- Wellington (New York, NY)
- …assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid ... holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work… more
- MUFG (New York, NY)
- …services industry. **2. Preferred Qualifications:** + Advanced degree (MS, MBA, CPA, CFA or JD) + Experience with financial analysis, reviewing loan agreements & ... term sheets, and working with Bank products + Strong written, verbal and interpersonal skills + Demonstrated command of Microsoft PowerPoint, Excel, and Word + Strong analytical abilities and ability to learn + Ability to handle multiple assignments… more
- NBT Bank (Syracuse, NY)
- …Bachelors Degree in Business, Finance or related field + Graduate degree and/or CFA designation desired but not required + Graduate of Accredited Trust School, with ... Accredited Fiduciary Investment Manager (AFIM) or similar designation + 5 Years experience in developing business and managing investment accounts Skills and Abilities: + Thorough knowledge of economics, markets (both equity and fixed income) and investment… more
- MUFG (New York, NY)
- …requirements **Skills & Experience:** + Bachelor's degree, in Finance, Accounting or Economics ( CFA , FRM or MBA is a plus) + 10+ years of Financial Institution ... industry expertise, ideally with an Insurance sector focus + Strong credit skills and extensive analytical and modeling skills + Knowledge of standard bank products including loans, letters of credit, derivatives, foreign exchange, rate swaps, cross currency… more
- Binghamton University (Binghamton, NY)
- …with online or hybrid teaching modalities. + Professional certifications such as CFA or CFP. + Familiarity with student-managed investment funds or stock market ... simulations. Visa sponsorship is not available for this position. Additional Information: Binghamton University is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services,… more
- SMBC (New York, NY)
- …MA/ MS/ MBA. Licenses, Certifications, Registrations + Series 63 and 79 required. CFA a plus. Language Skills + Strong written and verbal English and Spanish ... communication skills. Portuguese is a plus. Software Systems/ Programming Languages + Microsoft Office, Word, Excel, PowerPoint SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as,… more
- JPMorgan Chase (Brooklyn, NY)
- …Control experience- a professional accounting qualification, eg CPA, ACA, CIMA + CFA charter holder JPMorganChase, one of the oldest financial institutions, offers ... innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and Chase brands. Our history spans over 200 years and today we are a leader in… more
- The Salvation Army (Glendale, NY)
- …habilitation services to each client as prescribed in that client's service plans ( CFA , Individual Service plan, Habilitation plan) + Assist in transporting of the ... individuals to and from programs, community inclusion activities, medical appointments, home visits and all other activities as needed. + Assist each client, as needed, in skill development in areas such as activities of daily living, domestic living,… more
- JPMorgan Chase (New York, NY)
- …staff **Required Qualifications, Capabilities, Skills** + Bachelor's degree required; MBA or CFA preferred + Series 7, 66 and Insurance licenses required for ... position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Ten plus years' experience in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited… more
- JPMorgan Chase (New York, NY)
- …financial planning **Preferred Qualifications, Capabilities, and Skills** + MBA or CFA preferred + Prior experience providing complex investment solutions to ... individuals + In depth experience and/or knowledge of hedge funds, private equity and alternative investments + Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity + Sales experience including: profiling, overcoming… more