- City National Bank (New York, NY)
- …Business, Accounting, Education, or relevant area * Financial reporting knowledge for investment & portfolio management systems including various methods of ... to investment data types * General understanding of portfolio management systems (ie Addepar, Black Diamond, Tamarac) * Intermediate Financial Accounting… more
- City National Bank (New York, NY)
- …to potential leads * Educate financial advisors on the benefits of outsourcing their investment management to our firm, including access to a team of experienced ... ability to obtain) * Knowledge of the financial services industry and investment management practices * Demonstrated skill set/capabilities in sales, marketing,… more
- Citigroup (New York, NY)
- …of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and ... worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior… more
- City National Bank (New York, NY)
- …TO SUCCEED?* *Required Qualifications** * HS Diploma * 5 years marketing in investment management or similar financial services experience * 5 years Microsoft ... and sales promotion objectives of City National Rochdale. Partners with Rochdale management , sales, and research teams, and collaborates with marketing team in… more
- S&P Global (New York, NY)
- …**The Team:** We are seeking applicants for the role of **Analyst** in the **Index Investment Strategy** team in the New York office of S&P Dow Jones Indices ... the potential to work on a wide range of investment topics, calibrated for a wide range of investor...performance dashboards + answering one-off requests from clients and management + contribute to producing content for public dissemination… more
- Owens Realty Services (Hornell, NY)
- …in 1990, Owens Realty Services is a full-service commercial brokerage, investment , management , maintenance, housekeeping and environmental services company. Our ... the Facility Manager and staff. As a full-service commercial brokerage, investment , management , maintenance, housekeeping and environmental services company,… more
- Deloitte (Jericho, NY)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address ... and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our clients include investment advisers and… more
- Deloitte (New York, NY)
- …development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address ... and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our clients include investment advisers and… more
- Citigroup (New York, NY)
- …different areas within Wealth, including Banking, Investments, Lending, Wealth Planning, Chief Operating Office and Chief Investment Office + Partner with ... serves clients across the wealth continuum. Wealth serves ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and… more
- Publicis Groupe (New York, NY)
- …just media metrics, that will have a measurable effect on our clients' business. Every investment we make has an ROI mindset-not just for our clients, but for our ... across virtually every practice area within the agency, including Strategy, Investment , HR, Finance, Invoice Reconciliation, and Agency Administration & Compliance.… more