Advise business areas on Firm policies and procedures and applicable securities laws and ... and the '34 Act, Financial Industry Regulatory Authority (FINRA), Securities and Exchange ...
Provide analysis, recommendations, and strategic insight on a variety of issues as a key advisor ... Solid experience in Financial Services, preferably in Capital Markets and specifically on US ...
This hire will work closely with the Legal team, Corp Strategy, Finance, and Compliance teams to ... Act as a trusted advisor and go-to person for corporate litigation matters or disputes
Scheduling investor appointments with the Senior Investment Advisor team Requirements Or Skill Sets * 1-5 years of sales, advisory, or financial services experience * Finance or Business degree
In this role, you will be the primary point of contact for CPAs, RIAs, financial advisors, and individual clients, providing exceptional support and guidance in tax savings strategies. Your ability ...
Conduct deep fundamental research and situational analysis through reviewing company filings, attending conferences, speaking with sell-side analysts, conducting expert calls, and financial modeling
Financial Services Representative About the job Begin a career that allows you to leverage your ... We provide a powerful combination of support including: - our extensive training program, Advisor ...
... risk advisor; Guy Carpenter, the risk and reinsurance specialist; Mercer, the provider of HR and ... financial advice and services; and Oliver Wyman, the management consultancy. With over 81,000 ...
Participate in Investment Committee meetings along with the Fund's Sub-Advisor. * Collaborate on ... Prior experience as CFO or finance leader in commercial real estate preferred. * Demonstrated ...
Advise on any changes to our corporate structure or financial strategy as we grow. * Controller Duties : Set up and refine expense classifications for accurate financial reporting. Help optimize our ...
... and the Financial Sponsors Group to originate new project finance opportunities comprised of advising and lending, as well as obtain mandates and/or execute non-recourse high limited recourse ...
Work with FutureProof, Hanwha group's US affiliates, and outside advisors, to accomplish the ... Review project financial models to ensure consistency, quality control, and best practices
Work closely with external auditors, legal advisors, and regulatory bodies to ensure adherence to all financial laws and regulations. Risk Management & Internal Controls: * Develop and maintain ...
Advising clients on income reporting, tax questions, and tour financials. Handling agency-wide 1042-S / EFTPS filings. * Assisting with the development and implementation of company policies and best ...
... advise Boards and senior executives in the areas of greatest strategic importance to them. The Associate will be intimately involved in developing existing & new financial Models, intellectual ...
BGC Partners is a leading global brokerage and financial technology company. BGC specializes in the ... Candidates must have the ability to analyze and forecast commodity market trends, advise clients on ...
Along with the Structured Finance team and selected external advisors, support external project financing preparation, external engagement with markets, prepare and coordinate inputs for external ...
... and trusted advisor to our clients. Job Description The Alternative Funds at PIMCO total ... The Financing Team sources, evaluates and executes complex fund and investment-level financing ...
Advising clients on legal matters related to real estate financing, including regulatory compliance and financing structures. * Drafting and reviewing loan documents, security agreements, and related ...
Act as a trusted advisor in engagements, with exposure to public market activities. * Mentorship ... Advanced skills in financial modeling, valuation, and market analysis, with a track record of ...
... party advisors, including CPAs, estate planning attorneys, and other consultants. Skills and ... Financial planning experience, preferably with high-net-worth clients, and familiarity with family ...
Work with external tax advisors and consultants to ensure the company's tax strategies are aligned with its business goals. * Support the CFO and senior management in making informed tax-related ...
Analyze budget variances and advise on corrective actions as necessary. * Assist in long-term financial planning and capital allocation. Financial Operations Management: * Oversee and ensure the ...
Take your career to the next level at Prudential Advisors! Change your life by helping others ... The Financial Professional is a key member of our team. After achieving the licenses and ...