- JPMorgan Chase (New York, NY)
- …trusts and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the ... funds. + Determine the appropriate form of settlement to adequately protect the Bank , including the review of legal documents and accountings. Work with internal… more
- SMBC (New York, NY)
- …America, Inc., SMBC Capital Markets, Inc., SMBC Rail Services LLC, Manufacturers Bank , JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui ... Co., Ltd. **Job Summary** The SMBC Americas Division Human Resources & Legal Control Officer is a change agent and risk management expert within the first line of… more
- MUFG (New York, NY)
- …A member of our recruitment team will provide more details. Risk and control officer will be responsible for assisting with the duties of the BURM (Business Unit ... risk and control framework and ensuring MUSA Operations is aligned with Bank Policy's QUALIFICATIONS + Communicates effectively Identifies multiple paths to success… more
- SMBC (New York, NY)
- …of benefits to its employees. **Role Description** The Director, Sr. Regulatory Officer works with the Regulatory Relations team to implement and execute SMBC's ... preferred. + At least 10 years of financial services experience at a regulator, bank or law firm. Prior experience with financial services regulator or completion of… more
- BMO Financial Group (New York, NY)
- …by providing oversight and making recommendations that significantly impact the Bank 's ability to monitor regulatory compliance programs, minimize operational risk ... & audit scrutiny. + Accesses, monitors and reports on sensitive Bank , customer, transactional and employee information to ensure compliance with regulatory… more
- KeyBank (Syracuse, NY)
- …provisions, and account activities to determine duties and responsibilities of Bank as Trustee + Performs discretionary distribution analysis and documentation of ... decision making + Interprets investment decisions made by portfolio manager + Displays above-average understanding of income taxation of grantor, simple, and complex trusts, who is taxed on income and/or principal transactions, final year tax distributive… more
- Citigroup (Getzville, NY)
- …to communicate risk to senior stakeholders. Our models and analytics ensure that the bank has adequate capital during crisis. About People in DART: We are a diverse ... group of professionals with backgrounds in physics, engineering, finance, economics, and data science. You will work alongside experienced colleagues to further develop your analytical and quantitative skills. Your responsibilities will include building models… more
- SMBC (New York, NY)
- …interpersonal skills (supporting collaboration / teamwork). + Willingness to learn the Bank 's structure, policies and procedures and new culture / mindset. + Strong ... analytical skills; detail oriented. + Good organizational skills; ability to prioritize work and manage time effectively. + Business fluency in Japanese is preferred, but not a requirement. SMBC's employees participate in a Hybrid workforce model that provides… more
- Neuberger Berman (New York, NY)
- …plus years of hands-on trust and estate administration experience preferably at a bank or trust company. + Strong technical skills in fiduciary administration and ... good working knowledge of estate, gift, and GST tax and fiduciary income tax. + Investment oversight experience a plus. + Excellent communication and problem-solving skills. + Client presentation and marketing skills. + Strong organizational, interpersonal… more
- SMBC (New York, NY)
- …financial institutions (primarily banks but also including broker/dealers, insurance companies, non- bank lenders, funds, structured finance, etc.) in the Americas + ... Scope of analysis and review includes, but not limited to, counterparty credit risk, deal structure, facility terms and conditions, transaction background, profitability, and relationship strategy. + Prepare and present written executive summaries/comments of… more