- M&T Bank (Buffalo, NY)
- …and oversight of Community Finance's applicable tax credit equity investments and other structured lending products. **Primary Responsibilities:** + Provide ... and liaising with key stakeholders. + Process capital contributions for M&T's investments . + Assist in facilitating the commitment/closing process for new … more
- Janus Henderson Investors (New York, NY)
- …Income team. + Leverage both quantitative analysis and qualitative insights to identify compelling investments across the securitized products landscape. + ... define and achieve superior financial outcomes through differentiated insights, disciplined investments , and world-class service. We will do this by protecting and… more
- Principal Financial Group (New York, NY)
- …in managing and growing a portfolio of US and global data center investments -helping shape a scalable, future-forward platform at the intersection of real estate, ... You'll collaborate with internal teams and external partners to execute investment and asset strategies aligned with firmwide goals. **Key responsibilities:** +… more
- Citigroup (New York, NY)
- …a wide range of products and services covering capital markets, managed investments , portfolio management, trust and estate planning, investment finance and ... Group (ICG) and offers a wide range of products and solutions, from investment strategies, to banking and lending, to trust and specialized services. CGW delivers… more
- BlackRock (New York, NY)
- …Aladdin was created early in the firm's history to ensure that the investment professionals at BlackRock have the best-in-class data, analytics, and tools to manage ... managers and asset owners. Today, Aladdin is relied on by approximately 55,000 investment professionals around the world. Aladdin is our operating platform to manage… more
- JPMorgan Chase (New York, NY)
- …with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail ... investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income,… more
- Cherry Bekaert (Albany, NY)
- …in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community ... and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income… more
- KeyBank (Brewster, NY)
- …the Branch team. Engage in person licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank ... will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions… more
- Atria Wealth Solutions (Corning, NY)
- …Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, NY, and the surrounding areas. ... services, assess the objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes market conditions and… more
- Neuberger Berman (New York, NY)
- …oversight responsibility for fiduciary relationships for trusts, estates and investment management clients. + Day-to-day interaction with clients (internal and ... external) on all account matters, including legal, tax, investment , and general administration of their accounts. + Active participant in investment and… more