- JPMorgan Chase (Rochester, NY)
- …client acquisition + Advise clients on their overall balance sheet, including asset allocation , investment management, wealth planning, credit and banking needs ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
- JPMorgan Chase (Garden City, NY)
- …of appropriate investment products + Develop investment policy statements and advise on asset allocation + Closes sales of complex investment products + Support ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
- Kestra Financial (Wappingers Falls, NY)
- …Responsibilities + Supports Lead Advisor including managing client needs regarding service, asset allocation , case design and financial planning + Responsible ... position and prepare to service clients independ + Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not… more
- City National Bank (New York, NY)
- …analysis to determine the appropriate structure of the proposal including tax considerations, asset allocation , income needed and risk tolerance * Review draft ... MBA or both. * Excellent knowledge in the following areas: asset management, banking/credit, personal trust, and brokerage services. * Excellent analytical… more
- Neuberger Berman (New York, NY)
- …and address them with senior trust company officers if necessary. + Implement asset allocation decisions. + Work with our Investment Team, Financial Planning ... across a range of strategies-including equity, fixed income, quantitative and multi- asset class, private equity and hedge funds-on behalf of institutions, advisors… more
- JPMorgan Chase (New York, NY)
- …of appropriate investment products + Develop investment policy statements and advise on asset allocation + Closes sales of complex investment products + Support ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
- Amazon (New York, NY)
- …management activities to include idea generation, trade execution, contributing to asset allocation strategy, oversight of external managers, ensuring portfolio ... compliance, portfolio reporting and analysis, and ongoing process improvement. The successful candidate should be comfortable with ambiguity and balancing multiple competing priorities. The candidate will be required to work closely with banking counterparties… more
- City National Bank (New York, NY)
- …CNR provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. ... *WHAT IS THE OPPORTUNITY?* The VP - Investment Analytics and Trade Monitoring will establish and develop the Compliance Trade Oversight Program by leading, configuring, and overseeing the design, implementation and administration of the compliance rules engine… more
- NBT Bank (Albany, NY)
- …holdings of new portfolios to comply with departmental guidelines with regard to asset allocation , sector weightings and security composition in accordance with ... account investment objectives. Monitors portfolios of accounts and makes adjustments as needed. Prepares investment proposals for a new business accounts and maintains a clear understanding of their objectives while making recommendations. Understands and… 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