- Fidelity TalentSource LLC (Boston, MA)
- …results provided in AWS, Kafka, and Snowflake based software and improving after- tax return and asset location calculations; validating production data for ... an enhanced user experience using Barra, Axioma, and Fact Set. Tests multi- asset class fund alpha models. Expands investment methodologies across multiple account… more
- Fidelity TalentSource LLC (Walnut Creek, CA)
- …Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family AssistanceDemonstrated experience ... and implementing solutions (eg financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)The Purpose of Your RoleAs a Wealth… more
- Fidelity TalentSource LLC (Boston, MA)
- …strong business/technical knowledge of products offered in the wealth management and asset management spaceExperience with tax managed equities or separately ... s broad and deep institutional investment management products and capabilities in equity , fixed-income, high-income and global asset allocation. We are… more
- Huntington National Bank (Lansing, MI)
- …Impact Capital ("CIC") Project Manager Analyst will support Project Managers in working on tax credit equity and debt underwriting and project management of ... closers, loan administrators, RETS, third-party reports, counsel, other lenders, etc.). Ensure proposed tax credit financed project complies with all tax … more
- PNC (IA)
- …the administration of PNC loans and equity contributions for low-income housing tax credit projects during the closing process, and through the construction ... company's success. As a Loan Support Consultant within PNC's Tax Credit Solutions organization, you will be...phase of the asset . Responsibilities include processing loan closings and extensions, budget… more
- JPMorgan Chase (Columbus, OH)
- …substantial wealth, utilizing the Private Bank's discretionary investment management, brokerage, tax and estate planning, credit , capital raising and specialty ... The Wealth Management (WM) Credit Risk team is seeking a Lead ...including underwriting. + Actively participate in diversity, inclusion and equity efforts across the organization. **Required qualifications, capabilities, and… more
- PNC (Louisville, KY)
- …portfolio as assigned. Interacts with internal/external customers. Provides recommendations for credit structuring. Serves as subject matter expert for certain ... asset classes. + Using independent judgment to identify risks...offerings and/or scorecards, such as risk ratings, by analyzing credit , collateral strength and financial worthiness of loan/transaction parties.… more
- Morgan Stanley (New York, NY)
- …programs. **Job:** ** Asset /Investment Management* **Title:** *Portfolio Management Private Credit & Equity Associate* **Location:** *New York-New York* ... relationships and global network of resources afford our private equity and credit teams as well as...well as the finance team, investor relations, internal legal, tax , risk, compliance and control functions. The role will… more
- US Bank (Denver, CO)
- …energy, or related field + Seven to ten years of experience in renewable energy, tax credit equity , project finance, or commercial lending. + Expertise with ... and Sponsors, furthering USBIF's relationships. AM responsibilities include forecasting equity fundings and credit delivery, monitoring project...to apply knowledge to new business opportunities (eg, new tax credit programs, new asset … more
- Internal Revenue Service (Washington, DC)
- …hear from employees themselves. Responsibilities Office of Chief Counsel, IRS, the largest tax law firm in the country, is looking for enthusiastic individuals to ... multiple Business Units in the Office of Chief Counsel. As a General Attorney ( Tax ) for the Associate Chief Counsel, you will perform the following principal duties… 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 (Denver, CO)
- …is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. Our business model ... within the Private Bank including but not limited to credit and lending, multi- asset class investments, wealth...various teams, including but not limited to market strategy, equity , and alternative investment teams to conduct research and… more
- Byline Bank (Chicago, IL)
- …field exams, tax returns, operating statements, personal financial statements, credit reports, and asset searches. + Recommends appropriate outside counsel, ... **Objective of Position** : The Special Asset Group (SAG) Sr. Manager is responsible for...& Portfolio Management Department. + Presents clear and concise credit approval requests (with credit analyst and… more
- JPMorgan Chase (Chicago, IL)
- …team has invested or raised from other institutional investors over $40 billion of tax equity for renewable projects working with our clients that include most ... analysis) to structure and analyze energy investment opportunities (principally renewable energy tax credit transactions). You will be a key member of… more
- JPMorgan Chase (Chicago, IL)
- …Compliance Manager within DAH's portfolio. The Direct Affordable Housing (DAH) Group within Tax Oriented Investments (TOI) is an equity investor in affordable ... are seeking an experienced Administration Associate to join our team! As a Tax Oriented Investments - Affordable Housing - Associate within the Direct Affordable… 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
- JPMorgan Chase (New York, NY)
- …strategies across the alternative investment spectrum, including real estate, private equity and credit , infrastructure, transportation, liquid alternatives and ... JP Morgan Asset Management is the world's third-largest alternatives manager,...the senior leadership of IIG, client service, onboarding, finance, tax , legal and compliance, on capital raising strategy, product… more
- ADP (Nashville, TN)
- …successfully selling into the business community, preferably in the up market of HCM sales; tax credit experience is an asset . + Proven ability to canvass, ... **ADP is hiring a District Sales Manager focused on Tax Credits / Business Incentives.** In this position, you'll...may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical,… more
- BlackRock (New York, NY)
- …more rapidly increase its footprint in a quickly growing and increasingly competitive private credit asset class. The team will do so by leveraging its product ... platform serves investors seeking outperformance in infrastructure, private debt, private equity , real estate and multi-alternatives solutions. We strive to bring… more
- Wellington (Boston, MA)
- …Investment Deal Teams, the Client Group, Fund Services, Legal Services, and Tax Services. **RESPONSIBILITES** The Private Credit Investment Director's primary ... 2003, and the Firm launched its first dedicated private equity fund in 2014. Today, we manage approximately $8...of experience in a related position. An understanding of asset management, private markets (specifically private credit ,… more
