- KeyBank (Chatham, NY)
- …to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At KeyBank, we ... partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part...to clients; Delivers on client solutions through referring of investment and insurance products + Consistently attains individual activity,… more
- The Arc Erie County NY (Williamsville, NY)
- …analysis, & budget variance research and reports. Key Performance Areas + Preparing bank and investment reconciliation for the Agency and affiliates + ... expense analysis, and budget variance research and reports. Prepares bank and investment reconciliation for the Agency...bank activity. + Prepares and participates in annual audit schedules for Agency's related entities and for the… more
- Citigroup (Queens, NY)
- …has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank . It serves over 500,000 clients through its ... capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. By building on the strengths and capabilities… more
- JPMorgan Chase (Brooklyn, NY)
- …Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration ... knowledge of Investran or similar integrated Private Equity system a plus + Investment fund audit experience with a Big 4 firm a plus JPMorganChase, one of the… more
- JPMorgan Chase (New York, NY)
- …and skills** + Prior experience in hedge fund/private credit administration, operations, accounting, bank hedge fund credit, or audit is desired + Concentration ... manager due diligence, enhancing our ODD process, and collaborating with the investment and risk management teams. The role also involves developing independent… more
- Scotiabank (New York, NY)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a… more
- JPMorgan Chase (New York, NY)
- …the status quo and striving to be best-in-class. As a Risk Management - Investment Risk & Analytics - Trust and Estates Fiduciary Risk Executive Director within the ... be crucial in ensuring that the business understands its investment and fiduciary risks and has robust standards, controls,...in Asset Management or similar, Wealth Management or Private Bank , with 5 plus years' work experience in Trust… more
- HSBC (New York, NY)
- …Bank Relationship Managers and supporting staff, Ultra High Net Worth Private Bank , Investment Counselors, Wealth Planning and Wealth Services and Supervision ... Premier Banking (IWPB): HSBC aims to be the international bank of choice for affluent and private bank...control standards, including timely implementation of internal and external audit points together with any issues raised by external… more
- SMBC (New York, NY)
- …Americas' strategy to build a commercially competitive, US regulatory-based Commercial and Investment Bank , SMBC Americas Division has launched an organizational ... Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal...at the right time. + Partner with Compliance, Risk, Audit , and Technology teams to ensure program objectives align… more
- Whitney Young Health Center (Albany, NY)
- …with managers to evaluate results and correct negative trends. + Ensures that bank , investment accounts and general ledger accounts are reconciled timely and ... statements in an accurate and timely manner for submission to management and Finance/ Audit Committee. Reviews and signs off on all journal entries. Prepares monthly… more