- Lincoln Financial (Albany, NY)
- …will manage the daily administration of non-qualified deferred compensation plans for senior leaders, along with company owned life insurance policies (COLIs). It ... regulations such as IRC 409A and coordinate with legal, tax advisors and third-party administrator as needed. * Serve...needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds… more
- City of New York (New York, NY)
- …internally and externally to develop guidance and policies that improve risk management and investment strategies in the context of underwriting capital ... billion in new capital funding, bringing the 10-year planned investment in housing to $22 billion the largest in...mission-focused. To do so, OPS collaborates with staff and senior leadership from across the agency, as well as… more
- St. John Fisher University (Rochester, NY)
- …and external audits and ensures timely resolution of audit findings. Treasury & Investment Management + Manages cash flow, operating funds, and working capital. ... + Directs general accounting, financial reporting and analysis, grants management , payroll, accounts payable, purchasing, non-student accounts receivable, and events… more
- Scotiabank (New York, NY)
- …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... Ongoing client relationship management + Work closely with internal risk management functions, legal counsel, regulatory, credit, tax and + accounting… more
- Scotiabank (New York, NY)
- …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital… more
- Wells Fargo (New York, NY)
- …seeking an Executive Director-level Portfolio Manager for Wells Fargo Corporate & Investment Banking Renewables team. The Renewables Portfolio Management is part ... reporting. Provide and present portfolio updates as needed to senior leadership, risk management and coverage partners....management in renewables project finance, energy transition or tax equity sectors + Strong analytical skills with high… more
- Bank of America (New York, NY)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ... institutions. Merrill Wealth Management is one of the largest businesses of its...and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax… more
- Neuberger Berman (New York, NY)
- …to design operationally sound and clear processes. + Effective communicator with senior management and partners (verbal, written, and deck preparation) \#LI-GC1 ... is an integral part of the larger Human Capital Management (HCM) team. This team plays a critical role...the carried-interest program. + Partner with internal and external tax partners to ensure accurate and timely delivery of… 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...The Project Managers will manage complicated projects financed with tax exempt bonds, Low Income Housing Tax … more
- State of New York Mortgage Agency (New York, NY)
- …for profit borrowers, municipalities, lenders, investors, and other funding entities to leverage tax credits, tax exempt bonds, and a multitude of State funded ... under the Governor's Housing Plan, an unprecedented $25 billion investment over five years. Duties: The Underwriter will be...for assisting with all aspects of financial and project management for an assigned group of multifamily rental projects,… more