- TD Bank (New York, NY)
- …solutions + Uses sophisticated analytical thought to exercise judgement and identify solutions + Communicates difficult concepts; converts information to compelling ... opinions regarding market information, financial markets, economic outlook, and investment strategies **Shareholder Accountabilities:** + Keeps abreast of market… more
- KeyBank (New York, NY)
- …common stocks in specific industries. + Analyze and synthesize research findings to identify trends and support investment decision-making. + Formulate and issue ... of trends and ideas with regard to business opportunities and investment decision making processes.Formulating and issuing opinions and recommendations on securities… more
- M&T Bank (New York, NY)
- …information concerning their businesses and requirements, evaluates deposit and investment information and makes relationship recommendations. + Meet with existing ... as a partner with Relationship Managers to market deposits and short-term investments to clients and prospects. Provide consultative training to ensure an… more
- JPMorgan Chase (New York, NY)
- …provide ongoing assistance to the Chief Executive Officer and Head of Managed Investments . You will partner with the Solutions management team and other business ... Provide support and analysis to the CEO and Head of Managed Investments , offering actionable recommendations to enhance business operations and decision-making. +… more
- Mastercard (Harrison, NY)
- …transactions, including revenue transactions, vendor agreements, acquisitions and investments , and ensuring appropriate company policies are maintained and/or ... guidance on pipeline M&A transactions. - Maintain accounting for company's investment portfolio, including liaising with Strategy and Corporate Development on… more
- KeyBank (Mahopac, NY)
- …Private Client Advisor in engaging licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing ... basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with… more
- Deloitte (Jericho, NY)
- …in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and provide ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- T. Rowe Price (New York, NY)
- At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with ... more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...and mentoring and is designed to develop future fundamental investment analysts + Diverse responsibilities including collaboration with senior… more
- KeyBank (Pearl River, NY)
- …Private Client Advisor in engaging licensed and non- licensed Branch personnel to identify investment referral opportunities from new clients and the existing ... methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a...in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass… more
- TD Bank (New York, NY)
- …complete results for a single line of business + Makes trade and CRA investment decisions on a monthly basis + Leads activities of unit, assigning, prioritizing and ... and reviews details of business operating metrics and actively seeks to identify and promote new opportunities or products **Education & Experience:** + Bachelor… more