- Creative Financial Staffing (Houston, TX)
- … Manager role: Accounting for investment activities: Monitor and execute investment manager capital calls & distributions, review wires and bank ... Assist in special projects assigned by the President/CFO. Assist with accounting/ investment software transition. Qualifications for the Accounting Manager : CPA… more
- Creative Financial Staffing (Houston, TX)
- …Management: Oversee accounts payable and receivable functions. Manage reconciliation of bank statements, ledgers, and investment accounts. Compliance and ... Job Title: Accounting Manager CFS has partnered with one of the...that specialize in providing premier real estate solutions and investment opportunities to our clients. This opportunity is with… more
- Creative Financial Staffing (Mountain View, CA)
- …for service. KEY DIMENSIONS Act as primary point of contact and relationship manager for client, family and outside service providers Deliver monthly and quarterly ... of client financial data such as broker analysis and construction or investment history spreadsheets Generate client cash reports using Data faction accounting… more
- City National Bank (Los Angeles, CA)
- **CRA INVESTMENT MANAGER ** **WHAT IS THE OPPORTUNITY?** Responsible for leading CNB's commitment to achieve economic empowerment and growth for underserved ... + Responsible for the identification, sourcing, analyzing, preparing, and presenting CRA investment opportunities to the bank 's CRA investment committee.… more
- Enterprise Bank & Trust (Clayton, MO)
- …procedures and practices. Including designing and developing investment policy statements, investment trading, investment tax planning and tax ... our communities.** **Together, there's no stopping you!** **Job Title:** Investment Management: Associate Portfolio Manager **Job Description:** **Summary:**… more
- M&T Bank (Buffalo, NY)
- …work with Relationship Manager to underwrite and prepare drafts of internal bank investment approval memos to include Letter of Credit & Construction loan ... with RM to underwrite and prepare drafts of internal bank investment approval memos. + Prepare drafts...investment exits. **_Regulatory Requirements_** + Work with both Tax Credit Operations Manager and external legal… more
- MTA (New York, NY)
- …income. + Coordinate trading activity and cash flow requirements of the various MTA investment portfolios (with the Investment manager and Treasury Analyst). ... efficient portfolios within the parameters established by board resolution, tax code compliance, and cash flow requirements for the...PeopleSoft on a daily basis . + Backup the Investment Manager when necessary. + Select, develop… more
- US Bank (Chicago, IL)
- …Finance (USBIF) is currently seeking a candidate to join our growing team of tax credit syndication professionals as a Project Manager (PM). The PM's ... At US Bank , we're on a journey to do our...Experience within the Renewable Energy industry. + Understanding of tax credit investment programs and structures, along… more
- Bank of America (Miami, FL)
- Portfolio Manager III Miami, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... firm's the most complex and sophisticated relationships. **Job Description:** The Portfolio Manager is the investment quarterback of the client relationship and… more
- City National Bank (Newark, DE)
- ** MANAGER III OPERATIONS** **WHAT IS THE OPPORTUNITY?** This colleague will be responsible for end-to-end client tax activities including validation of client ... withholding, information reporting under Internal Revenue Service, Foreign Account Tax Compliance Act (FATCA), and Common Reporting Standard (CRS) regimes.… more
- Commerce Bank (Bloomington, IL)
- …provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... of education and experience required + 6+ years trust, bank or investment management experience required +...some roles. This compensation range is for the Portfolio Manager I, II & III - CTC job and… more
- Bank of America (Sarasota, FL)
- …of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax , Retirement ... Merrill Market Client Relationship Manager Sarasota, Florida;Naples, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive… more
- Bank of America (Chicago, IL)
- …of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax , Retirement ... Private Wealth Market Client Relationship Manager Chicago, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth… more
- Bank of America (Miamisburg, OH)
- …of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax , Retirement ... Merrill Market Client Relationship Manager Cincinnati, Ohio;Miamisburg, Ohio **Job Description:** Merrill Wealth Management is a leading provider of comprehensive… more
- Bank of America (Albuquerque, NM)
- …+ Knowledge of regulatory, supervisory, and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax , Retirement ... Merrill Associate Client Relationship Manager Albuquerque, New Mexico **Job Description:** Merrill Wealth...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- US Bank (Los Angeles, CA)
- …years of directly related experience **Preferred Skills/Experience** - Thorough understanding of tax credit investment management and knowledge of regulatory and ... Impact Finance, the tax credit and community development division of US Bank , believes all people have a right to the possibilities that comes with living… more
- Woodforest National Bank (San Antonio, TX)
- …a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank ... largest employee-owned banks in the country! The Community Development Relationship Manager II ("CDRM") is responsible for identifying community development needs… more
- Fifth Third Bank, NA (Tampa, FL)
- …to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Acts independently within established investment policy guidelines to ... portfolios. + Keep current on the legal and tax issues with respect to investment decisions...Manager LOCATION -- Tampa, Florida 33602 Fifth Third Bank , National Association is proud to have an engaged… more
- Capital One (Mclean, VA)
- …McLean, Virginia Sr. Manager / Sr. Counsel - Capital Markets (Commercial Bank ) Legal The Capital One Legal Department is seeking an attorney for its Capital ... to provide business, transactional and regulatory counsel support on Commercial Bank capital markets transactions. The successful candidate will become an advisor… more
- US Bank (Milwaukee, WI)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
