13 jobs found

Job description At this company, our goal is to connect with and grow our relationships with individuals and businesses across the country. Each day, we engage with 67 million clients through a growing number of Client Professionals teamed with our world-class digital platform. We are looking to provide advice for our clients when they need us most – whether they’re just starting out, buying a home, building a family, financing and growing a business or planning or investing for retirement. As part of our commitment, we’re looking for the next generation of Wealth Management Banking Specialists —those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. If you’re passionate about helping clients reach their financial goals, join Bank of America’s  Wealth Management Banking Specialists  in one of Merrill’s office locations nationwide. Wealth Management Banking...

Job description LOB Specific Description: A single contributor working independently with institutional clients, maintaining and enhancing relationships. Operates as the single point of contact and will help the Hedge Fund or asset Manager navigate the bank. Responsible for ensuring issues are resolved and appropriate client communication has taken place. Promotes customer retention and satisfaction through client meetings and discussions on operational performance to drive or defend revenue.   Has a thorough understanding of the assigned accounts' requirements. Resolution and remediation of issues through use of metrics and root cause analysis. Strong LOB product and market knowledge across 1 or more LOB. Champion of strategic initiatives rollout with the team and/or clients. Provides guidance to more junior staff. Knowledge of Prime Brokerage, Margin, Settlements, Corporate actions, Other Operational functions, the Hedge Fund industry, and client facing experience...

Job description Business Overview A leading Consumer & Retail investment banking group on the Street in the U.S. and globally.  Also one of the largest Consumer & Retail teams, with over 100 professionals globally, including 80 team members located in New York.   The team serves as an advisor on landmark M&A transactions and leads numerous high-profile IPOs, follow-ons and debt capital raises in both the leveraged finance and investment grade markets.  The group also covers leading private equity firms who invest in the Consumer and Retail sectors.   The group has full coverage of the Consumer & Retail universe – subsectors include Apparel & Footwear, Restaurants, Softlines, Food & Drug Retail, Food & Beverage, Health & Wellness and Personal Care.   The group has a balanced franchise consisting of buy-side and sell-side M&A advisory, equity, leveraged finance and investment grade capital raising. As many...

Job description This company's commitment to Diversity and Inclusion statement  We’re a culture that: • Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs   The Chief Financial Officer (CFO) Group is responsible for the overall financial management of our company. This includes accounting, financial and regulatory reporting, balance sheet management, financial planning and analysis,...

Job description If you’re passionate about helping clients reach their financial goals, join this company’s  Wealth Management Banking Specialists  in one of Merrill’s office locations nationwide. Wealth Management Banking Specialists partner with our Merrill Financial Advisors to provide comprehensive financial solutions to individual wealth management clients with assets generally in the range of $1-10 million. This includes all lending, saving, financing and transaction solutions as well as serving as the expert on all our Digital solutions (mobile and online). Wealth Management Banking Specialists also assist our Financial Advisor teams in navigating complex client situations to ensure our clients are provided the best client experience. As part of our team, you’ll have access to industry leading financial solutions and a team of dedicated product specialists – all designed to meet the unique life priorities of your clients...

Job description Strategic Assurance & SOC Services: Organizations face a growing list of IT risks that can result in negative financial performance, reputational damage and loss of customer trust. Our professionals assist organizations in assessing needs and developing solutions to satisfy the full range of compliance and reporting mandates, including those related to System and Organization Controls (SOC) reports and other attestation reports and IT controls. Strategic Assurance and SOC Services Manager   POSITION SUMMARY: The Attest Services Manager is responsible for delivering a full range of services to our clients in accordance with Statement of Standards for Attestation Engagements (SSAE) 18. These services include readiness assessments, examination engagements, review engagements, agreed-upon procedures and compliance attestations primarily focused on system and organization controls (SOC) 1, 2, 2+ and 3. The role is involved in all phases of the work...

Job description Responsible for overseeing the accounting process for derivative counterparty netting including systems administration for the bank's Global Allocation and Netting Engine (GANE). Applies technical or product specific accounting knowledge to ensure strong financial controls and reporting output. Job requires good knowledge of Derivative and Collateral accounting, Project management, and fire fighting skills. Responsible for resolution of accounting exceptions.   Responsibilities: Ensure accurate and complete recording of FIN 39 netting transactions for stand-alone financials and top-of-house reporting Month-end close, incl. journal entry preparation, monthly financial variance analysis, including research, documentation and communication of account fluctuations Accounts reconciliation and substantiation Suspense monitoring & resolution Coordinate SOX Map walk-throughs and  support quarterly/year-end audit inquiries...

Job description Responsible for monitoring the group email inboxes for Intl. Prime Brokerage Corporate Actions and proxy voting along with reorg related corporate action events. Ability to confirm and process client and client service representative election instructions. Associate must be able to learn and perform all functions related to non-expiring exchanges and conversion events. Must have the ability to navigate multiple systems in order to handle client inquiries when issues arise and respond back to those queries as soon as possible. Associate must exhibit excellent communication skills to manage client relationships / expectations while they ensure election deadlines for client instructions are completed successfully. Attention to detail and ability to multitask and work well with others and under pressure to produce results for our clients and front office partners is critical.   Enterprise Role Overview: Follows established written procedures and...

Job description LOB Specific Description: Associate will be responsible for preparing and/or reviewing reconciliations for various lines of business. Additionally associate will be responsible for researching and assisting in the resolution of reconciliation exceptions. Associate will be responsible for assisting with the month end closing process and balance sheet account attestation. Associates in this role consistently interact with various Ops business units, Regulatory Reporting, Finance, Internal Audit, and other financial institutions. Role will require associate to conduct root cause analysis and identify opportunities for improving functions and processes. Associate will participate-in/lead tactical and strategic projects focused on process improvements and risk mitigation.   Enterprise Role Overview: Follows established written procedures and guidelines, provides technical and analytical support in a global markets operations support function for one or...

Job description LOB Specific Description: Develops analytical and technical tools and delivers quantitative solutions for process enhancement and risk management. Candidate will combine the financial, operational, and technical knowledge in bridging the needs of the operations teams and guidelines from the technology team. Works as part of a broader team on delivery of projects spanning multiple quantitative domains Works independently, with limited direction, and is evaluated through end results Interacts extensively with internal or external contacts to identify, research, analyze and resolve complex problems Will leverage strong quantitative and programming skills to build deep knowledge of the banks pricing & risk libraries and infrastructure. Use this knowledge to serve as a trusted partner to clients Develops analytical and technical tools and delivers quantitative solutions for process enhancement and risk management   Enterprise Role...

Job description This company's commitment to Diversity and Inclusion statement We’re a culture that: • Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs   The Chief Financial Officer (CFO) Group is responsible for the overall financial management of our company. This includes accounting, financial and regulatory reporting, balance sheet management, financial planning and analysis, treasury, investor relations, corporate investments and tax Global Banking and Markets...

Job description Job Description and Requirements Responsible for credit analysis and investigation of existing and prospective clients and counter parts under direction of senior team members. Requires a full understanding of the organization's credit policies and existing credit arrangements. Requires continued knowledge development of specifics related to the business unit or product being supported, including unique credit arrangements. Experience level typically ranges from two to eight years.   Job Requirements: Responsible for all aspects of the credit management of Hedge Funds (HF). This is a high-volume and fast-moving portfolio that utilizes a risk- based approach to drive revenue while maintaining appropriate credit risk disciplines. • Credit analysis: Participate in initial and ongoing due diligence of HFs. Perform quantitative and qualitative credit assessment, setting internal ratings and recommending credit limits • Initial margin...

Job description Wealth Management Banking Specialist   At this company, our goal is to connect with and grow our relationships with individuals and businesses across the country. Each day, we engage with 67 million clients through a growing number of Client Professionals teamed with our world-class digital platform.  We are looking to provide advice for our clients when they need us most – whether they’re just starting out, buying a home, building a family, financing and growing a business or planning or investing for retirement. As part of our commitment, we’re looking for the next generation of Wealth Management Banking Specialists —those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.   If you’re passionate about helping clients reach their financial goals, join this company’s  Wealth Management Banking Specialists  in one of Merrill’s office...