- Raymond James Financial, Inc. (Saratoga Springs, NY)
- …and cost basis were successfully received. + Monitors available cash awaiting investment , including running weekly cash and cash equivalent reports and contacting ... clients with investment opportunities to maximize returns. + Reviews, assesses and...and deadlines in a fast-paced, task-oriented work environment. + Identify time sensitive items and assess competing priorities. +… more
- JPMorgan Chase (New York, NY)
- …multiple large-scale initiatives simultaneously, partnering with Sales, Marketing, Investment Specialists, Event Program Management, Training, and Shared Services ... scale enhancements to how we market models to financial advisors. Identify opportunities to leverage extensive technology platforms, including business intelligence,… more
- JPMorgan Chase (New York, NY)
- …offers upon successful completion. **Job Responsibilities:** + Analyze data to identify patterns, revenue opportunities, and market trends. + Conduct back testing ... **Asset Management Analyst & Associate:** + **Role:** Apply cutting-edge quantitative investment and data science techniques across a broad range of applications… more
- KeyBank (New York, NY)
- …Book of Business** + Works closely with the Family Wealth team to identify and prioritize opportunities to deepen relationships. + Identifies Investment ... specific estate and tax planning issues + Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues by keeping current as to estate… more
- JPMorgan Chase (New York, NY)
- As part of the Commercial & Investment Bank, JP Morgan Payments enables organizations of all sizes to execute transactions efficiently and securely, transforming the ... business outcomes. Working in collaboration with cross-functional teams, you will identify opportunities for AI/ML applications within the payments ecosystem. **Job… more
- JPMorgan Chase (New York, NY)
- MLCOE's work spans across all of JP Morgan's lines of business including Investment Banking, Asset Management and Consumer Banking, through every part of the ... + Working with stakeholders across the various businesses (Markets, Operations, Investment Banking, etc.) and functional groups (Legal, Technology, Middle Office,… more
- JPMorgan Chase (New York, NY)
- …in the financial industry, we leverage data-driven insights to make informed investment decisions and drive our research strategies. As a Junior Quantitative Equity ... and apply statistical methods to interpret financial data and identify trends. + Assist in the development and implementation...+ 1+ years of experience within the financial or investment industry. + Proficiency in Python is a must,… more
- Kestra Financial (Wappingers Falls, NY)
- …report generation and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and investment objectives; ... of the advisor position and prepare to service clients independ + Identify sales and asset retention opportunities; including viable alternatives when traditional… more
- JPMorgan Chase (New York, NY)
- …crucial role in executing strategic HR priorities and supporting clients across Global Investment Banking. As the primary relationship manager and the face off to ... on core HR activities. As a Human Resources Business Advisor in Global Investment Banking, you will help deliver the end-to-end Talent Strategy by starting from… more
- JPMorgan Chase (New York, NY)
- …across various product sets, including Treasury Services, Asset Management, Credit, and Investment Banking. This role requires national travel as well as close ... not limited to Middle Office, Risk, Private Bank, and Investment Banking partner. **Job Responsibilities** + Champion a culture...+ Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships + Find… more