- Truist (New York, NY)
- …senior investment banking professionals are expected to "sell the bank " by appropriately positioning the banks treasury and payment solutions product suite ... job description:** Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and… more
- JPMorgan Chase (New York, NY)
- …a high-profile, time-pressured role that is pivotal in shaping the future of investment banking in Latin America? As the Executive Director of Business Management ... for Latin America Investment Banking Coverage, you will be the trusted advisor...assisting/advising senior management and coordinating the deployment of the bank 's corporate resources to address strategic and tactical objectives.… more
- M&T Bank (Buffalo, NY)
- …RETCs (Renewable Energy Tax Credit). Position will work with the tax credits investment team to primarily: (1) order third-party reports (eg, market study) required ... for underwriting of prospective investments; (2) maintain/track prospective investment due diligence list; (3) represent M&T on investment closing calls relating… 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
- 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'...client's trusted advisor. + Interfaces with other Key Private Bank advisors and team members as necessary to ensure… more
- Capital One (New York, NY)
- Director, FIG Investment Banking, Consumer Finance This role is for a senior banker on the Consumer Finance team within Capital One's Financial Institutions Group ... will be responsible for relationship management, including new business development, investment banking coverage, pitching to issuers and investors, and deal… more
- City National Bank (New York, NY)
- …the wealth mgmt. point of contact for Personal & Business Banking (PBB) Bank * Responsible for revenue production goals related to advisory services and securities ... products. * Assist in developing new relationships with PBB Bank through internal sources, from referrals, and through personal community involvement. Create… more
- US Bank (New York, NY)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead… more
- Deloitte (New York, NY)
- …of 6 years of work experience in corporate restructuring, Rx or distressed investment banking, commercial bank credit, and/or consulting or corporate positions ... with a financial or accounting focus + 6+ years of experience in the following areas: + On company-side and lender advisory restructuring engagements + Working in Excel as an advanced user; practical experience financial modeling including the ability to build… more
- JPMorgan Chase (New York, NY)
- …affluent clients in Chase branches to deca-billionaires in our ~50 Private Bank offices globally. Our extensive product platform spans investments, lending, banking, ... be a member of the Multi-Asset and Portfolio Solutions team within Wealth Management Investment Solutions. The primary function of this role is to drive the internal… more