- Edward Jones (Greenwich, NY)
- …clients' goals and circumstances. + Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and ... make recommendations to client. + Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Cultivating relationships with… more
- PNC (New York, NY)
- …needed to be successful in this position. **Preferred Skills** Account Management, Asset Allocation , Capital Management, Credit Risk Analysis, Equity Valuations, ... Investment Banking, Sales **Competencies** Competitive Environment, Credit Analysis and Verification, Customer Experience Management., Effective Communications, Financial Engineering, Knowledge of Underwriting, Prospecting., Selling. **Work Experience** Roles… more
- NYSTRS (Albany, NY)
- …investment managers + Contribute to special projects, such as operational initiatives, asset allocation , etc. **Salary Grade** This position is a non-graded ... position **Salary Range** $24.00 per hour **Job Type** Temporary **EEO STATEMENT** At NYSTRS, diversity, equity, and inclusion are integral to our mission of providing our members with a secure pension and exceptional customer service. We are committed to… more
- BlackRock (New York, NY)
- …research and provide insights on the global economy, markets, geopolitics and long-term asset allocation - all to help our clients and portfolio managers ... navigate financial markets. **Why is your role important?** + The Vice President will play a key role in driving BlackRock's thought leadership. The role will focus primarily on geopolitical and policy research and writing, but will also have the opportunity… more
- New York State Civil Service (New York, NY)
- …culture.* Support leadership on ad hoc projects related to strategy development, asset allocation and market studies.* Perform other duties and responsibilities ... as assigned by management. Minimum Qualifications Minimum Qualifications: * A minimum of seven years of experience in sourcing and evaluating primary and/or secondary private market comingled fund opportunities.* Demonstrated high level of integrity and… more
- KeyBank (Tarrytown, NY)
- …with clients' other internal and external advisors to provide advice relating to asset allocation and the execution of overall investment strategy. **Growth** + ... This position is responsible for either meeting or exceeding assigned individual growth goals which can include qualified lead development, expanding existing client relationship revenue, and contributing significantly to attaining team growth goals. +… more
- City National Bank (New York, NY)
- …knowledge of portfolio management, including knowledge of investment techniques and asset allocation , investment research, capital market behaviors, and ... financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka… more
- UMB Bank (Albany, NY)
- …Plan Services experience strongly preferred + Broad knowledge of financial markets, asset allocation principles, and financial products. Experience in investment ... manager selection and monitoring a plus + Prior experience with DC retirement plans and understanding of regulations related to ERISA, DOL, and IRS required + Solid understanding of plan design, compliance and testing, and industry standards required + Good… more
- JPMorgan Chase (New York, NY)
- …outlook. **Job Responsibilities:** + Advise on portfolio construction including overall asset allocation , tactical shifts and security selection and perform ... client portfolio reviews on a regular basis in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in accordance with High-Net-Worth clients' investment objectives + Identify and develop new business… more
- Foresters Financial Services (Albany, NY)
- …including IRAs and 403(b)s + College funding products including ESAs and 529 plans + Asset allocation strategy + Time value of money + Prospecting and telephone ... techniques (if you become FINRA licensed) + Compliance training What you need to have: + High School diploma or equivalent + Some college preferred + FINRA licensing required (S6/S63/Life/Health) with in 12months of hire. Training will be provided. + Strong… more