- JPMorgan Chase (Pittsford, NY)
- …& Wealth Management division, you'll be at the forefront of global investment management, providing innovative solutions in equities, fixed income, real estate, ... team, you will lead a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role in ensuring high-quality work… more
- Deloitte (New York, NY)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax… more
- JPMorgan Chase (New York, NY)
- JP Morgan Global Alternative Investment Solutions is one of the largest, most diversified, and deeply connected alternatives solutions businesses with over $180 ... As a lead Business Manager within the Global Alternative Investment Solutions team, you will serve as a key...will serve as a key point of contact and advisor to the executive management team, providing high-level support,… more
- Binghamton University (Binghamton, NY)
- …committees as assigned. Student Club Advising: + Serve as the faculty advisor for the university's finance student clubs (ie, Binghamton University Finance Society, ... the Binghamton Investment Fund, and Women in Finance). + Provide guidance...Ability to work collaboratively with faculty, staff, and students. Preferred Qualifications: + Ph.D. in Finance or a closely… more
- MTA (New York, NY)
- …Services and members of the C suite in representing MTA to the global investment community and is expected to apply financial expertise to navigate the changing ... operations, working with the Directors of Management and Budget and Cash and Investment Management. + Ensure proper allocation of bond proceeds and PAYGO cash… more
- Truist (New York, NY)
- …of America) **Please review the following job description:** The Business Unit Risk Advisor Specialist II-FINRA engages with the Investment Banking and Capital ... The Business Unit Risk Advisor Specialist II-FINRA is a role within the Investment Banking and Capital Markets (IBCM) Business Unit Risk Team. In this role, you… more
- Citigroup (New York, NY)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- BlackRock (New York, NY)
- …financial data in support of projects and initiatives + Act as strategic and trusted advisor to investment business leaders by being a 'student of the markets ... Overview** The Private Markets Finance & Strategy team partners with Investment Businesses and Enterprise Leaders across BlackRock to drive long-term,… more
- Citigroup (New York, NY)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- Capital One (New York, NY)
- …acquisitions, recapitalizations, and strategic advisory services. As a leading healthcare investment bank, we are dedicated to continuous improvement and growth. ... thinking, communication and leadership skills - and drive to succeed. Our Investment Banking Vice Presidents perform critical functions as leaders and active… more