- Deloitte (New York, NY)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability ... in fixed income financial products, income tax principles, debt instruments and/or project management + One of the following active accreditations obtained, in… more
- M&T Bank (Buffalo, NY)
- …with senior management, peer networking, and working in teams on two group project assignments. OJT responsibilities vary by department and are assigned by the ... Implement investment strategy recommendations. + Prepare and review with Investment Advisor as needed, portfolio recommendation letters for advisory and co-trustee… more
- Deloitte (New York, NY)
- …CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional ... Engineer Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or… more
- Deloitte (New York, NY)
- …and business approval: + Licensed Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + ... Professional Engineer + GRI Certification + Demonstrated analytical and research skills, as well as effective verbal and written communication skills + Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities +… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + ... Professional Engineer + GRI Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working… more
- Capital One (New York, NY)
- …or anti-money laundering (AML) compliance + At least 2 years of Program or Project management experience + At least 2 years of advisory or consulting experience ... regularly worked. McLean, VA: $170,800 - $194,900 for Compliance Advisor Sr. Manager New York, NY: $186,300 - $212,700...Manager New York, NY: $186,300 - $212,700 for Compliance Advisor Sr. Manager Plano, TX: $155,300 - $177,200 for… more
- JPMorgan Chase (New York, NY)
- …focus on digitalizing product workflow tools and elevating the client and advisor experience. You will contribute to investment processes, trading execution, and the ... for DAF products, with a focus on trading, investment, and digital client/ advisor experience. + Collaborate with digital product teams to develop and enhance… more
- Ankura (New York, NY)
- …prepaid access, currency exchange, lending, and gaming. Our emphasis on excellent project management steeped in Kaizen methodology helps ensure timely and hyper ... services related to remaining in good standing with states under the direction of project lead; + Supporting the client base and team on state regulatory, exam and… more
- Neuberger Berman (New York, NY)
- …Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project ... deliverables, and planning/tracking implementations. **Responsibilities:** + Collaborate closely with project team members and senior business and technology stakeholders… more
- Ankura (New York, NY)
- …prepaid access, currency exchange, lending, and gaming. Our emphasis on excellent project management steeped in Kaizen methodology helps ensure timely and hyper ... including preparation of licensing applications and work required under the direction of project lead; + Support the team to resolve outstanding issues identified in… more