- M&T Bank (Buffalo, NY)
- …work with Relationship Manager to underwrite and prepare drafts of internal bank investment approval memos to include Letter of Credit & Construction loan ... with RM to underwrite and prepare drafts of internal bank investment approval memos. + Prepare drafts...investment exits. **_Regulatory Requirements_** + Work with both Tax Credit Operations Manager and external legal… more
- US Bank (Dallas, TX)
- …One. **Job Description** SUMMARY US Bank is seeking a Trust Tax Department Manager /Liaison supporting its Wealth Management division. RESPONSIBILITIES Tax ... At US Bank , we're on a journey to do our...(990-PF, 5227) - Strong working knowledge of fiduciary income tax returns (1041) - Good working knowledge of NRA… more
- Huntington National Bank (Lansing, MI)
- …etc.). Ensure proposed tax credit financed project complies with all tax provisions required to maximize investment value, including 704(b) capital account ... Description The Huntington Community Impact Capital ("CIC") Project Manager Analyst will support Project Managers in working... Analyst will support Project Managers in working on tax credit equity and debt underwriting and project management… more
- Bank of America (New York, NY)
- …multi-asset portfolios, thematic, and international/global strategies. The Analyst will conduct investment manager research to identify new ideas for the ... Diligence Specialist New York, New York **Job Description:** At Bank of America, we are guided by a common... industry, preferably in an analytical role related to investment manager due diligence, equity research, quantitative… more
- UMB Bank (Milwaukee, WI)
- …tax , audit, and administrative services for mutual funds and collective trusts As the ** Manager of Tax Accounting,** you perform the final review of all ... + Bachelor's Degree in Accounting or Finance. + Seven (7) years of tax accounting experience within the Investment industry. **Compensation Range:** Minimum:… more
- Bank of America (Dallas, TX)
- …manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping ... goals and objectives + Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/ manager selection,… more
- Bank of America (Washington, DC)
- …the direction of management or senior portfolio managers. **Job Description:** The Portfolio Manager is the investment quarterback of the client relationship and ... II Washington, District of Columbia **Job Description:** At Bank of America, we are guided by a common...and overseeing all aspects of the portfolio construction including manager selection. + Oversee completion of investment … more
- Commerce Bank (Bloomington, IL)
- …provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... of education and experience required + 6+ years trust, bank or investment management experience required +...some roles. This compensation range is for the Portfolio Manager I, II & III - CTC job and… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …on client's investment portfolio. . Keeps current on the legal and tax issues with respect to investment decisions by consulting attorneys, accountants and ... to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Directs a significant portion of the individual and/or trust account… more
- TD Bank (Philadelphia, PA)
- …Group Sr. CRA Asset manager /Asset Management Team Lead in overseeing the bank 's CRA investment portfolio from closing through asset disposal + Assists with ... investments + Assists Asset Management Team Lead/Sr. CRA Asset manager in preparing annual investment reviews, watch... payments, reserve funding, and compliance matters for the bank 's Direct investment portfolio + Performs post… more
- Bank of America (Dallas, TX)
- … Manager will be exposed to financial statement analysis, investment valuation methodologies, certain trust and estate fiduciary matters, corporate organizational ... Specialty Asset Manager II - Closely Held Assets Dallas, Texas;Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to… more
- TD Bank (Portland, ME)
- …to generate tax credit opportunities. **Depth & Scope:** + Communicates investment credit decisions to customers + Negotiates specific terms and conditions for ... on industry changes + Develops and maintains knowledge of tax credit investment industry practices as well...maintains sales, negotiation and closing skills + Represents the Bank and CCGL at Company functions, business groups and… more
- Fifth Third Bank, NA (Columbus, OH)
- …to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Acts independently within established investment policy guidelines to ... portfolios. + Keep current on the legal and tax issues with respect to investment decisions...Manager LOCATION -- Columbus, Ohio 43215 Fifth Third Bank , National Association is proud to have an engaged… more
- Amazon (New York, NY)
- Description Amazon seeks an experienced Treasury Manager to oversee our bank relationship management function within the Capital Markets & Investments Team. This ... team manages a $60 billion investment portfolio, executes Amazon's debt and equity capital markets...serve as the main point of contact for all bank relationship matters, working closely with senior members of… more
- City National Bank (New York, NY)
- **PORTFOLIO MANAGER ASSOCIATE** **WHAT IS THE OPPORTUNITY?** Implement proprietary strategies and asset allocation for City National Rochdale Financial Advisors and ... Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment goals for clients.… more
- Bank of America (Boston, MA)
- …on behalf of Bank of America clients. The Permanent Debt Relationship Manager works across our region with our best customers and prospective clients to create ... Permanent Debt Relationship Manager - Global Commercial Banking/Community Development Banking (CDB)...Banking/Community Development Banking (CDB) Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common… more
- US Bank (Denver, CO)
- …Impact Finance, the tax credit and community development division of US Bank , believes all people have a right to the possibilities that comes with living ... At US Bank , we're on a journey to do our...growing team of environmental finance professionals as a Portfolio Manager (PM). The M's responsibilities include identifying and mitigating… more
- Bank of America (Mobile, AL)
- …of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax , Retirement ... Market Client Relationship Manager Pensacola, Florida;Mobile, Alabama; Fort Walton Beach, Florida...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- Bank of America (Little Rock, AR)
- Merrill Market Client Relationship Manager Little Rock, Arkansas **Job Description:** At Bank of America, we are guided by a common purpose to help make ... of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax , Retirement… more
- Huntington National Bank (Clayton, MO)
- Description Summary: The Huntington Community Impact Capital ("CIC") Senior Project Manager will lead tax credit equity and debt underwriting and project ... the closing teams and external developer relationships. The project manager will report to the Director of Project Management.... tax credit financed project complies with all tax provisions required to maximize investment value,… more