- IAHD-Institute for Applied Human Dynamics (Bronx, NY)
- COMPLIANCE SPECIALIST Job Details Level Experienced Job Location Bronx - Bronx, NY Position Type Full Time Education Level 4 Year Degree Salary Range $22.00 - ... Plan and interdisciplinary Team meetings. + Monitor and review habilitation plans, CFA 's, Life Plans, and documentation for accuracy, quality, and compliance. +… more
- TIAA (New York, NY)
- …Certified Financial Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the ... CFP or CFA certification, TIAA will cover the cost of obtaining...preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level ** 8IC Related Skills Business Development, Client Relationship Management,… more
- Wellington (New York, NY)
- …communicating analyses/recommendations that add value to client portfolios * Providing deal- level updates to respond to secondary market opportunities as well as ... as well as ability to work well under pressure. * High level of initiative, and experience developing and implementing value-added investment recommendations. *… more
- City National Bank (New York, NY)
- …firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is ... to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of...assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical… more
- JPMorgan Chase (New York, NY)
- …in a quantitative field (Finance, Mathematics, Engineering, Computer Science, etc.). + CFA designation or demonstrated progress toward CFA designation. **Key ... to non-quant colleagues. + Clear passion for financial markets and investing + High- level interpersonal and teamwork skills, and a passion for financial markets and… more
- Travelers Insurance Company (Melville, NY)
- …in accordance with department guidelines. + Proactively creates Claim File Analysis ( CFA ) by adhering to quality standards. + Utilizes diary management system to ... severity/ complexity protocols that should be transferred to another level of claim professional and refers on a timely...preferred. + 5 years business experience preferred. + Advanced level knowledge and skill in claim and litigation. +… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 11 **The Team:** The Quantitative Modeling Group is an elite, global team of highly skilled and versatile ... is currently supporting several high-profile strategic initiative funded at S&P Global level , from building the next generation of credit risk assessment, scenario… more
- JPMorgan Chase (New York, NY)
- …and execution of equity trades on behalf of institutional clients, providing high- level market insights and ensuring adherence to best execution practices. The ideal ... exceptional analytical skills, and the ability to cultivate and maintain senior- level client relationships. **Job Summary:** As an Executive Director for our… more
- Bank of America (New York, NY)
- …specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific ... of client portfolios to measure progress toward goals. + Delivery of an appropriate level of service over the lifetime of the client relationship based on the needs… more
- Bank of America (New York, NY)
- …specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific ... and related planning strategies + Delivery of an appropriate level of service over the lifetime of the client...salary and discretionary incentive eligible. + Advanced degree, and/or CFA , preferred + Series 7 and 66 (or equivalents)… more
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