- City National Bank (New York, NY)
- *SENIOR EQUITY SECTOR ANALYST* *OPPORTUNITY OVERVIEW* This position serves as a lead sector analyst within our equity research team, responsible for developing and ... sophisticated financial modeling, and expert industry knowledge to generate actionable investment insights that drive portfolio performance across $20B in assets… more
- BlackRock (New York, NY)
- …this role** BlackRock is the world's largest asset manager, providing global investment management services with AUM of over $10 trillion. BlackRock's Private ... firm. It represents over $300 billion of AUM across various investment capabilities including private equity, private real estate, private infrastructure, private… more
- Deloitte (New York, NY)
- …you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? ... accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of accounts by… 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, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...relationships and leverage broader relationships, systems and knowledge. + Lead and manage designated GBM&T Compliance Testing Officers and… more
- KeyBank (Pearl River, NY)
- …with planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing ... in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass...Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning.… more
- KeyBank (Mahopac, NY)
- …with planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing ... in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass...Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning.… more
- Binghamton University (Binghamton, NY)
- …for donor advised funds in accordance with policies established by the Board Investment Committee; + make recommendations on the annual spending rate to the ... Foundation's Investment Committee based on endowment shares calculation; + oversee...and Associate Vice President for Advancement Operations will + lead the development and implementation of financial strategies aligned… more
- Educational Testing Service (Albany, NY)
- …worldwide. The Associate, ETS Capital will provide support for transactional investment activities across the business enterprise, with core activities including ... corporate strategy, competitive analysis, financial planning and investment management. The position will be part of the Corporate Development team and will work… more
- KeyBank (Albany, NY)
- …with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment ... services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying...Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals. + Develop… more
- JPMorgan Chase (New York, NY)
- … lead product launches or changes collaborating across the investment management, business channels, trading, legal, compliance, risk, finance, tax, operations ... Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and… more