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Full command of Microsoft Word, Excel and PowerPoint along with related financial services software including S&P CapitalIQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet, etc.
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Working with Managing Directors and client Relationship Managers to develop new business ideas, pitch strategies or financing scenarios to help corporate clients and financial sponsors achieve their financial and strategic objectives.
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Experience must include: (1) financial services and audit; (2) financial diligence and analytics; (3) accounting, intangible asset valuation, and applied financial theory, and (4) modeling in Excel (VBA/Macros), PowerPoint, and database systems.
$180,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles.
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You will play a key role on our client engagement team, which are typically comprised of a Managing Director or Director as the engagement principal, a Vice President or Senior Vice President as the engagement manager, an Associate, and one or more Financial Analysts.
$225,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. Our services include case assessment, strategy design, complex financial modeling, damage theory formulation, settlement assistance, and expert witness testimony in a variety of legal matters.
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2+ years financial services experience, with at least one year of AML and/or KYC experience. Anti-Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) is part of the Global Operations organization and is responsible for client AML/KYC refresh globally.
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Our business reach spans satellite television service, live-streaming and on-demand programming, smart home installation services, mobile plans and products and now we are building America’s First Smart Network.
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As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
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Our client, is an American multinational investment bank and financial services holding company, is seeking a Project Engineer. Looking for a professional engineer with in-depth knowledge of Contact Center using AVAYA. The position will reside in Client Real Time Collaboration Contact Center Engineering team directly supporting Architecture and Engineering functions for Contact Center products and solutions.
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The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider.
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My client is a reputable Financial Services organisation and they are looking for a Senior Identity and Access Management Security Analyst to join their innovative Security team and support the implementation of their Identity and Access Management delivery.
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Of success in sales, competitive roles, client services, or client-facing roles. a client base and develop knowledge of Bankers Life financial products and market trends.
$60,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Developing and executing the strategy for the transaction Designing the investor targeting and investor engagement Overseeing the team's production of valuation support, financial models, marketing materials, and legal documentation Providing excellent client relationship management.
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At least 5 years of successful sales experience in the financial services industry. Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC.
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saas financial services client jobs Company: Complete Staffing Solutions Inc
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