- 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
- TD Bank (New York, NY)
- …for this role. **Job Description:** The VP Sales and Trading TDS develops an institutional investor base in the US to fund the Bank and to place US and Canadian ... Europe and the US to assist in meeting the Banks objectives + Develops an institutional investor base in the US to fund the Bank and to place US and Canadian money… more
- Pixalate, Inc. (New York, NY)
- …& Coordination + Draft, edit, and manage high-stakes communications including investor updates, client correspondence, and internal announcements + Coordinate board ... meetings, investor presentations, and client meetings with flawless attention to detail Qualifications + Bachelor's degree preferred; an Associate's degree or… more
- US Tech Solutions (New York, NY)
- …professional executive assistant to step into an asset management environment, within the investor solutions group, with an open mind to take on anything and ... for in-office meetings + Manage CRM database for supporting group to ensure investor and prospect meetings are captured in DealCloud to include contact information,… more
- JPMorgan Chase (Brooklyn, NY)
- …new funds and ongoing fund expenses + Collaborate with internal teams (ie tax, investor relations and middle office) + Respond to investor , internal and external ... queries + Contribute industry knowledge on review of fund documents and participate in internal calls on fund launches + Review fund expenses and coordinate the payments to ensure compliance to the fund expense policy + Strong interpersonal skills in building… more
- WTW (New York, NY)
- …operations, broker relationships, and premium budgeting, while ensuring compliance with investor and lender requirements. The role also supports acquisitions and ... appropriate for existing and future governing fund commitments 2. Periodically review investor fund agreements to confirm compliance 3. Opine on contractual language… more
- Meta (New York, NY)
- …law compliance and disclosure matters, with emphasis on governance and investor -facing disclosures 3. Support shareholder engagement efforts, including with respect ... proactively with various teams across the organization, including policy, investor relations, corporate communications, and finance **Preferred Qualifications:** Preferred… more
- NoGood (New York, NY)
- …to support business planning + Prepare board-ready financial reports and investor materials + Support fundraising efforts with due diligence preparation and ... or startup tech companies preferred + Experience with venture-backed companies and investor reporting a plus Technical Skills + Strong proficiency in accounting… 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
- Carrington (Albany, NY)
- …in related fields preferred. + **3-5 years of Treasury, Finance, Accounting, Investor Reporting and Investor Accounting experience in the mortgage industry ... required.** + **Advanced Excel, Access and SQL database skills required.** + **Required to work in Pacific Standard Time Zone Hours-Monday- Friday** . **Our Company:** Carrington Mortgage Holdings is a holding company whose primary businesses include asset… more