- 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 Technology team's growth agenda.… more
- City of New York (New York, NY)
- …has committed $5 billion in new capital funding, bringing the 10-year planned investment in housing to $22 billion the largest in the city's history. This ... investment , coupled with a commitment to reduce administrative and...of existing affordable housing. The Housing Incentives division offers tax credits, tax incentives, and zoning bonuses… 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
- 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
- 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
- Neuberger Berman (New York, NY)
- …comprehensive portfolio asset knowledge + Handle various ad-hoc requests from senior management , portfolio managers, and investor relations. **Qualifications:** ... across our private equity fund of funds, secondary investments, co- investment , and direct investment areas, including alternative...and IRS regulatory tests in coordination with legal and tax teams + Conduct data analysis on large asset… more
- Raymond James Financial, Inc. (New York, NY)
- …Communicate effectively, both orally and in writing, with all organizational levels, including senior management . + Lead meetings and contribute to team efforts ... + Performs public speaking at seminars designed to train and educate professional tax and legal advisors, current and prospective clients, and Financial Advisors. +… more
- City of New York (New York, NY)
- …has committed $5 billion in new capital funding, bringing the 10-year planned investment in housing to $22 billion the largest in the city's history. This ... investment , coupled with a commitment to reduce administrative and...existing affordable housing. The Division of Housing Incentives offers tax incentives, tax credits, and zoning bonuses… more