- Office of the Comptroller of the Currency (Washington, DC)
- …as a strategic executive and member of the Executive Committee and a key advisor to the Comptroller and is responsible for participating in major decisions and ... goals, initiatives, and programs for all employees. Serve as an executive advisor to the Comptroller on operational issues, providing analysis, recommendations, and… more
- Robert Half Finance & Accounting (Birmingham, AL)
- …and hands-on execution across finance and accounting, acting as a trusted advisor to the CEO and leadership team while building the financial infrastructure ... strategy, planning, and execution + Serve as a key advisor to the CEO and executive leadership team on...treasury, tax, risk management, and reporting functions + Own banking , lender, and financial partner relationships + Manage financing… more
- M&T Bank (Paramus, NJ)
- …Advisor ) certification Exposure to and knowledge of the Bank's retail and commercial banking systems Knowledge of Private Banking products and services ... as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow… more
- Mizuho Corporate Bank (New York, NY)
- …client and determine if sufficient based on regulation + Evaluate an Investment Advisor 's organization structure as well as determine when full KYC Onboarding is ... manner + Familiarity with and strong grasp of Investment Advisor Public Disclosure and Edgar sites, along with necessary...Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and… more
- UMB Bank (Milwaukee, WI)
- …start handling more complex funds such as Advanced Derivates, Bank Loans, and Private Credit. Handling these fund types can lead into becoming a **Fund Accountant ... discrepancies by collaborating with the custodian, prime brokers, transfer agency, advisor , and/or portfolio managers/traders + Review and resolve trade detail… more
- KeyBank (CA)
- …management, syndications, private equity, subordinated debt, deposits, leasing, private banking , equipment finance, etc. Possesses sufficient product ... Job The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active...existing client relationships. Essential Job Functions Serves as Trusted Advisor to clients by developing a clear and holistic… more
- JPMorgan Chase (Riverside, CT)
- …offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + Provide support across a diverse suite of products and ... applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions,… more
- Dorsey & Whitney LLP (New York, NY)
- …working with domestic and international companies, including China-based and other foreign private issuers. We require the following qualifications: - Three to six ... that applicants have the following qualifications: - Experience representing foreign private issuers - Experience completing FINRA filings - Knowledge of accounting… more
- Capital One (Mclean, VA)
- …+ Bachelor's degree or military experience + At least 6 years of investment banking , private equity, or transaction advisory experience with a focus on M&A ... on providing comprehensive strategic advisory services - _primarily M&A and private financing_ - to leading aerospace, defense, government services, and enterprise… more
- Dorsey & Whitney LLP (Missoula, MT)
- …law issues. This attorney will provide critical bond counsel support on private activity transactions, including health care, exempt facility, private activity, ... to companies worldwide across a diverse range of industries, including banking & financial institutions; development & infrastructure; energy & natural resources;… more
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