- Charles Schwab (Chicago, IL)
- …problem solving, helping us "challenge the status quo" and transform the finance industry together._** Schwab's Investor Advice Solutions consists of Schwab Wealth ... your contributions, consider a career as a Senior Manager, Schwab Wealth Advisor . **_Senior Manager, Schwab Wealth Advisors_** work as a fiduciary within Schwab… more
- BMO Financial Group (Chicago, IL)
- …ensure client expectations are met or exceeded. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to achieve business objectives. + ... Recommends and implements solutions based on analysis of issues and implications for the business. + Conducts independent analysis and assessment to resolve strategic issues. + Helps determine business priorities and best sequence for execution of… more
- Neuberger Berman (Chicago, IL)
- **Summary** The Vice President, Institutional Client Advisor (CA) will work independently and closely with the Managing Director, Client Advisor on a large ... in markets and covering complex clients. + Knowledge of portfolio construction and role in portfolios of various asset...asset classes. + Strong achievement in undergraduate degree in finance , economics, or related disciplines. + MBA is plus… more
- The Cigna Group (Chicago, IL)
- …of each solution + Forward Plan the release windows and cycles across the product/ portfolio + Manage risks and resolve issues that affect release scope, schedule and ... Create and maintain product backlog **Qualifications:** + Bachelor's degree in Finance , Computer Science, Business, Project Management or related field desired;… more
- CIBC (Chicago, IL)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **Job Description** **Duties and Responsibilities** The Portfolio Manager will be responsible for but not limited ... credit and other bank services, introduction to cross sale partners and active portfolio management. General + Interact with other team members (Group Portfolio … more
- CIBC (Chicago, IL)
- …AM/RMs to maintain and grow client relationships. Seek to become trusted advisor through regular client contact and relationship building_ + _Interact with other ... team members (Regional Group Portfolio Manager, Market Lead and Credit) to achieve ultimate...presentations with minimal oversight_ + _College Degree / Business, Finance , Accounting, Real Estate, Economics preferred_ + _Ability to… more
- CIBC (Chicago, IL)
- …and other bank services, introduction to cross sale partners and active portfolio management. + Maintain and develop client relationships, exploring opportunities to ... provide additional credit and non-credit services. Seek to become trusted advisor through regular client contact and relationship building. + Serve as Client's… more
- CIBC (Chicago, IL)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Internal Audit Director - Finance and Treasury Portfolio will focus on co-leading the ... plan that addresses the significant risks relevant to the Finance and Treasury Portfolio . The Internal Audit...may arise and build trust. Serve as a business advisor and partner by providing the business unit and… more
- NORC (Chicago, IL)
- …will work with colleagues in Chicago and Bethesda to conduct and expand our portfolio of work in socio-economic research and analysis. Bring your expertise in a ... poverty, welfare, TANF, administrative records, labor and workforce dynamics, household finance , well-being, wealth and assets, energy and the environment, data… more
- Robert Half (Chicago, IL)
- …their challenges using Dynamics AX/D365 F&O. You will be a trusted advisor who assists customers with requirements gathering, gap analysis, system configuration, ... skills and experience in the principals of Dynamics 365 Finance and Operations to provide reliable design solutions and...broad audiences. + Ability to work with a diverse portfolio of clients across industries. + Advanced project management… more
- BMO Financial Group (Chicago, IL)
- …Senior Management. This individual will work closely with Line of Business Finance to provide guidance on management and regulatory expectations. Individual will ... Develops detailed financial and economic analysis to assist the designated business portfolio with decision support. Works closely with business leaders and … more
- BMO Financial Group (Chicago, IL)
- Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of ... Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit … more
- Synchrony (Chicago, IL)
- …decision management framework to drive profitable growth for the Venmo Visa portfolio . This role will partner cross functionally to deliver actionable insights ... strategy, customer behavior, value prop measurement, segmentation, forecasting, and portfolio diagnostics. He/she will provide thought leadership to accelerate new… more
- Bank of America (Chicago, IL)
- …MMFSG providesfull service banking needsto.middle market private equity firms and their portfolio companies.The Coverage Banker reports to the MMFSG group head and ... following primary initiatives: (i) develop calling strategies for select portfolio companies in partnership with local/regional/specialty bankers to evaluate… more
- United Airlines (Chicago, IL)
- …inclusion helps us thrive and grow at United across our collaborative Finance teams consisting of Financial Planning & Analysis, Internal Audit, Treasury, Global ... forecasts to managing our investments and financial strategies. Our Finance team plays an integral role in making our...by meeting our financial goals. **Key Responsibilities:** **Operational Audit Portfolio ** **:** + Lead a portfolio of… more
- Bank of America (Chicago, IL)
- …and by supporting the flawless delivery of these solutions through a high-touch advisor /client experience. The primary mission of the Credit Product Specialist is to ... objectives. Skills: Attention to Detail Business Development Loan Structuring Portfolio Management Relationship Building Active Listening Analytical Thinking Client… more
- Robert Half Finance & Accounting (Chicago, IL)
- …PBC documents and service provider deliverables. * Manage communication with portfolio companies and their tax advisers, including preparation of standardized ... Determine where funds can provide state withholding waivers to portfolio companies to prevent tax leakage. Track limited partner...inquiries. * Coordinate state composite questionnaires with the tax advisor * Manage state and federal tax notices *… more
- Robert Half Finance & Accounting (Chicago, IL)
- …PBC documents and service provider deliverables. + Manage communication with portfolio companies and their tax advisers, including preparation of standardized ... returns. + Determine where funds can provide state withholding waivers to portfolio companies to prevent tax leakage. Track limited partner state withholding waivers… more
- BMO Financial Group (Chicago, IL)
- …and funding risks in conjunction with Market Risk Management, businesses, and other Finance areas. + Acts as a trusted advisor to assigned business/group ... arising from business/group business activities. In partnership with the assigned business/ portfolio , develops a solid understanding of the business strategies and… more
- CIBC (Chicago, IL)
- …risk based audit plan that addresses the significant risks relevant to the portfolio . The Internal Audit Senior Audit Manager develops strong relationships with our ... developing a comprehensive audit plan for the Risk Management Portfolio that addresses key regulatory requirements / expectations and...may arise and build trust. Serve as a business advisor and partner by providing the business unit and… more