- KeyBank (Albany, NY)
- …net worth + Administers complex trust (ex: Special/Supplemental Needs Trust, Private Foundations, Scholarship Trusts, Trust Under Agreement, Trust Under Will, etc) ... provisions, and account activities to determine duties and responsibilities of Bank as Trustee + Performs discretionary distribution analysis and documentation of… more
- JPMorgan Chase (New York, NY)
- …banking services including trusts and estates, loans, mortgages and deposits. JP Morgan Private Bank advises the world's wealthiest families and helps them ... derivatives and structured products. + Build strategic relationships with Private Bank advisors throughout the US and...advisors throughout the US and Latin America. + Regular client engagement to discuss our markets, views and to… more
- Scotiabank (New York, NY)
- …Lead and drive a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge. ... on stress scenarios to monitor and report potential tail risks within the client portfolio across financing books (Repo, SBL, Prime Services, OTC). Lead trading… 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. ... requirements Comfortable with phone/email correspondence, and phone/email etiquette. + ** Client -Focused** - Develop strong relationships within the firm to build… more
- Capital One (New York, NY)
- …recapitalizations, and strategic advisory services. As a leading healthcare investment bank , we are dedicated to continuous improvement and growth. This commitment ... taking on a substantial amount of responsibility in transaction execution, client management, and new business development. **General responsibilities** + Working… more
- Scotiabank (New York, NY)
- …Associate Director, Corporate Banking, US Real Estate, Gaming & Leisure DUTIES: The Bank of Nova Scotia seeks Associate Director, Corporate Banking, US Real Estate, ... for supporting deal origination efforts from inception to closing, creating client and prospect pitchbooks, presentations, financial modeling and research, credit… more
- Scotiabank (New York, NY)
- …for executing on a broad range of transactions as well as preparing client presentations and financial analysis. They work closely with the Associates and Associate ... research, performing individual company qualitative and quantitative analysis, and creating client proposal presentations and marketing materials. + Aid in the due… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... advisory, structuring, and lending services to large strategic investors and private equity sponsors. The group covers the growing infrastructure industry (including… more
- SMBC (New York, NY)
- …Finance Group, primarily Middle Market and BSL CLO products and Private / Bank Securitizations. **Role Objectives** The job responsibilities are described ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- MUFG (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...ratings to management + Conduct due diligence and attend bank /customer meetings as required + Coordinate and communicate critical… more