Collecting information
Organizing data
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
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
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
Tax Manager - Mergers and Acquisitions - Deal Advisory. Work as a part of a multi-disciplinary team that focuses on delivering due diligence and tax structuring services, and communicates findings and opportunities to clients. Our national Mergers and Acquisitions (M&A) Tax group is an advisory prac
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
As a Seasonal Manager, you'll provide clients with tax guidance and consulting related to tax accounting and planning (internal restructurings, acquisitions, dispositions, carve-out financial statements, GAAP conversions from US GAAP to IFRS or IFRS to US GAAP, share‑based compensation, financial
Michelle Espejo with Robert Half Financial Services is recruiting a Head of Finance and Operations for a fast-growing venture capital firm. The Head of Finance and Operations will play a key role in scaling the firm and driving finance and operational processes. Lead financial operations across fund
Our holistic approach incorporates financial planning in several areas such as: consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management. Manage client relationships and a
Human Capital Mergers and Acquisitions, restructuring and/or enterprise cost reduction, including a background in due diligence, assessment of transaction risks, target screening, integration planning and execution, and/or post-merger integration Experience in HR, Consulting, and/or Corporate Commun
Minimum 5 years of general corporate law experience Deep familiarity with venture capital financings, public offerings, and SEC reporting Experience with startup and emerging company representation across growth stages Strong corporate governance knowledge and client counseling skills Excellent acad
Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and the
As part of the Second Line of Defense (2LOD), this individual will provide oversight across risk types for all product and feature launches as well as partner with 1LOD risk owners on ensuring we are appropriately identifying, monitoring, and mitigating risks as part of our framework programs as we
We embrace collaboration and teamwork as the cornerstones of success, and we believe in designing welcoming environments that are fundamentally sustainable and accessible. Proficient in Revit, SketchUp and Adobe Creative Suite (primarily Photoshop, Illustrator and InDesign)Experience with managing F
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 performance, devel
Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring
You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. Defining, guiding and reviewing detailed combination and other fina