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Financial Services
Support investment bankers by preparing marketing materials, conducting financial analysis and valuation modeling, sourcing industry/company research, and developing industry and capital-market insights to inform M&A, ECM, DCM, and treasury solutions.
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Financial Services
Support daily client deliverables for private equity fund administration including NAV computation, financial statement preparation, capital event oversight, fee and carried interest calculations, investor allocations and reporting, year-end audit/tax coordination, client liaison, control adherence, and review of fund governing documents.
Top Skills:
InvestranMS OfficeExcel
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Financial Services
Provide comprehensive, goals-based financial planning and advice to individuals and families; build client relationships and a book of business; educate clients on digital tools; collaborate with partners and deliver personalized investment and insurance solutions.
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Financial Services
Provide comprehensive financial planning and relationship-focused advice to individuals and families, build a book of business, acquire and retain clients, coordinate referrals and partner solutions, educate clients on digital tools, and deliver goals-based investment and holistic financial coaching.
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Financial Services
Provide holistic financial planning and investment advice to individual and family clients, build a book of business, acquire and deepen client relationships, integrate Chase partner referrals, promote digital tools, and uphold compliance and ethical standards.
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Financial Services
Support global fixed income index research by analyzing large datasets, building quantitative models, managing client projects, maintaining index operations, evaluating performance and market trends, and producing visualizations and reports to inform strategic product decisions.
Top Skills:
Python
Reposted One Month AgoSaved
Financial Services
Prepare and validate daily P&L and risk reporting for EMEA currencies and emerging markets. Deliver commentary to senior management, investigate P&L breaks, design and implement controls and process improvements, and coordinate with front, middle, and back office to resolve reporting and control issues.
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Financial Services
Lead origination, structuring, execution and post-close management of credit and fund financing transactions focused on infrastructure, sports & media, and asset-backed finance. Partner with Sales, Trading, Global Banking and Private Bank, negotiate terms and documentation, build sector-specific solutions and risk frameworks, and act as a transaction-focused center of expertise across the global structuring organization.
Reposted One Month AgoSaved
Financial Services
Provide comprehensive, goals-based financial planning and advice to individuals and families, build client relationships and a book of business, educate clients on digital tools, and collaborate with partners to deliver personalized investment and insurance solutions.
Financial Services
Prepare, review, and file financial statements and regulatory reports for alternative investment funds. Coordinate data collection, validate balance sheet items, perform variance analysis, ensure compliance with US GAAP/IFRS/Lux GAAP, and maintain control procedures while partnering with business lines and regulators to improve reporting and data quality.
Top Skills:
IfrsLux GaapUs Gaap
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