- Citigroup (New York, NY)
- …for derivatives and loans. Build quantitative models for valuation of financial instruments to account for amortization schedules, currency, payout terms, and ... to provide trading desk with marketing solution strategies and for client investment strategies. Calculate and monitor transaction metrics, such as credit risk… more
- Meta (New York, NY)
- …relations program, helping to build and maintain relationships with the investment community and an enhanced understanding and appreciation for the company's ... business model, strategy and investment merits. You will also serve as a key...debt investors to enhance their understanding of the company's financial results, technology initiatives and long-term strategy 2. Collaborate… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Business Aligned Finance Analyst (Senior Assistant Vice President). This role will work closely with the GPL ... Liquidity CFO, supporting management reporting, business analytics and financial guidance to ensure accurate and timely reporting and to help drive growth in the GPL… more
- Citigroup (New York, NY)
- …or similar financial planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role....and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +… more
- Citigroup (Hewlett, NY)
- …or similar financial planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role....and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +… more
- Citigroup (Yorktown Heights, NY)
- …of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role....financial planning software preferred. + Basic understanding of investment and financial planning strategies preferred. +… more
- CBRE (New York, NY)
- …Environmental Consultancy, Facilities Management, Health and Safety/Environment, Investment Management, Legal, Marketing, People/Human Resources, Project Management, ... security, and threat mitigation to safeguard commercial properties. + ** Analyst /Intelligence Specialist:** Experience in intelligence analysis, data interpretation, and… more
- Wells Fargo (New York, NY)
- …of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, ... and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total...In this position you will partner with the Senior Analyst covering the Power & Utilities sector. Primary responsibilities… more
- Citigroup (New York, NY)
- …+ FINRA, SIE, 7, 66, 24 - Additional professional accreditation such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) a plus + ... across the globe providing a range of solutions to help clients achieve their financial goals. The Head of Wealth Planning Specialists is responsible for leading a… more
- Neuberger Berman (New York, NY)
- …Enablement, this role is focused on enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and implementing ... and opportunities to improve the sales experience. + Provide business analyst expertise, identifying business needs, documenting requirements, working with Global… more