- Raymond James Financial, Inc. (Chicago, IL)
- …best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both ... discretionary and non-discretionary products, model maintenance and performance tracking. + Servicing of alternative investments and foreign accounts, including setup and maintenance. + May participate in live meetings with the Financial Advisor and their… more
- Robert Half Finance & Accounting (Chicago, IL)
- …review of financial analysis such as tax projections, cash flow and liquidity planning and budgets. * Preparing and maintaining periodic reports, including personal ... financial statements for family members, private foundation financial reports, summaries of property expenses, valuable articles and insurance policies. Requirements Qualifications * 5-7 years' work experience working in accounting preferably the high net… more
- Robert Half Finance & Accounting (Chicago, IL)
- …Preparation of financial analysis such as tax projections, cash flow and liquidity planning and budgets. * Preparing and maintaining periodic reports, including ... personal financial statements for family members, private foundation financial reports, summaries of property expenses, valuable articles and insurance policies. Requirements Qualifications * A bachelor's degree in accounting and at least 2-3 years' work… more
- CIBC (Chicago, IL)
- …+ Understanding of financial risks (ie, credit, market and/or liquidity ) and/or non-financial risks (ie, operational, compliance, reputation, strategic), and ... of financial services businesses and products + Excellent written and verbal communication skills + Strong analytical and problem solving skills + Results oriented with a high degree of attention to detail + Demonstrated ability to operate strategically +… more