- JPMorgan Chase (Newark, DE)
- …execute trades across managed account business including the following: + Monitoring client activity such as: new account initial investing and phase in's, ... when announced by Portfolio Construction + Relationship management with internal clients ( client facing teams) and work with various internal partners to complete… more
- JPMorgan Chase (New York, NY)
- …Sovereigns & Quasi-Sovereigns clients. Thrive in a fast-paced environment with daily client interaction and a top market position. Assist the team in executing ... materials and proposals. + Gather and process market information for client presentations. + Analyze and compare financing alternatives in various currencies.… more
- Affinius Capital (San Antonio, TX)
- …affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $62 billion in gross assets under management within a ... project needs. Rotational employees will gain an in-depth understanding of financial concepts, financial analysis, underwriting, valuations, property and… more
- Stockman Bank of Montana (Helena, MT)
- …identifying customer strengths/weaknesses and questions/concerns to be raised to the client . + Prepare financial forecasts/pro-forma statements in consultation ... This position assists the Commercial Lender by spreading customer financial statements and analyzing them, identifying customer strengths/weaknesses. In addition… more
- SMBC (Charlotte, NC)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- Sargent & Lundy (Richmond, VA)
- …train pumps, heat exchangers, condenser/heat sink, and plant hazards to support client recommendations and reviews. + Prepare task reports and equipment evaluations ... present technical information in a clear and concise manner to meet client requirements. + Perform equipment sizing, optimization evaluation, and selection in… more
- Sargent & Lundy (Pittsburgh, PA)
- …train pumps, heat exchangers, condenser/heat sink, and plant hazards to support client recommendations and reviews. + Review task reports and equipment evaluations ... present technical information in a clear and concise manner to meet client requirements. + Review equipment sizing, optimization evaluation, and selection in… more
- Salt Lake County (Salt Lake City, UT)
- …finance, commercial loans, mortgages, loan servicing, accounting, auditing, or financial management; or any equivalent combination of education, training, and ... to the Internal Revenue Services (IRS) forms 1096 and 1098 to IRS(1096) and to client (1098.) + Record the incoming loan income and categorize all monies to their… more
- Alight (IN)
- …(https://careers.alight.com/us/en) . **PRINCIPAL RESPONSIBLITIES** >> Provide quality client service, including meeting internal and external deadlines, ... to ensure a high level of client satisfaction in Order to Cash - Operations >>...from the clients. >> Understanding of daily / monthly financial reports (like Transactions Report, Revenue, WIP report) >>… more
- WTW (New York, NY)
- …forecasts to analyze insurance policies and the various risk factors and financial costs associated. You will collaborate with senior actuaries and consultants to ... develop strategies that align with our clients' risk management goals. These client portfolios can include the entire insurance spectrum ranging from: Property, Auto… more