Assistant Vice President & Portfolio Manager Salary at Berkadia Proprietary Holding Llc BETA

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in Ambler/Pennsylvania. PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to facilitate cash flow conversations with clients and prospects. Additionally, you will manage the on-going sales cycle to optimize the cash flow of our business customers so they can achieve their goals. PNC's targeted small business segments are Retail, Agricultural, Healthcare,

Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries (“Newmark”), is a world leader in commercial real estate, seamlessly powering every phase of the property life cycle. Newmark’s comprehensive suite of services and products is uniquely tailored to each client, from owners to occupiers, investors to founders, and startups to blue-chip companies. Combining the platform’s global reach with market intelligence in both established and emerging property markets, Newmark provides superior service to clients across the industry spectrum. For the twelve months ended December 31, 2024, Newmark generated revenues of nearly $2.8 billion. As of December 31, 2024, Newmark and our business partners together operated from approximately 170 offices with over 8,000 professionals across four continents. To learn more, visit nmrk.com or follow @newmark. We are currently seeking an Analyst to join our team and will be responsible for assisting our Asset Managers across our high-yield debt a

Long Short Advisors is a boutique RIA seeking an Investment Consultant / External Wholesaler to join our team in the Philadelphia area. In this opportunity, you will be tasked with cultivating relationships nationwide with mutual fund allocators in the RIA, bank, wire house and family office channels nationwide. Applicants must have at least 5 years of prior experience in an external wholesale role; experience with liquid alts preferred. Primary Responsibilities Travel (50%+) nationwide, lead in-person meetings and facilitate PM presentations with managing directors, CIOs and heads of research of existing and prospective clients and attend conferences, cap intros and industry events Present and provide technical information about the LS Opportunity Fund mutual fund strategy and maintain a strong knowledge base of the competitive product landscape Maintain and cultivate new and existing home office and gatekeeper relationships at Broker-Dealers, RIAs, family offices, etc. Proactively so

Grants Manager B - Contract - Philadelphia, PA Proclinical is seeking a Grants Manager B to oversee financial management and administration of grant portfolios. Primary Responsibilities: The successful candidate will be responsible for managing both pre-award and post-award activities, ensuring compliance with sponsor guidelines, and providing financial advice to principal investigators. This role involves handling complex grants, including training grants and program projects with multiple sub-contracts. Skills & Requirements: Bachelor's degree in business administration, Finance, or Accounting, or equivalent education and experience. Ability to maintain confidentiality with sensitive data. Experience managing complex portfolios and university research financial systems. Proficiency in MS Office Word and Excel. Strong attention to detail, proactive work style, and excellent interpersonal, organizational, and writing skills. The Grants Manager B's responsibilities will be: Prepare mont

Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. Responsibilities Lead the sales compensation process for multiple entities including calculations, reporting and sales team support. Support the monthly, quarterly, and yearly reporting processes through various analytics and financial presentations. Develop and maintain financials models to support strategic initiatives. Assist Managing Director with yearly budgeting and forecasting processes. Support Senior Leadership team with data-dr

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial ser

Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing cust

Assistant Controller - Up to $125k $5B banking organization is looking for an Assistant Controller. This position will direct the entire accounting function, including financial and regulatory reporting, data reporting and internal controls. ***100% onsite, hybrid after training Description: Lead and maintain a highly motivated and well-trained staff, conducting timely performance evaluations to ensure quality work and excellent service to members and staff. Support the review and distribution of financial and statistical reports. Collaborate with the Controller and CFO to develop and maintain financial reporting Oversee the month-end close process, including the review of financial statements, accruals, prepaids, suspense accounts, and general ledger reconciliations. Contribute to the budgeting process by gathering, developing, and formalizing required data Assist the Controller and CFO in maintaining and processing data for the asset and liability management model. Review and report