- Mizuho Corporate Bank (New York, NY)
- …determine industry codes (for example SIC/Sector Codes) + Familiarity with Investment Advisor Public Disclosure and Edgar sites, along with necessary documentation ( ... Sheets & 151 Prime Broker Agreements). + Ability to understand an Investment Advisor 's organization structure, as well as, when full KYC Onboarding is required… more
- University of Rochester (Rochester, NY)
- …be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal ... with university policies and procedures. + Serves as the advisor to Department and Faculty leadership for faculty related...surveys such as SAAA and AAMC. + Perform ad-hoc financial reporting for the university financial department.… more
- Sprinklr (NY)
- …a **Technical Success Manager (TSM) - Core** you will be a trusted advisor responsible for driving adoption, value realization, and long-term success for Sprinklr's ... Listening, Paid Ads, Marketing Analytics. + Act as the primary advisor on platform architecture, user journeys, tagging schemas, and governance frameworks.… more
- Deloitte (New York, NY)
- …at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major ... you will: + Advise clients on the complex issues surrounding critical financial and economic events, and high-profile transactions + Identify opportunities for… more
- JPMorgan Chase (New York, NY)
- …Chase Branded and Co-Branded Cards' multi-year Partnership Roadmap by conducting market research and developing business cases to evaluate opportunities that unlock ... into actionable recommendations to drive partnership growth and optimize financial outcomes + Establish standardized performance measurement frameworks and drive… more
- TD Bank (New York, NY)
- …or agency required + Established network of contacts in Banking / financial services and executive circles preferred + Expert interviewing experience required + ... + Demonstrated experience in capturing data and building a database of market data + Proven ability to prioritize competing responsibilities and assignments using… more
- Amazon (New York, NY)
- …relationships with C-suite executives and key stakeholders to become a trusted advisor on cloud transformation initiatives. 7. Collaborating with AWS service teams ... with minimum 2 completed projects in any of the following industries: Financial Services, IT, Telecommunications, Media, Healthcare, Manufacturing, or Retail - 3+… more
- Truist (New York, NY)
- …activity, with a focus on debt solutions to larger Commercial and Middle Market clients to primarily support acquisition, dividend, recap, buy out and ESOP ... + Drive significant revenue generation/business development to large "up market " Commercial and Middle Market clients and...client relationships and better position Truist as a trusted advisor . + Lead deal teams and support CCB bankers… more
- Citigroup (New York, NY)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... needs of specific client segments. + Keep abreast of financial industry developments and current global market ...of financial industry developments and current global market conditions. + Present and communicate complex financial… more
- JPMorgan Chase (New York, NY)
- …firm's business. You'll have experience developing strong relationships with corporates and financial institution clients as well as key decision makers at the ... rating agencies. You'll work as advisor to clients and on deals and transaction across...materials for maximum client impact + Creating and reviewing financial projection models and rating agency models + Conducting,… more