- M&T Bank (Boston, MA)
- …RETCs (Renewable Energy Tax Credit). Position will work with the tax credits investment team to primarily: (1) order third-party reports (eg, market study) required ... for underwriting of prospective investments; (2) maintain/track prospective investment due diligence list; (3) represent M&T on investment closing calls relating… more
- NJEDA (NJ)
- …New Jersey's future with innovative economic development at NJEDA. + The NJ Green Bank 's purpose is to attract private sector funding to advance the State's goals of ... advancing clean energy and reducing greenhouse gas emissions. NJ Green Bank financing will enable private capital to fill gaps by reducing real and perceived risk,… more
- Bank of America (Palm Beach, FL)
- …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
- US Bank (Los Angeles, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...the team responsible for account opening new accounts trust, investment , and banking platforms and legal reviews. This role… more
- KeyBank (Tarrytown, NY)
- …- Tarrytown, New York 10591 **JOB BRIEF** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or ... level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients'...client's trusted advisor. + Interfaces with other Key Private Bank advisors and team members as necessary to ensure… more
- Capital One (Mclean, VA)
- Senior Associate, Treasury Investment Portfolio Management/ Short-term Funding & Investments This position in Capital One's Treasury Investment Portfolio ... of a fixed-income portfolio for a top 10 US bank . This position will be in a fast-paced and...the senior portfolio managers responsible for managing the fixed-income investment securities portfolio + Support liquidity and cash management… more
- Capital One (Chicago, IL)
- Director, FIG Investment Banking, Consumer Finance This role is for a senior banker on the Consumer Finance team within Capital One's Financial Institutions Group ... will be responsible for relationship management, including new business development, investment banking coverage, pitching to issuers and investors, and deal… more
- Citizens (Westwood, MA)
- …that enhances advisor workflows, improves operational efficiency, and supports scalable investment management capabilities. As an Experience Owner II (EO2), you will ... technology delivery to drive innovation, efficiency, and scalability across the investment lifecycle. The EO2 collaborates with business, technology, and third-party… more
- KeyBank (Brooklyn, OH)
- …between accounts at Key Bank . These accounts are part of Key Private Bank and Investment Advisory services. This job includes: + **Receiving mutual fund ... move Mutual Fund assets between trust accounts. + **Tracking and adjusting investment details:** Ensure transactions and cost basis are recorded accurately for tax… more
- Bank OZK (Dallas, TX)
- Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader ... insurance as well as special perks and discounts. Learn more about Bank OZK benefits (https://careers.ozk.com/benefits) . Job Purpose & Scope Leads strategy, sales,… more