• Regions Affordable Housing (LIHTC) Investor Sales…

    Regions Bank (Great Neck, NY)
    … industry which may include capital markets, Originations, or housing tax credit syndication **Preferences** + Master's of Business Administration + Chartered ... changes + Oversees the multi-investor fund process to include aggregation of product , preparing timelines and fund marketing materials, working with counsel to draft… more
    Regions Bank (06/03/25)
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  • Assistant Branch Manager

    Heritage Financial Credit Union (Pine Bush, NY)
    …Full-time Description Join a Purpose-Driven Team at Heritage Financial Credit UnionWhere Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial ... Credit Union is a member-owned financial institution that is...Vision and Core Value's, along with expertise in HFCU's products and services, including all available tools and resources… more
    Heritage Financial Credit Union (06/06/25)
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  • Senior Financial Advisor

    Broadview FCU (Albany, NY)
    …Summary of Role: To provide financial services to members of affiliated credit unions and/or outside clientele. Responsible for converting any prospects to Broadview ... Essential Job Functions/Responsibilities: + Provide financial planning and related products /services to members/clients from the approved service offerings of… more
    Broadview FCU (05/09/25)
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  • Director - Strategic Financing Services…

    Cherry Bekaert (Albany, NY)
    …team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding ... for strategic and technical opportunities + Writing and reviewing compelling business strategies, community outcomes and other narratives to maximize scoring and… more
    Cherry Bekaert (04/29/25)
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  • Treasury Sales Associate

    Bank of America (New York, NY)
    …+ Collaborate with multiple partners across multiple regions in Corporate Banking, Product Management, Service & Fulfillment, Credit , Risk, Compliance and ... North America Investments and Securities team within the Global Payment Solutions business . We provide treasury services for Asset Managers, Private Capital firms,… more
    Bank of America (06/03/25)
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  • VP, Operational Risk & Resilience, Global Markets

    BMO Financial Group (New York, NY)
    …ensure accuracy and completeness. + **Operational Risk Assessment:** Perform the annual Product /Service, Process Risk Assessment (PSPRA) for GM business units. + ... of the Capital Markets Office of the Chief Operating Officer (CM OCOO), the CM ORR unit operates at...Risk exposure, including, but not limited, to Operational Risk, Credit Risk, Business Continuity, Regulatory Compliance, Cyber… more
    BMO Financial Group (06/11/25)
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  • Wealth Relationship Manager

    HSBC (Buffalo, NY)
    …portfolio of clients + Increase wallet share of existing clients and identifying product opportunities within the business + Conduct full needs assessments with ... all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value… more
    HSBC (05/06/25)
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  • Director - ERM Governance, Reporting…

    American Express (New York, NY)
    … business units. The leader will play a critical role in supporting the Business Unit Chief Risk Officer (CRO) and the broader risk management framework. This ... position requires a deep understanding of financial products , business operations, and risk management principles,...monitor, and report on key risks inherent in the business unit's activities, including credit risk, market… more
    American Express (06/05/25)
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  • Client Data & Returns Attribution Lead Analyst…

    Citigroup (New York, NY)
    …in defining both wholistic and marginal client return hurdles in conjunction with business partners + Partner with the product teams to improve efficiency, ... under the Citigroup wide Client Analytics & Lead Finance Officer team. This team is focused on enhancing the...financials and returns and will work closely with the business teams and finance partners to harmonize financial attributions… more
    Citigroup (05/16/25)
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  • Debt Capital Markets, Vice President

    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 ... execution and capital markets' knowledge to grow the US Debt Capital Markets business , focusing on the coverage of Financial Institutions. Work closely with relevant… more
    SMBC (05/20/25)
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