- Fidelity TalentSource LLC (New York, NY)
- …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
- M&T Bank (Buffalo, NY)
- **Overview:** _Asset manager function will support various tax credit equity investments (eg LIHTC (Low Income Housing Tax Credit , HTC(Historic ... Tax Credit ), NMTC(New Markets Tax Credit ), and RETCs(Renewable Energy ...and processing of priority distributions, cumulative priority distributions, and asset management fees for direct projects. **_Investment Dispositions_** +… more
- BlackRock (New York, NY)
- …following areas: + Private equity and infrastructure solutions + Direct private equity and venture capital + Private credit (Mortgage securitization / CLOs / ... platform has grown quickly to $60b+ of AUM with equity funds, credit funds, and fund-of-funds. The...Analysing carry arrangements in Private Markets funds across all asset classes + Private Markets Tax Team… 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 (New York, NY)
- …provide customized alternative portfolios tailored to client needs, spanning real estate, private equity , credit , and more. Our Real Estate America's (REA) team ... JP Morgan Asset Management, a leading global alternatives manager, offers...Interact heavily with third-party fund administrator, independent external auditors, tax practitioners, legal counsel and other professional service providers.… 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,...our client base so an existing understanding of their tax , accounting, regulatory, and capital needs is preferred. **Job… 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 ( **JPMAM** ) is the world's...FET works closely with fund raising, investor relations, finance, tax and other IIG teams, portfolio companies, internal JPMorgan… more
- US Bank (New York, NY)
- …+ Two or more years of LIHTC disposition experience + Thorough understanding of tax credit investment management, Section 42 regulations, partnership, and tax ... One. **Job Description** Reports to the Assistant Director of Asset Management ("ADAM"). The role requires a highly skilled...and verbal communication skills US Bancorp Impact Finance, the tax credit and community development division of… more
- Wells Fargo (New York, NY)
- …the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help ... is seeking a Senior Lead Institutional Investment Operations Specialist within our Tax Operations team as a part of Corporate Investment Banking Operations. Learn… more
- Deloitte (Jericho, NY)
- …software and tools. + Leveraging proprietary software, third party data providers, and credit agreements to research asset level debt origination terms for ... Interested in taking your tax and business experience to a whole new...work with some of the leading hedge and private equity firms, insurance companies, and banks in the world?… more
- JPMorgan Chase (New York, NY)
- …provide customized alternative portfolios tailored to client needs, spanning real estate, private equity , credit , and more. Our Real Estate America's (REA) team ... JP Morgan Asset Management, a leading global alternatives manager, offers...process. Prepare covenant analyses for third party debt/lines of credit + Prepare and review cash flow, profitability and… 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,...with third-party fund administrator, independent external auditors, internal audit, tax practitioners, legal counsel and other professional service providers… more
- Neuberger Berman (New York, NY)
- …loans/receivables, via credit facilities, whole loan purchases, corporate debt and equity . Due to the complex nature of the assets and funds that comprise ... in client assets (as of June 30, 2024) across a range of strategies-including equity , fixed income, quantitative and multi- asset class, private equity and… more
- SMBC (New York, NY)
- …portfolio management efforts across all lending products. Establish and maintain a strong credit culture that balances growth and asset quality in support of ... diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more...+ Ability to read and understand financial statements and tax returns. + Proficient in Microsoft Office suite, eg… more
- Capital One (New York, NY)
- …-related risks unique to tax equity financing (ie Capital Accounts, Tax Credit Recapture, Tax Credit Qualification); apply industry research ... underwrite new transactions and manage the existing portfolio of Tax equity transactions. Our Underwriters and Portfolio...Experience + At least 5 years of experience in credit underwriting, portfolio management, or asset management… more
- Santander US (New York, NY)
- …development origination, underwriting or portfolio management role + Low income housing tax credit underwriting experience; knowledge of real estate investments ... Program. The incumbent will be responsible for underwriting and reviewing CRA qualifying equity investments and loans within the following asset classes: i)… more
- Huntington National Bank (Albany, NY)
- …The Huntington Community Impact Capital ("CIC") Project Manager (underwriter) will work on tax credit equity and debt underwriting and project management ... closers, loan administrators, RETS, third-party reports, counsel, other lenders, etc.). Ensure proposed tax credit financed project complies with all tax … more
- HSBC (New York, NY)
- …convertible, merger arbitrage, trading, macro, credit , fixed income, mortgages, private credit , and UCITS and across private equity fund structures including ... in the asset management business or real estate and private equity operations is required. Strong written and verbal communication skills are required. For… more
- Neuberger Berman (New York, NY)
- …co-investment and direct investment areas, including private credit . NB Private Credit lends money to Private Equity sponsored companies across the capital ... nature of the funds that make up NB Private Credit , the accounting, valuation and operations functions are critical...of June 30, 2024) across a range of strategies-including equity , fixed income, quantitative and multi- asset class,… more
- Neuberger Berman (New York, NY)
- …co-investment and direct investment areas, including private credit . NB Private Credit lends money to Private Equity sponsored companies across the capital ... nature of the funds that make up NB Private Credit , the accounting, valuation and operations functions are critical...of June 30, 2024) across a range of strategies-including equity , fixed income, quantitative and multi- asset class,… more
