- CIBC (New York, NY)
- …and independent board, and annual 15C report. The employee will provide investor relationship support, assist with the all internal and external audits, and ... **Role Requirements** + Bachelor's degree with a focus on Accounting , Finance, Economics, or Business. + 3-5 years of...security analysis and industry related expertise + Experience in investor relations is a plus _At CIBC, we offer… more
- JPMorgan Chase (Brooklyn, NY)
- …Solutions Group, you will provide oversight, but not limited, to the accounting , reporting and financial statements for alternative investment products in multiple ... fund expenses + Collaborate with internal teams (ie tax, investor relations and middle office) + Respond to ...8+ years' experience in private equity and/or hedge fund accounting experience + Bachelor's degree in accounting … more
- Neuberger Berman (New York, NY)
- …in recording and reconciling transactions within the portfolio management and accounting systems. Additionally, this position assists with the preparation of ... as a key member of the finance team overseeing accounting and financial reporting for Neuberger Berman's Secondary Funds...and respond to prospective client RFPs + Work with investor relations to address LP inquiries + Complete various… more
- Raymond James Financial, Inc. (New York, NY)
- …+ Monitor market trends in private credit and public debt. + Maintain investor CRM, databases and support investor outreach efforts. **Execution Support** + ... management. **Qualifications:** **Education:** + Bachelor's degree in Finance, Economics, Accounting , or related field. **Experience:** + 1-3 years of relevant… more
- Raymond James Financial, Inc. (New York, NY)
- …of end-to-end deal processes, including diligence, valuation, financial modeling, investor materials preparation, and transaction execution. + Building and ... capitalization tables, returns scenarios, and waterfall analyses. + Driving investor outreach strategies, including coordinating roadshows and negotiating key… more
- Citigroup (Queens, NY)
- …Treasury, Risk, Accounting Policy, Financial Planning and Analysis, Legal, and Investor Relations to maintain a high level of quality and accuracy of the ... the annual GSIB Assessment. + Keep abreast of industry, regulatory, and accounting developments. Apply solid knowledge of Finance/ accounting concepts and… more
- Wells Fargo (New York, NY)
- …and maintaining financial forecasts and stock recommendations for our institutional investor client base. Critical to the role will be communicating research ... findings to both internal stakeholders and our institutional investor client base via consistent dialogue. The Senior Analyst will build strong relationships not… more
- SitusAMC (Albany, NY)
- …Functions: + Manage research requests, supporting asset management team in addressing borrower, investor , or 3rd party inquiries. + Train new team members. + Perform ... Prepare and ensure all reporting requirements are met, which can include investor remittance reporting, maturities, delinquencies, escrow, and taxes. + Analyze and… more
- Neuberger Berman (New York, NY)
- …to join the finance team that is responsible for the financial and investor reporting for a series of residential credit funds and separate account mandates ... allocations, management fees, carried interest, organization costs, etc. + Preparation of investor requests and internal requests on a ad hoc and recurring basis… more
- KeyBank (New York, NY)
- …activity within Salesforce and AIM. + Coordinate with Syndications team to answer investor questions and prepare the preflight analysis for investor distribution ... Key's clients and Key. **Education Qualifications** + Bachelor's Degree in accounting , finance, real estate, or related field preferred; equivalent experience will… more