- Citigroup (New York, NY)
- The Investment Banking Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing ... transactions in coordination with the Institutional Banking team. The Investment Banking Associate also serves as an intermediary in trading for clients. The overall… more
- BlackRock (New York, NY)
- …join us in an Associate or Vice President role within the Aladdin Client Transformation team with **3-5 years ** of relevant work experience. **Your Team** The ... **About this role** **About This Role** The Aladdin Client Business is growing rapidly, with the volume of new client deals growing each year. We are at the next… more
- Kestra Financial (Kings Park, NY)
- …daily in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + ... Summary The Client Service Associate reports to the...where available + Assist in preparation of consolidated performance reporting on a monthly/quarterly basis + Maintain CRM database;… more
- US Bank (Hackensack, NJ)
- …Investment (AI) Services Allocations department is responsible for the accurate calculation of client fund and investor level NAV (net asset value) on a daily, ... relations teams to prepare the final allocations for the client as well as liaise with the fund's auditors...well as liaise with the fund's auditors and financial reporting teams as applicable during the fund's fiscal year-end.… more
- Ankura (Chicago, IL)
- …planning, budgeting, forecasting, and scenario modeling all enabled by technology + Reporting : Design management reporting packages with focus on key performance ... Drive working capital improvements and greater transparency into cash flow reporting and forecasting + Transaction Preparation and Execution: Support Day One… more
- TD Bank (New York, NY)
- …development, launching, commercialization, and on-going management of a product/service. Reporting to the Vice President, Market Management, the successful candidate ... as required + Develop an in-depth understanding of the GTB products and of client needs, competitive landscape, and trends in GTB industry to assist in identifying… more
- Founder's CPA (Chicago, IL)
- …school" approach to accounting and offer a modern approach that improves the client experience. This approach enables us to provide deeper and more meaningful value ... will be tasked with providing accounting services to our client base. Duties will include, but are not limited...on the monthly financial performance of clients and prepare reporting packages for management review + Analyze budget to… more
- Ankura (New York, NY)
- …risks throughout the engagement cycle. Adhere to the strictest standards of client and engagement confidentiality and integrity + Maintain active communication with ... for engagement and year-end reviews + Design, craft and deliver client proposals, presentations, and marketing materials + Participate in business development… more
- JPMorgan Chase (Columbus, OH)
- …key partnerships, and puts you at the center of high-impact collaboration with senior leaders and industry experts. As the Contract Specialist within JP Morgan's ... Intermediary partners. This position fosters relationships and regularly interacts with senior management, sales teams, business leaders, and legal and compliance… more
- SMBC (Charlotte, NC)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... customer experience. + Identify and implement process enhancements to improve reporting and workflow efficiency. **Qualifications and Skills** + Bachelor's degree or… more