• Business Development Officer III - Business Credit

    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
    PNC (07/02/25)
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  • Wealth Analyst I

    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
    City National Bank (06/24/25)
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  • Central Supervision Principal

    KeyBank (Albany, NY)
    …products, including annuities and insurance. Ability to apply financial needs analysis and asset allocation concepts. *Strong knowledge of SEC & FINRA rules & ... regulations **Competencies / Skills** *Excellent communication skills, verbal and written. Confident public speaker. *Strong decision-making skills *Ability to work independently, with good organizational skills. *Relationship building and maintenance skills.… more
    KeyBank (06/20/25)
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  • Wealth Managment Advisor

    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
    US Bank (06/19/25)
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  • Planned Giving Director

    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
    University of Rochester (06/13/25)
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  • MBS Desk Analyst - VP/C13

    Citigroup (New York, NY)
    …decision-making. + Develop models and analytics to assess portfolio risk, optimize asset allocation , and enhance financial forecasting. + Conduct in-depth ... financial analysis and present key insights, trends, and recommendations to senior management to drive strategic decision-making. + Work closely with technology teams to enhance existing analytical platforms and automate data processing for portfolio… more
    Citigroup (05/15/25)
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  • Sales Support Associate

    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
    Foresters Financial Services (04/16/25)
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  • Manager Engineering Distribution Asset…

    PSEG Long Island (Hicksville, NY)
    …trends/history to insure the most cost effective capital spend and efficient allocation of resources. + Develop Asset specific improvement programs, piloting ... time to join PSEG. **Job Summary** This position is part of the Asset Management team responsible for managing assets of the Long Island distribution systems… more
    PSEG Long Island (07/12/25)
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  • Entry-Level Accountant

    Insight Global (New York, NY)
    …partner with department managers and provide actual to budget variance analysis Overhead allocation of asset and costs between offices and departments Create ... information to prepare journal entries Foreign operations accounting and Fixed Asset accounting Prepare financial statements for internal and external reporting… more
    Insight Global (06/25/25)
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  • AVP, Asset Liability Management (ALM)…

    Aflac (New York, NY)
    AVP, Asset Liability Management (ALM) Quantitative Analyst The Company: Aflac Asset Mgt. LLC The Location: New York City, NY, US, 10005 The Division: Global ... Investment Job Id: 7928 About Our Company Aflac Asset Management, LLC, (dba Aflac Global Investments) is a...areas such cash management and liquidity, while optimizing capital allocation strategy(ies). + Solve for key market challenges by… more
    Aflac (07/06/25)
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