- KeyBank (Cheektowaga, NY)
- …Walden Ave - Cheektowaga, New York 14225 **Job Description Preview** **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client base with ... + Attain sales production and referral goals to the Bank (closed and accepted) by working book of business,...solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back… more
- JPMorgan Chase (Brooklyn, NY)
- …is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the ... the finance and technology teams supporting JP Morgan's various private equity and real estate entities. Our AFS business...150 clients across all alternative asset classes. As a Private Equity Fund Admin VP within our client administration… more
- JPMorgan Chase (Brooklyn, NY)
- …is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the ... the commercialization of the finance and technology teams supporting JP Morgan's various private equity and real estate entities. Our AFS business has over 950… more
- JPMorgan Chase (New York, NY)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build...innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications,… more
- JPMorgan Chase (New York, NY)
- …Our business, the Global Special Situations Group (the GSS Group), sits within the Private Markets Division of JPMorgan Asset Management. This global private and ... Analyst, gaining hands on exposure to complex cross border private credit transactions, fund matters, and portfolio management workflows....law firm or in house at a credit fund, bank , or asset manager. + Paralegal experience/training is a… more
- CIBC (New York, NY)
- We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... discussed at the time of your interview._ As a Private Wealth Intern, you will have exposure to the...and analytical skill development. Connect by networking across the bank , engaging with employees and fellow interns, and meeting… more
- JPMorgan Chase (Brooklyn, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked ... client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient...OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK , NA OR ANY OF ITS AFFILIATES * SUBJECT… more
- Paychex (Rochester, NY)
- …accounting, or FP&A. + 2 years of experience in M&A with either an investment bank , private equity or corporate development group. Compensation In the spirit of ... pay transparency, we are excited to share that the starting base pay range for this position is $114,200 - $179,500 annually. Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package… more
- JPMorgan Chase (New York, NY)
- …both internal and external audit. As a Valuation Control - Senior Associate within the Private Equity team, you will be responsible for assessing the fair value of ... Private Equity investments across diverse industries by analyzing the...valuation consulting firm, public accounting firm, fund or a bank + 5 years of experience analyzing financial statements… more
- Citizens (Irondequoit, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a ... client book management. + Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high-net-worth individuals. + Comfortable… more