- Comerica (New York, NY)
- …transfer of assets, their cost basis, and the proper characterization of cash as income or principal, ensures all tax codes and account administration codes are ... Advisor I is responsible for serving as a relationship manager for a book of business by providing by...law, and consistent with the needs of the principals, income beneficiaries, and remaindermen. Reviews, analyzes and interprets documents… more
- TD Bank (New York, NY)
- …trading and sales + Provides direct access to trading desks for equities, fixed income , options, structured products and ETFs + Executes trades that are larger or ... + Assists in the distribution of structured notes, derivatives, custom fixed income portfolios for sophisticated clients + Tailers investment vehicles to fit … more
- TD Bank (New York, NY)
- …and compile monthly and quarterly financial and management reports for fixed income businesses. Analyze results and periodical performance, providing insights on key ... information / data / guidance on specialized procedures and/or issues (eg tax , accounting principles, reconciliation / reporting / financial controls / finance… more
- PNC (New York, NY)
- …segments: Chief Operating Office/Strategy,Derivative Products Group,Financial Institutions Group ( Domestic & International Banks),Fixed Income ,Foreign Exchange, ... 7 and 63 within 120 days of employment. Fixed Income ( Tax -Exempt): Municipal Trading and Underwriting -...licenses) may be required at the discretion of the manager . **Pay Transparency** Base Salary: $39,100.00 - $126,500.00 Salaries… more