- JPMorgan Chase (New York, NY)
- …or trustee of a trust includable in the gross estate of the decedent for estate tax purposes. JP Morgan Chase & Co. is a leading global financial services firm with ... services. **Job Responsibilities:** * Analyze Wills and trust documents for legal, tax , administrative and investment issues and coordinate delivery of services. *… more
- JPMorgan Chase (New York, NY)
- …professionals while being involved in all aspects of financial reporting, accounting, tax , internal controls, and oversight over service providers. You will own core ... + Assist in the Operational Due Diligence process with strict focus on tax review, compliance, and fund suitability for potential investments. + Assist in the… more
- JPMorgan Chase (New York, NY)
- …professionals while being involved in all aspects of financial reporting, accounting, tax , internal controls, and oversight over service providers. You will own core ... accounting + A thorough understanding of hedge fund accounting, financial & tax reporting and fund administration + Excellent communication skills, both written and… more
- SMBC (New York, NY)
- …coordinating with external counsels, independent engineers, consultants, and internal legal, tax , syndications, and operations departments. This is a role with ... significant client contact. **Role Objectives: Delivery** Advise on and coordinate amendments, consents and waivers with the Borrower, Lenders' Counsel, outside experts, the origination and portfolio monitoring teams, the lender group and Export Credit… more
- SUNY Westchester Community College (Valhalla, NY)
- …22 2025 Job Description: This chief student affairs officer reports to the President and is responsible for providing leadership and vision for a comprehensive ... a choice of defined benefit or defined contribution pension plan, generous leave benefits, and access to tax shelter annuities and a deferred compensation plan. more
- BlackRock (New York, NY)
- …quantitative, multi-asset investment management business specializing in managing customized portfolios tax efficiently. Data is central to the success of the SMA ... business: we load custodial data about our client's portfolios; we disseminate trades on their behalf; we gather security, benchmark, and other essential reference data; we produce rich analytics to highlight risks; and we enable a strong investment research… more
- Truist (New York, NY)
- …vertical; managing directors / directors lead each pod and are supported by vice presidents, associates and analysts. Revenue expectation of the business is $75 to ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- JPMorgan Chase (Brooklyn, NY)
- …for new funds and ongoing fund expenses + Collaborate with internal teams (ie tax , investor relations and middle office) + Respond to investor, internal and external ... queries + Contribute industry knowledge on review of fund documents and participate in internal calls on fund launches + Review fund expenses and coordinate the payments to ensure compliance to the fund expense policy + Strong interpersonal skills in building… more
- JPMorgan Chase (New York, NY)
- …debt, short and ultra-short duration, global bonds, structured products, mortgages and tax -aware strategies. As a Municipal Research analyst in the Municipal Fixed ... Income Research team, you will work closely with a global team of Analysts, Portfolio Managers, and Investment Specialists to evaluate municipal securities for investment opportunity and ongoing management . **Job Responsibilities** * Provide buy and/or sell… more
- Citigroup (New York, NY)
- …heads throughout the organization, including close collaboration with legal, finance/accounting, tax and other areas for all business units and geographies across ... Citigroup and its subsidiaries. Projects include acquisitions and other expansionary transactions, divestitures, transaction management, corporate valuation, sell-side auctions, exploratory M&A analysis and advisement of senior executives and Board of… more