- JPMorgan Chase (Newark, DE)
- …of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors. You will ... Responsibilities** + Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services + Make recommendations… more
- Banco Popular Puerto Rico (San Juan, PR)
- …Financial Planner(R)), CPA (Certified Public Accountant), CIMA(R) (Certified Investment Management Analyst(R)), CPWA(R) (Certified Private Wealth Advisor ... to individual and corporate clients, assisting them in achieving their investment goals. This includes assessing financial needs, recommending suitable products and… more
- WTW (St. Louis, MO)
- …Retirement Risk Management team combines expertise in DB plan management and investment consulting to support pension plan sponsors in identifying and evaluating ... We support our clients by exploring funding, pension risk transfer and investment approaches, developing solutions that best fit their specific goals and… more
- University of Pennsylvania (Philadelphia, PA)
- …the nuanced regulatory frameworks applicable to mission-driven institutions with sophisticated investment portfolios. Serves as a senior legal advisor , delivers ... compliance with federal and state tax laws. + Provide counsel on investment tax matters, including private equity, hedge funds, joint ventures, complex partnership… more
- Naval Sea Systems Command (Port Hueneme, CA)
- …position has an approved exemption. Responsibilities You will serve as a Capital Investment Program (CIP) Program Analyst and Strategic Advisor , playing a ... analysis, and strategic alignment of NSWC Port Hueneme Division's multi-faceted Capital Investment Program. You will analyze complex Capital Investment Program… more
- Scotiabank (Dallas, TX)
- …operating models across GBM lines of business (eg, Sales & Trading, Investment Banking, Risk, Operations). + Lead assessments of current-state vs. target-state ... capabilities to inform investment decisions and transformation roadmaps. + **Target Operating Model...and business design expertise. + Act as a strategic advisor to transformation initiatives, ensuring projects are aligned to… more
- Bank of America (San Francisco, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- KeyBank (Albany, NY)
- …KeyBank client relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of this… more
- KeyBank (Dayton, OH)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
- JPMorgan Chase (Chicago, IL)
- …team is responsible for driving awareness and adoption of short-term investment solutions including Money Market Funds, Brokered CDs, Ultrashort Bond Funds, ... You will have the opportunity to promote awareness and adoption of short-term investment solutions, work on strategies to attract and retain assets, and collaborate… more