- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... basis + Review management fee calculations + Collaborate with audit and tax professionals to support year-end audit and tax reporting processes + Prepare… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... of one of NB Private Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth...clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable giving. The role… more
- Neuberger Berman (New York, NY)
- … management responsibilities. + Strong knowledge of SMA structures, tax -managed strategies, and investment products (equity, fixed income, derivatives, ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- KeyBank (Rochester, NY)
- … Team to identify and prioritize opportunities to deepen relationships + Identifies Investment Management and Trust Opportunities as well as any other banking, ... and comprehensive approach + Maintains deep expertise in fiduciary, investment , tax , and other related wealth issues...distribution analysis and documentation of decision making + Interprets investment decisions made by portfolio manager +… more
- Citigroup (New York, NY)
- …to ensure that transactions meet compliance guidelines. Adhere to MPP, RDIP, banking, investment and tax regulatory and other compliance policies and procedures. ... and precise viable action + plans on weekly o/d reports. + Business Risk Management - Documentation/ Tax -W8ben/Credit Deficiencies to less than 5% of total client… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... Act as a liaison between Wealth Advisor, Neuberger Berman Portfolio Managers, Asset Management Business Control (AMBC), the Private Wealth Investment Group and… more
- The Research Foundation for SUNY (Albany, NY)
- …adjusting general ledger (GL) accounts for monthly financial statement purposes, monitoring tax compliance issues, and assisting with investment reporting and ... the accountant level you will be hired for. Under general direction of the Financial Reporting Manager , this position is responsible for reconciling, analyzing and… more
- Historic Hudson Valley (Pocantico Hills, NY)
- …basis Assist Development Department in preparing grant reimbursement requests Cash management and investment records; Manage bank-compensating balances to ... diverse business model that generates revenue from ticket sales, an investment portfolio, government grants, private contributions, and retail sales. The… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax , estate and risk management strategies utilizing eMoney software +… more
- JPMorgan Chase (New York, NY)
- You will support the Commercial and Investment Bank's Public Finance business in the Americas. You will partner with the Public Finance business on the firm's ... institutions and certain corporations that issue debt in the tax -exempt and taxable capital markets. As a Public Finance...to the Public Finance business and the Commercial & Investment Bank more broadly. You will collaborate daily with… more