- JPMorgan Chase (New York, NY)
- …process. Show flexibility to manage a varied client base including Hedge Funds , Alternatives, Banks, Asset Managers, and Pension Funds . **Product Structuring** ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- University of Rochester (Rochester, NY)
- …not limited to, bequests, charitable trusts, charitable gift annuities, pooled income funds , University of Rochester Donor Advised Funds , publicly traded ... manage University-wide engagement with approximately 350 professional advisors (attorneys, investment professionals, tax professionals). Responsibilities include recruitment and coordination… more
- Bank of America (New York, NY)
- …regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax, Retirement Plans, ... Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills +… more
- Bank of America (New York, NY)
- …business at Merrill that helps to value clients' portfolios. Customers (including hedge funds , money managers, mutual funds , banks and insurance companies) pay ... management, and capital raising product areas across Global Corporate and Investment Banking in a sales function. **Responsibilities:** + Conducts financial analyses… more
- JPMorgan Chase (New York, NY)
- …Derivatives Sales Desk covers Institutional clients including Asset Managers, Hedge Funds , Insurance Companies, Pension Funds and Endowments/Foundations for ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- HUB International (Melville, NY)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees ... + Review direct bill statements and track receipt of funds from carrier partners + Inquire with carriers about...+ Inquire with carriers about any discrepancies or missing funds + Work with internal accounting teams to associate… more
- JPMorgan Chase (New York, NY)
- …financial assets and liquidity solutions for banks, insurance companies, finance companies, mutual funds , and hedge funds . This opportunity is based in our New ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- SitusAMC (Albany, NY)
- …construction invoices and progress to determine the qualification of disbursement of funds based on loan document covenants. + Perform audit of accounts payable ... and accounts receivable documentation to verify appropriate use of business funds . + Work directly with accounting firms on tape tie out and data discrepancies… more
- SMBC (White Plains, NY)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... and finalize loan documents ahead of the disbursement of funds ; verify that documentation and work processes are complete...finalize loan documents ahead of the disbursement of loan funds , verify that documentation and work processes are complete… more
- Citigroup (New York, NY)
- …selling equity derivatives to Real Money clients, which includes Pension Funds , Asset Managers, Endowments, and Insurance companies. The Director Salesperson also ... role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients. **Responsibilities:** + Refine and implement… more