- City National Bank (New York, NY)
- …IS THE OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent ... portfolio analysis and proposal process (Galaxy Software). Assist the Senior Investment Consultant in developing a network...FAs and CPAs motivating them to meet with CNR's investment management team and learn about our… more
- JPMorgan Chase (New York, NY)
- The Global Corporate Banking (GCB) Finance & Business Management team optimizes business performance by driving key initiatives and acting as trusted advisors to ... financial and strategic analysis, central oversight, and strategic program management to support the firm's objectives. Join our GCB... team as a Vice President, where you'll support senior leaders and drive the Consumer Retail & Business… more
- MongoDB (New York, NY)
- …including operating cash flow, cash burn rate, and investment return for senior accounting leadership team, executive management and the Audit Committee + ... manage MongoDB's financial activities and provide strategic financial guidance to the senior accounting management team. The Director, Assistant Treasurer will… more
- Principal Financial Group (New York, NY)
- …! **What You'll Do** + Evaluate new leveraged buyout transactions and investment opportunities, attend management presentations, review deal terms and credit ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Asset… more
- CBRE (Albany, NY)
- …pitch materials, andprovidethought leadership content aligned toemergingcorporate ESGand tax saving strategies. **Internal Process & Pipeline Management ... reporting. **Preferred** + Experience engaging corporates around sustainability, ESG, or tax credit strategy. + Background in advisory, investment … more
- SMBC (New York, NY)
- …other senior stakeholders and independently managing production of standard management reports and presentations. **Responsibilities** + Play an integral role in ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- Wolters Kluwer (New York, NY)
- **Basic Function** The Vice President, Commercial Product Management is responsible for leading the product and Go-to-Market strategy to drive customer satisfaction, ... sustainable revenue growth, and market expansion for the Tax and Accounting CCH brand. This role involves developing...+ Ensure product roadmap is developed by Technical Product Management team that is aligned with market opportunities and… more
- Neuberger Berman (New York, NY)
- …investor relations to address LP inquiries + Complete various ad-hoc requests from senior management and portfolio managers + Support SEC and other regulatory ... 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)
- …+ Work with investor relations answer LP questions + Various ad-hoc requests from senior management and portfolio managers + Assist with SEC or other regulatory ... across our private equity fund of funds, secondary investments, co- investment and direct investment areas, including private...quarterly basis and prepare ad hoc calculations + Review management fee calculations + Assist audit and tax… more
- HUB International (New York, NY)
- …and employee benefits broker, providing a broad array of property, casualty, risk management , life and health, employee benefits, investment , and wealth ... on financial literacy topics including budgeting, taxes, insurance, entity formation, and investment basics. - Collaborate with senior advisors to create and… more