Investment Banking Director Job at Selby Jennings (Houston)

Director of Investment Operations

Join a leading firm specializing in responsible, sustainable investing. The firm...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

15+ years in investment servicing, finance, or fund accounting
10+ years of team management experience
Deep knowledge of mutual funds, ETFs, and separately managed accounts
Strong understanding of financial reporting, GAAP, and regulatory compliance
Advanced education (MBA or relevant designation) preferred

Job Responsibility

Oversee investment product operations, including reporting, accounting, fund expenses, performance calculations, trade settlement, and SEC disclosures
Serve as the primary liaison for audits, SOX testing, and compliance reviews
Manage relationships with external administrators, custodian banks, and third-party providers
Prepare investor communications and ensure timely month-end reporting
Contribute to strategic planning, new product launches, and special projects
Assist with board-related matters as Assistant Treasurer for the Mutual Funds Board

What we offer

competitive compensation
comprehensive benefits
100% healthcare coverage for employees and families
commuter subsidies

Fulltime

Private Banker - Saudi - Managing Director

Citi Private Bank is a trusted advisor to the world’s wealthiest, most influenti...

Location

Switzerland , Geneva

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the Saudi market
Demonstrated track record in relationship acquisition
Proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions
Extensive experience in selling new products, based on client needs
Experience in working on teams and influencing diverse resources and stakeholders
Fluent English (written and spoken) is essential for this role
Arabic language skills are also preferred
Excellent relationship building skills
Thrives in a business development environment
Strong knowledge of investment products, good macro understanding would be important skill to have

Job Responsibility

Build Client Relationships - Demonstrates an in-depth understanding of clients' businesses and sources of wealth generation as well as serve as a trusted advisor to the Private Banks clients
Develop Client Solutions - Develop tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs
Execute and Drive Results - Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives
Teamwork - Help team members to acquire the experience necessary to establish credibility with clients and intermediaries
Build & Maintain Relationships with Business Partners, Colleagues and Staff - Develop strong relationships and partners with support functions across the Private Bank to maintain control, find solutions and resolve issues
Promote Integrity and Trust - Understand and communicate the risk involved with various investment strategies

Fulltime

Private Equity Investment Professional

Successful private equity firm located in the Greater Philadelphia Area is looki...

Location

United States , Greater Philadelphia area

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelors degree in Finance, Accounting and/or Economics
8-12+ year of investment experience at a Director-level
Investment Banking or Private Equity experience required
Extensive experience sourcing and executing acquisitions
Strategic planning abilities
High attention to detail, outstanding communication skills
Ability to travel as needed

Job Responsibility

Source and implement acquisitions, including research and analysis, onboarding, and ongoing leadership

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan

Fulltime

Director – Front office – Investments

To lead the development and delivery of the Internal Audit for the front office ...

Location

United Kingdom , North Yorkshire

Salary:

97000.00 GBP / Year

Broster Buchanan

Expiration Date

Until further notice

Requirements

Provide audit leadership and subject matter domain expertise in governance, risks and control frameworks in the front office Investment and Banking business areas
Provide SME knowledge for compliance risk and control frameworks for the regulated investment business
Provide leadership to the internal audit team across the delivery of the full audit universe and Internal Audit plan
Lead Internal Audit engagement with management teams across the Investment and Banking businesses
Attend relevant committees and governance forums in areas of risk focus
Advise on or provide assurance for major projects, programmes, steering groups, and policy initiatives within Investment and Banking and other key areas
Develop and maintain the audit universe for the Investment and Banking business areas and associated risks
Lead the development of the risk-based Internal Audit Plan for these areas
Oversee the delivery of audit engagements by both in-house teams and co-sourced external providers
Ensure audit engagements are delivered in accordance with the audit manual, Global Internal Audit Standards, and the Internal Audit Code of Practice

Job Responsibility

To lead the development and delivery of the Internal Audit for the front office Investment and Banking business areas, including compliance risk for the regulated investment business
Support the leadership of audit delivery across the audit plan and full audit universe, bringing specialist insight in banking, investments and compliance risk, to support effective delivery of the full audit programme

Fulltime

Ccb Poland Head/ Managing Director

Managing CCB Division at Bank Handlowy S.A. in Warsaw, ensuring the achieving of...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Strong execution skills
Strong communication skills including presentation to internal and external stakeholders, regulators, media, clients and other
Demonstrated knowledge of compliance issues and regulatory requirements (global and local)
Experience in managing dynamic and diverse teams
Familiar with Citi’s risk culture, risk and finance frameworks and their application at a legal entity and country level
Track record of identifying, managing and delivering change with all stakeholders to drive the business forward
Proven track record of developing and executing business growth strategies
Client-Facing and Relationship Management Skills
Proven leadership skills and intellectual capability to create momentum and an agenda across multiple products with a diverse population and competing priorities
Proven analytical and problem-solving skills with pragmatic approach to ensure limited resources are directed appropriately

Job Responsibility

Deliver on financial commitments, Revenues & Expenses, EBIT in Poland
Develop and monitor a client-driven franchise growth plan in Poland and communicate a clear Commercial Banking vision that is responsive to global/regional strategies and emerging market trends
Ensure that the overall business strategy is well defined and articulated to all key stakeholder such as CEO, Coverage Head, Regional CCB Head, product teams, operations and technology as well as second line and third line of defense partners
Communicate a clear vision of the Commercial Bank business strategy across Poland and engage employees in support of the strategy and growth
Grow market share across all key client Industry Verticals with high quality acquisition, activation and up-tiering
Build a strong network internally and externally and effectively compete with traditional global and local banks within our Target Market through superior client propositions and innovative solutions
Senior client coverage for existing and prospect companies
Drive cross-selling products like cash management, trade, FX, capital markets and wealth management
Define sales strategy for Commercial Bank in Poland, including target market, product and service offering, interaction models, training programs, and resources and infrastructure required
Execute on key growth initiatives for CCB and deliver under BHW 2.0 (post-Consumer exit) strategy

What we offer

Global benefits offered to workforce
Competitive salary
Inclusion-focused work environment

Fulltime

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