- Deloitte (New York, NY)
- …you will draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct ... funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax … more
- KeyBank (Tarrytown, NY)
- …- Tarrytown, New York 10591 **JOB BRIEF** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or ... level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients'...aspirations and further position Key as the client's trusted advisor . + Interfaces with other Key Private Bank advisors… more
- Deloitte (Jericho, NY)
- …Deloitte Tax Managers use their experience in accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate ... of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an...Tax group, you will provide federal tax consulting and compliance services to clients in the Real Estate industry… more
- Deloitte (Jericho, NY)
- …team and draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax … more
- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and ... investment teams, with access to a deep breadth of...a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience… more
- JPMorgan Chase (Pittsford, NY)
- …Responsibilities:** + Monitor and analyze active account and book reviews to ensure compliance and optimize client investment strategies. + Ensure team members ... & Wealth Management division, you'll be at the forefront of global investment management, providing innovative solutions in equities, fixed income, real estate,… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial Advisor (s) ... clients. The ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships with clients helping… more
- MTA (New York, NY)
- …Services and members of the C suite in representing MTA to the global investment community and is expected to apply financial expertise to navigate the changing ... the Directors of Management and Budget and Cash and Investment Management. + Ensure proper allocation of bond proceeds...PAYGO cash funding of the capital programs to ensure compliance with US Tax Code. + Involves coordinating with… more