- 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
- Citigroup (New York, NY)
- …Citi's major liquidity portfolios globally, including the development of the overall asset allocation strategy and process. The Rates Portfolio Management team ... within CTI has responsibility for short-term funding, global USD cash pooling, legal entities' money position and funding, Citi Treasury's global government, government-backed/agency and government-backed mortgage securities portfolios and primary… 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
- University of Rochester (Rochester, NY)
- …a working knowledge of the University of Rochester's investment management strategy and asset allocation for charitable trusts + Represent Gift Planning at ... events and meetings Professional Development + Attend a professional development conference and or specialized software training annually and participate in gift planning related webinars as possible to keep current on legislation and best practices to be a… 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
- 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
- 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
- US Bank (New York, NY)
- …knowledge in financial planning, including but not limited to goals-based planning, asset allocation , retirement planning, and education funding + Extensive ... knowledge of the securities industry, including investment and insurance products and services + Knowledge of private banking products and services, including credit processes and policies + Strong presentation abilities + Strong relationship management,… more
- MTA (New York, NY)
- Deputy Director Enterprise Asset Management Value Realization Job ID: 6664 Business Unit: MTA Headquarters Location: New York, NY, United States Regular/Temporary: ... Regular Department: Enterprise Asset Management Date Posted: Jun 10, 2025 Description JOB...needed such as process flow optimization, business analysis, resource allocation and optimization, risk analysis, and estimation of impact… more