- EY (New York, NY)
- …minimization planning, on-call advice, and tax compliance. Your key responsibilities As a manager in our Wealth & Asset Management practice, you will be responsible ... advisory work for clients. You would work on key client issues in domestic federal, international and state and...and or private equity funds. You will review extensive securities analysis, make appropriate tax adjustments, and provide sign-off… more
- EY (New York, NY)
- …- Technology Consulting - Technology Solution Delivery - Wealth & Asset Management Manager (Multiple Positions) (1484021), Ernst & Young US LLP, New York, NY. ... services to asset and wealth management firms and services providers. Lead client engagements within the sector to support clients in defining and implementing… more
- JPMorgan Chase (New York, NY)
- …after which we will work with you to identify a permanent role within Securities Services. **Job responsibilities** + Develop solutions and drive change in ... that offers the opportunity to develop a comprehensive, end-to-end knowledge of the Securities Services business. You will spend your summer in one of our key… more
- Deloitte (New York, NY)
- …profiles. Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client 's business. Our team will assist ... Tax Services practice! What You'll Do As a Tax Manager within the Financial Services arm of our Business...consulting and compliance services to a clients in the securities and financial services industries. You will work directly… more
- Bank of America (New York, NY)
- …to ensure effective controls over data for GMRM. As an ABS Portfolio Manager , you will deliver Asset-Backed Securities (ABS) lending credit risk reporting, ... Asset Backed Securities (ABS) Lending Reporting VP - New York...directly with the Global Markets front line unit for client selection, underwriting, and monitoring activities to drive revenue… more
- Citigroup (New York, NY)
- The Business Manager is a senior management level position responsible for accomplishing results through the management of a professional team or department. The ... audits, business continuity activities or addressing regulatory issues. The Business Manager coordinates and manages activities such as the tracking of business… more
- TD Bank (New York, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of client ... who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as...client support capacity (ie track record of high client satisfaction and retention) required + Securities … more
- TD Bank (Melville, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch point of client ... clients in the high net worth segment. The Private Client Relationship Manager II will serve as... solutions (via partner referrals) and complex credit solutions for client and their businesses. In… more
- JPMorgan Chase (Brooklyn, NY)
- **Vice President - Securities Services Controls Manager - Trading Services Fiduciary Oversight - New York** **About the Corporate & Investment Bank** The ... a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions… more
- Citigroup (Jersey City, NJ)
- …**Responsibilities:** + Develop and implement business initiatives, client solutions , or projects affiliated with securities and derivatives settlement ... The Securities & Derivatives Sr Manager is...and derivatives post-settlement activities of operations processes + Propose solutions to implement settlement process improvements, client … more
- Citigroup (Jersey City, NJ)
- …role is to facilitate the clearance, settlement and investigation of client securities and derivatives transactions. **Responsibilities:** + Identify project ... processing procedures + Provide an in-depth analysis and develop solutions to issues related to securities processing...and develop solutions to issues related to securities processing or hedge fund activities + Conduct discovery… more
- Citigroup (Jersey City, NJ)
- …+ **Innovation/Creative Thinking** : Each team member should offer creative and innovative solutions (based on their skills above) to client issues when they ... Compliance, Legal, Finance and HR; alongside having significant interaction with our external client base, playing a key role in the overall client experience.… more
- TD Bank (New York, NY)
- …client needs and suggesting the most appropriate banking, lending and/or investment solutions + Maximizes profitability, while ensuring the client receives an ... **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point of...and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered… more
- SMBC (New York, NY)
- …working understanding of legal, accounting and regulatory issues to better craft client solutions . **Qualifications and Skills** Recommended years of experience: ... SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130… more
- City National Bank (New York, NY)
- …take across the Book and for specific clients + Trade execution; buy and sell securities to implement asset allocations for client portfolios, based on client ... **PORTFOLIO MANAGER ASSOCIATE** **WHAT IS THE OPPORTUNITY?** Implement proprietary...for trades and allocation changes for existing clients. + Client calls and inquiries: be able to discuss both… more
- Bloomberg (New York, NY)
- Product Manager - Fixed Income Securitized Products **New York, NY** Posted Mar 14, 2024 - Requisition No. 123821 The Bloomberg Core Terminal business delivers ... reliable, and complete data products, mission-critical analytics, and enterprise workflow solutions . As we continue delivering against the high expectations that our… more
- Bloomberg (New York, NY)
- Product Manager - Equities, Exchange & Contributed Pricing **New York, NY** Posted May 7, 2024 - Requisition No. 125121 **Enterprise Data Business:** Bloomberg's ... has developed a strong reputation for delivery, execution and client partnership and is considered market leading by the...the financial services industry when it comes to data solutions that solve complex and foundational enterprise data needs.… more
- S&P Global (New York, NY)
- …working with product solutions and engineering teams to successfully deliver client implementations for SP Global's Securities Processing & Corporate Actions ... solutions . SP Global's Securities Processing & Corporate Actions solutions is...with multiple stakeholders/partners. + Ability to engage competently with client at all levels of the organisation, through to… more
- Deloitte (New York, NY)
- …profiles. Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client 's business. Our team will assist ... services to large global and dynamic midsize banking and securities clients? If you answered "Yes" to any of...Tax Services practice! What You'll Do As a Tax Manager within the Financial Services arm of our Business… more
- JPMorgan Chase (New York, NY)
- …and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. JP Morgan is a global leader ... wealth planning, philanthropy, credit and banking. As a Private Bank Supervisory Manager in Asset & Wealth Management, you will coordinate and work closely… more
