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Trust Officer Qualifications: Bachelor’s degree or equivalent JD and/or Masters degree 5-7 years of relevant trust administration experience Strong team-player who enjoys collaboration with internal partners CTFA, CFP, CFA, CES, or equivalent Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels Trust Officer Responsibilities: Responsible for trust account servicing and retention of existing accounts.
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Chartered Financial Analyst (CFA) Role will interact directly with global banking institutions, private equity investors, and legal counsel. Corporate Development is responsible for engaging with investment banks and counterparties during the deal process in order to negotiate terms and structure deal financing for the merger or acquisition.
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US Capital Global is seeking a full-time Junior Investment Banking Analyst to join our dynamic team in Las Vegas. Investment Banking Analyst. Are you a motivated individual with a passion for finance and investment banking.
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IA is comprised of the following global functional audit teams covering the various business areas of the firm: Global Markets, Investment Management, Investment Banking, Merchant Banking, Global Investment Research, Consumer, Compliance & Legal, Technology, Finance, Risk, HCM, Executive Office and CWS.
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Experience covering healthcare services in sell-side equity research, investment banking or private equity; Superior academic credentials and track record, an undergraduate degree is required; progress with CFA/CAIA levels is additive.
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No more than 3 years related experience desired ideally in a leveraged finance investment banking capacity or direct lending/credit hedge fund role with formal credit training •MBA or CFA a plus.
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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.
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J.P. Morgan Asset& Wealth Management delivers industry-leading investment management and private banking solutions. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
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Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
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Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
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Three plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.
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JOB SUMMARY The Corporate Financial Accounting (“CFA”) department, based at our headquarters, is instrumental in accounting and reporting for Marriott’s various financial activities including investment, development, joint ventures, foreign exchange, debt, Environment, Social, and Governance (ESG), and international banking activities.
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A minimum of 2-5 years of relevant experience on the buy- or sell-side within private credit or credit research, private equity, investment banking, or management consulting. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time.
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The successful candidate will enjoy contributing to a highly collaborative investment environment and will build strong trusting relationships internally with colleagues across the Private Investing and Investment Research teams as well as externally with potential issuers and financing partners.
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Business Segment: Corporate & Investment Banking. Minimum of 7 years experience primarily involving macroeconomic research andfinancial market analysis, encompassing marketing fixed income and currency investment ideas toinstitutional or currency hedging ideas to corporate clients.
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