- Dorsey & Whitney LLP (New York, NY)
- …LLC operating agreements, subscription agreements, trust agreements, insider letters, underwriting agreements, and other corporate governance documents, and opinion ... on corporate and securities laws; (g) advising reporting companies on certain corporate actions including name and ticker changes, reverse stock split, filing FINRA and Secretary of State notices; (h) experience working with domestic and international… more
- Citigroup (Getzville, NY)
- …overseeing transformation of the underlying workflow across transaction capture, underwriting , risk management and reporting. Responsibilities: + Oversee and manage ... quarterly schedule activities, adjustment reviews and reasonability checks to continually improve the data quality + Develop and use analytical tools + Understanding of reporting requirements across FRY-14, FR2052a and Shared National Credit + Partner with… more
- JPMorgan Chase (New York, NY)
- …partners across the Commercial & Investment Bank + Support Credit Underwriting Partners by drafting internal approval packages detailing company/credit analysis ... along with repayment modeling + Support senior bankers with overall client management responsibilities, idea generation and business initiatives **Required Qualifications, Capabilities and Skills** + Strong corporate finance, analytical, credit and… more
- CVS Health (Albany, NY)
- …of solutions with benefits tied to constituents' needs. + Collaborates with underwriting to prepare competitive quotes for targeted prospects. + Creates open ... enrollment plan with producer and plan sponsor to maximize enrollment. + Monitors industry information and competitive environment of the marketplace to position Aetna's strength accordingly. + Ensures product, pricing and services meet client's needs while… more
- SMBC (New York, NY)
- …under pressure and under time constraints. + Understanding of basic credit underwriting is a plus. **Additional Requirements** SMBC's employees participate in a ... Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more… more
- Axis (New York, NY)
- …align with strategic goals. **Leadership and Collaboration** + Collaborate with underwriting , actuarial, and finance teams to align business development efforts with ... portfolio strategy. + Provide mentorship and guidance to team members involved in client-facing roles. + Promote a culture of innovation, accountability, and performance excellence. **Market Intelligence and Strategy** + Monitor market trends, regulatory… more
- The Cigna Group (New York, NY)
- …industry, broker experience, HMO, PPO, POS, funding, Compliance, contract and underwriting /rating knowledge and systems experience specifically using Excel and SFDC. ... + Prior experience working with matrix partners, coaching others and with external customers is **preferred.** + Strong communications and interpersonal skills (written, oral and professional presence). + Ability to attend client/broker events locally with… more
- Scotiabank (New York, NY)
- …+ Assess proposed non-investment grade financing transactions and monitor the overall underwriting portfolio and the portfolio of held loans. + Critically reviewing ... individual deals, including but not limited to, the forecast EBITDA and adjustments, capital structure, syndication issues, and risk / reward tradeoffs and make recommendations. Ensure that all credit submissions and daily practices adhere to Bank policies and… more
- Guardian Life (New York, NY)
- …to work closely with one of our core GB value streams (eg, underwriting , claims, distribution, etc.) to manage, define, shape, prioritize and lead the delivery ... and evolution of key D&AI solutions supporting value stream business objectives. More specifically, this role will drive the ongoing capture and prioritization of new demand for features and/or enhancements to Guardian's data and information products as… more
- TD Bank (New York, NY)
- …their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, ... extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier US equities business and highly-diverse equity research franchise, while growing our strong,… more