Search 27 Remote CFA ESG Jobs

Portfolio Manager

United States Remote

Vestmark has been supporting clients’ direct indexing solutions for more than a decade. As we embark on our next stage of growth and evolution Vestmark Advisory Solutions seeks a Portfolio Manager in our direct indexing investment management team. This person will be a key member of the portfolio management team contribute to the development of direct indexing solutions and manage the day-to-day personalized portfolios including portfolio management and rebalance ESG customizations and tax optimization. In addition this person will work in a fast paced dynamic environment with a growth mindset to support future expansions of new products and asset classes. This position can be based out of Wakefield MA or Remote. Key Responsibilities Be a key contributor in the development and implementation of direct indexing solutions Provide day-to-day portfolio management of direct index portfolios including portfolio construction rebalance monitor index changes and corporate actions manage client activities and trade review Provide tax transitioning and tax loss harvesting to maximize tax efficiency Provide portfolio analysis reporting and monitoring of direct index strategies and ad-hoc analysis Work closely with trading client service operations to improve portfolio management efficiency maximize investment outcome and ensure client success Collaborate with internal stakeholders to improve investment processes and enhance investment management tools and systems Qualifications Bachelor’s degree in a relevant field required Graduate degree and CFA designation strongly preferred 5-7+ years of hands-on investment management experience Experience managing equity portfolios maximizing tax efficiency while tracking an index experience managing direct index portfolios strongly preferred Experience in tax loss harvesting and generate tax alpha Strong understanding of direct indexing customizations ESG and sustainability investing and tax optimization Strong operational experience running analyzing and improving processes and systems Working knowledge and experience using equity risk models and portfolio optimizers Excellent communication and collaboration skills team-player Strong quantitative and analytical skills Contribute to the growth and development of our core values We Before Me Positive Energy Knowledge Explorer and Own It Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race color religion gender identity sex sexual orientation pregnancy national origin age disability status protected military or veteran status and genetic information. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-TG1 #LI-Remote Vestmark takes a market-based approach to compensation to ensure we pay fairly and competitively. Compensation for this role depends on several factors such as skills experience qualifications job scope and location. In addition to base salary Vestmark offers a comprehensive total rewards package which includes company-paid medical premiums of 90% a competitive time-off program and other variable compensation if eligible. Salary range $140000 $160000 USD

Head of Internal Audit

Role Description The Head of Internal Audit is a full-time remote role responsible for leading the internal audit function and ensuring robust governance risk management and internal controls across the organization. This role involves planning and executing risk-based audit programs reviewing financial and operational processes and providing independent assessments of internal controls and compliance with policies and regulations. The Head of Internal Audit will prepare clear audit reports communicate findings and recommendations to senior leadership and follow up on remediation plans. Day-to-day activities include analyzing financial data evaluating control frameworks collaborating with cross-functional teams and advising management on emerging risks related to ESG finance and digital solutions. This position also contributes to continuous improvement of audit methodologies and supports the development of a strong ethical and compliance culture. Qualifications Strong analytical skills including the ability to interpret complex financial and operational data and identify key risks. Expertise in financial risk management and finance with experience assessing risk exposures and designing appropriate mitigation measures. Demonstrated knowledge of internal controls and accounting principles including experience evaluating control environments and financial reporting processes. Previous leadership experience in internal audit or a related assurance function preferably within financial services fintech or ESG-focused organizations. Relevant professional certification such as CIA CPA ACCA or CFA is highly beneficial. Bachelor’s or master’s degree in Accounting Finance Business or a related field. Strong communication skills with the ability to present audit findings and recommendations clearly to senior stakeholders. High level of integrity independence and attention to detail with the ability to work effectively in a remote collaborative environment. Familiarity with ESG frameworks sustainability reporting or responsible banking practices is an advantage.

Sales and Client Acquisition

London, United Kingdom

Job Title Sales and Client Acquisition Specialist Company Sensefolio Location Remote or London UK Sensefolio a leading provider of Environmental Social and Governance (ESG) data and analytics is seeking an energetic and driven Sales and Client Acquisition Specialist to join our growing team. As a key member of our sales team you will be responsible for driving new business opportunities building strong relationships with potential clients and contributing to the overall growth and success of Sensefolio. If you have a passion for ESG investing and a proven track record in sales we would love to hear from you! Key Responsibilities Identify and qualify new business opportunities with institutional investors asset managers and other potential clients in the ESG and sustainable finance space Develop and maintain a deep understanding of Sensefolio’s ESG data and analytics solutions effectively communicating their value proposition to prospective clients Conduct product demonstrations and deliver engaging sales presentations that highlight the benefits of our platform and services Build and maintain strong relationships with key decision-makers within target organizations Collaborate with internal teams including customer success product development and data science to ensure client satisfaction and foster long-term relationships Meet and exceed assigned sales targets and performance metrics Stay informed about industry trends competitor offerings and regulatory changes related to ESG investing Qualifications Bachelor’s degree in business finance economics or a related field advanced degree (MBA CFA etc.) is a plus A minimum of 3 years of experience in sales client acquisition or business development preferably within the financial services ESG or data analytics industries Proven track record of meeting or exceeding sales targets and establishing lasting relationships with clients Strong understanding of ESG investing principles frameworks and market trends Exceptional communication presentation and interpersonal skills Highly organized and self-motivated with the ability to manage multiple projects and priorities in a fast-paced environment Willingness to travel as needed for client meetings and industry events What We Offer Competitive salary commission structure and benefits package Collaborative inclusive and supportive work environment Opportunities for professional growth and career advancement The chance to make a meaningful impact in the world of sustainable finance by promoting ESG integration If you are passionate about ESG investing and driven to excel in sales and client acquisition we encourage you to apply for this exciting opportunity at Sensefolio. To submit your application please send your resume and cover letter to careers [at] sensefolio.com. Sensefolio is an equal opportunity employer committed to fostering a diverse and inclusive work environment. We welcome and encourage applications from candidates of all backgrounds experiences and perspectives.

Consultant Banking & Capital Markets (m/w/d) in Berlin

Berlin, Germany

Deloitte bietet führende Prüfungs- und Beratungsleistungen in Audit & Assurance Tax & Legal Consulting und Advisory - für nahezu 90 % der Fortune Global 500® und zahlreiche private Unternehmen. Wir liefern innovative Denkansätze lösen komplexe Herausforderungen und fördern nachhaltiges Wachstum. Mit rund 470.000 Mitarbeitenden weltweit eröffnen wir hervorragende Karrierechancen - getragen von einem starken „Wir“ und einer Vielfalt an Perspektiven und Fähigkeiten. Du willst im Bereich Consulting – Banking & Capital Markets Finanzdienstleister bei vielfältigen Banking-Projekten begleiten? Unser Team entwickelt Konzepte für (IT-) Transformationen die Optimierung von Geschäftsprozessen und treibt mittels neuer Technologien sowie Strategien die Neuausrichtung des Finanzsektors voran. Sichere unseren gemeinsamen Erfolg und mach mit uns den Unterschied als Consultant Banking (m/w/d). Standorte Berlin Düsseldorf Frankfurt (Main) Hamburg Hannover Köln München und Stuttgart. Dein Impact Als Consultant Banking & Capital Markets (m/w/d) trägst du zur innovativen Transformation unserer Kunden in Themen wie Banksteuerung oder dem Aufbau digitaler Geschäftsmodelle bei. Aufgabenvielfalt Gemeinsam im Team planst und konzeptionierst du anspruchsvolle (digitale) Transformationsprojekte bei Finanzdienstleistern und begleitest die Umsetzung. Strategie Du bringst eigene Ideen beim Design und bei der Implementierung neuer Geschäftsmodelle Wettbewerbsstrategien oder Organisationsstrukturen ein. Konzeption Du betrachtest Sachverhalte aus verschiedenen Perspektiven und kannst dank deiner kreativen Ideen Lösungsräume neu definieren um unternehmerische Hürden zu meistern. Beratung Bei der Analyse und Umsetzung von Regulatorik oder der Transformation von Infrastrukturen unterstützt du unsere Kunden gemeinsam im Team. Innovation Gemeinsam mit deinen Kolleginnen aus dem Deloitte-Netzwerk setzt du bereichs- und industrieübergreifend neue innovative Market Offerings auf bringst sie lösungsorientiert zu unseren Kunden. Dein Skillset Sehr guter Abschluss in Wirtschaftswissenschaften Wirtschaftsinformatik Wirtschaftsingenieurwesen Mathematik Physik oder vergleichbaren Studiengängen Idealerweise erste Erfahrungen oder Praktika bei Finanzinstituten Beratungsunternehmen oder FinTechs Gutes Grundverständnis von Daten-Management und -Analysen sowie Interesse an modernen IT-Architekturen in Kombination mit unternehmerischen Prozessen Freude an vielfältigen Projekten und komplexen Fragestellungen hohe Teamorientierung und Kreativität Flexibilität und Mobilität sowie sichere Deutsch- und Englisch-Kenntnisse Deine Chance Spannende Aufgaben in einem innovativen Umfeld mit hochmotivierten Kolleginnen die sich schon jetzt auf deine Impulse freuen Gute Rahmenbedingungen mit attraktivem Gehalt und zahlreichen Zusatzleistungen z. B. Firmen-Smartphone zur privaten Nutzung Fahrradleasing und Corporate Benefits Work-Life-Balance durch Mobile Working & Teilzeit EU Remote Working Sabbaticals Mitarbeiterinnen-Events Well-being Angebote wie z. B. Gesundheitstage Kooperationen mit Fitness-Anbietern und den Familienservice der dich bei privaten Herausforderungen unterstützt Exzellente Weiterbildung an der Deloitte University in On- und Offline-Seminaren und im Rahmen der Berufsqualifikation z. B. durch SCRUM Master CFA Professional Cloud Architect Certification SAFe Blockchain oder Certificate in ESG Investing Vielfältige Gestaltungsspielräume und aktive Förderung einer inklusiven Unternehmenskultur – u. a. durch unsere Diversity & Inclusion Mitarbeiterinnen-Netzwerke Bist du bereit? Mach mit uns den Unterschied! Unser Recruiting-Team freut sich auf deine Bewerbungsunterlagen (CV sowie Abitur- Hochschul- und Arbeitszeugnisse) über unser Online-Formular. Ein Anschreiben und ein Bewerbungsfoto sind bei uns nicht erforderlich. Gleiche Chancen für alle Wir freuen uns über Bewerbungen von Menschen die so vielfältig sind wie wir – unabhängig von Alter Behinderung ethnischer Herkunft und Nationalität Geschlecht Religion sexueller Orientierung oder sozialer Herkunft. Noch Fragen? Alle Infos zu unserem Bewerbungsprozess findest du in unseren Bewerbungs-FAQs . Dein Kontakt bei Fragen rund um Karrierethemen Unser Team Talent Acquisition – Aleksandra Anja Julia Lea Lisa Silja und ihre Teams – unterstützt dich gerne bei allen Fragen rund um deine Karriere bei Deloitte. Du erreichst uns per E-Mail unter career@deloitte.de oder telefonisch unter +49 211 87724111. Job-ID 49181

Consultant Banking & Capital Markets (m/w/d) in Düsseldorf

Düsseldorf, North Rhine-Westphalia, Germany

Deloitte bietet führende Prüfungs- und Beratungsleistungen in Audit & Assurance Tax & Legal Consulting und Advisory - für nahezu 90 % der Fortune Global 500® und zahlreiche private Unternehmen. Wir liefern innovative Denkansätze lösen komplexe Herausforderungen und fördern nachhaltiges Wachstum. Mit rund 470.000 Mitarbeitenden weltweit eröffnen wir hervorragende Karrierechancen - getragen von einem starken „Wir“ und einer Vielfalt an Perspektiven und Fähigkeiten. Du willst im Bereich Consulting – Banking & Capital Markets Finanzdienstleister bei vielfältigen Banking-Projekten begleiten? Unser Team entwickelt Konzepte für (IT-) Transformationen die Optimierung von Geschäftsprozessen und treibt mittels neuer Technologien sowie Strategien die Neuausrichtung des Finanzsektors voran. Sichere unseren gemeinsamen Erfolg und mach mit uns den Unterschied als Consultant Banking (m/w/d). Standorte Berlin Düsseldorf Frankfurt (Main) Hamburg Hannover Köln München und Stuttgart. Dein Impact Als Consultant Banking & Capital Markets (m/w/d) trägst du zur innovativen Transformation unserer Kunden in Themen wie Banksteuerung oder dem Aufbau digitaler Geschäftsmodelle bei. Aufgabenvielfalt Gemeinsam im Team planst und konzeptionierst du anspruchsvolle (digitale) Transformationsprojekte bei Finanzdienstleistern und begleitest die Umsetzung. Strategie Du bringst eigene Ideen beim Design und bei der Implementierung neuer Geschäftsmodelle Wettbewerbsstrategien oder Organisationsstrukturen ein. Konzeption Du betrachtest Sachverhalte aus verschiedenen Perspektiven und kannst dank deiner kreativen Ideen Lösungsräume neu definieren um unternehmerische Hürden zu meistern. Beratung Bei der Analyse und Umsetzung von Regulatorik oder der Transformation von Infrastrukturen unterstützt du unsere Kunden gemeinsam im Team. Innovation Gemeinsam mit deinen Kolleginnen aus dem Deloitte-Netzwerk setzt du bereichs- und industrieübergreifend neue innovative Market Offerings auf bringst sie lösungsorientiert zu unseren Kunden. Dein Skillset Sehr guter Abschluss in Wirtschaftswissenschaften Wirtschaftsinformatik Wirtschaftsingenieurwesen Mathematik Physik oder vergleichbaren Studiengängen Idealerweise erste Erfahrungen oder Praktika bei Finanzinstituten Beratungsunternehmen oder FinTechs Gutes Grundverständnis von Daten-Management und -Analysen sowie Interesse an modernen IT-Architekturen in Kombination mit unternehmerischen Prozessen Freude an vielfältigen Projekten und komplexen Fragestellungen hohe Teamorientierung und Kreativität Flexibilität und Mobilität sowie sichere Deutsch- und Englisch-Kenntnisse Deine Chance Spannende Aufgaben in einem innovativen Umfeld mit hochmotivierten Kolleginnen die sich schon jetzt auf deine Impulse freuen Gute Rahmenbedingungen mit attraktivem Gehalt und zahlreichen Zusatzleistungen z. B. Firmen-Smartphone zur privaten Nutzung Fahrradleasing und Corporate Benefits Work-Life-Balance durch Mobile Working & Teilzeit EU Remote Working Sabbaticals Mitarbeiterinnen-Events Well-being Angebote wie z. B. Gesundheitstage Kooperationen mit Fitness-Anbietern und den Familienservice der dich bei privaten Herausforderungen unterstützt Exzellente Weiterbildung an der Deloitte University in On- und Offline-Seminaren und im Rahmen der Berufsqualifikation z. B. durch SCRUM Master CFA Professional Cloud Architect Certification SAFe Blockchain oder Certificate in ESG Investing Vielfältige Gestaltungsspielräume und aktive Förderung einer inklusiven Unternehmenskultur – u. a. durch unsere Diversity & Inclusion Mitarbeiterinnen-Netzwerke Bist du bereit? Mach mit uns den Unterschied! Unser Recruiting-Team freut sich auf deine Bewerbungsunterlagen (CV sowie Abitur- Hochschul- und Arbeitszeugnisse) über unser Online-Formular. Ein Anschreiben und ein Bewerbungsfoto sind bei uns nicht erforderlich. Gleiche Chancen für alle Wir freuen uns über Bewerbungen von Menschen die so vielfältig sind wie wir – unabhängig von Alter Behinderung ethnischer Herkunft und Nationalität Geschlecht Religion sexueller Orientierung oder sozialer Herkunft. Noch Fragen? Alle Infos zu unserem Bewerbungsprozess findest du in unseren Bewerbungs-FAQs . Dein Kontakt bei Fragen rund um Karrierethemen Unser Team Talent Acquisition – Aleksandra Anja Julia Lea Lisa Silja und ihre Teams – unterstützt dich gerne bei allen Fragen rund um deine Karriere bei Deloitte. Du erreichst uns per E-Mail unter career@deloitte.de oder telefonisch unter +49 211 87724111. Job-ID 49181

Senior Manager, Capital Planning, Research and Portfolio Analytics

Montreal, Quebec, Canada

About Us We’re one of Canada’s largest pension investors with CAD$320.6 billion of net assets as of March 31 2026. We invest funds for the pension plans of the federal public service the Canadian Forces the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa PSP Investments has its principal business office in Montréal and offices in New York London and Hong Kong. Capturing and leading complex global investments requires us to work as one to seize valuable opportunities in close collaboration with some of the world’s top companies. At PSP Investments you’ll join a team of motivated and engaged professionals dedicated to propelling our organization further than ever before. About The Team Our Real Estate Group manages a diversified global portfolio across sectors and geographies with a mandate to deliver risk-adjusted returns that contribute to the long-term performance of PSP Investments. The group is supported by a dedicated Portfolio Monitoring function that supports portfolio strategy capital planning analytics and reporting and governance on behalf of the asset class. About Your Role As a Senior Manager Capital Planning Research and Portfolio Analytics you’ll Coordinate annual capital planning activities ensuring alignment with the investment pipeline and strategic objectives of the Real Estate Group Provide input into capital allocation decisions and monitor execution against approved plans Gather and analyze research and data covering macroeconomic conditions deal-specific dynamics and benchmarks to inform strategic decision making Lead benchmarking and performance analysis against industry standards and peer groups Provide comprehensive quarterly updates and in-depth analytics on leverage positions including covenant testing scenario analysis and risk assessment Act as the principal liaison with key business partners — proactively managing relationships addressing inbound requests and ensuring effective communication with Real Estate leadership Collaborate with the CIO office on capital allocation and benchmarking initiatives Partner with Risk to support scenario planning and risk analysis and with Performance to analyze trends and benchmark portfolio results Work closely with the Sustainability team to ensure ESG data integrity and deliver climate-related reporting Prepare and deliver summaries of investment committee discussions and decisions ensuring key outcomes and action items are clearly documented and communicated to relevant stakeholders What You’ll Need Master’s degree in finance or accounting or related field (e.g. MBA MSc) and/or professional designation (e.g. CFA CAIA) Eight (8)+ years of experience in portfolio risk management investment team portfolio management or a relevant analytical role Strong understanding of global real estate markets and capital allocation frameworks in private markets Advanced financial modelling and scenario analysis skills combined with strategic thinking and sound judgment Ability to communicate effectively at different levels of seniority and synthesize complex analysis into decision-ready insights for senior audiences Attention to detail with strong execution discipline Proficiency with Excel PowerPoint and BI/visualization tools (e.g. Power BI Tableau) Bilingualism English and French (frequent interactions in English with PSP employees based in our offices in Hong Kong London and New York and interactions in French with employees in our local offices in Montreal and Ottawa) We offer a tailored employee experience and competitive total rewards and benefits package designed to attract and retain global diverse talent reward performance and reinforce business strategies and priorities. Beyond salary and incentive pay eligibility you have access to Investment in career development Comprehensive group insurance plans Competitive pension plans Unlimited access to virtual healthcare services and wellness programs Gender-inclusive paid family leave policy up to 26 weeks for primary caregivers 5 weeks for secondary caregivers A personalized family-building support from pre-pregnancy to menopause with available financial assistance Vacation days available on day one with additional days on milestone service anniversaries and summer Friday afternoons off A hybrid work model with a mix of in-office and remote days Benefits package may vary based on your employee type. At PSP Investments we aim to provide a workplace where everyone feels valued safe respected and empowered to grow. As part of this leadership commitment we strongly encourage applications from all qualified applicants and strive to offer an inclusive and accessible candidate experience. If you require any accommodation for any part of the recruitment process please let us know. Visit us on www.investpsp.com/en/ Follow us on LinkedIn

Senior Manager/Director, Finance

Concord, CA

Senior Manager / Director Finance Location United States - Remote About Worldly Worldly is the world's most comprehensive impact intelligence platform — delivering real data to businesses on impacts within their supply chain. Worldly is trusted by 40000 global brands retailers and manufacturers to provide the single source of ESG intelligence they need to accelerate business and industry transformation. Through strategic and meaningful customer relationships Worldly provides key insights around supplier performance product impact trends analysis and compliance. When a company wants to change how business is done we enable that systemic shift. Backed by a dedicated global team of individuals aligned by values Worldly proudly operates as a public benefit corporation with backing from mission-aligned investors. About The Role We're seeking an experienced finance professional to drive financial strategy and operational excellence as we scale our impact intelligence platform globally. Reporting directly to our CFO you’ll partner across the organization to build robust analytical capabilities support our growth trajectory and help position Worldly for sustainable profitable growth while staying true to our mission as a public benefit corporation. What You'll Do Lead the development and execution of financial strategies that support company growth and stakeholder value creation Build a high-performing analytical culture fostering excellence and continuous improvement Oversee investor reporting and key performance indicator tracking across the organization Support business planning forecasting and modeling for strategic decision-making at the executive level Drive business case analyses and insights to inform product pricing operational and acquisition strategies. We'd Like to See 5-10 years of progressive finance experience Growth company experience including scaling financial operations Strong understanding of US GAAP. Demonstrated ability to translate complex financial information into actionable insights for leadership and stakeholders Experience in SaaS technology or B2B business models is a plus It Helps If You Have CFA designation Foundational experience at a top consulting firm (McKinsey Bain BCG) or investment bank PE or VC firm in an associate or equivalent role Experience as part of a diverse distributed remote-first team What We Can Offer You Comprehensive benefits offerings - 90% employee premium and 75% spouse/dependent premium are covered by Worldly Company-sponsored 401(k) with up to 4% match for US-based employees Incentive Stock Options 100% Parental Paid Leave Unlimited PTO 13 company holidays Life at Worldly Our team is motivated to transform the way products are made. By helping our customers succeed in a new era of sustainable production we are able to build technology that makes a difference on a planetary level. Our team represents over 15 countries and brings unique experiences from technology to farming to the table. Surround yourself with kind enthusiastic and dedicated people who put collaboration and growth at the center of our shared goals. Benefits And Perks Earn a competitive salary and performance-based bonuses. Get healthcare retirement matching and equity for US employees. Use our work-from-home stipends to get the supplies you need. Flexible time off. Take the time you need to recharge. Our culture encourages team members to explore and rest to be their best selves. We're remote not lonely. Join the culture committee coffee chats or a variety of other interest groups. Travel Notice This role may require occasional travel to support business needs including but not limited to team collaboration customer engagement or company events. Equity Statement We believe it's essential to reflect the diversity of those we strive to serve. True innovation happens when everyone has room at the table including the tools resources and opportunity to excel. We're dedicated to building a culturally and experientially diverse team that leads and works with empathy and respect. Compensation Annual Base Salary $ 160000 - $200000 Annual Bonus Potential Incentive Stock Option Package Work-From-Home Stipends Final compensation figures will be determined based on a wide variety of factors including experience and location. These factors will be evaluated and considered by Worldly throughout the entirety of this process. Compensation Range $160K - $200K

Senior Director – Infrastructure & Energy Credit

Madrid, Community of Madrid, Spain

Country Spain IT STARTS HERE Santander Alternative Investments (SAI) is a growing business that started almost three years ago with c€3bn in commitments across its core strategies The business is focused on three areas infrastructure private credit and real estate in which our goal is to develop funds where we have a clear competitive advantage to generate alpha for our institutional and UHNWI clients. We are proud of being an organisation where there are equal opportunities regardless of gender identity culture or disability. Our mission is to help more people and businesses prosper. We embrace a strong risk culture and expect all professionals at all levels to take a proactive and responsible approach toward risk management. THE DIFFERENCE YOU MAKE Santander Alternative Investments (SAI) is looking for an experienced professional to join our Infrastructure Energy and Climate VC team at our Global Headquarters in MADRID. As a Senior Director for Infrastructure & Energy Credit you will play a pivotal role in the origination execution and management of global infrastructure and energy private credit high-yield investments. You will be expected to independently originate and analyse investment opportunities structure and negotiate transactions conduct comprehensive financial ESG and legal reviews and manage investments (including formulating and presenting proposals to the investment committee of the fund). Collaborating closely with senior management you will contribute to the implementation of the fund’s strategy ensuring disciplined risk management and sustainable value creation. Furthermore you will play a key part in portfolio monitoring investor reporting and maintaining strong relationships with sponsors advisors counterparties and institutional clients. We need someone like you to help us in the following areas Originate and preliminary evaluate investment opportunities in the infrastructure and energy high yield private credit markets leveraging relationships mainly with companies complemented with advisors banks and asset managers across geographies. Undertake the preliminary structuring and perform detailed credit business model and risk analyses of transactions taking primary responsibility for drafting and preparing screening materials investment committee memorandum and related documentation. Conduct comprehensive due diligence processes including financial modelling legal review ESG assessments and analysis of technical regulatory and market risks ensuring robust and well-documented investment recommendations. Perform detailed cash flow modelling and cash extraction analysis to evaluate debt service capacity downside scenarios and overall investment resilience. Prepare materials for investment committee Drive the execution of approved transactions leading negotiations of term sheets financing agreements and ancillary legal documentation while coordinating with internal and external stakeholders. Implement and monitor Investment Committee decisions across the daily activities of the fund ensuring timely and accurate execution. Actively contribute to the ongoing monitoring of portfolio assets including performance analysis covenant compliance ESG reporting and financial performance tracking. Be actively involved in fund and asset performance reporting to investors including preparation of regular updates participation in investor communications and contribution to NAV calculation and review processes. Support the fundraising activity for the fund. Play an active role in fund raising Collaborate with senior management in the development of new investment strategies and thematic priorities within the infrastructure and energy private credit space. Mentor and coach junior colleagues fostering a high-performance and mission-driven investment culture. What You’ll Bring Our people are our greatest strength. Every individual contributes unique perspectives that make us stronger as a team and as an organization. We’re enabling teams to go beyond by valuing who they are and empowering what they bring. The following requirements represent the knowledge skills and abilities essential for success in this role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Professional Experience 10 -15 years of professional experience investing in junior Infrastructure & Energy credit within an alternative finance provider/asset manager. (Required) Demonstrated track record in the origination analysis structuring and execution of infrastructure junior credit investments. (Required) Proven ability to conduct comprehensive due diligence and analysis on infrastructure credit investments. (Required) Hands-on involvement in negotiating term sheets credit agreements and ancillary legal documentation ensuring robust transaction structures. (Required) Experience in portfolio monitoring asset management fund reporting including preparation of investor reports participation in performance reviews and involvement in NAV calculation and oversight processes and any other activity included on the private credit fund manager role. (Required) Experience providing support in fundraising processes for infrastructure private credit funds including the preparation of marketing and due diligence materials coordination of data room information and occasional participation in interactions with institutional investors. (Required) US Origination Network would also be desirable. (Preferred) Education Degree in Engineering Business Administration Economics Mathematics or any other related disciplines provided they demonstrate a strong professional track record in infrastructure credit investment within an asset manager. (Preferred) Professional certifications such as CFA CAIA or equivalent will be considered highly desirable. (Preferred) Languages Proficiency in English. (Required) Other languages such French or German would be considered a strong plus. (Preferred) Hard Skills Strong knowledge of Infrastructure & Energy financing and investment with a proven capacity to structure and manage complex private credit transactions. (Required) Strong technical expertise in legal credit financial and risk analysis credit structuring and execution for infrastructure credit investments with rigorous attention to detail and risk management discipline. (Required) Demonstrated ability to manage private credit investments through different economic cycles with proven insight into the implications for financial credit structures and portfolio resilience. (Required) Soft Skills Strong interpersonal capabilities with the ability to build trust and credibility with senior management peers investors and counterparties. Self-motivated results-oriented and committed to exceeding objectives and delivering long-term value creation. Ability to mentor junior colleagues fostering a high-performance mission-driven investment culture. WE VALUE YOUR IMPACT Your contribution matters and it’s recognized. You can expect a fair competitive reward package that reflects the impact you create and the value you deliver. But we know rewards go beyond numbers. Competitive rewards. Receive a highly competitive salary with performance-based bonuses including an annual bonus plan and other incentive plans motivating you to keep growing with us. Flexibility that works. Enjoy a hybrid working model—some days remote some days onsite with your team—along with flexible hours. Your health is our priority. Through BeHealthy our global wellness programme we promote Holistic wellbeing. We know family is everything. That’s why we offer childcare support and family-friendly programmes tailored to each life stage. Financial advantages. Benefit from preferential banking terms special interest rates on loans life insurance and more. We enable our teams to go beyond through global opportunities and broad career paths. Learning for life. Access hundreds of courses on our platforms including exclusive access to our global learning space Santander Open Academy (www.santanderopenacademy.com) Always by your side. Get access to Santander Contigo our program for employees and their families offering legal emotional and administrative advisory services. Extra benefits. Gym/WellHub membership medical centres in some of our facilities meal subsidy parking shuttle service from various points in Madrid as well as exclusive discounts and offers for Santander employees. And that’s only the beginning—we’ll tell you more when you join!

Chief Financial Officer

Remote United States

Certa is the AI-first third-party operating system. Enterprises from the Fortune 500 to fast-growing startups use our no-code platform to onboard assess and monitor their vendors suppliers and partners across risk compliance and ESG. We have processed over 10 million entities for 100000+ users across 120+ countries and are backed by Fin Capital Vertex Ventures and Point72 Ventures. We're looking for a Chief Financial Officer to own Certa's financial strategy as we scale from Series B toward Series C and beyond. Reporting to the CEO and partnering closely with the leadership team and board you'll build the finance function into a strategic engine - leading fundraising capital allocation and financial planning while installing the systems controls and team to support durable efficient growth. What You'll Do Own financial strategy Set and drive Certa's financial strategy and long-range plan aligning capital allocation and investment with company goals and serving as a strategic thought partner to the CEO and leadership team. Lead fundraising & investor relations Lead future financing rounds (Series C and beyond) manage relationships with investors and the board and prepare board materials models and narratives that build confidence in the plan. Drive FP&A and SaaS metrics Own budgeting forecasting and scenario planning and instrument the SaaS metrics that matter (ARR net revenue retention CAC payback magic number burn and runway) to guide decisions and protect efficient growth. Run accounting controls & compliance Own accounting operations revenue recognition (ASC 606) tax treasury audit and a strong internal-control environment across a global multi-entity organization. Build the finance function Hire mentor and scale a high-performing finance and accounting team and implement the systems and processes to support the next phase of growth - including eventual IPO readiness. Partner across the business Work with GTM Product and People teams on pricing unit economics headcount planning and operational rigor and lead strategic initiatives such as M&A or new market entry as they arise. What You'll Need Experience 10+ years of progressive finance leadership including prior experience as a CFO or senior finance leader (VP Finance) at a high-growth B2B SaaS or enterprise software company. Fundraising & board A proven track record raising institutional capital (Series C or later) and managing investor and board relationships ideally with exposure to a path toward IPO or exit. SaaS financial expertise Deep fluency in SaaS metrics unit economics and revenue recognition (ASC 606) with the ability to translate financial data into strategic decisions. Scaling & operations Experience scaling finance functions and systems through rapid growth including multi-entity multi-currency global operations and strong internal controls. Leadership A demonstrated ability to build and lead high-performing teams and to operate as a hands-on strategic partner in a fast-paced ambiguous environment. Communication Exceptional communication and the ability to distill complex financial concepts for the board investors and cross-functional stakeholders. Education Bachelor's degree in Finance Accounting Economics or related field CPA MBA or CFA a strong plus. Compensation and Benefits Compensation Top of market salary + meaningful equity Time off 49 days paid time off Benefits PTO full benefits retirement and wellness plans Team building Annual company offsites in exciting locations around the world Location Certa is a remote-first company and we hire globally. We believe strongly in each team member working from the location that they choose. Should Certers wish to meet and work in person they have 3 lively office locations they can travel to London San Francisco Jaipur The perfect place for Certers to collaborate co-work and have face-to-face meetings. Why Certa Category leadership. Certa was named a Leader in the inaugural 2026 Gartner Magic Quadrant for Third-Party Risk Management Tools — recognition that we're defining the category not following it. Industry recognition. We've been honored across the analyst and awards landscape including Top Tech and Customer Value distinctions in The Hackett Group's 2026 Risk Management SolutionMap the ProcureTech100 (Advanced AI and Risk Management categories) and Best Overall eProcurement Software in the FinTech Breakthrough Awards. A top place to work. Certa was named one of Forbes' Best Startup Employers in the US. We're a fast-growing company where you'll wear many hats and shape decisions that matter. Real scale with strong backing. We've processed over 10 million entities for 100000+ users across 120+ countries. We're well-funded by leading investors including Fin Capital Vertex Ventures and Point72 Ventures on the back of an oversubscribed Series B headed towards Series C. We're excited to meet you! Pay $220000.00 - $300000.00 per year Benefits 401(k) Dental insurance Health insurance Paid time off Vision insurance Work Location Remote

Chief Financial Officer (CFO)

Wilmington, DE

Certa is the AI-first third-party operating system. Enterprises from the Fortune 500 to fast-growing startups use our no-code platform to onboard assess and monitor their vendors suppliers and partners across risk compliance and ESG. We have processed over 10 million entities for 100000+ users across 120+ countries and are backed by Fin Capital Vertex Ventures and Point72 Ventures. We're looking for a Chief Financial Officer to own Certa's financial strategy as we scale from Series B toward Series C and beyond. Reporting to the CEO and partnering closely with the leadership team and board you'll build the finance function into a strategic engine - leading fundraising capital allocation and financial planning while installing the systems controls and team to support durable efficient growth. What You'll Do Own financial strategy Set and drive Certa's financial strategy and long-range plan aligning capital allocation and investment with company goals and serving as a strategic thought partner to the CEO and leadership team. Lead fundraising & investor relations Lead future financing rounds (Series C and beyond) manage relationships with investors and the board and prepare board materials models and narratives that build confidence in the plan. Drive FP&A and SaaS metrics Own budgeting forecasting and scenario planning and instrument the SaaS metrics that matter (ARR net revenue retention CAC payback magic number burn and runway) to guide decisions and protect efficient growth. Run accounting controls & compliance Own accounting operations revenue recognition (ASC 606) tax treasury audit and a strong internal-control environment across a global multi-entity organization. Build the finance function Hire mentor and scale a high-performing finance and accounting team and implement the systems and processes to support the next phase of growth - including eventual IPO readiness. Partner across the business Work with GTM Product and People teams on pricing unit economics headcount planning and operational rigor and lead strategic initiatives such as M&A or new market entry as they arise. What You'll Need Experience 10+ years of progressive finance leadership including prior experience as a CFO or senior finance leader (VP Finance) at a high-growth B2B SaaS or enterprise software company. Fundraising & board A proven track record raising institutional capital (Series C or later) and managing investor and board relationships ideally with exposure to a path toward IPO or exit. SaaS financial expertise Deep fluency in SaaS metrics unit economics and revenue recognition (ASC 606) with the ability to translate financial data into strategic decisions. Scaling & operations Experience scaling finance functions and systems through rapid growth including multi-entity multi-currency global operations and strong internal controls. Leadership A demonstrated ability to build and lead high-performing teams and to operate as a hands-on strategic partner in a fast-paced ambiguous environment. Communication Exceptional communication and the ability to distill complex financial concepts for the board investors and cross-functional stakeholders. Education Bachelor's degree in Finance Accounting Economics or related field CPA MBA or CFA a strong plus. Compensation And Benefits Compensation Top of market salary + meaningful equity Time off 49 days paid time off Benefits PTO full benefits retirement and wellness plans Team building Annual company offsites in exciting locations around the world Location Certa is a remote-first company and we hire globally. We believe strongly in each team member working from the location that they choose. Should Certers wish to meet and work in person they have 3 lively office locations they can travel to London San Francisco Jaipur The perfect place for Certers to collaborate co-work and have face-to-face meetings. Why Certa Category leadership. Certa was named a Leader in the inaugural 2026 Gartner Magic Quadrant for Third-Party Risk Management Tools — recognition that we're defining the category not following it. Industry recognition. We've been honored across the analyst and awards landscape including Top Tech and Customer Value distinctions in The Hackett Group's 2026 Risk Management SolutionMap the ProcureTech100 (Advanced AI and Risk Management categories) and Best Overall eProcurement Software in the FinTech Breakthrough Awards. A top place to work. Certa was named one of Forbes' Best Startup Employers in the US. We're a fast-growing company where you'll wear many hats and shape decisions that matter. Real scale with strong backing. We've processed over 10 million entities for 100000+ users across 120+ countries. We're well-funded by leading investors including Fin Capital Vertex Ventures and Point72 Ventures on the back of an oversubscribed Series B headed towards Series C. We're excited to meet you!