- Lincoln Financial (Albany, NY)
- …Bar in good standing is required Experience + Experience with Securities Act of 1933 and Investment Company Act of 1940 + Minimum of 10+ years' experience as an ... preferably either at a law firm or financial services company + Experience with the tax treatment of life...we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions… more
- Neuberger Berman (New York, NY)
- …Companies. Key responsibilities include: + Drafting, documenting, and ensuring adherence to Investment Policy Statements (IPSs) for all Trust Company accounts + ... those that are difficult to value, held within Trust Company accounts + Working closely with investment ...Trust Company accounts + Working closely with investment teams to periodically review securities excluded from approved… more
- Lincoln Financial (Albany, NY)
- …opportunity. **Requisition #:** 74763 **The Role at a Glance** The Analyst, Investment Accounting Operations will provide timely and accurate more complex ... investment data and investment accounting for the...we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions… more
- Lincoln Financial (Albany, NY)
- …a Glance** We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment Accounting and Reporting Team. ... gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills. The team consists… more
- Neuberger Berman (New York, NY)
- …+ Education of Investment Strategy Team, Wealth Advisory and NB Trust Company on all products and strategies + Support key stakeholders by helping to provide ... implementing a strategic plan that includes elevating Private Wealth's investment platform, leveraging the firm's global investment ...are allocable to a particular employee remains in the Company 's sole discretion unless and until paid and may… more
- CBRE (New York, NY)
- …of CBRE Group, Inc. (NYSE:CBRE), the world's largest commercial real estate services and investment firm (based on 2023 revenue). The company has more than ... 2026 CBRE Investment Management Internship Program Job ID 202388 Posted...best through a series of executive webinars with top company leaders** + **You will be included in team… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking talent to join the 2026 Investment Banking Early Career Program in Corporate and Investment Banking. Learn more about ... career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) ** Investment Banking Overview** The Investment Banking group,… more
- NBT Bank (Albany, NY)
- …allocation, sector weightings and security composition in accordance with account investment objectives. Monitors portfolios of accounts and makes adjustments as ... needed. Prepares investment proposals for a new business accounts and maintains...a team player when interacting with departmental, divisional and company peers. + 5% Assist in monitoring the organization's… more
- Neuberger Berman (New York, NY)
- **Business Overview:** Neuberger Berman is an employee-owned global investment management firm with $509 billion in assets under management. The private markets ... over $140 billion of client commitments since inception. The Investment Solutions team serves as the innovation engine of...are allocable to a particular employee remains in the Company 's sole discretion unless and until paid and may… more
- JPMorgan Chase (New York, NY)
- …systems and protocols. Develop and maintain advanced reporting systems for investment guidelines, objectives, and constraints, enhancing data clarity and utility for ... with multiple countries' regulations to optimize client portfolios. Clearly communicate complex investment results to clients, acting as the primary contact for … more