Overview
UBC Wealth Management Assistant Jobs in Lima, OH at Union Bank Company
This position is at NY Green Bank, a division of NYSERDA. NY Green Bank is a specialized investment fund dedicated to bridging financial gaps and mobilizing private capital to advance the build-out of clean energy and renewable infrastructure in New York State.
NY Green Bank collaborates with the private sector to transform financing markets. It also develops transaction structures and methodologies that overcome typical clean energy investment barriers and can serve as replicable models for other capital providers.
As a leader in advancing New York’s energy transition, the New York State Energy Research and Development Authority (NYSERDA) has remained a credible, objective and trusted partner in our State’s energy planning as well as deploying new and innovative technologies to expand New York’s economy. NYSERDA has worked for the past 50 years to protect the environment and help New Yorkers increase energy efficiency, lower energy costs and reduce reliance on fossil fuels. NYSERDA engages with stakeholders including residents, business owners, developers, community leaders, local government officials, universities, utilities, investors, entrepreneurs, and more, to develop, invest, and foster conditions that:
Attract the private sector capital investment needed to expand New York’s clean energy economy.
Overcome barriers to using clean energy at a large-scale in New York.
Enable New York’s communities and residents to benefit equitably in the clean energy transition.
Job Overview
NYGB is a globally recognized sustainable investment fund with the mission to accelerate clean energy and sustainable infrastructure deployment in New York State (“NYS” or the “State”). NYGB works to increase the size, volume, and breadth of sustainable infrastructure investment activity throughout the State, expand the base of investors focused on NYS clean energy opportunities, and increase market participants’ access to capital on commercial terms. To achieve these objectives, NYGB collaborates with the private sector to develop transaction structures and methodologies that overcome typical clean energy investment barriers and serve as replicable models for other capital providers.
NYGB’s investment activities demonstrate that many of the financial market barriers to sustainable infrastructure projects in NYS are surmountable.
The team is committed to diversity, equity and inclusion and works with a wide range of clean energy market stakeholders with diverse interests and backgrounds – including through its effort to meet the goals of the Climate Act by investing in projects benefiting the State’s disadvantaged communities.
NYGB seeks a seasoned detailed-oriented individual with an interest in financial services and the energy transition with excellent administrative, organizational, execution, and communication skills to work in the important role of Associate, Investment Administration & Portfolio Support (IAPS). This position reports to the IAPS Managing Director. The successful candidate will work across the organization, especially with the Investment & Portfolio Management team, Operations & Finance, Legal & Regulatory Affairs, Risk & Compliance as well as with other teams across NYGB and NYSERDA and external service providers.
The position will be located in New York City and will rarely require travel outside of New York City.
Primary Responsibilities
Proactively coordinate frequent initial and subsequent funding requests
Draft funding and related topic checklist templates based on underlying legal documentation.
Populate checklists.
Vet fundings and related matter from populated checklists.
Analyze requests to transfer funds from external banks which may require ad hoc checklist creation.
Schedule fundings and create communication channels to disseminate relevant information among colleagues.
Onboard New & Modified Transactions
Register new investments in electronic databases for transaction data, reporting requirements and collateral summaries plus verify the accuracy of such information when prepared by other team members.
Ensure transaction hard copy documents are properly stored, recorded and retained.
Set up control account access by NYGB for transaction accounts held at external banks and manage associated relationships as necessary.
Portfolio Management
Report on the timely delivery of all reporting notices and provide succinct summaries about deviations.
Prepare and/or verify contents of weekly reports about overall fundings, checklists, modifications & overdue reporting.
Assist processing of fundings and amendments by gathering control account and other information for use by investment team and updating records as necessary.
Assist in the development and implementation of new systems to improve position’s functions.
Perform ad hoc analyses and research to support NYGB’s teams and mission and other responsibilities as needed.
Ability to demonstrate respect, equity and inclusive behavior and practices of a diverse workforce and community.
Minimum Qualifications
A Bachelor’s degree with at least two years of relevant experience
Ability to read complex contracts and legal agreements.
Strong verbal and written communication skills with the ability to succinctly summarize concepts and situations.
Self-starter able to organize and own workload priorities.
Able to handle a large volume and variety of projects and transactions in parallel.
Consistent adherence to strict and time sensitive deadlines.
Flexible and adaptable to changing needs and priorities.
Possess a strong sense of professional judgment and ability to solve problems creatively.
Proficient in Microsoft Office; CRM and Microsoft SharePoint experience helpful.
Preferred Qualifications
A Master’s degree with up to 1 year of relevant experience
Bachelors or graduate degree coursework includes business, finance, economics, sustainability, environment, engineering, or related subjects.
Strong demonstrated enthusiasm for sustainability and the energy transition.
Please submit two files, one for your cover letter and another for a resume.
Please note that during the application process, you may be prompted to opt-in to Artificial Intelligence (“AI”) scoring. This is an automatic request in the ADP system but is not a feature that is used by NYSERDA in its recruiting and hiring process. Your response will have no impact on your application to NYSERDA.
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Title: UBC Wealth Management Assistant
Company: Union Bank Company
Location: Lima, OH
