JPMorgan Chase Bank, N.A. - New York, NY
Produce deliverables such as memoranda, management presentations, board materials, and other presentation materials for use in M&A transactions and strategic…
- Confidential - New York, NY
Prepare and obtain financial information for new and existing clients (e.g., tax status, investment objectives, investment history) as appropriate.
To assist the team in driving investment promotion to attract foreign direct investment to Hong Kong through setting up or expanding a company;
- Curran Wealth Management - Manhattan, NY
Maintain client relationships, handling some client inquiries and meeting with them as needed &/or collaborate with investment advisory assistant to ensure all…
- Silvercrest Asset Management - New York, NY
Understanding of alternative investments, private equity and hedge funds. Candidate should be a highly organized person with good time management, follow-up and…
- Hope Community Inc - New York, NY
Experience with financial principles and practices; Develop and maintain reporting mechanisms for staff and external management companies to monitor and report…
- Turner & Townsend - New York, NY
Engage in financial management as needed – Utilize the tools provided to track ongoing margin levels and monthly fee/resource forecasts for each commission and…
The candidate must have knowledge/experience in analyzing financial instruments including equities, derivatives, futures, swaps and fixed income assets in order…
- JPMorgan Chase Bank, N.A. - New York, NY
Assist other financial advisors by providing support on trade execution and client management. Skills Required: Requires experience with the following skills:…
- JPMorgan Chase Bank, N.A. - Jersey City, NJ
Partner with business management, other control groups including risk management, compliance, fraud prevention, external auditors, and regulators.