- Thrivent Financial (New York, NY)
- …policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory ... licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit… more
- JPMorgan Chase (New York, NY)
- …review investment opportunities + The analyst will construct and maintain financial models to support investment decision making and ongoing portfolio ... business is seeking a US (New York) based ED-level analyst with experience in financial valuation and credit analysis. The candidate is expected to have relevant and… more
- JPMorgan Chase (New York, NY)
- …degree Preferred qualifications, capabilities and skills: + Experience in financial services/ investment marketing and/or agency-side experience + Ability ... to travel on possible quarterly Chase is a leading financial services firm, helping nearly half of America's households...half of America's households and small businesses achieve their financial goals through a broad range of financial… more
- PNC (Albany, NY)
- …Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, ... to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and… more
- CIBC (New York, NY)
- …40 **Skills** Accounting, Client Service, Collaboration, Credit Models, Detail-Oriented, Finance, Financial Analysis, Investment Research At CIBC, we are in ... Be Doing** CIBC's Commercial Banking team is dedicated to supporting the financial needs of our business clients through expert advice, innovative solutions, and… more
- JPMorgan Chase (New York, NY)
- …contribute to forecasting and annual budget processes, and make recommendations for financial decisions regarding investment in capital and resources. + Talent ... to inform decision-making and measure progress against strategic goals; execute financial and human capital analysis, develop and report key performance metrics,… more
- Charles Schwab (Albany, NY)
- …record of success + 10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R) designation ... (SWA). The successful candidate will build trusting relationships with local Financial Consultants and Wealth Advisors, providing education and support to their… more
- Robert Half Accountemps (White Plains, NY)
- …financial reporting efforts. Key Responsibilities: + Develop, maintain, and improve financial models for budgeting, forecasting, and investment analysis. + ... Company: We are a dynamic and growing real estate investment and development firm based in White Plains, NY,...data-driven decision-making. We are seeking a detail-oriented and analytical Financial Analyst to join our finance team and support… more
- City National Bank (New York, NY)
- …* Educate financial advisors on the benefits of outsourcing their investment management to our firm, including access to a team of experienced professionals ... 7 and 66 (or the ability to obtain) * Knowledge of the financial services industry and investment management practices * Demonstrated skill set/capabilities… more
- Eliassen Group (Albany, NY)
- …remote team. You will play a crucial role in developing and maintaining our investment platform's front office tools. While financial services experience is a ... + Experience with other JavaScript libraries and frameworks. + Understanding of financial markets and investment platforms. + Experience with Agile development… more