- City National Bank (New York, NY)
- …calculation spreads * Reviews for stability of residency and employment * Verifies income per established policy * Identifies any exceptions to current policies * ... Documents a reasonable conclusion mitigating any identified risks supporting the request will be repaid * Accurately sets and clears conditions * Interacts with RLC and Processor throughout the life cycle of the loan, providing information, updates and… more
- University of Rochester (Rochester, NY)
- …course offerings, current events. + Manages, tracks, reconciles, and analyzes annual income and expenditures each summer for each ECMS summer program Finance ... Processing + With considerable knowledge of University's policies and procedures, manages, tracks, and pays where applicable all supplier invoice requests (SIRs), Purchase Orders (Pos), P-Card,and reimbursements for the ECMS accounts in collaboration with the… more
- City National Bank (New York, NY)
- …the appropriate structure of the proposal including tax considerations, asset allocation, income needed and risk tolerance * Review draft proposal with FA prior ... to presentation by SIC * Assist in the transition of new client assets from SIC to PM team including reviewing the client accepted proposal with the PM team * Attend PM strategy meetings and provide input on marketing and sales objectives. WHAT DO YOU NEED TO… more
- City National Bank (New York, NY)
- …do * Prepare in-depth sales proposals through the creation of: Detailed fixed income and equity analyses; Current asset allocation overviews; Cash flow and scenario ... analyses; Comparisons of current investment providers vs. appropriate benchmarks and CNR composites; Illustrations of proposed changes and subsequent added value. Remain up-to-date on current economic and market trends. * Ensure team specific sales materials… more
- Binghamton University (Binghamton, NY)
- …SUNY doctoral students, alumni, and/or Fellows + Are from a low- income background (eg, Pell-eligible as undergraduates), were first-generation college students ... (students whose parents have not earned a bachelor's degree), have overcome adversity, are AmeriCorps alumni, or are veterans Visa sponsorship is not available for this position Additional Information: Offers of employment may be contingent upon successful… more
- VISTRADA (NY)
- …payable and perform monthly bank reconciliations. + Prepare monthly balance sheets, income statements, and profit and loss statements. + Verifies bank deposits and ... payment of invoices. + Maintaining a system of controls over accounting transactions. + Maintaining the petty cash fund and chart of accounts. + Update financial data in a timely manner and ensure information is accurate. + Provides auditors with assistance,… more
- Neuberger Berman (New York, NY)
- …(as of March 31, 2025) across a range of strategies-including equity, fixed income , quantitative and multi-asset class, private equity and hedge funds-on behalf of ... institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and more than 2,800 employees in total-united in their commitment to delivering… more
- T. Rowe Price (New York, NY)
- …we provide investment solutions and a broad range of equity, fixed income , and multi-asset capabilities to individuals, advisors, institutions, and retirement plan ... sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business . With a… more
- Neuberger Berman (New York, NY)
- …(as of March 31, 2025) across a range of strategies-including equity, fixed income , quantitative and multi-asset class, private equity and hedge funds-on behalf of ... institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and more than 2,800 employees in total-united in their commitment to delivering… more
- Neuberger Berman (New York, NY)
- …(as of March 31, 2025) across a range of strategies-including equity, fixed income , quantitative and multi-asset class, private equity and hedge funds-on behalf of ... institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and more than 2,800 employees in total-united in their commitment to delivering… more