- Raymond James Financial, Inc. (St. Petersburg, FL)
- …practices, and procedures used in the securities industry. + Advanced transaction structure and process. + Advanced client relationship building and management. ... + Advanced concepts, principles, and practices of Investment Banking. + Financial markets and products. **Skill in:** + Communicating effectively with different types of professionals. + Exceptional presentation talent. + Time management and ability to… more
- JPMorgan Chase (Palo Alto, CA)
- …investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total ... rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity,… more
- City National Bank (New York, NY)
- …market conditions and trends for various coverage units. Provide market feedback and advisory services on transaction structure and pricing to coverage units, ... to arrange bank meetings and conference calls with potential lenders and present materials/ transaction details. * Work with clients to select lenders for the bank… more
- US Bank (Atlanta, GA)
- …fiduciary administration. In addition, PWM has specialized capabilities in business-sale advisory and pre- transaction planning. The Private Wealth Advisor (PWA) ... is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain… more
- US Bank (Naples, FL)
- …fiduciary administration. In addition, PWM has specialized capabilities in business-sale advisory and pre- transaction planning. The Private Wealth Advisor (PWA) ... is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain… more
- Mizuho Corporate Bank (New York, NY)
- General Department Description Global Transaction Banking Americas (GTBA) provides various transaction banking solutions, such as payment/collection services, ... Japanese and US corporate customers. Summary Develop and expand the global transaction banking business. Increase revenue from a broad global client base including… more
- Mizuho Corporate Bank (New York, NY)
- …primary responsibility will be to work with key stakeholders to manage Transaction Monitoring, Real-Time Message Screening, and Customer Screening Systems to detect ... accuracy and reliability. Key Responsibilities + Customize and implement AI-based Transaction Monitoring, Transaction Screening, and Customer Screening Systems,… more
- Deloitte (Chicago, IL)
- …and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, ... communications, operations and technology, talent and culture) by identifying and quantifying transaction risks and opportunities. This is done with a key focus on… more
- Citizens (Chicago, IL)
- …oral presentations, and develop new client engagements. + Perform financial advisory services primarily for transaction , taxation, and litigation purposes. ... + Work to cultivate client relationships to develop, maintain and generate revenue. + Demonstrate thought leadership through professional publication and professional organization activities. + Act as primary contact with major corporate and institutional… more
- Cushman & Wakefield (New York, NY)
- …**Job Description** Based in New York City, Cushman & Wakefield's Strategic Advisory Group provides comprehensive real estate consulting and analytical services on a ... real estate occupier clients through real estate planning and transaction structuring- addressing leasing, purchasing, consolidating, relocating, subleasing, selling,… more