- JPMorgan Chase (New York, NY)
- …American and Global Families Group (GFG) advisors and clients across all Core, Advisory , Separately Managed Accounts (SMAs), mutual funds (JPM and 3rd party) as well ... solutions with fixed income-like attributes Job Responsibilities: + Schedule Portfolio Manager and Team Huddle meetings and prepare necessary resources for… more
- TD Bank (New York, NY)
- …Experience with financial products is a plus The Director, Specialized Finance Manager , TDS provides top technical expertise for overall functional area and provide ... guidance and advisory support to others as needed. Accountable for leading...external requirements ( eg financial controls, segregation of duties, transaction approvals and physical control of assets) + Participates… more
- Deloitte (New York, NY)
- …implementation, and leveraging technology solutions. Deloitte provides client focused advisory services on local and international indirect tax related matters ... of their international operations. + Work with VAT/GST and other similar transaction -based taxes. + Work directly with clients and liaise with indirect tax… more
- City National Bank (New York, NY)
- …of credit relationships for clients. Provides credit product expertise in an advisory capacity and ensures all due diligence and background evaluation is complete ... conjunction with or in the absence of the Credit Manager . Determines and assigns work assignments to team of...does not appear to reflect inherent risk in subject transaction . Pricing may be either too high or to… more
- BMO Financial Group (New York, NY)
- …and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets The Institutional Equity ... form (RFPs). Generating summary deal terms upon the completion of a transaction (Executions). Generating reports and term sheets to clients summarizing deals (Term… more
- Neuberger Berman (New York, NY)
- …and will be responsible for a broad array of areas including providing accounting advisory / policy support for new transaction types, the implementation of new ... financial statements + Lead engagement on special projects, including M&A transaction integration, new business initiatives, and Finance reengineering initiatives +… more
- BlackRock (New York, NY)
- …world-class provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors. BlackRock offers ... between their existing and desired allocations. A transition can be anything from a manager change to a full-scale plan merger. We deliver a modern approach to… more
- City National Bank (New York, NY)
- …of credit relationships for clients. Provides credit product expertise in an advisory capacity and ensures all due diligence and background evaluation is complete ... unitranche, cash flow, and unsecured. * Manage through multiple transaction types including LBOs, MBOs, refinances, growth capital, recapitalizations, add-on… more
- TD Bank (New York, NY)
- …the use of tools such as Alteryx. + Work closely with the manager to build strong data/process governance and key controls and analytics for Regulatory/financial ... + Support other key departmental projects and initiatives as assigned by manager . + Maintain and build strong internal controls upon existing procedure documents… more
- Fifth Third Bank, NA (New York, NY)
- …including public and private (144a or 4a2) securitizations, portfolio purchases, and advisory services. Individuals in this position are the leader positioning the ... Asset Backed Finance business along with the senior Relationship Manager representing the institution and driving and creating relationships with the most… more