- KeyBank (Mahopac, NY)
- **Location:** 981 Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... with this position. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of...investment referral opportunities from new clients and the existing bank client base. + Develop a complete understanding of… more
- JPMorgan Chase (New York, NY)
- …systems, and legal research tools. + Authorization to work in the United States **Preferred** **qualifications, capabilities and skills:** + Preferably in ... US law degree preferred. + Demonstrated interest in private credit, special situations, restructuring, and financial markets. +...law firm or in house at a credit fund, bank , or asset manager. + Paralegal experience/training is a… more
- JPMorgan Chase (Brooklyn, NY)
- …is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the ... the finance and technology teams supporting JP Morgan's various private equity and real estate entities. Our AFS business...a fund administration or related capacity. + Knowledge of US GAAP for Investment Funds and a thorough understanding… more
- JPMorgan Chase (Brooklyn, NY)
- …is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the ... the finance and technology teams supporting JP Morgan's various private equity and real estate entities. Our AFS business...an fund administration or related capacity + Knowledge of US GAAP for Investment Funds and a thorough understanding… more
- US Bank (New York, NY)
- At US Bank , we're on a journey to do...Homeland Security E-Verify program in all facilities located in the United States and certain US territories. ... person is unique in their potential. A career with US Bank gives you a wide, ever-growing...Skills/Experience_ _-Knowledge of alternative investments industry, specifically hedge funds, private equity funds, and private credit funds_… more
- Principal Financial Group (New York, NY)
- …authorization or permanent work authorization) now or in the future to work in the United States . This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, ... authorization needs please use the following links. Nonimmigrant Workers (https://www.uscis.gov/working-in-the- united - states /temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants… more
- KeyBank (Poughkeepsie, NY)
- **Location:** 55 Burnett Boulevard - Poughkeepsie, New York 12603 **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client base with ... with banking center staff. + Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on… more
- Citizens (Irondequoit, NY)
- …paid time-away policy of every local and state jurisdiction in the United States . For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. ... advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a… more
- US Bank (New York, NY)
- At US Bank , we're on a journey to do...Homeland Security E-Verify program in all facilities located in the United States and certain US territories. ... person is unique in their potential. A career with US Bank gives you a wide, ever-growing...executing new sub lines across various investment strategies (buyout, private credit, secondaries, real estate, etc.), fund structures (SMAs,… more
- US Bank (New York, NY)
- At US Bank , we're on a journey to do...Homeland Security E-Verify program in all facilities located in the United States and certain US territories. ... person is unique in their potential. A career with US Bank gives you a wide, ever-growing...for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training… more