- CBRE (Albany, NY)
- …Leadership** + Identify, prioritize, and proactively engage corporate buyers of transferable tax credits including Fortune 1000and private companies. + Build and ... and regularly update CRM and internal dashboards with outreach, deal status, and client feedback. + Provide transparent reporting to senior leadership on KPIs,… more
- Neuberger Berman (New York, NY)
- NB Alternatives - Private Equity is a rapidly growing group within Neuberger Berman with over $120 billion of investor commitments across our private equity fund ... funds, secondary investments, co-investment and direct investment areas, including private credit. NB Private Credit lends money...+ Review management fee calculations + Assist audit and tax professionals in year-end audit and tax … more
- Neuberger Berman (New York, NY)
- The Alternatives Finance Group serves as an intermediary between private equity portfolio managers and external partners, including fund administrators, auditors, ... and tax professionals. The Assistant Controller is responsible for overseeing...overseeing all aspects of fund reporting operations for multiple private equity funds across the Neuberger Berman platform, as… more
- Neuberger Berman (New York, NY)
- …Neuberger Berman Group LLC:** Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager. From offices in 39 cities worldwide, ... the firm manages $515 billion in client assets (as of March 31, 2025) across a...of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors… more
- Neuberger Berman (New York, NY)
- …trust company systems. + Identify questions and concerns regarding any documents governing client accounts and address them with senior trust company officers if ... individual should have strong technical knowledge of gift, estate, and fiduciary income tax , ability to prioritize and complete tasks without error and the desire to… more
- JPMorgan Chase (New York, NY)
- …and execute strategies that contribute to our clients' futures. Benefit from senior leader mentorship and engaging projects in New York, while enhancing your ... succeed and will provide you with the necessary training and mentorship from senior leaders. Working here means joining a collaborative, supportive team. We want… more
- Truist (New York, NY)
- …and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are ... **Please review the following job description:** Responsible for providing client relationship management and investment banking services including strategic… more
- Scotiabank (New York, NY)
- …experience across broadly syndicated loans and/or direct lending / middle market, private credit assets. + Client focused mindset with strong interpersonal ... group will be focusing on both broadly syndicated and middle market CLOs. This senior banker will help build this business and be responsible for cultivating direct… more
- HUB International (New York, NY)
- …Trusted Capital Group (TCG), located in Austin, Texas, supports HUB's Retirement & Private Wealth (RPW) division with a focus on tailored financial services for ... unique client segments, including the music and entertainment industry. **Mission...insurance, entity formation, and investment basics. - Collaborate with senior advisors to create and execute personalized financial plans.… more
- Truist (New York, NY)
- …and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are ... **Please review the following job description:** Responsible for providing client relationship management and investment banking services including strategic… more