Collecting information
Organizing data
Responsibilities will include supporting regulatory exams and audits, helping to monitor regulatory developments and implement policy updates as directed, assisting with the development and testing of policies and procedures, supporting firmwide compliance training initiatives and providing general
Source and evaluate investment opportunities through market research,brokerand partner relationships. Develop and maintain financial models, valuations, and return analyses to support acquisition and disposition. Advanced financial modeling and scenario analysis.
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
For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. As the enterprise owner for RFPs, DDQs, and consultant databases, you’ll define the
This role focuses on mergers, acquisitions, and other business transactions, analysing tax implications, developing structures, and helping clients optimise outcomes. Uphold and reinforce professional and technical standards, the firm’s code of conduct, and independence requirements. Tax Mergers a
Reporting directly to the Chief Financial Officer, you will evaluate and lead a team with the goal of providing trusted financial business partner perspectives to leaders across functions, creating tools and processes to support best decisions and consistently encourage a stewardship mindset in the
Prepares action plans and schedules for various phases of project accomplishment, both short and long-range; ensures that plans are consistent with Departmental and Service goals, schedules, and policies. Plans, coordinates, and establishes operating methods and procedures for accomplishment of proj
Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the as
Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the as
Core responsibilities include trade confirmation and settlement, cash and position reconciliations, collateral management, corporate actions, asset safekeeping, security setup and maintenance, and relationship management with internal customers, prime brokers, futures clearing merchants, custodians,
Synthesizes program analysis with enterprise-wide objectives, regulatory requirements, and policy considerations, and collaborates extensively with internal and external stakeholders to drive program success. Leads, directs, and integrates complex, high-visibility analytical studies and projects tha
Preferred Skills/Experience- Some knowledge of Treasury Management and Payments- Basic sales and new business development skills- Good client service and relationship skills- Effective verbal and written communication skills, and the ability to work independently- Active listening and problem-solvin
Conducts complex analysis of internal and external initiatives affecting Taxpayer Services and operational continuity, and alerts leadership to adverse or disruptive factors. Develops and executes comprehensive action plans and schedules for short- and long-range project implementation, ensuring ali
Research and consult on various tax matters; utilize tax-related software to prepare and process returns and research tax matters. Supervise, train, and mentor senior associates, associates, and interns on tax projects and assess performance of staff for engagement reviews. Apply strong leadership s
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