- M&T Bank (Buffalo, NY)
- …NY, Boston, MA, Baltimore, MD** **Overview:** _Asset manager function will support various tax credit equity investments (eg LIHTC (Low Income Housing ... Tax Credit , HTC(Historic Tax Credit ), NMTC(New...and processing of priority distributions, cumulative priority distributions, and asset management fees for direct projects. **_Investment Dispositions_** +… more
- BlackRock (New York, NY)
- …4 accountancy firm or in-house at a private equity or hedge fund or an asset management company + Knowledge of tax aspects of private funds, both from a US ... as purchase agreements and credit agreements + At least 5+ years' experience with tax issues in the asset management space Aptitudes This is a high exposure… more
- Wells Fargo (New York, NY)
- …and resolution of exceptions + Experience with tax withholding and tax reporting functions + Understanding of asset servicing events including across ... Fargo is seeking a Lead Institutional Investment Operations Specialist within our Tax Operations team as part of Corporate and Investment Banking Operations. The… more
- SMBC (New York, NY)
- …740/FAS109, calculating ETR, deferred and current taxes and maintaining reconciliations between tax , general ledger and individual asset values. Create tax ... diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more...and local taxes are filed on time and associated tax positions are supportable by economic analysis. Prepare … more
- JPMorgan Chase (New York, NY)
- JP Morgan Chase Asset Management team is looking for energetic, creative talent to join our Product- Summer Analyst Program. The nine-week program kicks off with a ... engage your skills. As a Summer Analyst in the Asset Wealth Management (AWM) Product team, you will join...equities, fixed income, real assets, hedge funds and private equity . You'll collaborate with industry experts to develop investment… more
- JPMorgan Chase (New York, NY)
- The Global Fixed Income, Currency and Commodities team (GFICC) at JP Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, ... short and ultra-short duration, global bonds, structured products, mortgages and tax -aware strategies. **Job Summary** As an Emerging Market Corporate Bond Analyst… more
- Bank of America (New York, NY)
- …role will be ongoing credit responsibility for a designated portfolio of tax equity , debt project and structured financings. It is expected that the ... reviews and risk rating scorecards, as well as troubled asset reports. The Portfolio Manager will provide timely responses...experience in commercial banking or finance industry with significant credit , tax equity , and energy… more
- US Bank (New York, NY)
- …securing commitments from new and existing investors to invest in renewable energy tax equity investments and/or credits from US Bancorp Impact Finance (USBIF). ... USBIF accounting, compliance and internal and external legal on potential new structures, tax credit types/technologies and products, including tax credit… more
- Aflac (New York, NY)
- Portfolio Analyst The Company: Aflac Asset Mgt. LLC The Location: New York City, NY, US, 10005 The Division: Global Investment Job Id: 6282 About Our Company Aflac ... Asset Management, LLC, (dba Aflac Global Investments or GI)...a Portfolio Analyst to join Aflac Global Investment's (GI's) Credit Team. The Credit Team has responsibility… more
- Aflac (New York, NY)
- Portfolio Manager - Real Estate Owned The Company: Aflac Asset Mgt. LLC The Location: New York City, NY, US, 10005 The Division: Global Investment Job Id: 6374 About ... Our Company Aflac Asset Management, LLC, (dba Aflac Global Investments or GI)...front, middle and back office, GI Risk, Investment Accounting, Tax , Compliance and other key Aflac business partners Primary… more
- Huntington National Bank (Albany, NY)
- …accounting, or business + Technical knowledge of the LIHTC program + Familiarity with other tax credit programs such as State and Historic Tax Credits and ... statements, real estate owned schedules, organizational structures, and business plans + Some tax credit syndications knowledge + Strong presentation skills to … more
- Neuberger Berman (New York, NY)
- …loans/receivables, via credit facilities, whole loan purchases, corporate debt and equity . Due to the complex nature of the assets and funds that comprise ... in client assets (as of September 30, 2023) across a range of strategies-including equity , fixed income, quantitative and multi- asset class, private equity … more
- Aflac (New York, NY)
- …and VBA is a must + Experience modeling public and private fixed income asset classes, public and private equity , derivatives and alternatives is desirable + ... AVP, Quantitative Risk Analyst The Company: Aflac Asset Mgt. LLC The Location: New York City,...business leaders and staff, ERM, business partners including accounting, tax , legal, actuarial, treasury OVERALL RESPONSIBILITIES + Collaborate with… more
- Heritage Financial Credit Union (Middletown, NY)
- …We are growing, come grow with us! (https://heritagefcu.com/about/careers/) Heritage Financial Credit Union is a member-owned financial institution that is committed ... We recognize that our employees are our most important asset , and we are committed to providing them with...you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and… more
- International Rescue Committee (New York, NY)
- …a personal budget, establishing a bank account, taking out loans, and establishing credit , as well as advanced asset building topics, including analyzing ... credit reports, techniques to build credit , and debt reduction as needed. + Assess client...appropriate referrals and integrate other wraparound supports (eg, benefits, tax preparation, eviction prevention, etc.) to achieve greater results.… more
- Capital One (New York, NY)
- …and Role:** Capital One's Community Finance team originates debt and equity to support affordable housing development. Community Finance provides debt financing, ... and invests in low income housing credits through proprietary and multi equity funds. The Underwriting, Portfolio & Loan Management team is primarily responsible for… more
- US Bank (New York, NY)
- …experience - Typically three or more years of management or direct tax credit business development experience **Preferred Skills/Experience** - Master's or ... in building and reviewing project financial models US Bancorp Impact Finance, the tax credit and community development division of US Bank, believes all… more
- Citigroup (New York, NY)
- …a combination of taxable and tax -exempt loans or bonds, Low Income Housing Tax Credit equity , and governmental and private subsidies. CCC provides ... provides a comprehensive array of financial products including lending and equity investments designed to create strong communities and contribute toward Citibank's… more
- Neuberger Berman (New York, NY)
- …metrics + Practical understanding of asset class and markets including private equity , private credit and other bespoke private equity transactions + ... for all aspects of accounting, operations, treasury, valuation and tax as it relates to this platform. In addition...of September 30, 2023) across a range of strategies-including equity , fixed income, quantitative and multi- asset class,… more
- Deloitte (New York, NY)
- …financial planning, asset protection, risk transfer services, customized securities-backed credit and lending, and tax services to individuals and families ... company, insurance provider, or related service provider + Demonstrated knowledge within asset management, wealth management, hedge funds, private equity and /… more