- Deloitte (Rochester, NY)
- …experience serving clients in partnership taxation, and advising on important tax and business issues? If you're a tax professional who wants to develop and thrive ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- JPMorgan Chase (New York, NY)
- As an Associate in our Private Capital Markets group , you will be a key player in our business strategy and execution. You will participate in the \"full ... formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the… more
- Citigroup (New York, NY)
- …lending + Facilitate relationships with key clients in Banking and Markets ** CLIENT RELATIONSHIPS / BUSINESS PARTNERSHIP:** + Proven ability to understand ... Director, Senior Underwriter/Credit Risk Officer - Private Equity/Hedge Funds The Credit Risk Manager will...Bank and Markets. + Provide underwriting capabilities for the business covering full range of products + Role demands… more
- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Specialist team, the Client Advisory Specialist will act as a multi-territory coordinator partnering with external ... sales leadership, intermediary specialist teams and the home office relationship group . Primary functions will include efficiently segmenting and driving advisor/COI… more
- Citigroup (New York, NY)
- …Office Suite **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Client ... volume, screen and prioritize phone calls, take initiative with client inquiries + Depending on business model,...initiative with client inquiries + Depending on business model, liaise with Private Banking Universe… more
- Neuberger Berman (New York, NY)
- …and prospective client meetings + Maintain multiple addressees used to group clients for reporting and trading purposes + Interact with operations and middle ... + Monitor and follow up daily activities of operational support and facilitate client service needs + Initiate new account openings through the Centralized … more
- Mina Group (New York, NY)
- …ambassador and be the face of Bourbon Steak and the go-to person for reservations, group business and events. + Network and engage with other Sales Managers ... community. This position will be on-site working events, conducting client meetings and walk-throughs, working with the management and...and lounge, lunch parties, lunch a la carte, dinner business , private dining room, outdoor patio, late… more
- Scotiabank (New York, NY)
- …an investment banking role, preferably in a sponsors coverage or leveraged finance group + Experience in leading client discussions, initiating and maintaining ... Director, Investment Banking, Financial Sponsors Group - New York, NY **Requisition ID:** 220928...client relationships, preferably in the private equity space + Strong quantitative skills focused on… more
- BMO Financial Group (New York, NY)
- Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship ... client needs. + Supports the achievement of the business plan within the designated territory / region. +...legal and ethical requirements. + Focus is primarily on business / group within BMO; may have broader, enterprise-wide… more
- Citigroup (New York, NY)
- …load the client P&L + Assist in defining both wholistic and marginal client return hurdles in conjunction with business partners + Partner with the product ... The Client Data & Returns Attributions Lead Analyst is...financials and returns and will work closely with the business teams and finance partners to harmonize financial attributions… more