- CIBC (Chicago, IL)
- …you will play a key role in supporting a Senior Relationship Manager to deliver comprehensive financial planning and exceptional service to our high-net-worth ... Tailored Financial Planning:** Conduct in-depth cash flow analyses and proactively adjust asset allocations to help clients achieve their unique financial goals. +… more
- PNC (Chicago, IL)
- …Corporate Finance, Decision Making, Equity Trading Systems, Financial Accounting , Investments, Investment Strategies, Trading Strategies **Competencies** Alignment, ... & 63 (79 optional) within 180 days of employment. Asset Backed Finance - SIE, 7, 79 and 63...Series 7 and 63 within 120 days of employment. Fixed Income - SIE, Series 7 and 63 within… more
- Exelon (Oak Brook, IL)
- …metrics in the specific functional area supported by this position (eg, asset management, electric or gas operations, customer service, transmission and substation, ... + Ability to provide in-depth analysis and apply managerial accounting concepts, customer intelligence gathering, forecasting, staff planning, scheduling, analytical… more
- Neuberger Berman (Chicago, IL)
- …client assets (as of September, 2025) across a range of strategies-including equity, fixed income, quantitative and multi- asset class, private equity and hedge ... working closely with the dedicated General Counsel and Tax Manager , and is supported by dedicated Ops Team professionals....information with other Alts Finance Teams and NB Corporate Accounting **Qualifications:** + 20 plus years' experience + A… more