- Cornell Cooperative Extension (Watertown, NY)
- …to ensure that target outcomes are met. * Supervise a team of energy advisors (working both remote and in-person) within the 7-county region served under the North ... "high risk" situations for energy efficiency. + Provide guidance to Energy Advisors working with low-moderate income residents in planning for whole-home energy… more
- JPMorgan Chase (Rochester, NY)
- …Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors in order to have appropriate knowledge to carry out the ... superior client service. + Ability to partner with client's other advisors (attorney, accountant); highly respected by external professional advisor community +… more
- Grant Thornton (New York, NY)
- …+ Utilize platforms such as Bloomberg, Pitchbook, Capital IQ, Eikon, Solve Advisors , and Finsight for pricing support, market comps, and research. + Present ... platforms such as Bloomberg, Capital IQ, INTEXCalc, Eikon, Solve Advisors , Yield Book, or similar platforms. + Working knowledge...provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively… more
- Neuberger Berman (New York, NY)
- …class, private equity, real estate and hedge funds-on behalf of institutions, advisors and individual investors globally. With offices in 26 countries, Neuberger ... Business Development Analyst will work closely with two senior Client Advisors ("CA") within the Institutional Client Group. The Analyst will collaborate… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …+ Collects fundamental research on related companies as requested by Financial Advisors . + Uses analytical tools, software and methodologies to research investment ... and analytics used in Investment Strategy white papers for Financial Advisors . + Assists with preparation of presentations, portfolio/equity analyses, and proposals… more
- Cardinal Health (Whitestone, NY)
- …resolutions and disciplinary actions. The Senior Specialist also administers cases for Advisors , Employee relations & Labor Relations and follows up with people ... safety, workplace violence and business conduction violations. Forwards case to Advisors along with documentation submitted by people manager. + For attendance… more
- Bank of America (New York, NY)
- …feeder fund structuring this position may require connectivity with financial advisors and clients to execute complex product transactions across private placements ... fund structuring this position may act as secondary coverage for financial advisors and clients to execute complex product transactions across private placements and… more
- Tompkins Community Bank (Ithaca, NY)
- Overview This position is responsible for assisting Wealth Advisors and Trust Officers with all aspects of new account opening, investment and account review ... maintaining files within compliance and regulatory guidelines. + Support Wealth Advisors /Trust Officers by preparing correspondence; review daily cash reports for… more
- JPMorgan Chase (New York, NY)
- …the Asset Management team, you will be responsible for helping financial advisors understand the complexities of capital markets and offering timely solutions. You ... focus + Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way + Partner with Client Advisor (external… more
- Bank of America (New York, NY)
- …complex investment conversations with internal and external partners, including financial advisors . Therefore, the candidate must aspire to a research-intensive role ... indices and peer groups * research global equities markets * support financial advisors and Specialist teams with investment solution and asset class insights *… more