- MUFG (Jersey City, NJ)
- …works closely with Relationship Managers (RM's) and Portfolio Managers (PM's), Tax Operations and Regulatory Reporting teams, Compliance Division Officers, and other ... operations teams. Role has ownership of on-boarding and KYC processes, reports, procedures with a strong focus on funds and investment advisors. Is also considered an analytical or procedural expert representing the team on cross-function process or project… more
- The Estee Lauder Companies (New York, NY)
- …proposals, stakeholder engagement *Collaborate across departments: IR, Finance, Treasury, Tax , Internal Audit, Communications, HR, and Corp Citizenship & ... Sustainability to manage securities law compliance Proxy Statement *Lead prep/filing of the annual proxy statement, ensuring timely/accurate disclosures *Coordinate with cross-functional teams to compile and review relevant data/materials Corp Secretary Office… more
- BlackRock (Sausalito, CA)
- …Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax , values-alignment, or investment exposures across direct indexing, fixed income, ... active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this Role** This position plays an important role in developing and maintaining our investment… more
- SMBC (New York, NY)
- …coordinating with external counsels, independent engineers, consultants, and internal legal, tax , syndications, and operations departments. This is a role with ... significant client contact. **Role Objectives: Delivery** Advise on and coordinate amendments, consents and waivers with the Borrower, Lenders' Counsel, outside experts, the origination and portfolio monitoring teams, the lender group and Export Credit… more
- SUNY Westchester Community College (Valhalla, NY)
- …22 2025 Job Description: This chief student affairs officer reports to the President and is responsible for providing leadership and vision for a comprehensive ... a choice of defined benefit or defined contribution pension plan, generous leave benefits, and access to tax shelter annuities and a deferred compensation plan. more
- BlackRock (Princeton, NJ)
- …quantitative, multi-asset investment management business specializing in managing customized portfolios tax efficiently. Data is central to the success of the SMA ... business: we load custodial data about our client's portfolios; we disseminate trades on their behalf; we gather security, benchmark, and other essential reference data; we produce rich analytics to highlight risks; and we enable a strong investment research… more
- Truist (New York, NY)
- …vertical; managing directors / directors lead each pod and are supported by vice presidents, associates and analysts. Revenue expectation of the business is $75 to ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Truist (Charlotte, NC)
- …medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also ... receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit… more
- JPMorgan Chase (New York, NY)
- …debt, short and ultra-short duration, global bonds, structured products, mortgages and tax -aware strategies. As a Municipal Research analyst in the Municipal Fixed ... Income Research team, you will work closely with a global team of Analysts, Portfolio Managers, and Investment Specialists to evaluate municipal securities for investment opportunity and ongoing management . **Job Responsibilities** * Provide buy and/or sell… more
- Citigroup (Tampa, FL)
- …also work with Citi control functions such as Regulatory, Compliance, Risk, Finance and Tax on issues affecting the Trade business and will work on regional and ... global projects and initiatives, such as digitization. In addition, the attorney will be responsible for coordinating with Citi internal counsel outside the US on global issues and managing external counsel. The attorney will be expected to be familiar with… more