- 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
- US Bank (Dallas, TX)
- …One. **Job Description** SUMMARY US Bank is seeking a Trust Tax Department Manager /Liaison supporting its Wealth Management division. RESPONSIBILITIES Tax ... At US Bank , we're on a journey to do our...(990-PF, 5227) - Strong working knowledge of fiduciary income tax returns (1041) - Good working knowledge of NRA… 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
- UMB Bank (Milwaukee, WI)
- …tax , audit, and administrative services for mutual funds and collective trusts As the ** Manager of Tax Accounting,** you perform the final review of all ... + Bachelor's Degree in Accounting or Finance. + Seven (7) years of tax accounting experience within the Investment industry. **Compensation Range:** Minimum:… more
- Bank of America (Palo Alto, CA)
- Portfolio Manager III Palo Alto, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... firm's the most complex and sophisticated relationships. **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
- Bank of America (Dallas, TX)
- … Manager will be exposed to financial statement analysis, investment valuation methodologies, certain trust and estate fiduciary matters, corporate organizational ... Specialty Asset Manager II - Closely Held Assets Dallas, Texas;Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to… 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
- TD Bank (Portland, ME)
- …to generate tax credit opportunities. **Depth & Scope:** + Communicates investment credit decisions to customers + Negotiates specific terms and conditions for ... on industry changes + Develops and maintains knowledge of tax credit investment industry practices as well...maintains sales, negotiation and closing skills + Represents the Bank and CCGL at Company functions, business groups and… more
- City National Bank (San Francisco, CA)
- **PORTFOLIO MANAGER ASSOCIATE** **WHAT IS THE OPPORTUNITY?** Implement proprietary strategies and asset allocation for City National Rochdale Financial Advisors and ... Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment goals for clients.… more
- Wells Fargo (Charlotte, NC)
- …Fargo is seeking a National Manager to support Community Lending and Investment 's (CLI) Low-Income Housing Tax Credit (LIHTC) team within our Commercial Real ... for a range of moderate to complex Commercial Real Estate Low-Income Housing Tax Credit transactions and other community development loans. Learn more about our… 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 (Boston, MA)
- …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)...Banking/Community Development Banking (CDB) Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common… 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
- Bank of America (Miami, FL)
- International Client Relationship Manager Miami, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... 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 (San Jose, CA)
- Market Client Relationship Manager San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax , Retirement… 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