• Investment Analyst

    Wellington (New York, NY)
    …Director. This product team works closely with the investment team, US Wealth sales teams, and business colleagues across the firm to support our clients' investment ... new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to… more
    Wellington (06/26/25)
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  • Tax Manager - Mutual Funds

    Deloitte (New York, NY)
    …begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one ... field + Demonstrated advanced understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies + Demonstrated… more
    Deloitte (06/23/25)
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  • Client Executive - Vice President - IT Services…

    NTT DATA North America (New York, NY)
    …deliver measurable business outcomes. + Foster collaborative relationships with Sales , Business Consultants, and Solution Architects to maximize customer engagement ... directing customer engagement, business forecasting, and financial (P&L) management of a $10M+ book of business. + 10 years of industry experience leading Banking &… more
    NTT DATA North America (06/10/25)
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  • Financial Institutions Group Associate - Specialty…

    M&T Bank (New York, NY)
    …provide analytical and transaction execution support to grow FIG's lending book while maximizing DCM/ECM, Treasury Management, and Wilmington Trust fee opportunities ... or a related field (Investment Banking, Structured Finance, Credit Underwriting), sales preferred. Advanced computer skills and strong knowledge of Excel, Word… more
    M&T Bank (06/01/25)
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