- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth clients around the world. Our ... families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth, law firms and… more
- Gelfand Rennert & Feldman (White Plains, NY)
- …full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over ... in the preparation of financial reports that may include net worth statements, cash flow schedules, meeting...necessary Qualifications + 1+ years (Staff) or 4+ years ( Senior Staff) in preparation and/or review of individual, corporate,… more
- Wells Fargo (New York, NY)
- …as well as writing memorandums focused on a borrower's and guarantor's adjusted net worth , leverage, liquidity, and other key risk factors, including cash ... in Affordable Housing) **WHAT THE PROGRAM OFFERS** You will work closely with the senior bankers in your office to underwrite real estate and develop a deep… more
- JPMorgan Chase (New York, NY)
- …and San Francisco. + **Hedge Funds:** We manage hedge fund portfolios for institutional and high net worth individuals, offering a broad range of products ... strategies that contribute to our clients' futures. Benefit from senior leader mentorship and engaging projects in New York,...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Robert Half Management Resources (White Plains, NY)
- …a firm specializing in tax preparation, compliance, and planning services for high - net - worth individuals, corporations, partnerships, trusts, estates, and ... in the Westchester County area has an opening for a Part-Time Senior Tax Accountant. This contract-to-permanent position offers a unique opportunity to contribute… more
- AIG (New York, NY)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... time are essential. + As a member of the senior leadership within Lexington, take on responsibilities beyond everyday...manuscript form wordings and coverages. + Act as a senior mentor to train and guide other members of… more
- Citizens (New York, NY)
- …and owner occupied lending underwriting and loan processes + Demonstrated success working in high net worth , non-traditional loans and underwriting + Strong ... specialist works in primarily operational, processing, and analytical capacities, ensuring a high level of quality control from the loan application through closing… more
- CIBC (New York, NY)
- …Diligence, Customer Experience (CX), Debt, Due Diligence, Financial Modeling, Financial Research, High Net Worth Individuals, Investment Banking, Investment ... precedent analyses + Assist in company due diligence investigations + Support senior investment banking colleagues and directing and training analyst teammates +… more
- JPMorgan Chase (New York, NY)
- …department's activities and goals. The ability to communicate confidently and accurately with high - net - worth clients in a fast-paced, deadline driven team ... in this role along with attention to detail, focus on quality, high energy, and flexibility.. **Job Responsibilities** + Maintain complex and detailed calendars… more
- SitusAMC (New York, NY)
- …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... of credit quality to present a financing request to senior management, loan approval committee and credit risk for...execution on transactions + all stakeholders to maintain a high level of customer service and continuously strive to… more
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