Senior Investment Tax Analyst Brown Brothers Harriman & CoSenior Investment Tax AnalystBoston, MA$65,000–$90,000 / yearTax Analyst will prepare, and train others in calculating the partnership tax workpapers - including partner allocation of taxable income and expense items, tax returns and their associated schedules and attachments, reportable transaction analysis, fund structure guidance, tax estimates, as well as other client deliverables. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management.
Analyst, Debt Capital Markets, Investment Banking Canadian Imperial Bank of CommerceAnalyst, Debt Capital Markets, Investment BankingNew York, NY$115,000–$135,000 / yearAdvisory Services, Analytical Thinking, Business Finance, Client Service, Debt Capital Markets, Financial Markets Analysis, Financial Modeling, Investment Banking, Researching. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Senior Investment Banking Analyst Howden Group Holdings LtdSenior Investment Banking AnalystNew York, NY$105,000–$115,000 / yearSenior analysts on the HCMA team will be heavily involved in the following tasks: Preparation of company valuations including using various methodologies including discounted cash flow, leveraged buyout, trading comparables and transaction comparables; Preparation of company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation; Participate in the origination and execution of M&A, equity, debt and ILS transactions; Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures and potential M&A transactions; Prepare presentation materials for use in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance; Participate in all stages of transaction executions, from the pitch phase through closing. Demonstrated academic achievement and excellence outside of academics; Excellent written and verbal skills; Ability to work independently and as part of a team; Demonstrated ability to work in a time sensitive environment and under pressure with tight deadlines; Ability to multi-task with strong attention to detail; Ready to assume a high level of responsibility; Bachelor's Degree required; well-rounded academic background, with coursework in finance, economics, mathematics, or actuarial science is preferred; Demonstrated leadership abilities; Solid interest in the financial sector; Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must; Legally authorized to work in the United States.
2027 Commercial & Investment Bank Markets Full Time Analyst Program JPMorgan Chase & Co2027 Commercial & Investment Bank Markets Full Time Analyst ProgramChicago, ILJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. 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.
Risk and Liquidity Manager - Investment Management Team UBS Group AGRisk and Liquidity Manager - Investment Management TeamWeehawken, NJThis role will contribute to the firm's risk governance framework by preparing analysis, monitoring portfolio risks, supporting liquidity assessments, and helping deliver clear insights to portfolio managers and internal stakeholders. Both teams collaborate closely with Financial Advisors, the OCIO Team, Portfolio Advisory Group, internal product and operations teams, and stakeholders across Wealth Management to drive business and product initiatives for the UBS CIO organization.
Investment Associate UBS Group AGInvestment AssociateBoston, MAAn Investment Associate provides support to the wealth management team in the analysis and marketing of products and services, alongside client service. Working knowledge of: Managed portfolios, mutual funds, ETFs, structured products, alternatives (at a high level).
Investment Advisor Senior PNC BankInvestment Advisor SeniorPittsburgh, PennsylvaniaPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Investment Analytics Manager - Office Division ($124,200.00 - $162,300.00) The Irvine Company LLCInvestment Analytics Manager - Office Division ($124,200.00 - $162,300.00)Irvine, CA$124,200–$162,300 / yearParticipate in preparing asset-level business plans and monitoring asset performance (trends and budget variances); help drive analytical insights around operating and financial performance; help identify risks, and identify opportunities for revenue enhancement, cost and capital efficiency, and potential loan refinance implications. Position Summary: The Manager supports the Finance, Asset Management, and Leasing teams by building financial models, analytical tools, and automated workflows to drive portfolio performance and strategic decision-making.
U.S. Private Bank - Investment Professional JPMorgan Chase & CoU.S. Private Bank - Investment ProfessionalClayton, MOOur 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. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the worlds most prominent corporate, institutional and government clients under the J.P.
Senior Investment Associate Canadian Imperial Bank of CommerceSenior Investment AssociateBoston, MA$115,000–$130,000 / yearWe work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. You'll prepare research and analytical reports to inform investment decisions and work closely with Relationship Managers and Business Development Officers to deliver sound investment management and advisory services.
Vice President Investment Banking Healthcare WEDBUSH, Inc.Vice President Investment Banking HealthcareSan Francisco, CA$200,000–$225,000 / yearYou have worked on multiple capital markets transactions or M&A deals, preferably within healthcare or life sciences sectors, and possess the technical skills and professional maturity to operate with increasing independence. From breakthrough therapeutics and precision medicine to digital health platforms and medical technology, the convergence of science, data, and patient care is creating extraordinary opportunities for sophisticated financial advisory and capital formation.
JPMorgan Wealth Management - Investments and Advice - Multi-Asset Specialist - Vice President JPMorgan Chase & CoJPMorgan Wealth Management - Investments and Advice - Multi-Asset Specialist - Vice PresidentSan Francisco, CAChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Partner with sales management: Work with regional leadership to provide content, increase investment flows, identifying trends and providing thought leadership throughout various market conditions.
NewInvestment Advisor PNC BankInvestment AdvisorArvada, ColoradoIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewInvestment Manager - Product Research Associate III - PNC Wealth Management PNC BankInvestment Manager - Product Research Associate III - PNC Wealth ManagementPittsburgh, PennsylvaniaInvestment Manager / Fund Research – Perform manager research, due diligence, and ongoing monitoring across investment vehicles including (but not limited to) mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and third-party multi-asset solutions for the PNC Wealth Management (PNCWM) approved list. Responsibilities include evaluating capital market assumptions, selecting default strategies/funds, monitoring performance and risk, performing performance attribution, setting strategic asset allocations, and recommending tactical adjustments based on the firm’s market views.
NewVP, Group Media Director Investments Mediahub WorldwideVP, Group Media Director InvestmentsLos Angeles, CaliforniaThe GD must act as the investment leader for various Mediahub clients, driving collaboration, excellence and quality of product across all channels to deliver the most strategic, holistic, and integrated investment solutions. Partner with Strategy, Planning, Analytics and Business leaders to build outstanding relationships with clients based on trust, advocacy in the marketplace and a clear consensus of clients’ business objectives.
Portfolio Manager-Investment Management Group Rockland TrustPortfolio Manager-Investment Management GroupBoston, MAAs a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes.
Investment Principal, Public Markets Partners Capital Investment Group LLPInvestment Principal, Public MarketsBoston, MA$160,000–$220,000 / yearPart timeClients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. With $75B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes.
Investment Principal, Client CIO Partners Capital Investment Group LLPInvestment Principal, Client CIODallas, TXPart timeThis will primarily include managing pitch processes for Texas-based prospective clients (e.g., performing preliminary research on investments within the prospective client’s existing portfolio, developing a proposed asset allocation and manager lineup for the prospective client, helping compose pitch decks and manage RFP processes, presenting in pitch meetings, responding to prospective client questions, managing communications with financial intermediaries). Clients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms.
Tax Senior, Tax Analysis & Debt Investments Deloitte Touche Tohmatsu LtdTax Senior, Tax Analysis & Debt InvestmentsLos Angeles, CACalculate and/or review taxable income on equity and derivative investments including wash sales, QDI & DRD, REIT & RIC reallocations, PFICs, constructive sales, straddles, section 1256, swaps, and other items using Deloitte's proprietary security trading analysis platform. You'll oversee asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources.
Platform Owner - Strategic Investment Platforms Thrivent Financial for LutheransPlatform Owner - Strategic Investment PlatformsMinneapolis, MN$139,139–$188,247 / yearReporting to the Director, Investments Technology & Data, this role is accountable for building strong vendor partnerships, coordinating vendor-led and internally led initiatives, and partnering with front office stakeholders to drive adoption and measurable improvements in investment workflows and business outcomes. The Platform Owner - Strategic Investment Platforms is accountable for driving value realization from our strategic investment platforms, including BlackRock's Aladdin Enterprise, Bloomberg and FactSet, by optimizing adoption and utilization, reducing friction in front-office workflows, and ensuring delivery of vendor roadmap commitments end-to-end.