- CP Unlimited (Yonkers, NY)
- …Care Manager and other outside service providers. + For ICFs: Prepare annual CFA 's and summaries, Coordinate/conduct all IDT meetings - ensure completion and receipt ... of necessary reports 2 weeks in advance + For IRAs: Attend Life Plan meetings, Write/certify monthly notes, Staff Action Plans, etc. + Ensure the follow-up of recommendations stemming from reviews/special meetings. + Ensure least restrictive interventions or… more
- TD Bank (New York, NY)
- …& Experience:** + Undergraduate degree + Holds or is working towards a CFA designation preferred for publishing analysts and associates + Masters or PhD preferred ... + 2+ years related experience **Customer Accountabilities:** + Compiles, analyzes, and evaluates data, conducting modeling on multiple data inputs related to assigned: + companies/industries and/or + financial markets and economic analysis research reports… more
- Abilities First Inc (Poughkeepsie, NY)
- …the services, supports, safeguards, behavioral documentation and activities identified by ISP/ CFA and the Day Habilitation plan. Completes the monthly note and ... ensure it covers the individual's response to service within the seven days of the following month for assigned individuals. 2. Performs individual specific personal care as required, including but not limited to assistance with toileting, transferring,… more
- JPMorgan Chase (New York, NY)
- …and manage multiple tasks **Preferred qualifications, capabilities and skills** + CFA Charter-holder preferred + Ideal experience as a research analyst, portfolio ... manager or banker 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… more
- New York State Civil Service (New York, NY)
- …and process development.Preferred Qualifications:* MBA or Chartered Financial Analyst ( CFA ) designation are preferred.* Proficiency with portfolio management tools ... such as BlackRock Aladdin, eVestment, eFront, and custodian reporting systems.* Strong written and verbal communication skills, with exceptional attention to detail.* Strong technical skills and intellectual curiosity.* Ability to carry out activities that are… more
- Principal Financial Group (New York, NY)
- …You Stand Out** + Experience within the infrastructure sector + MBA or CFA preferred + Exceptional financial statement analysis and accounting knowledge as well as ... demonstrated understanding of economics and investment theories + Strong understanding of financial accounting and economic theory, applicable laws and regulations (including international), tax and accounting trends and implications, business operating trends… more
- Heritage Financial Credit Union (Middletown, NY)
- …risk, compliance, finance, or operations. + Professional certifications such as CPA, CFA , CIA, CISA, or CRCM preferred. + Demonstrated success leading IT governance, ... cybersecurity oversight, or digital transformation initiatives. + Exceptional strategic, analytical, and communication skills with the ability to influence at all levels of the organization. + Proven experience managing diverse teams and building strong… more
- New York State Civil Service (New York, NY)
- …standards (eg, TCFD, PRI, CDP, GHG Protocol, SFDR, SBTi).Preferred Qualifications:* MBA, CFA , CAIA, or progress toward a similar credential.* Excellent written and ... verbal communication skills, including experience preparing investment memos and ESG reporting.* Deep understanding of sustainable finance market trends and ESG regulatory developments.* Proven ability to work independently and collaboratively within… more
- BMO Financial Group (New York, NY)
- …be assigned as needed. KNOWLEDGE AND SKILLS + Graduate degree in Finance, or CFA /MBA and at least 8-10+ years bank and non-bank financial institution due diligence ... and credit analysis experience specifically covering the insurance sector (both domestic and international) + Credit analysis experience and understanding of counterparties and investment products. + Robust knowledge of lending and portfolio management… more
- JPMorgan Chase (New York, NY)
- …+ Knowledge of loan and CDS markets + Progress toward or completion of CFA designation + Strong technical coding skills, including Python and other languages for ... data analysis and automation + Experience with relative value analysis + Experience in portfolio management or research roles JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small… more
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