Job Summary: 

• Preparation of monthly and quarterly Focus reports for KeyBanc Capital Markets Inc. and Key Investment Services LLC
• Balance sheets, income statements, computations of net capital, and other supplemental data.
• Calculation of daily net capital and liquidity positions for the aforementioned legal entities, including tracking of underwriting transactions.
• Preparation of information to be incorporated into various internal reports to Firm management and the KBCM Board of Directors
• Conducting analysis of trends and profitability of the business units within KBCM.
• Develop understanding of applicable regulatory guidance for conformity with SEC Net Capital, books and records, and Customer Protection Rules.
• Assisting in various projects across the two brokerage firms mentioned above
• Automation efforts, commissions processing during peak periods, and assisting with audits and examinations.
• Liaising with other internal departments including Onboarding, Risk, Client Service and Account Management.
• Involvement in ad hoc projects for new processes or industry initiatives like UMR, SEC, SFTR.
• Provide governance and oversight to all day to day margin processes. 

Skills on Resume: 

• Financial Reporting (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Data Analysis (Hard Skills)
• Project Management (Hard Skills)
• Interdepartmental Communication (Soft Skills)
• Liquidity Management (Hard Skills)
• Process Automation (Hard Skills)
• Presentation Skills (Hard Skills)

Job Summary: 

• Work within the investment sales team to support all brokerage activities.
• Underwrite/Value income‐producing assets of all property types using Argus and Excel software or any other type of modeling software.
• Create and maintain financial models for BOV’s - broker opinion of value analysis.
• Review, comprehend, abstract, and interpret various types of real estate documents
• Conduct proforma analysis and feasibility studies for development projects.
• Gather, analyze and report market research for presentations and to support financial assumptions.
• Manage the data entry and maintenance of multiple databases
• Excluding graphic design, coordinate and prepare all aspects of detail offering memorandums for selling investment properties.
• Manage document flow, activities and processes on in-process transactions to ensure smooth closings.
• Prepare and present KPI’s and MIS reporting.
• Working closely with key stakeholders to ensure the day to day collateral process is conducted in a controlled and efficient manner.

Skills on Resume:

• Investment Sales Support (Soft Skills)
• Financial Modeling (Hard Skills)
• Real Estate Document Analysis (Hard Skills)
• Proforma Analysis (Hard Skills)
• Market Research (Hard Skills)
• Database Management (Hard Skills)
• Offering Memorandum Preparation (Hard Skills)
• Transaction Management (Soft Skills)

Job Summary: 

• Analyze shipping documents and the need for special documentation issuance clearance permit, certificate of origin, import license
• Apply regular and special customs clearance procedures depending on cargo type
• Support fiscal invoice issuance on internal system
• Monitor cargo pickup/delivery to a final destination and comply with needed documents for cargo dispatch
• Adhering to the standard process and customer-specific SOP’s (Standard Operations Requirements)
• Reach service level agreement, deliver internal and external KPI’s (Key Performance Metrics) and participate on customer meetings
• Ensure smooth execution of flow of information between customer, logistics providers 
• Working closely with customer internal and external stakeholders
• Actively build strong relationships with customers 
• Gain an understanding of business service needs and drivers in order to offers solutions on supply chain
• Proactively involve in project rollout and actively seeking out continuous improvement opportunities

Skills on Resume:

• Document Analysis (Hard Skills)
• Customs Clearance (Hard Skills)
• Invoice Management (Hard Skills)
• Cargo Tracking (Hard Skills)
• SOP Compliance (Soft Skills)
• Performance Metrics (Soft Skills)
• Communication Management (Soft Skills)
• Stakeholder Engagement (Soft Skills)

Job Summary: 

• Day-to-day processing of the Brokerage process reconciling all invoices received against internal accrual accounts and arranging timely payment.
• Assisting in the creation and production of Brokerage MI.
• Taking ownership of any ad hoc queries from Brokers or Front Office.
• Work closely with Finance and Product Control to resolve any accounting discrepancies.
• Understand related process flows to be to be able to identify workflow and operational efficiencies.
• Reconciling and completing Monthly and Quarterly attestations on the Brokerage accounts.
• Adherence to global standards of information storage and dissemination
• Build relationships throughout MUFG to establish a peer network
• Gather relevant information and help to ensure effective inter-departmental collaboration.

Skills on Resume:

• Invoice Reconciliation (Hard Skills)
• MI Production (Hard Skills)
• Query Resolution (Soft Skills)
• Accounting Support (Hard Skills)
• Process Optimization (Soft Skills)
• Attestation Completion (Hard Skills)
• Information Management (Hard Skills)
• Interdepartmental Collaboration (Soft Skills)