- JPMorgan Chase (New York, NY)
- …Solutions team, you will serve as a key point of contact and advisor to the executive management team, providing high-level support, managing projects and changes, ... Support the development of business cases for new initiatives, including financial modeling and scenario analysis + Coordinate agenda, presentations, and follow-ups… more
- JPMorgan Chase (New York, NY)
- …risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings + Submit and monitor fee schedules and billing + Manage Alternatives ... Exceptional follow-up and follow-through skills + PowerPoint and Excel expertise ** Preferred Qualifications, Capabilities, and Skills** + Familiarity with JP Morgan… more
- US Bank (New York, NY)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... Bank to serve as a trusted legal and business advisor . Successful candidates for positions in the US Bank...regulations, enhanced prudential standards, as well as bank and financial holding company activities. + Identify, recommend, and engage… more
- IBM (New York, NY)
- …manage stakeholders and influence executive decision-making. * Solid understanding of financial services industry needs and regulatory landscape. ** Preferred ... (AEP), Adobe Target, and Adobe Campaign. * Serve as a technical advisor to clients, translating business needs into Adobe-driven solutions that enhance customer… more
- JPMorgan Chase (New York, NY)
- …maintain strong relationships with institutional clients, acting as a trusted advisor . + Ensure compliance with all regulatory requirements and internal policies. ... Business, or a related field; advanced degree (MBA, CFA) preferred . + Minimum of 5 years of experience in...and quantitative skills. + Proficiency in trading platforms and financial software. + Exceptional communication and interpersonal skills. +… more
- Cherry Bekaert (NY)
- …Opportunity** We're seeking a dynamic **Risk Advisory Partner** with deep financial institutions experience, including Community Banks and Credit Unions. This role ... offerings to meet them. + Serve as a trusted advisor to clients, delivering high-impact risk solutions. Drive expansion...+ Serve as a Subject Matter Specialist in core financial institution capabilities including loan and credit operations, trust… more
- JPMorgan Chase (New York, NY)
- …models. In addition to working on cutting-edge topics at the frontier of financial services, you will help connect the dots across our businesses, ensuring that ... problems identified by senior leaders at the bank + Serve as a trusted advisor and thought partner for senior leaders across JPMC, collaborating with functional and… more
- Deloitte (Jericho, NY)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...you do and the clients and industries/sectors you serve Preferred : + Advanced degree such as MST, MAcc, JD,… more
- TD Bank (New York, NY)
- …findings and status **Job Requirements:** + Bachelor's degree required + Advanced degree preferred + 8+ years related experience required + PC skills (MS Office ... + Thrive on fast-paced and challenging environment + Banking experience preferred + Advanced skills in building and maintaining relationships within, and… more
- Amazon (New York, NY)
- …You'll leverage your IT and/or Management Consulting background to serve as a strategic advisor to customers, partners, and internal AWS teams. As a DPM you will be ... Even if you do not meet all of the preferred qualifications and skills listed in the job description,...* 5+ years work experience in industries such as Financial Services (Banking/Insurance) Automotive, Telecommunications, Health Care & Life… more