- Wolters Kluwer (New York, NY)
- …efficiency, and produce better business outcomes. As the, **Business Analysis Associate Director, Portfolio Governance and Reporting,** you are responsible for ... Develop KPIs and metrics that track delivery health, resource utilization, and financial performance across the portfolio by working collaboratively with the PMO,… more
- Coinbase (Albany, NY)
- …as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want ... power of crypto and blockchain technology to update the financial system. We want someone who is eager to...fully supported. This role is for a Senior Sanctions Associate within Enterprise Compliance. The Coinbase Sanctions Advisory team… more
- Citigroup (New York, NY)
- …and results-driven Business Analyst to work on the development and optimization of our Advisor Insights (Next Best Action) Platform Suite. In this role, you will be ... Product Owners and Product Lead to build solutions for advisor engagement and scale + Define and communicate a...preferred. **- Experience:** + 2+ years of experience in financial services in business analysis, requirements gathering related role… more
- KeyBank (Cohoes, NY)
- …Minimum Distribution calculations. + Follow up on client service activities and Advisor 's requests. + Create and manage the client database: address, contact info, ... functions: Process annuity and 1035 exchange paperwork, place all trades for Financial Advisors, money movements, trade logs, and check receipts and security… more
- Mizuho Corporate Bank (New York, NY)
- …client and determine if sufficient based on regulation + Evaluate an Investment Advisor 's organization structure as well as determine when full KYC Onboarding is ... manner + Familiarity with and strong grasp of Investment Advisor Public Disclosure and Edgar sites, along with necessary...part of the recruitment process . Company Overview Mizuho Financial Group, Inc. is the 15th largest bank in… more
- Neuberger Berman (New York, NY)
- We are seeking an Investment Team Support Associate to join our team. This is a high-performing function within the Public & Private Markets, with a primary, ... improvement across Aladdin-enabled workflows. + Serve as a trusted advisor , ensuring investment teams receive timely, high-quality Aladdin support. Qualifications:… more
- Blue Matter (New York, NY)
- …capability within our portfolio. We are seeking an entrepreneurial Technology Manager / Associate Principal to help grow our Technology & Operations practice on the ... & Business Development (30%) + Serve as a strategic advisor to senior life sciences stakeholders. + Strengthen and...401k - generous employer match with immediate vesting and financial planning resources + Comprehensive medical, dental and vision… more
- Guardian Life (New York, NY)
- As Associate General Counsel, Employment, you will report to the Chief Legal Officer and will serve as lead counsel on all labor and employment matters across the ... enterprise. You will act as a trusted advisor to the Chief Human Resources Officer providing expert...realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being,… more
- SMBC (White Plains, NY)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of...technology related risks. * Ability to act as trusted advisor to technology management using discretion and sound judgment… more
- Raymond James Financial, Inc. (Clarence, NY)
- …business summary reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client ... and within a dynamic team environment to provide administrative support to the financial advisors and branch office + Open new client accounts, process money… more