- Coldstream Wealth Management (Portland, OR)
- …client service and financial planning experience and advance your career in wealth management , Coldstream Wealth Management could have the perfect next step for ... you. We're adding an experienced Senior Wealth Management Associate to our growing Portland team. This position...making recommendations regarding clients' cash flow, long-term plan, and asset allocation decisions + Prepare analysis for clients to… more
- MUFG (New York, NY)
- …our recruitment team will provide more details. **About the Team** MUFG's Leasing & Asset Finance (LAF) team is not your typical equipment leasing group. We operate ... Global Corporate & Investment Bank, delivering bespoke leasing and secured debt solutions that help CFOs and Treasurers achieve strategic financial objectives.… more
- Nuveen Investments (New York, NY)
- …to financial transactions. Under minimal supervision, this job works directly with asset management , portfolio management and acquisition/disposition teams. ... reports and subsidiary quarterly financial analytics, and reports to senior management ensuring accurate asset evaluations. **Key Responsibilities and Duties**… more
- Truist (Charlotte, NC)
- …monetization channels, unsecured instruments, secured borrowings, and securitization. Work with Asset Liability Management (ALM) team to develop funding forecast ... of Corporate Funding in procuring/managing all wholesale deposits, short-term debt , and long-term debt of the bank,...Chartered Financial Analyst (CFA) designation. + Thorough understanding of asset liability management and the role of… more
- Trinity Health (Silver Spring, MD)
- …of Expertise (COE) functions for areas such as asset management , leases, contributions, grants, joint ventures, & debt compliance/reporting, including ... (COE) functions for areas such as asset management , leases, contributions, grants, joint ventures, & debt...specific audit requirements. Completes the federal, state & local tax reporting requirements and other reports as required by… more
- Citigroup (New York, NY)
- …interactions with other teams across the Bank (businesses specializing in other asset classes, risk, operations, sales, legal, tax and accounting teams). ... private credit, leveraged loans, corporate bonds, CLOs, CFOs, rated note feeders and other asset backed securities + Knowledge of private debt funds, SPV/SPE and… more
- Capital One (New York, NY)
- …degree or military experience + At least 7 years of experience in underwriting, asset management , portfolio management or any combination of the three ... debt and invests in the low income housing tax credit through proprietary and multi-investor fund structures. The...+ Experience with construction lending, LIHTC investment, syndication, or asset management + Strong financial modeling and… more
- Citizens (Boston, MA)
- …to higher complexity. Responsible for ensuring overall portfolio performance and asset quality remains strong and, when necessary, surfaces issues, proposes and ... and is expected to perform with minimal supervisory intervention. Evaluate debt opportunities for suitability with respect to Community Development goals,… more
- City of Lacey (Lacey, WA)
- …to ensure maintenance standards are met. + Adds and removes assets to the asset management system and GIS. + Responsible for ensuring accidents and injuries ... maintenance of databases to support operations. + Uses work management software to accurately track labor and asset...and Employees pay the employee portion of Social Security tax . + HRA/VEBA plan- A designated monthly amount (a… more
- Conifer Realty LLC (Rochester, NY)
- … Credits (LIHTCs). The role will work closely with other departments (Development, Asset Management , Property Management , Compliance) to recommend, develop ... in commercial real estate, real estate finance, affordable housing and/or property management +Familiarity with Low-Income Housing Tax Credits, tax -exempt… more
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