- M&T Bank (Baltimore, MD)
- …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
- Bank of America (New York, NY)
- Investment Manager Selection Specialist New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... multi-asset portfolios, thematic, and international/global strategies. The Analyst will conduct investment manager research to identify new ideas for the… more
- NBT Bank (Syracuse, NY)
- …but not required + Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar designation + 5 Years experience in ... and procedures + Knowledge of estate inheritance and income tax laws, court rules and regulations. + Ability to...are in compliance. + 10% Serves on the department's Investment Policy Committee and the Bank 's Retirement… more
- Huntington National Bank (Lansing, MI)
- …etc.). Ensure proposed tax credit financed project complies with all tax provisions required to maximize investment value, including 704(b) capital account ... Description The Huntington Community Impact Capital ("CIC") Project Manager Analyst will support Project Managers in working... Analyst will support Project Managers in working on tax credit equity and debt underwriting and project management… more
- Citizens (Augusta, ME)
- …three decades Clarfeld's team of CFAs, CPAs, attorneys and CFP(R)s provide full investment and wealth management services; comprehensive income tax and estate ... senior operations person will have day-to-day processing responsibility for the Alternative Investment Platform. They will be part of the initial build participating… more
- US Bank (St. Louis, MO)
- …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 (Philadelphia, PA)
- Portfolio Manager II Philadelphia, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... the direction of management or senior portfolio managers. **Job Description:** The Portfolio Manager is the investment quarterback of the client relationship and… 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
- Fifth Third Bank, NA (Cincinnati, OH)
- …on client's investment portfolio. . Keeps current on the legal and tax issues with respect to investment decisions by consulting attorneys, accountants and ... to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Directs a significant portion of the individual and/or trust account… more
- US Bank (Minneapolis, MN)
- …years of related experience **Preferred Skills/Experience** - Thorough understanding of tax credit investment management with experience interpretating legal ... Performs reviews of audits and financial statements to assess investment quality and risk. + Monitors portfolio performance and...tax credit and community development division of US Bank , believes all people have a right to the… more
- Fifth Third Bank, NA (Columbus, OH)
- …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 -- Columbus, Ohio 43215 Fifth Third Bank , National Association is proud to have an engaged… more
- Amazon (New York, NY)
- Description Amazon seeks an experienced Treasury Manager to oversee our bank relationship management function within the Capital Markets & Investments Team. This ... team manages a $60 billion investment portfolio, executes Amazon's debt and equity capital markets...serve as the main point of contact for all bank relationship matters, working closely with senior members of… more
- Commerce Bank (Bloomington, IL)
- …provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... and experience required + 1+ year experience in Trust, Bank or Investment Management experience preferred +...some roles. This compensation range is for the Portfolio Manager Associate & Senior Associate job and contemplates a… more
- Bank of America (New York, NY)
- …on behalf of Bank of America clients. The Permanent Debt Relationship Manager works across our region with our best customers and prospective clients to create ... Permanent Debt Relationship Manager - Global Commercial Banking/Community Development Banking (CDB)...(CDB) New York, New York;Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common… more
- Federal Reserve System (Richmond, VA)
- **Company** Federal Reserve Bank of Richmond When you join the Federal Reserve-the nation's central bank -you'll play a key role, collaborating with a dynamic and ... System Payroll department has an immediate opening for a Tax Analyst. In this role, you will be responsible...This role will report to the System Payroll Senior Manager . **What You Will Do:** + Use Workday, ADP… more
- Bank of America (Cincinnati, 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
- US Bank (Los Angeles, CA)
- …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 ... At US Bank , we're on a journey to do our...growing team of environmental finance professionals as a Portfolio Manager (PM). The M's responsibilities include identifying and mitigating… more
- Bank of America (Farmington Hills, MI)
- Merrill Market Client Relationship Manager Farmington Hills, Michigan **Job Description:** At Bank of America, we are guided by a common purpose to help make ... of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax , Retirement… more
- Huntington National Bank (Clayton, MO)
- Description Summary: The Huntington Community Impact Capital ("CIC") Senior Project Manager will lead tax credit equity and debt underwriting and project ... the closing teams and external developer relationships. The project manager will report to the Director of Project Management.... tax credit financed project complies with all tax provisions required to maximize investment value,… more
- Bank of America (Chicago, IL)
- Private Wealth Market Client Relationship Manager Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make ... of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax , Retirement… more