, errors, and out-of-balance items. Loan Servicing Support: Verify year-end loan documentation and work internal loan reports. Perform servicing tasks such as: Credit references and mortgage verifications. Generating and applying payoff requests (via check or wire). File maintenance and construction draw processing. Responding to customer inquiries and servicing requests. Provide excellent internal and external customer service. Any other duties as assigned. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: High School diploma or equivalent required. Six months to two years related experience and/or training; or equivalent combination of education and experience. Experience with Jack Henry SilverLake a plus. Strong problem-solving and critical thinking skills. Self-starter, inquisitive, decisive, and accountable. Ability to prioritize and organize workflow, complete simultaneous projects by required deadlines.  Regular, dependable attendance and flexibility in schedule when required. Professionalism in written and verbal communication, demeanor, and appearance; able to interact positively with coworkers and customers. Strong analytical skills, numerical aptitude, and ability to plan ahead and solve problems. High attention to detail and a strong commitment to accuracy. Demonstrates teamwork and initiative to support branch or department success. Take the initiative to learn and share industry knowledge. Accept and deliver constructive criticism with tact and respect. Ability to retain knowledge gained from corrections or errors.Handles confidential conversations and information in a professional and ethical manner, in line with bank policies. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com