- 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
- Neuberger Berman (New York, NY)
- …and actionable. + Conduct statisticalanalysis and developsophisticatedquantitativefinancialmodels used for asset allocation and security selection. + Perform ... clients. We are seeking a highly motivated Summer Quantitative Analyst to join in New York. The Summer Quant...+ Build financial models to perform back tests on asset allocation and security selection strategies. +… more
- ADP (New York, NY)
- …role will also collaborate with our Market Insights, Competitive Intelligence and Analyst Relations teams to develop a unique market perspective and craft relevant, ... trends and regulatory issues + Recommend the direction and allocation of resources for product marketing programs, and work...intelligence to inform strategies and content + Work with Analyst Relations team on evaluations and briefings in support… more
- Wells Fargo (New York, NY)
- …education funding analysis, executive compensation issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, ... business succession, asset protection, and estate and wealth transfer strategies +...or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) strongly preferred + Deep experience with clients… more
- Trustco Bank (Schenectady, NY)
- …employees can grow their careers. We believe that our people are our greatest asset and consider our employees as family. We value each team member's contribution ... activities for executive leadership, ensuring optimal time management and resource allocation . + Communication & Correspondence: Draft, proofread, and manage various… 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 ... travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and… more