- JPMorgan Chase (New York, NY)
- …Americas assets through partnership with JP Morgan US Funds business and the JP Morgan Private bank . Private Wealth Alternatives in the US is a rapidly ... Description** Real Estate Americas is part of JP Morgan Private Markets in Asset Management. With over $67 billion...As an Investment Specialist on the Real Estate Americas client strategy team you will be focused on raising… more
- Mizuho Corporate Bank (New York, NY)
- …all onboarding processes: + Compose KYC packages and perform due diligence on new clients based on risk rating including FinCen requirements and Enhanced Due ... and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation +...Overview Mizuho Financial Group, Inc. is the 15th largest bank in the world as measured by total assets… more
- Mizuho Corporate Bank (New York, NY)
- …end onboarding coordination + Compose KYC packages and perform due diligence on new clients based on risk rating including FinCen requirements and Enhanced Due ... manner + Review monthly Americas Legal Compliance Dept. (ALCD) exceptions for new onboarding remediation + Adhere to internal audit requirements + Recommend and… more
- Nuveen Investments (New York, NY)
- …field. **Work Experience** + 1 - 4 years of relevant experience including a private equity fund, hedge fund, investment bank , consulting firm, or a related ... the performance of existing portfolio investments, including regular communication with private equity firms, management teams and third-party clients. + Develop and… 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....Group is a growing business and is seeking a New York based legal analyst to support the existing… more
- Bank of America (New York, NY)
- …of a centralized coverage team that provides dedicated brokerage services to UHNW Private Bank clients. Initial client /prospect engagement and introduction ... Brokerage Services Financial Advisor New York, New York **To proceed...is initiated by the Private Bank and referred to the MAG Team for partnership… more
- Bank of America (New York, NY)
- …Business Development, Wealth Planning, Investment Management or Relationship Management. The Private Wealth Management Associate provides quality client service ... Wealth Management Specialist New York, New York **To proceed...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Principal Financial Group (New York, NY)
- …responsible for providing comprehensive operational support to the Corporate Private Placements and Infrastructure Debt teams, including trading support, portfolio ... credit reporting tracking, client portfolio servicing, RFP responses and client ...vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is… more
- City National Bank (New York, NY)
- …Office Managers and Line Officers to support existing clients and develop new CNB relationships. Coordinates client /prospect calling activities with Relationship ... and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering...and procedures as well as all regulatory requirements (eg, Bank Secrecy Act, Know Your Client , Community… more
- City National Bank (New York, NY)
- …by being active in the community and maintaining positive relationships within the Bank . Create and maintains effective relationships with Private Banking team, ... created and are implemented by conducting on-going meetings with Client Managers and Private Bankers * Managing...National for prospects/clients. Lead partnering to "deliver the full bank ". * Meet with prospects and clients to gain… more