- Foresters Financial Services (Westbury, NY)
- …and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and ... retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers...registered investment adviser services, practice management support and innovative technology. " Cetera Financial Group… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic… more
- Citigroup (New York, NY)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... + Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients + Ability to… more
- Citigroup (Garden City, NY)
- …clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends ... for the future, income, assets, debts, cash flow, and credit history. + Analyze financial information for customers to...able to work independently + Strong relationship development and management skills + Expertise of general lending products and… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic… more
- CIBC (New York, NY)
- …Financial Research, High Net Worth Individuals, Investment Banking, Investment Valuation, Private Equity, Wealth Management At CIBC, we are in business to help ... economics, or a related field). + Strong knowledge of financial markets, credit analysis, and accounting principles. + Proficient in Microsoft Excel and PowerPoint,… more
- Citigroup (New York, NY)
- …Lead Finance Officer team. This team is focused on enhancing the client management dimension across all of Citi, delivering timely and accurate client financials and ... driving the definition of client financials, including revenue, expenses, cost of credit , and client capital + Key stakeholders include coverage leads (Corporate,… more
- Wells Fargo (New York, NY)
- …with Equity Research colleagues, but also with Equity Sales, Cash Trading, Derivatives, Wealth Management , and others. The Vice President will: + Demonstrate ... They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively… more
- Arrow Financial Corporation (Glens Falls, NY)
- …insurance services across northeastern New York, including online and mobile banking, wealth management , money market and deposit accounts, and mortgage, ... accounts - not limited to above areas > Develop and implement Current Expected Credit Loss (CECL) models > Assist with verifying and/or coding of invoices and… more
- S&P Global (New York, NY)
- …to the alternative investment community including private equity, private credit , real estate, infrastructure, hedge funds, banks, institutional investors and ... financial models used to perform valuations + Working with management to build and maintain client relationships + Use...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more