- TIAA (Latham, NY)
- …to devise customized financial plans. + Reviews client information, including financial statements, risk investment profile and cash availability. + Working ... Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help… more
- Wells Fargo (Little Neck, NY)
- …+ Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals ... it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed...for business, mortgage, retirement, and investment services, then partner closely with peers in Business… more
- Zurich NA (New York, NY)
- …+ 3 or more years of experience in institutional asset management, investment accounting, financial planning, insurance companies, actuarial field Preferred ... one of the following areas: Asset management company or investment department of an insurance company; financial ...or investment department of an insurance company; financial analyst, financial engineer, structure, trader, or… more
- Mizuho Corporate Bank (New York, NY)
- …Minimum of 13 years of relevant experience in risk management within the financial services, insurance, or investment management sectors, with a strong ... understanding of Corporate and Investment Banking (CIB) operations. + Demonstrated experience in crisis...FDIC guidance + UK Prudential Regulation Authority (PRA) and Financial Conduct Authority (FCA) requirements The expected base salary… more
- Equitable (New York, NY)
- …and/or accounting firm. + Proven understanding of various insurance products and associated financial risks with focus on investment risks. + Understanding of ... communication behaviors. **Insurance and Finance Concepts** : Knowledge of financial risks with focus on investment risks...Knowledge of financial risks with focus on investment risks within insurance industry; ability to apply finance,… more
- Principal Financial Group (New York, NY)
- …independent fundamental research and analysis on assigned companies/sectors, develop financial models, and provide investment recommendations, credit ratings ... **About Principal Asset Management** Principal Asset Management is the global investment solutions business for Principal Financial Group(R) (Nasdaq: PFG),… more
- BlackRock (New York, NY)
- …needed to manage transactions in real time through every step of the investment process. Aladdin exists so that every financial professional can understand ... on strategies and GTM plans + Deep knowledge of the financial industry and different investment vehicles across public and private asset classes and demonstrable… more
- Harbor Group Management (New York, NY)
- …institutional fundraising, capital formation, or investor relations preferred. + Strong financial acumen with an understanding of investment performance, ... Group Management Company is a multi-billion dollar real estate investment and property management firm. As we continue to...financial reporting, and real estate investment concepts. + Exceptional writing, editing, and communication skills,… more
- Neuberger Berman (New York, NY)
- …officers if necessary. + Implement asset allocation decisions. + Work with our Investment Team, Financial Planning and Tax Specialists, Estate Planning, and ... oversight responsibility for fiduciary relationships for trusts, estates and investment management clients. + Day-to-day interaction with clients (internal and… more
- Olean Area Federal Credit Union (Clyde, NY)
- …be a key contributor to our financial operations team, focusing financial reporting, budgeting, investment portfolio and asset liability management while ... decision-making. Journeys start here. Your purpose: * Prepare accurate and timely financial reports, ensuring compliance with regulatory requirements. * Oversee the … more