- Truist (Atlanta, GA)
- …refinancings and ancillary credit product approvals. Responsible for ongoing client dialogue, including product partner opportunity identification where ... complex and often leveraged debt transactions for new and existing clients and private equity firms in Commercial Banking, driving, and directing the process and… more
- Commerce Bank (St. Louis, MO)
- …provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration… more
- Wellington (Boston, MA)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... the Funds Group contributes to Wellington Management's mission by delivering first-class client service to clients who invest in Wellington's sponsored funds. These… more
- Robert Half Finance & Accounting (Chicago, IL)
- …the functions' processes to ensure efficiencies and highlight opportunities for improvement. + Partner with each fund's third- party tax preparers to generate ... of contact for several of the company's registered and private funds in United States, Canada, Ireland, and Luxembourg,...+ Key support contact for our fund board members. Partner with each fund's third- party administrators and external… more
- Robert Half Finance & Accounting (Chicago, IL)
- …the functions' processes to ensure efficiencies and highlight opportunities for improvement. + Partner with each fund's third- party tax preparers to generate ... contact for funds across the company's funds platform, including registered and private funds in United States, Canada, Ireland, and Luxembourg, crossing many… more
- Neuberger Berman (New York, NY)
- …and external vendors to administer certain aspects of the carried-interest program. + Partner with internal and external tax partners to ensure accurate and ... implementation, and administration of the firm's rewards strategy. We partner with our internal clients across products, businesses, and...timely delivery of quarterly tax distributions, TRA payments, liquidity calculations, and reporting related… more
- KeyBank (Newport Beach, CA)
- …various permanent loan executions including Fannie Mae, Freddie Mac, FHA/HUD, Private Placement and bonds; and equity investments for low-income housing projects, ... especially Low Income Housing Tax Credit (LIHTC) financing. With a national presence and...leadership and guidance to team of Bankers regarding appropriate client and deal selection as well as appropriate pricing… more
- TEKsystems (Annapolis, MD)
- …or CCNP Preferred * Knowledge of Cloud Services (eg AWS and Azure) Description Our client is a global leader in the Aviation and Transportation industry. One of the ... engineers in the future. The ARINC GLOBAL Network (AGN) system is comprised of several private data centers and connects to the far reaches of the globe, in almost… more
- Neuberger Berman (New York, NY)
- …Separately Managed Account (SMA) solutions for financial intermediaries and direct client channels. The team supports the administration and distribution of ... KPIs and other key metrics to senior management and other stakeholders. + Partner with Performance to monitor and research performance dispersion for manager traded… more
- Fedcap (New York, NY)
- …system through the Facilitated Enrollment for the Aged, Blind, and Disabled Program. The Tax Program supports and manages a network of virtual and on-site, back-end ... tax sites nationwide. These grant and contract-funded programs include...delivery of training/webinars and toolkits for the New York partner network + Lead in-person training for Single Stop… more
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