- SMBC (New York, NY)
- …solutions across products and regions + Preparing pitch books and other client marketing materials and assisting with preparation for client meetings + Assisting in ... the development and continued cultivation of client relationships + Maintaining internal databases to track comps, deal flow, capital markets activity and wallet share **Qualifications and Skills** + Bachelors degree or MBA in Finance or Economics, with a… more
- JPMorgan Chase (New York, NY)
- …technology, analytics, risk, legal, compliance, business stakeholders, change management, marketing , etc.) to gather requirements, drive continuous improvement, and ... innovate. + Analyze and evaluate product metrics to ensure alignment with time, cost, and quality targets. + Conduct user research, journey mapping, and market analysis to inform the JPMC Assistant strategic roadmap. + Communicate the trajectory of the JPMC… more
- JPMorgan Chase (New York, NY)
- …to finalize offers. + Create recruiting collateral in partnership with marketing . + Monitor industry trends and build relationships with third-party recruiters ... and other key players. + Maintain strong controls in collaboration with internal functions, adhering to company policies and regulatory changes. **Required Qualifications, Capabilities, and Skills:** + Extensive experience in wealth management, ideally in… more
- BlackRock (New York, NY)
- …by the funds + Support BlackRock's client relations and sales and marketing teams with investor communications (including existing and potential investors), where ... necessary + Develop and monitor robust tax-related processes and procedures necessary to support each fund as the platform expands + Answer investor queries related to the taxation of covered products + Calculating and/or reviewing tax distributions, tax… more
- JPMorgan Chase (Brooklyn, NY)
- …industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network ... and prospects + Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship + Understand the personal financial goals… more
- JPMorgan Chase (New York, NY)
- …financing activity is high. **Job Responsibilities** + Prepare presentation and marketing materials for use in client meetings and transaction execution, covering ... topics such as financing alternatives, capital markets activity, capital structure, capital allocation and credit ratings + Participate in all phases of capital markets and syndicated and leveraged finance origination and execution + Build and maintain… more
- Deloitte (New York, NY)
- …managed services engagements. + Support and follow up on direct marketing campaigns, industry events, and eminence-building activities to generate and nurture ... leads for Operate offerings. + Influence and guide client stakeholders at all organizational levels, leveraging Deloitte's ecosystem relationships, talent models, and service delivery platforms to differentiate offerings and drive value. + Stay current on… more
- JPMorgan Chase (New York, NY)
- …industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network ... and prospects + Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships + Understand the personal financial goals… more
- Citigroup (New York, NY)
- …role requires overseeing the financial analysis, preparation and evaluation of marketing materials, coordination of due diligence including preparation of the ... management team for due diligence, analysis and review of key transaction issues with all Citigroup functional team leaders, and presentation of key business/legal issues and financial impact of the contemplated transaction to senior management. The role… more
- JPMorgan Chase (New York, NY)
- …financial planning and analytics function, sales & business enablement, and marketing **Required qualifications, capabilities, and skills** + 7+ years of relevant ... experience in business management, management consulting, strategy, COO, CAO, banking or similar functions + Bachelor's degree + Expertise with Excel and PowerPoint for executive-level presentations and messaging + Strong project management skills, with… more