- Bank of America (Brooklyn, NY)
- …client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, ... appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls risk as part...least one year experience in the investments industry, including investment training and in-depth knowledge of investment … more
- JPMorgan Chase (New York, NY)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... As an Executive Director - Data Product Strategy Lead in Corporate & Investment Bank (CIB), you lead innovation through the development of products and features… more
- New York State Civil Service (New York, NY)
- …a Senior Quantitative Portfolio Analyst to join its investment risk management team to oversee portfolios across multiple asset classes. This position ... and risk related data* Measure and monitor various factor exposures across asset portfolios* Measure, monitor, manage and report on various portfolio risk metrics… more
- Kestra Financial (Wappingers Falls, NY)
- …the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the ... services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties and Responsibilities +… more
- JPMorgan Chase (New York, NY)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... client business into the Securities Services organization within JP Morgan's Corporate Investment Bank. Your role will involve managing projects that range from… more
- TD Bank (Middle Village, NY)
- …advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience ... and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the… more
- Neuberger Berman (New York, NY)
- …feature/test generation) for greater development efficiency-required. + Understanding of the Private Wealth asset management industry is a plus + Strong oral and ... years' of hands on C# development experience, preferably in private wealth, wealth management , or financial services + Well versed in core Microsoft technologies -… more
- TD Bank (New York, NY)
- …and ensuring the delivery of high-quality applications. Effective communication, stakeholder management , and alignment with senior management are essential for ... success. **Job / Role Responsibilities:** **A) Functional Testing / QA Management :** + Plan, execute, and manage functional testing efforts in support of the… more
- Neuberger Berman (New York, NY)
- …fund administrators in recording and reconciling transactions within the portfolio management and accounting systems. Additionally, this position assists with the ... preparation of historical investment performance analyses, financial statements, and related reports. Private...and fund IRRs on a quarterly basis + Review management fee calculations + Collaborate with audit and tax… more
- JPMorgan Chase (New York, NY)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... Data Office. As a Senior Lead Architect at JPMorgan Chase within the Corporate Investment Bank Information Architecture team, you are an integral part of a team that… more