- CareOregon (Portland, OR)
- …Contract with the Oregon Health Authority. + Oversees cash management, ensures compliance with investment policies, and recommends investment strategies ... Finance Exemption Status Exempt Department Health Share of Oregon Manager Title Chief Financial Officer Direct Reports Finance Department...the CFO, management, and the Finance & Audit Member Advisory Committee, as well as advises on change. This… more
- BlackRock (New York, NY)
- …communication with clients and prospects. + Coordinate day-to-day delivery of BlackRock's investment and advisory services, including: + Client reporting and ... Annuities, Registered Index Linked Annuities, Life Insurance, and retail investment products such as ETFs and mutual funds. As...such as ETFs and mutual funds. As a top-five manager of retail insurance assets, the team delivers best-in-class… more
- Citigroup (Paramus, NJ)
- …at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ... Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance… more
- Citigroup (Washington, DC)
- …at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ... Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance… more
- BMO Financial Group (New York, NY)
- …Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory ... margin lending, equity monetization and equity swaps). You will also provide advisory services to clients and seek out new opportunities with prospective clients.… more
- BMO Financial Group (New York, NY)
- …Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory ... involves designing, pricing, marketing, and transacting a range of Quantitative Investment Strategies ("QIS"), equity and hybrid derivatives products. The successful… more
- Mizuho Corporate Bank (New York, NY)
- …managing the audit process from initiation to completion and assisting the Group Manager with the administrative control of the Group. Job Description The technology ... and Follow-up) of assigned audits and other projects in compliance with recognized professional standards and with approved IAD/IADA...and provide feedback to staff members and the Group Manager .Assist the Group Manager in maintaining ongoing… more
- TD Bank (New York, NY)
- …section 265, section 871(m), tax treaties, structured notes, BEAT, Pillar 2, REIT compliance , branch taxation issues + Providing tax advice with respect to new ... tax positions for audit preparedness + Providing tax counsel to the corporate tax compliance and tax audit functions + Monitoring and assessing the impact of new and… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …Required: + Ten plus years of experience in similar role at broker dealer, investment advisory firm, trust company or similar financial institution; + Keen level ... close to 1,400 Financial Advisors across all 50 states. Dunham & Associates Investment Counsel, Inc., a subsidiary of Dunham, is an independently owned, registered… more
- JPMorgan Chase (New York, NY)
- You will support the Commercial and Investment Bank's Public Finance business in the Americas. You will partner with the Public Finance business on the firm's ... to the Public Finance business and the Commercial & Investment Bank more broadly. You will collaborate daily with...banking, markets, regulatory, and other lawyers, as well as compliance , risk, conflicts, and operations partners. If you possess… more