- JPMorgan Chase (Rochester, NY)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal ... behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA , or CFP preferred + Proactive, takes initiative, and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Deloitte (New York, NY)
- …& Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government debt, MBS, and ABS markets are ... address tax technical issues that arise related to debt investment related transactions. Train younger professionals on the technical...+ Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) + Ability to travel up to 25%, on… more
- TD Bank (New York, NY)
- …**Education & Experience:** + Undergraduate degree + Masters or PhD preferred + CFA designation preferred for publishing analysts and associates + 5+ years related ... opinions regarding market information, financial markets, economic outlook, and investment strategies **Shareholder Accountabilities:** + Keeps abreast of market… more
- Deloitte (New York, NY)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax...+ Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) + Professional Engineer + GRI Certification + Demonstrated… more
- Deloitte (New York, NY)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... and compliance support for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a national team of… more
- BMO Financial Group (New York, NY)
- …is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to ... and determine acceptable solutions. + Contacts customers to present available investment services and develop client prospects from among current customers, referral… more
- Equitable (New York, NY)
- …strategic objectives. This role will support financial oversight across credit, investment , balance sheet, liquidity, hedging, ALM and strategic transactions. It ... function, including: + Balance sheet oversight + Credit and investment Risk + Hedging and ALM + Strategic transactions...Research, etc.). Relevant quantitative Masters or certificate program (eg, CFA Level 2) in progress is bonus. + 4… more
- HSBC (New York, NY)
- …liquidity and funding management, and derivative products, custody, clearing and investment research), processes and controls across lines of business (asset ... or similar degrees with focus on capital markets and investment management. Master's degree is a plus. + An...objectives + Relevant certification(s) or industry accreditation (eg, CIA, CFA , SISA) is a plus + Experiences with data… more
- Citigroup (New York, NY)
- …solutions including wealth structuring, insurance, trust management, and various investment and lending opportunities. This individual will also work closely ... professional accreditation such as Certified Financial Planner (CFP), Chartered Financial Analyst ( CFA ) a plus + 15+ years of relevant work experience, with… more
- MUFG (New York, NY)
- …new bank debt transactions according to established policies and guidelines for both investment grade and non- investment grade clients and prospects. + Manage a ... & Experience:** + Bachelor's degree in finance, accounting, business, or economics ( CFA and/or MBA is a plus). + Completion of formal credit-training program… more