- Grant Thornton (New York, NY)
- …call and distribution processes, ensuring accurate tracking and reporting of investor activity. + Maintain investor capital accounts, including commitments, ... contributions, preferred returns, and carried interest. Analytically review monthly/quarterly investment and fund performance data + Take ownership of the NAV production and dissemination delivery + Prepare and review financial statements for funds + Work… more
- SitusAMC (New York, NY)
- …summary reports, third party reports, schedules, and data tapes for B-piece investor and rating agency due diligence review of CMBS securitized transactions Work ... sponsorship, legal, property, market, and underwriting issues Facilitate responses to investor and rating agency Q&A and coordinate follow up calls Coordinate… more
- TD Bank (New York, NY)
- …of public biotechnology companies and make stock recommendations to institutional investor clients. Job tasks include financial modeling, interviews with physician ... and interacting with Cowen's institutional sales force, traders, investment bankers, and investor clients. **Note from Cowen associates with life science/ MD and/or… more
- Robert Half Finance & Accounting (Rye Brook, NY)
- …Responsibilities: * Oversee fund operations, including capital activity, investor distributions, allocations, and the preparation of financial statements. ... fund-level reports with real estate investment considerations. * Develop comprehensive investor reporting packages and address ad hoc inquiries with precision and… more
- Citigroup (New York, NY)
- …syndicate desk on the development of marketing strategies through analysis of investor feedback and market conditions; + Analyze clients' operations and credit ... metrics to assess financing options and develop investor marketing materials; + Leverage past investment banking or related experience to enhance DCM execution and… more
- JPMorgan Chase (New York, NY)
- …or M&A transactions. + Develop and maintain active dialogue with buyside investor clients. + Provide leadership, mentorship, and supervision to Associates and ... respect to their capital markets options. + Willingness to develop buyside investor relationships. + Impeccable communication skills with the ability to effectively… more
- JPMorgan Chase (New York, NY)
- …projects across all sectors + Work on drafting financing proposals, investor materials, road show marketing materials, rating agency presentations, pitch books ... credit risk and other approval processes + Support senior bankers in answering investor and rating agency inquiries + Conduct industry and company research to… more
- JPMorgan Chase (New York, NY)
- …& Diagnostics, leading coverage of ~20 stocks + Engage with institutional investor clients and internal partners to share investment recommendations and insights + ... through conferences, events, and non-deal roadshows + Support Capital Markets with investor education and due diligence during equity offerings + Build and maintain… more
- Wellington (New York, NY)
- …skills and career. **THE POSITION** We are seeking to recruit an experienced Investor for our Private Climate Investing Team, who will be responsible for investing ... tech-enabled solutions involving software, software-enabled hardware, and data/AI. The Investor will be responsible for generating deal flow, conducting in-depth… more
- Grant Thornton (New York, NY)
- …and distribution processes, ensuring accurate allocation of cash flows and timely investor communication. + Maintain and reconcile investor capital accounts, ... including tracking commitments, contributions, preferred returns, and carried interest. + Collaborate with external auditors and tax advisors to support year-end audits and K-1 preparation. + Lead and mentor a team of fund accountants, providing guidance,… more