- KeyBank (Tarrytown, NY)
- …Develops and maintains an in-depth knowledge of financial wealth management 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
- Citigroup (New York, NY)
- …by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst , as appropriate; + Appropriately ... level position responsible for assisting clients in raising funds in the credit markets-including syndicated loan market and debt capital markets-as well as in… more
- MUFG (New York, NY)
- …the Fed Auction process, and support the lifecycle of trades for the Flow Products Rates and Credit Trading Desks and Institutional Investor Sales Desks. ... + 2+ years of experience in a similar business analyst or market operations role, preferably within a broker-dealer...any. The above statements are intended to describe the general nature and level of work being performed. They… more