This position is crucial in supporting the advisory team and the clients, including facilitating and maintaining ongoing client support, answering general inquiries, handling various client matters, researching and resolving client service issues, preparing required documents, marketing efforts, and
We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. Deloitte's M&A I&D specialists can ass
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions
The Senior Audit Project Manager is expected to handle complex tasks autonomously, monitor progress of audit engagements against plan and schedule, assess work performed by the audit engagement team, and provide coaching and on-the-job training for team members to ensure engagements are completed in
Responsibilities include financial modeling, credit analysis, and compliance management. A leading financial services firm in Chicago is seeking a Corporate Associate to work closely with banking analysts and managers on various projects. Candidates should have a Bachelor’s degree and at least 4 y
Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, I
Qualifications Required: Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week 5+ years corporate tax experience with a Big 4 organization, law firm, or large corporate tax department of a multinational company
Internal clients are Client Advisors and Internal Client Advisors in multiple generalist channels including Wirehouse, RIA, Independent Broker-Dealer and Chase Wealth Management channels. Capacity to build relationships with financial advisor clients and within our broader JPMorgan Asset management
The amount and availability of any bonus, commission, incentive, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole and absolute discretion unless and until paid and may be modified at the Company’s sole and absolute d
Duties include and are not limited to, match and allocate trades on Bloomberg, setup and maintain accounts, occasionally enter trade tickets, data entry, reconciliation, report monitoring, and general non-trading related duties. Series 7 and 63 preferred and prior direct experience in Corporate Bond
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Partner with Wealth Advisors with respect to the vetting and pricing of new trust business, including developing a full understa
Build, enhance, and maintain advanced financial models to support scenario analysis, sensitivity analysis, and strategic initiatives. Prepare and deliver monthly, quarterly, and ad-hoc management reporting, with a focus on clear storytelling and actionable insights. Solid understanding of financial
The Audit Manager will assist audit senior leadership in meeting the strategic objectives, mission, and vision of the Company's value-add focused internal audit function through oversight of the completion of audit engagements and assisting in the development and execution of the internal audit plan
Essential Responsibilities: Develop & integrate the Treasury Funding Plan, interest expense and investment income forecasts for all planning sessions Support coordination of ALCO and Funding, Liquidity and Investment working group meetings and materials and present key Treasury trends and related
Our Performance Improvement services include Finance Transformation, Financial Planning & Analysis, Integration & Carve Out Services, Shared Services Optimization, Operations & Supply Chain, Program & Change Management, and Profit Enhancement. FP&A solutions, such as 13-week cash flow models, ROI mo
The Financial Systems and Controls Architect strategically designs and optimizes the organization's financial information and reporting structure, processes, and strategies, including reporting and analysis to support budgeting, forecasting, resource planning, and investment management. The Financia
What You'll Do This role is responsible for leading and executing audits and validations focused on Financial Risk & Modeling, with an emphasis on the activities and processes supporting quantitative analysis and risk-related implementations. Coach and develop other Internal Audit teams and supporti
The ideal candidate will possess extensive experience in wealth management, a strong understanding of financial markets, and exceptional interpersonal skills. As a Senior Financial Advisor at AFIN Family Wealth Management, you will play a crucial role in delivering comprehensive financial planning a
Perform and oversee compliance audits and internal audit reviews, ensuring alignment with regulatory expectations and industry standards. We are seeking a Regulatory Compliance Senior Consultant with a strong internal audit and compliance background to contribute to and lead client engagements acros