- Chobani (NY)
- …established accounting policies and procedures. Oversee the project closure process including asset cost allocation , outline nonvalue added activities, and ... breakdown structures, capital expenditure requests, manage budgets, forecasts and facilitate asset creation. Create and execute a detailed work plan which identifies… more
- Chobani (New Berlin, NY)
- …established accounting policies and procedures. Ensure the project closure process including asset cost allocation , outline unnecessary activities, and asset ... breakdown structures, capital expenditure requests, handle budgets, forecasts, and facilitate asset creation. Create and implement a detailed work plan which… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …* Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios. * Assists in ... preparation of written industry and company specific reports * Assists in development of financial models for revenue and income forecasts. * Assists with research and analytics used in Investment Strategy white papers for Financial Advisors. * Assists with… more
- CIBC (New York, NY)
- …and other account updates accurately and within required timelines. Update portfolio asset allocation schedules. + **Support your team:** Assist Relationship ... Managers with preparing materials for presentations, meetings, and reviews, as well as reporting requests. Assist in the training of less experienced staff, at management request. + **Problem-solve and follow through:** Proactively anticipate and address… more
- BlackRock (New York, NY)
- …performance, monitor risks and design custom portfolio solutions for clients using asset allocation , portfolio construction, risk management and other related ... investment skills. **Key Responsibilities** **Portfolio Manager** + Ensure that portfolios and strategies are at risk targets while in compliance with their investment guidelines and quickly escalate and resolve potential issues + Rebalance portfolios for… more
- Foresters Financial Services (Westbury, 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
- Amazon (New York, NY)
- …of this role 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. This role will also be responsible for developing and implementing enhanced portfolio risk management processes, monitoring counterparty exposures, and mitigating portfolio risk.… more
- Citigroup (New York, NY)
- …and to Citi Private Bank Clients + Work with the Investments Lab to identify asset allocation Gaps and with product specialist to define strategies to close such ... gaps. + Lead the regional discussion of implementation strategies and action plans for Citi Private Bank Global Themes + Participate actively in region's Sales and Research Calls + Coordinate successful rollout of Citi Private Bank Global Outlook + Work… more
- Bank of America (New York, NY)
- …market and investors are increasing their usage of the products for tactical and strategic asset allocation . Already a leader in this space, Bank of America is ... looking to further expand its Fixed Income ETF sales team to capture increased market share in this high growth area of financial markets. This job is responsible for commercializing Bank of America's Fixed Income ETF trading capabilities across the firm's… more
- City National Bank (New York, NY)
- …proposals through the creation of: Detailed fixed income and equity analyses; Current asset allocation overviews; Cash flow and scenario analyses; Comparisons of ... current investment providers vs. appropriate benchmarks and CNR composites; Illustrations of proposed changes and subsequent added value. Remain up-to-date on current economic and market trends. * Ensure team specific sales materials are continually updated to… more