- Citigroup, Inc. (New York, NY)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in...new clients with the goal of bringing in new bank and brokerage assets Deepen relationships with existing clients… more
- Citigroup, Inc. (New York, NY)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... of responsive banking, investing, wealth management & planning services and access to a dedicated Private Banker . We also support firms, and we offer a range of… more
- Deutsche Bank (New York, NY)
- Job Description: Job Title: Origination & Advisory - Banker Associate - Healthcare Corporate Title: Associate Location: New York, NY Overview Our Origination & ... detailed memoranda and presentations, and analyzing the key attributes of client companies Apply financial, economic, quantitative, and qualitative methods and… more
- JPMorgan Chase & Co. (New York, NY)
- …and our clients while building your own expertise. As an Advisor Trainee in Global Private Bank , you will gain exposure to every facet of wealth management, ... you will be joining a team committed to building client relationships and making meaningful contributions to our business...around the world. JP Morgan was named 2021's "Best Private Bank in the World" and "Best… more
- Metropolitan Commercial Bank (New York, NY)
- …municipalities and local government entities. The Bank operates banking centers and private client offices in Manhattan and Boro Park, Brooklyn in New York ... Come work with us: Metropolitan Commercial Bank (the " Bank ") is a New...personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions,… more
- Deutsche Bank (New York, NY)
- Job Description: Employer: DWS Group Title: Real Estate/ Private Equity Investments Product Manager Location: New York Job Code: #LI-MB1 #LI-02 About DWS: Today, ... Product Specialists and Development team collaborates closely with the Investments, Client Coverage and other key divisions supporting a range of… more
- Deutsche Bank (New York, NY)
- …Vice President Business Manager Regulatory Strategy and Operating Model in the COO team of Deutsche Bank 's Private Bank in the US, you will support the Head ... of Private Bank US and COO ...of Private Bank US and COO Private ...Business, our Divisional Control Office, Business Supervisory Office, and Client Lifecycle Management teams, as well as our 2LoD… more
- William Blair (New York, NY)
- …qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. ... sponsors and their investors with holistic, bespoke solutions across all stages of the private equity lifecycle. The private equity community relies on us for… more
- Houlihan Lokey, Inc. (New York, NY)
- …Industry Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, ... intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is...advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past… more
- BNP Paribas (New York, NY)
- …BNP Paribas' capital markets business within the Corporate & Institutional Bank (CIB) division, delivering solutions across asset classes, and industry-leading ... services for clients including Institutional, corporates, private banks and retail distribution networks. It encompasses 3 global business lines: Fixed Income… more
- Scotiabank (New York, NY)
- …products to established clients Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and ... and firm-wide views with clients. Perform structuring, analytic, due diligence and client compliance functions. Understand how the Bank 's risk appetite and… more
- FBR & Co. (New York, NY)
- …About B. Riley FBR, Inc. B. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research, and sales & trading to corporate, institutional ... Investment banking services include initial and follow-on offerings, institutional private placements, and merger and acquisition advisory services. The firm… more
- DC Advisory (New York, NY)
- DC Advisory is an international investment bank with more than 700+ professionals in 24 locations throughout Asia, Europe, and the US Through 11 industry-focused ... the firm offers independent advisory services for M&A, and private capital transactions. At DC Advisory, making a difference...our people to thrive. We are a global investment bank committed to providing the Right Advice (TM) with… more
- MUFG (New York, NY)
- …represented in portfolio, including technical aspects and regulatory issues. Participate in client and bank meetings as necessary. Policy and Transaction ... the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building… more
- PJT Partners, Inc. (New York, NY)
- PJT Partners is a global advisory-focused investment bank . Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory, ... restructuring and special situations and private fund advisory and placement services to corporations, financial...review by clients. Participating in both internal and external client meetings, negotiation of contracts and other agreements and… more
- PJT Partners, Inc. (New York, NY)
- PJT Partners is a global advisory-focused investment bank . Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory, ... restructuring and special situations and private fund advisory and placement services to corporations, financial...models > Facilitating due diligence on prospective and active client mandates > Creating presentations and memoranda to present… more
- Blackstone (New York, NY)
- …$1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, ... the fund's general ledger and internal workpapers Oversee the review of daily bank activities, manage cash with the deal team Maintaining information and reconciling… more
- Crowe LLP (New York, NY)
- …consultants. Provide compliance guidance to Crowe staff and to client leadership. Support internal project initiatives. Qualifications: Educational and Professional ... institutions ($10 billion and up) preferred. Exposure to fintech and Sponsor Bank activity preferred. Applied knowledge and usage of artificial intelligence and… more
- KeyBank (Pearl River, NY)
- …93 N Middletown Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors ... **Responsibilities** + Focusing on planning, will partner with a Private Client Advisor in the coordination and...investment referral opportunities from new clients and the existing bank client base. + Develop a complete… more
- KeyBank (Mahopac, NY)
- …Route 6 - Mahopac, New York 10541 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client ... **Responsibilities** + Focusing on planning, will partner with a Private Client Advisor in the coordination and...investment referral opportunities from new clients and the existing bank client base. + Develop a complete… more
