- Union College (Schenectady, NY)
- …on topics such as research grants, endowment funding, and other internally-managed funds . + Financial Compliance: Coordinates the external audits of the college ... Endowment Analysis, Risk Management: Works with VPAF as necessary on effective investment and deployment of available cash balances. Performs necessary Investment… more
- BlackRock (New York, NY)
- …a full suite of strategies - from iShares ETFs and mutual funds to SMAs, model portfolios, alternatives, portfolio solutions, and sub-advisory programs - ... 2-3+ years of strategy experience at an asset manager, investment bank, consulting firm, private equity firm, or complex...This mission would not be possible without our smartest investment - the one we make in our employees.… more
- CenterLight Health System (NY)
- …to ensure all expenses are coded appropriately. + Generate monthly CenterLight investment holdings and CenterLight investment holdings performance analysis for ... in preparing weekly cashflow reporting for all entities, including allocation of funds between entities. + Assist with responding to internal and external auditor… more
- SMBC (New York, NY)
- …modeling skills + Understanding of lender finance market and trend of other alternative investment markets such as CLOs, SMAs, commingle funds and BDCs + Deep ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- JPMorgan Chase (New York, NY)
- …Endowments, Foundations, Healthcare Companies, Insurance Companies, Asset Managers, and Hedge Funds . As an Institutional ETF Client Advisor within the Institutional ... deep relationships across the institutional client base with particular emphasis on investment decision makers, portfolio managers, traders, etc + Partner with our… more
- Dorsey & Whitney LLP (New York, NY)
- …and co- investment arrangements and principal terms. Familiarity with PE fund documentation and structures is a plus. The following qualifications are required: ... transaction documents and otherwise meeting the day-to-day requirements of private equity fund and portfolio company clients is expected. The ideal candidate will… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …efficiency and accuracy of transactions processed in trust, estate, investment management, custody, employee benefit and individual retirement accounts including: ... + Security and mutual fund trade processing and settlement. + Security and mutual fund income processing. + Reconciliation of assets to various custodians. +… more
- US Bank (New York, NY)
- …and/or compliance + Engage as front-line contact with customers and investment partners to coordinate communications, requests for information and financial and ... (including debt service coverage analysis, variance analysis, analysis of investment guarantors, compliance requirements and reporting requirements). + Support a… more
- Citizens (New York, NY)
- …management skills. + Processing customer requests to include options, equities, mutual fund , and fixed income trades. + Analytical skills will ensure satisfactory ... in the financial services industry, encompassing experience with complex investment products including options, margin and control/restricted stock support. +… more
- JPMorgan Chase (New York, NY)
- …Futures & Derivatives Clearing (F&DC) and sits within JP Morgan's Corporate and Investment Bank (CIB). Under the Prime Finance platform, we offer global clients a ... in prime brokerage, derivatives clearing, or related roles. Experience with hedge fund clients is strongly preferred + Products knowledge of Prime Finance and/or… more