- KeyBank (Syracuse, NY)
- …knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of competitors and competitive products . ... + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) +… more
- SMBC (New York, NY)
- …Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices ... including collaboration with senior members of the team and product partners to generate ideas and source transactions to...structure by cross selling of corporate and commercial banking products . + Present ideas and proposals to internal and… more
- OneMain Financial (New York, NY)
- …need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a ... debt issuance + Other duties as assigned **Requirements** + 7+ years of sellside analyst experience covering consumer finance industry , Minimum of 5 years of IR… more
- KeyBank (NY)
- …responsible for the analysis and evaluation of Low-Income Housing Tax Credit (LIHTC) equity investments and Community Development lending opportunities. The leader ... will provide direct oversight and leadership to the Production Analyst team to maintain consistent analysis processes, manage balanced workflow, and assist with… more
- Citizens (New York, NY)
- …intimately focusing on each client's unique circumstances. The Principal Control Analyst is responsible for conducting supervisory reviews of submitted new account, ... teams + Confirm clients' understanding of transaction specifics and product details. + Responsible for risk assessment and control...clients + Demonstrate broad knowledge of securities and investment products and ability to assess risk - such as… more
- Citigroup (Bronxville, NY)
- …Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, ... client and offer solutions through a wide range of products , services and tools based on client profiling. +...based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking,… more
- City of New York (New York, NY)
- …operations, installations, troubleshooting, reporting and incident management of the security products across the entire infrastructure environment. The analyst ... CIO (Chief Information Office), CTO (Chief Technology Office), CPO (Chief Product Office), Budget, Enterprise Architecture, Planning & Compliance, and Information… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... client and offer solutions through a wide range of products , services and tools based on client profiling. +...based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking,… more
- SolomonEdwards (Albany, NY)
- …and foreclosure. The SME will collaborate closely with a Business Data Analyst and project consultants to advise on servicing strategy, default triggers, subservicer ... advanced degree preferred. * 10+ years establishing home equity loans and lines of credit * 10+ years of experience managing home equity loans and lines of … more
- M&T Bank (New York, NY)
- …monthly, and quarterly hedge strategy accounting for markets and within market & credit risk limits + Monitor intraday market movements and corresponding MSR risk, ... achieve business unit objectives + Lead and coordinate new products initiatives as recommended by the team + Leads...Master's degree in business administration (MBA) or Chartered Financial Analyst (CFA) + Management of direct reports experience. +… more