- City National Bank (New York, NY)
- …objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under ... accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly… more
- City of New York (New York, NY)
- …community-based services and resources; and maintain a comprehensive data tracking and reporting system. The Social Worker will actively engage clients in a ... with DHS's 'Adults and Family Services Divisions by assessing the client 's needs, determining service eligibility, or providing additional services. The DHS… more
- Scotiabank (New York, NY)
- …developed templates by extrapolating relevant information from historical financial performance , company provided projections and analyst estimates/industry ... of loan transactions and project work, there may be a significant amount of reporting and project work with tight deadlines. **What You'll Do:** + Develop strong… more
- Oracle (Albany, NY)
- …and Oracle Cloud. US citizenship is required. **Position Overview:** + Client advocate that provides guidance around product expertise and translates Customer ... - Portfolio Manager and the roles within the pods (eg, Business Analyst , Integration Specialist, QA, etc.) and contribute to strategic planning, direction, and… more
- City of New York (New York, NY)
- …- Sets, tracks and reports on goals and KPIs for the team to ensure performance measures are properly and accurately recorded and met; problem solves to overcome any ... formal benefit conferral documents, once executed, have been transmitted to client and appropriate utility company -Leads biweekly meetings with Utility Customer… more
- Deloitte (New York, NY)
- …and success of Deloitte Tax LLP in a variety of way, including: + Client Management: Participate in the day-to-day interactions with client 's project team ... and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor… more
- TD Bank (New York, NY)
- …oral presentations. The successful candidate will support a Senior Research Analyst in analyzing individual biotech companies and market trends; composing ... analysis research reports (eg, initiating coverage reports, thematic reports, quarterly reporting initiatives, and marketing packages) + Assists in the development… more
- JPMorgan Chase (New York, NY)
- …by Euromoney as the world's best global private bank, with more than 1,800 client advisors in 120 offices in 11 countries. **Role Summary** As an Equity Quantitative ... Investment Analyst / VP, you will join a growing and...Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Investments in the… more
- Neuberger Berman (New York, NY)
- …success for data platforms. + Proven experience managing and developing business analyst teams; strong people leadership and stakeholder management. + Track record ... knowledge bases and tiered learning paths; implementing support SLAs and satisfaction reporting . + Excellent communication skills with the ability to convey complex… more
- Deloitte (New York, NY)
- …success of Deloitte Tax LLP in a variety of ways, including: + Client Management: Manage the day-to-day interactions with executive clients and sponsors. + Delivery: ... & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project Management Institute-ACP)… more
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