- Deloitte (Jericho, NY)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... and their affiliates; and perform detail-level reviews of tax research, regulated investment company (RIC) tax work papers, financial statement provisions and… more
- KeyBank (Pearl River, NY)
- …Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts ... when providing investment solutions to new and existing clients. Establish a...and assessment tools where appropriate, provide comprehensive, needs- based financial solutions to clients by offering a range of… more
- Cherry Bekaert (Albany, NY)
- …short and long-term goals and objectives needs to be developing a sustainable financial plan. + Help secure private investment commitments and a strategy ... and relationships with Community Development Entities (CDEs), Community Development Financial Institutions (CDFIs), tax credit investors, community lenders, and… more
- JPMorgan Chase (New York, NY)
- …market entry or new product development, evaluating strategic partnerships and inorganic investments , as well as designing operating models. In addition to working ... on cutting-edge topics at the frontier of financial services, you will help connect the dots across...experience from either a premier management consulting firm, an investment banking (M&A, Coverage, Capital Markets, Equity Research) division,… more
- TD Bank (New York, NY)
- …P&L attribution, IPV (Independent Price Verification), valuation control, and risk-based financial analysis. . Drive initiatives for real-time data feeds, analytics, ... subledger and daily postings), regulatory reporting (eg, Basel, CCAR, FRTB), and financial close processes. . Ensure compliance with evolving global regulations and… more
- Capital One (New York, NY)
- …Real Estate, or a related field + Experience with construction lending, LIHTC investment , syndication, or asset management + Strong financial modeling and credit ... and one of the nation's top 10 banks, offers a broad spectrum of financial products and services to consumers, small businesses, and commercial clients. Our goal is… more
- JPMorgan Chase (New York, NY)
- …expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary ... within Global Fixed Income, Currency & Commodities is responsible for fundamental investment research and analysis across $80+bn in securitized credit AUM across the… more
- City National Bank (New York, NY)
- … Financial Advisors and CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these professional advisors ... to the CNR Private Investment Counseling Service including the CNR portfolio analysis and...personal trust, and brokerage services. * Excellent analytical and financial analysis skills. * Strong computer skills with knowledge… more
- T. Rowe Price (New York, NY)
- …asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset ... training and mentoring and is designed to develop future fundamental investment analysts + Diverse responsibilities including collaboration with senior research… more
- BlackRock (New York, NY)
- …(Excel, PowerPoint, Word). **Qualifications** . BA/BS required . 2 -4 years of financial or investment management-related experience preferred . Solid Excel and ... Solutions (GPS) business innovates and curates all of BlackRock's investment solutions for our clients to achieve the outcomes...one mission: to help more and more people experience financial well-being. Our clients, and the people they serve,… more