- Raymond James Financial, Inc. (Hanover, NH)
- …and cost basis were successfully received. * Monitors available cash awaiting investment , including running weekly cash and cash equivalent reports and contacting ... clients with investment opportunities to maximize returns. * Reviews, assesses and...Excel, including developing spreadsheets as needed and for ongoing reporting . * Effective communication across multiple client interactive platforms… more
- The Coca-Cola Company (Whitestone, NY)
- …Commercial Finance (System Economics) will report directly to the head of Investment Management within our Finance department. The main objective of Investment ... assessment (value chain analysis, financial modelling, opportunity assessment, return on investment analysis, cash flow analysis, and other financial tools) of… more
- Mondelez International (Chicago, IL)
- …priorities as a member of a small team that influences long-term, company-wide investment initiatives. You will collaborate across the company to help assess and ... bring experience and knowledge in: + TECHNICAL EXPERTISE: Experience at an investment bank, private equity, venture capital or corporate development group. Strong… more
- Bank of America (Bloomfield Hills, MI)
- …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
- City of New York (New York, NY)
- …has committed $5 billion in new capital funding, bringing the 10-year planned investment in housing to $22 billion the largest in the city's history. This ... investment , coupled with a commitment to reduce administrative and...and completeness of data. - Complete special projects and reporting for the Assistant Commissioner, Director, Deputy Directors, and… more
- CBRE (New York, NY)
- …and implement process improvements to improve team efficiency Strategic Planning & Reporting + Develop and maintain monthly and quarterly roadmaps aligned with ... the global leader in commercial real estate services and investment that helps businesses and people thrive. We are...is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has… more
- American Water (Camden, NJ)
- …daily liquidity positioning process as well as short-term debt issuances with various investment banks. * Funding of daily cash needs through issuance of commercial ... of the financing. This includes support of negotiations with investment bankers, regulators and other government agencies who are...Water as a business Manage 10Q and 10k debt reporting including interest rate swap, PPV, and FMV analysis.… more
- CIBC (New York, NY)
- …Capital Markets arm of CIBC provides integrated capital markets products, investment banking advisory services, corporate lending and top-ranked research to ... consists of three lines of business; Global Markets, Global Investment Banking and Corporate Banking. **What You'll Be Doing**...reviews, re-ratings of booked assets as well as portfolio reporting . Analysts work on a dedicated vertical within the… more
- Truist (Philadelphia, PA)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients.… more
- JPMorgan Chase (Plano, TX)
- …leadership role as a Client Service Senior Manager within our Commercial & Investment Bank, where you'll drive innovation and transformation while managing a dynamic ... a lasting impact. As a Client Service Senior Manager within our Commercial & Investment Bank, you will lead a team dedicated to resolving client requests and… more