- JPMorgan Chase (Jersey City, NJ)
- …+ Provide a premier client service by building a strong relationship with the investment manager and any other third parties. + Become proficient in client ... ensuring all new requirements are captured. + Perform initial accounting entries for non investment related payables...200 years and today we are a leader in investment banking , consumer and small business … more
- JPMorgan Chase (Boston, MA)
- …Chase brands. Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , ... reporting on investor reporting portal + Work closely with manager , team and support functions to manage client expectations...or fund administrator + Knowledge of US Generally Accepted Accounting Principles for Investment Funds + Familiar… more
- TD Bank (New York, NY)
- …TD Securities Finance group, as one of the three regional finance groups for the Wholesale Banking segment of TD Bank Group it has a key role in the USA providing ... + Lead dialogue with FinOps business partners to understand changes in accounting and financial results. Drive monthly team variance discussions to facilitate legal… more
- CIBC (Chicago, IL)
- …Execute strategic asset allocation changes, rebalance portfolios, and implement investment recommendations in collaboration with Senior Relationship Manager . ... you will play a key role in supporting a Senior Relationship Manager to deliver comprehensive financial planning and exceptional service to our high-net-worth… more
- City National Bank (Jersey City, NJ)
- …assets as of April 30, 2024. Founded in 1954, City National provides personalized banking , investment and trust services in select markets including Los Angeles, ... adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee benefit, and personal trust relationships, propriety… more
- JPMorgan Chase (Boston, MA)
- …Chase brands. Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , ... reporting on investor reporting portal + Work closely with manager , team and support functions to manage client expectations...accounting role + Knowledge of US Generally Accepted Accounting Principles for Investment Funds + Familiar… more
- PNC (Pittsburgh, PA)
- …a team approach to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship ... of investment professionals provide in-depth support and analysis on investment strategy, asset allocation, manager selection, and portfolio construction.… more
- TD Bank (New York, NY)
- …Analyze results and periodical performance, providing insights on key drivers. + ** Accounting Knowledge** : Have strong knowledge of accounting principles ... and/or business partners and appropriate stakeholders on a range of finance accounting / reporting or operational processes + Apply understanding of respective… more
- TD Bank (New York, NY)
- …more specific details for this role. **Job Description:** The **Wholesale Banking Finance Group** is responsible for developing and delivering financial strategy, ... the accuracy, valuation, and reporting of financial instruments for financial accounting purposes, the successful candidate will work with different stakeholders to… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …other duties and responsibilities as assigned. **Knowledge of** + Economic and accounting principles and practices. + Financial markets, banking , and financial ... fully position new Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial Advisor Trainee will learn… more