- JPMorgan Chase (Chicago, IL)
- JPMorgan's Tax Oriented Investments (TOI) group...in Chicago, and is part of the Corporate & Investment Bank. As a Client Service Analyst , within ... the Firm's own capital in earning assets that are tax -advantaged in the US. Current TOI assets include affordable...in the US. Current TOI assets include affordable housing investments , alternative energy projects, and equipment leases. Since 2003… more
- JPMorgan Chase (Chicago, IL)
- JPMorgan's Tax Oriented Investments (TOI) group is...based in Chicago and is part of the Commercial & Investment Bank. As a TOI Analyst you will ... responsible for investing the Firm's capital in earning assets that are tax -advantaged. Current TOI Energy assets include investments in over 300 alternative… more
- JPMorgan Chase (Chicago, IL)
- We are seeking an experienced Administration Associate to join our team! As a Tax Oriented Investments - Affordable Housing - Associate within the Direct ... DAH's portfolio. The Direct Affordable Housing (DAH) Group within Tax Oriented Investments (TOI) is...that qualify for IRS Code Section 42 low-income housing tax credits (LIHTC). The Compliance Analyst will… more
- Neuberger Berman (Chicago, IL)
- **Summary** The Client Service Analyst will work directly with the Head of North America Client Service. The Analyst will support carrying out their day-to-day ... industry best practices. + Provide appropriate depth on the client's mandate, investment benchmarks, guidelines and servicing requirements so as to ensure all… more
- JPMorgan Chase (Chicago, IL)
- …be best-in-class. As a Principal Risk Vice President, you will focus exclusively on tax - oriented investments (TOI) which is comprised of two segments which ... equity investments where JPM is monetizing tax credits via a structured equity investment ...approving amendment and waiver requests, and monitoring renewable energy investments by performing Credit Reviews with Analyst … more
- Fifth Third Bank, NA (Rosemont, IL)
- …the development, delivery and implementation of advanced planning techniques: (estate, tax , insurance, option, investment , retirement). + Reviews all client ... Displays the ability to be highly effective in a team- oriented environment and to build relationships based on added...firm. + High level of technical expertise in estate, tax , option, retirement, insurance, investment and cash… more
- Autodesk (Springfield, IL)
- …and optimizing our financial resources. Collaborating with cross-functional teams in Tax , Accounting, FP&A, Sales Finance, M&A Finance, Investor Relations, Payroll, ... guidance and financial analysis to support key business initiatives, investment decisions, and operational improvements, leveraging insights derived from cash… more