Collecting information
Organizing data
You will be responsible for managing complex client relationships, performing in-depth investment analysis, and leading investment deployments. Candidates should have at least 5 years of investment experience, a relevant degree, and hold a CFA or CFP designation. The role offers a competitive salary
Build scalable reporting and synthesized global analysis to help support management of budget pacing, forecasting, and scenario models that align spend to pipeline, CAC, and ROI goals. As the Senior Manager, Portfolio & Analysis, you'll be responsible for unifying the view of marketing efficiency c
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our b
A bachelor's degree in an accounting, finance or business discipline, supported by approximately 2 years' work experience as an auditor in a public accounting firm US CPA licensure in your work state Experience leading the planning, execution and reporting on audits in the Banking & Capital Markets
Strong technical acumen and ability to understand complex AI solutions and their applications in portfolio management, research, and client advisory, with experience enabling teams to have credible technical conversations with AWM stakeholders. Identify and execute on new market opportunities and us
Reporting to the COO in Beijing, the Director will provide strategic and tactical grants management support, oversee the US-based Finance function and staff, and develop EF China’s grants management and finance team in the US. The candidate should have at least 10 years of grants management experi
Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. It gives us a single set
This mid-senior level role involves monitoring portfolios, translating regulatory documents into compliance rules, and ensuring adherence to financial regulations. The salary range is between $145,000 and $185,000, plus equity compensation and various benefits. A leading asset management firm in San
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 an
The Opportunity: As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals. Our team helps our Financial Se
The ideal candidate will have 8+ years of finance experience, particularly in government contracts, and will lead financial analysis, pricing models, and compliance reviews. A leading aerospace company in San Francisco seeks a Senior Manager of Sales Finance for U.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our b
Minimum of 10-15 years’ sales experience in the equity markets or financial services industry Active series 65/66 with no disclosures on U-4 (test could be taken as well) Deep understanding and knowledge of equity investments and overall financial market Ability to travel 25% to 50% of the time Ab
Lead initiatives to promote awareness and adoption of lending capabilities through strategic partnerships and targeted efforts, while building and maintaining strong relationships with Market Leaders, Financial Advisors, clients and the lending sales team. By collaborating closely with Market Leader
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
Bachelor's Degree in Accounting & Finance, Business Administration/Management, Corporate Finance, Economics and Finance. Industry/Sector: Asset and Wealth Management. As part of the Operations Consulting team you are expected to provide executive management and key decision makers with insights and
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase
About the Team The Budgets and Financial Planning & Analysis Section is responsible for developing and managing the organization's operating and capital budgets, performing financial analysis, forecasting, and scenario planning, grant administration assistance and support, reporting on financial per
You'll use your professional skills and experience to make it happen, handling complex audit procedures across the Banking and Capital Markets industry. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. Understanding our
The CLM Analyst role also requires the individual to develop an understanding of various Citi and CCB-specific credit policies, processes, and procedures, and how to apply these concepts consistently in practice, including ensuring the portfolio is appropriately risk-rated and classified, properly s