- TD Bank (New York, NY)
- …as required) + Liaises and maintains client relationships + Acts as an experienced specialist for an assigned business or portfolio ; role requires deep knowledge ... the recognition of our in-depth industry knowledge and from our outstanding credit , structuring, research and distribution capabilities. At TD Securities, you will… more
- TD Bank (Latham, NY)
- …This role assigns Customer to the proper TD Relationship Manager (RMLM, SB Specialist , Store Manager) based on the results of the customer assessment. **Depth & ... as necessary to deepen relationship, manage customer service issues, and identify product needs + Actively generates sales and referrals to all business partners… more
- S&P Global (New York, NY)
- …which provides software, services and data that drive lending operations across the credit markets, including private credit . We are a small, dynamic team ... and Impact:** A key partner to sales, commercial strategy, product , and business leadership, you will work closely with...campaigns and events that support an exciting and evolving portfolio of products within a high-growth part of our… more
- JPMorgan Chase (New York, NY)
- …roundtables, industry conferences, webinars, and professional media platforms + Manage the non- credit risk for customer portfolio and monitor and enhance ... business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product… more
- Deloitte (New York, NY)
- …Form 8993, Form 8975, and Form 1118 + Experience with foreign tax credit (FTC) planning including gathering income sourcing data and performing computations of FTC ... - Certified Business Analysis Professional + Certified SAFe Lean Portfolio Manager + Certified SAFe Architect + Certified SAFe...+ Certified SAFe Agile Software Engineer + Certified SAFe Product Owner / Product Manager + Certified… more
- BMO Financial Group (New York, NY)
- …markets across asset classes including: debt, foreign exchange, interest rate, credit , equity, securitization, and commodities. Provides competitive pricing to all ... the assigned territory. + Maintains strong relationships with investors, understands their portfolio , and matches the firm services and products to client needs. +… more
- Neuberger Berman (New York, NY)
- … Credit and a number of other Specialty Strategies in serving as a product specialist for the Japanese sales team **Experience & Skills Qualifications:** + 3 ... private equity funds, and structure and execute GP-led secondary transactions + Private Credit : Invests on a primary or secondary basis in junior and senior private… more