- JPMorgan Chase (New York, NY)
- …facet of wealth management, including investments, lending, banking, and trust and estate planning . Our advisors help clients achieve their financial goals by ... then we have the role for you. Joining our Advisor Training Program means you will be joining a...Solutions Analysts will get involved with conducting research and analysis , using our proprietary models, assist with product development… more
- JPMorgan Chase (New York, NY)
- …for Latin America Investment Banking Coverage, you will be the trusted advisor and strategic partner to senior leaders, driving business strategy and growth ... within our team, you will act as a trusted advisor and counterweight to Business Heads. You will identify,...business strategy and growth + Optimizing business performance and planning + Establishing business priorities and ensuring their delivery… more
- Humana (Albany, NY)
- …in a planning or analytics capacity. + Strong understanding of financial planning , workforce management, and organizational design. + Experience with ... modules for: + **Finance** : Headcount cost modeling, compensation planning , forecasting, scenario analysis . + **HR** :...(eg, Power BI, Tableau). + Serve as a strategic advisor to Finance and HR leadership, helping shape the… more
- City of New York (New York, NY)
- …or protect themselves from physical or mental injury, neglect , maltreatment, or financial exploitation; are in need of protection from actual or threatened harm, ... APS ensures that medical and psychiatric services, eviction prevention, financial management, home care, legal services and as last...these units. The Executive Director serves as a chief advisor to the APS Deputy Commissioner on all matters… more
- Memorial Sloan-Kettering Cancer Center (New York, NY)
- …+ CFA and/or CPA preferred. **Core Skills:** + Financial modeling and analysis + Strategic growth planning and deal execution + Relationship management and ... will collaborate with executive leadership, serving as a trusted financial advisor and thought leader in growth...development team to identify, assess, and prioritize growth opportunities. Financial Analysis and Modeling: Lead and review… more
- S&P Global (New York, NY)
- …companies based in the US, Canada, and Latin America across a broad range of non- financial corporate sectors. + Act as an advisor to S&P analysts on discerning ... Setters is a plus. + Must be affluent in financial statement analysis and accounting standards eg,...new skills. + Invest in Your Future: Secure your financial future through competitive pay, retirement planning ,… more
- City National Bank (New York, NY)
- …data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio ... to provide tailored advice in collaboration with client team. Utilize planning capabilities and develop solutions across investments including brokerage, trust and… more
- US Bank (New York, NY)
- …with existing clients. The WPIS will serve as a subject matter expert in financial planning , insurance products, (working closely with our Financial ... analysis and mitigation of a broad spectrum of financial and personal risks that a family of wealth...equivalent work experience - 10 or more years of financial planning experience with HNW/UHNW clients **Preferred… more
- BlackRock (New York, NY)
- …Platform. The team sits at the intersection of Corporate Strategy & Development and Financial Planning & Analysis (FP&A), blending strategy, finance and ... business-level execution plans, short- and long-term budgets, forecasts, insightful metrics and financial analysis that drive business decisions. We are looking… more
- Wells Fargo (New York, NY)
- …and Investment Management (WIM) leads the strategy, design and prioritization of the Advisor Desktop experience and Advisor tools to enable growth across WIM's ... full-service and independent advisor channels. The team drives close collaboration across all...+ 5+ years of product management, product development, strategic planning , process management, change management experience, or equivalent demonstrated… more