- TD Bank (New York, NY)
- …information / data / guidance on specialized procedures and/or issues (eg tax , accounting principles, reconciliation / reporting / financial controls / finance ... internal and external requirements (eg financial controls, segregation of duties, transaction approvals and physical control of assets) + Participate in… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset Management is the world's third-largest alternatives manager , with a 40-year history of delivering innovative alternative solutions across market ... vehicles + Communicate and coordinate significant product structuring and transaction issues with all relevant internal stakeholders (including Alternatives Legal,… more
- Amalgamated Bank (New York, NY)
- …process standing instructions for pre-scheduled Required Minimum Distributions. + Validate annual tax reporting records and correct reportable tax data where ... on W-9 Certifications to correct or update invalid/missing and administer the Bank's Tax Certification process for B-Notices and W-8's. + Conduct periodic testing to… more
- TD Bank (New York, NY)
- …to align execution with portfolio construction and planning + Collaborates with the tax and estate planning teams for transaction specific analysis (eg low ... for sophisticated clients + Tailers investment vehicles to fit tax , yield, or risk needs + Works with advisors,...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
- City National Bank (New York, NY)
- …workflow and priorities in conjunction with or in the absence of the Credit Manager . Determines and assigns work assignments to team of Credit Officers and Credit ... before it is elevated, if necessary, to the Credit Manager . * Monitors performance, gives on-going performance feedback and...does not appear to reflect inherent risk in subject transaction . Pricing may be either too high or to… more
- Scotiabank (New York, NY)
- …ambition for every future! **Purpose:** Scotia is seeking a (ED/VP)-level originator, transaction manager , and relationship CLO banker for its structured credit ... candidates should have a successful track record of sourcing transaction opportunities, experience in developing client relationships, evaluating warehouse financing… more
- TD Bank (New York, NY)
- …daily position management, P&L reporting, client market making, operational transfers, transaction booking and execution trading. The candidate will be expected to ... effectively manage competing priorities. Liaising with Legal, Compliance, Credit, Technology, Tax , Regulatory Reporting and relevant external bodies will be required… more
- JPMorgan Chase (New York, NY)
- **J.P. Morgan Asset Management** is a leading global alternatives manager with a 40-year legacy of delivering innovative solutions across market cycles. Our ... dispositions, and capital restructures, focusing on accounting treatment and transaction execution for REA funds and investors.. **Job Responsibilities:** +… more
- Robert Half Finance & Accounting (Buffalo, NY)
- …accurate rates and processing payments. + Prepare and submit weekly, quarterly, and year-end tax reports and payments, as well as process W-2 forms and other tax ... uploading W-9 forms. + Prepare and distribute credit card transaction reports, ensuring proper coding and approvals. + Process...financial tasks and other duties as assigned by the manager . Requirements + 2+ years of experience in an… more
- Truist (New York, NY)
- …Additional responsibilities on internal client management duties as specified by manager and team. **Essential Duties and Responsibilities** Following is a summary ... an integral role in supporting new business development, due diligence, and/or transaction execution. 2. Independently performs tasks assigned and managed by senior… more