- Neuberger Berman (New York, NY)
- …location, and portfolio construction + A solid understanding of trust and estate planning is highly desirable + Exceptional written and verbal communication skills ... + A collaborative team player dedicated to continuous improvement. + Demonstrated ability to work empathetically and constructively with internal stakeholders + Commitment to fostering a culture centered on client focus, excellence, integrity, teamwork,… more
- State of New York Mortgage Agency (New York, NY)
- …a wide range of skills and backgrounds in public policy, administration, real estate , construction. finance, law, and many other areas of expertise. We seek to ... provide a workplace environment that is productive, flexible, accountable, ethical, and caring. Our employees are empowered to make a difference where they live and work. We offer competitive pay and a comprehensive benefits package, including paid leave,… more
- Advantage Federal Credit Union (Rochester, NY)
- …update procedures for the Portal.>Maintain the Deceased Member log. Send out Estate letter to designated beneficiary, jointowner or Executor. Communicate with other ... departments to ensure that they handle their portionof the accounts/loans.>Review and approve assigned invoices.>Reporting of all 1099-int, 1098-int, 1099-C taxable amounts to the IRS on an annual basis.>Process closed account forms and notifies all… more
- TD Bank (New York, NY)
- …Financial Sponsors, Mergers & Acquisitions, Energy, Power & Utilities, Real Estate , or Technology. **Investment Banking Overview** TD Securities is a market ... leader in Capital Markets and Corporate & Investment Banking, delivering a full suite of integrated products and services across a wide range of industries. Our Investment Banking business provides world-class advice and execution services to guide… more
- Stony Brook University (Stony Brook, NY)
- …behavioral finance, international finance, banking, quantitative finance, and real estate & insurance. We particularly welcome research that explores the ... application of artificial intelligence in financial modeling, decision making, and data-driven analysis. Evidence of research leadership in mentoring or collaborating with junior faculty and students and in professional services to the academic community.… more
- KeyBank (Tarrytown, NY)
- …to ensure investment advice is integrated with all other client plans (tax, estate planning, retirement, etc.). + Provide timely feedback to the Relationship Manager ... and/or Client Experience Manager regarding important/critical events and/or discussions that occur with the client. + Confers with clients' other internal and external advisors to provide advice relating to asset allocation and the execution of overall… more
- Bank of America (Brooklyn, NY)
- …Structuring, Processing, underwriting and closing procedures + Federal regulations governing real estate lending + FHA and HUD guidelines + Other Lending Products ... (Credit Card, Vehicle Loans) + Strong computer skills including MS applications and previous experience utilizing laptop technology. **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus + Referral Identification + Risk… more
- Citizens (New York, NY)
- …successfully. Qualifications: + 3+ years of Credit Risk experience - preferably real estate lending (mortgage and/or home equity). + 3+ years of relevant experience ... in a quantitative role utilizing statistical programing languages. + 3+ years Quantitative Skills - ability to develop and implement effective portfolio management routines that monitor key metrics, benchmark performance vs. peers, and identify emerging… more
- New York Post (New York, NY)
- …: our luxury lifestyle print edition focused on the best in luxury fashion, real estate and travel. **OUR REACH:** People love us. We are one of the largest growing ... digital networks, averaging over 90 million unique visitors a month! Our social footprint continues to expand across Facebook (https://www.facebook.com/NYPost/) , Twitter (https://twitter.com/nypost) , Instagram (https://www.instagram.com/nypost/?hl=en) ,… more
- New York Post (New York, NY)
- …: our luxury lifestyle print edition focused on the best in luxury fashion, real estate and travel. **OUR REACH:** People love us. We are one of the largest growing ... digital networks, averaging over 90 million unique visitors a month! Our social footprint continues to expand across Facebook (https://www.facebook.com/NYPost/) , Twitter (https://twitter.com/nypost) , Instagram (https://www.instagram.com/nypost/?hl=en) ,… more