- KeyBank (Overland Park, KS)
- …Positions across three core verticals: **CMBS & SASB** + Commercial Mortgage Backed Securities + Single Asset Single Borrower **Agency** + Freddie Mac + Fannie Mae ... and loan payoffs + Real estate law, appraisal, accounting/auditing + Legal document review and interpretation + Experience with McCracken/Strategy and RECWeb… more
- JPMorgan Chase (New York, NY)
- …across the Firm + Review and respond to intercompany funding requests + Analyze legal entity balance sheets to evaluate need for changes in the funding profile + ... and collateral management processes + Oversee and direct pledge of CIO NA securities to various internal counterparties + Participate in firm relationships with the… more
- Citigroup (New York, NY)
- …technology professionals + Work in close partnership with control functions such as Legal , Compliance, Market and Credit Risk, Audit, Finance in order to ensure ... to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services; and ensure that all team members understand the need to do the same… more
- Aegon Asset Management (Cedar Rapids, IA)
- …of common general account investment assets such as fixed income bonds, asset-backed securities and alternative investments + Ability to query and join large data ... Bonus Plan/Individual Performance and is at the Company's discretion. Applicants must possess legal authorization to work for our company in the US without the need… more
- Truist (Atlanta, GA)
- …deepening and prospect referrals. 6. Keep abreast of changing economic, legal , financial planning, investment trends and general market and business issues ... traditional retail bank products for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 7, Series 24, Series 66 or 65/63… more
- Truist (Greensboro, NC)
- …asset allocation objectives and policies. 3. Keep abreast of changing economic, legal , financial planning, investment trends and general market and business issues ... and traditional retail bank products for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu… more
- Columbia Bank (Denver, CO)
- …complex nature. + Review team processing activities and approve cash and securities transactions in the trust accounting system related to client distributions and ... disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …comprehensive recommendations for the financial advisor, the client and the client's legal and tax professionals (eg attorney or CPA). + Leverages planning software ... products. + Advanced principles of banking, trust and finance and securities broker/dealer operations. + Wealth Planning offerings and partnerships, including… more
- TD Bank (New York, NY)
- …teams across disciplines such as operations, technology, design, marketing, legal , compliance, risk, and relevant departments + Provides subject matter ... FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. + Must be… more
- JPMorgan Chase (New York, NY)
- …offer customized client solutions. + Collaborate with functional partners across Legal , Compliance, Finance, Technology, and Operations to design products that are ... management domain. + Understanding of international markets from a payments, FX, securities , custody and treasury perspective. + Experience working in a fast-paced,… more