- Advisor360 , LLC. (Needham Heights, MA)
- …hybrid, requiring three days per week onsite in our Needham, MA headquarters. The Corporate Development Analyst will play a key role in supporting Advisor360 's ... largest independent broker‑dealers and RIAs to power the full advisor and client experience-from portfolio construction and reporting to compliance and client … more
- PowerToFly (San Francisco, CA)
- …problems are resolved in a timely and accurate manner, thus building a level of trust between the client and Morgan Stanley. Additionally, the Account Manager is ... Morgan Stanley Prime Brokerage Client Service Account Manager Morgan Stanley is a...not limited to: financing, margin, trade clearing and settlement, corporate events, and reporting. The Account Manager communicates issues… more
- Nira Inc (Washington, DC)
- …small business headquartered in Washington, DC, is seeking a Senior Financial Analyst to support a large program with the Federal Aviation Administration. Our ... one to two days a week at either the client site or NIRA headquarters (both in Washington, DC)....to include, processing and tracking Project Authorizations (PAs) in Corporate Work Plan (CWP), creating and tracking Purchase Requisitions… more
- Alt Alpha (Berkeley, CA)
- …Build, manage, and strengthen relationships with UHNI clients, family offices, and corporate entities across India. * Develop deep, trust -based relationships ... proven track record in managing and acquiring high-net-worth individuals (UHNI) and corporate relationships. This is a pivotal role in our rapidly scaling platform,… more
- Old National Bank (Chicago, IL)
- …organization. We offer a unique opportunity to join a growing, community and client -focused company that is firmly rooted in its core values. Responsibilities We are ... all activities of the BBCC UWs, which will include oversight of all analyst tasks and functions necessary to analyze, decision, and manage credit relationships in… more
- OG Consulting, Inc. (Washington, DC)
- …strategy, or advisory-oriented client engagements. Demonstrated experience in building client trust , uncovering nuanced needs, and translating them into ... analyst teams, ensuring deliverables are accurate, insightful, and client -ready. Balance being exacting and detail-oriented with fostering team growth, coaching… more
- M&T Bank Corporation (Boston, MA)
- …with assigned teams of Relationship Managers, providing thought leadership and client seminars on market developments and hedging strategies, providing team coaching ... and customer support.* Individually or as mentor to team members identify client needs through interviewing Relationship Managers and clients regarding terms of the… more
- Stripe, Inc (New York, NY)
- …creating a culture of collaboration in the team. Build credibility and establish trust with clients by identifying client needs and proactively providing ... bankers with origination of new business. Ensure that proposed client solutions meet or exceed internal risk and return...strategic solutions on mergers and acquisitions, corporate finance issues, capital raising (issuance of equity and… more
- Ernst & Young Oman (Boston, MA)
- …including asset acquisitions, disposition deals, capital structure transformations, and corporate reorganizations. Applying principles of corporate finance to ... the economic implications of particular deal structures Preparing reports and client presentations Working at all levels of transaction structuring and execution,… more
- Peskind Executive Search (Columbia, SC)
- …applicable] Industry: Financial Technology / Digital Assets / DeFi Confidential Client A fast-growing, innovative organization at the forefront of decentralized ... traded company Hands‑on experience leading investor relations , including earnings calls, analyst relations, and SEC filings Deep understanding of capital markets ,… more
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