- Citigroup (New York, NY)
- Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary and advisory basis for high and ultra-high net ... the management of CIM portfolios under the guidance of the team's senior analysts. **Responsibilities:** + Conduct and maintain research on companies/industries +… more
- Neuberger Berman (New York, NY)
- …concerns regarding any documents governing client accounts and address them with senior trust company officers if necessary. + Implement asset allocation decisions. ... plus years of hands-on trust and estate administration experience preferably at a bank or trust company. + Strong technical skills in fiduciary administration and… more
- Wells Fargo (New York, NY)
- …of counterparty credit exposure with certain institutional client types - mostly non- bank financial institutions such as asset managers and regulated funds, hedge ... funds, private equity funds, CCPs, GSEs, broker-dealers, mortgage REITs, mortgage...bespoke trades, monitoring margin calls, and escalating concerns to senior risk managers and business leaders. + Serve as… more
- Citigroup (New York, NY)
- …client and advisor-facing platforms across the full wealth continuum (Citigold, CPC, Citi Private Bank , and Wealth at Work). + Define and operationalize a ... needed. + Represent digital marketing at the highest levels - including senior leadership, compliance, risk, and product partners. + Appropriately assess risk when… more
- JPMorgan Chase (New York, NY)
- …AM investment solutions teams to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM), JPMorgan Advisors (JPMA), and ... to logically present complex concepts to key partners and senior leaders + Team-oriented with a demonstrated ability to...to logically present complex concepts to key partners and senior leaders + Team-oriented with a demonstrated ability to… more
- JPMorgan Chase (New York, NY)
- …on attention to detail and quality. As an Executive Assistant in Asset & Wealth Management- Private Bank , you will need to work well in a team environment, be ... good judgment in confidential situations, and proven experience interacting with senior management + Strong interpersonal, written, and oral communication skills +… 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 ... of complexity and risk to the organization, thus requiring a more senior level of expertise. Responsibilities + Performs necessary research to support strategic… more
- Robert Half Finance & Accounting (New York, NY)
- …Month End Close, General Ledger, Journal Entries, Account Reconciliation, Bank Reconciliations, Private Equity, Financial Statement Preparation Robert ... Budget results and visual graphs of pertinent information, for distribution to senior management * Prepare quarterly management fees for GTAM-managed assets, and… more