- City National Bank (New York, NY)
- …to work with CNR Administrative group on the front-end on-boarding of new investment management and trust accounts. * Gather client account performance data ... data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews… more
- Principal Financial Group (New York, NY)
- …Bachelor's degree or equivalent + 10+ years related experience in real estate investment management , including 5+ years of real estate fundraising experience ... classes. Principal Real Estate is the dedicated real estate investment group within Principal Asset Management . We...real estate investment group within Principal Asset Management . We operate a platform that incorporates all disciplines… more
- Bank of America (New York, NY)
- …in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management , or Business Management in addition to spending ... Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and… more
- Tompkins Community Bank (Ithaca, NY)
- …planning, cash management , and other Treasury matters. + Treasury and Investment Management + Implement investment strategies within Board-approved ... Oversight-Manage all aspects of treasury operations, including cash management , investment strategies, banking relationships, and ensuring compliance… more
- University at Albany (Albany, NY)
- …School houses cutting-edge research centers including the Center for Institutional Investment Management (CIIM), the Center for Advancement & Understanding ... candidates for a non-tenure track position as Lecturer of Management . This position will be within the Department of.... This position will be within the Department of Management , which is responsible for undergraduate and graduate level… more
- Neuberger Berman (New York, NY)
- …Agile methodologies. + A minimum of 10 years of experience in Private Wealth management or Investment Advisory function. + Demonstrated experience with Wealth ... Structures, etc.). + A solid understanding of financial planning principles, investment strategies, and prospect/client lifecycle management . Experience with one… more
- Deloitte (Jericho, NY)
- …real estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will provide federal tax ... understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to… more
- Santander US (New York, NY)
- …regulation). + Review the fund documentation (including: Prospectuses, Offering Memos, Investment Management Agreements, Investment Guidelines, Trust ... manage internal relationships with business partners (including: marketers, negotiators, collateral management , on-boarding team and legal). + Monitor investment … more
- University at Albany (Albany, NY)
- …School houses cutting-edge research centers including the Center for Institutional Investment Management (CIIM), the Center for Advancement & Understanding ... University of New York, seeks candidates for a tenure-track Assistant Professor of Management position with a focus in organizational behavior. This position will be… more
- Equitable (New York, NY)
- …types, market and industry trends, major issues, and regulatory considerations. ** Investment Operations Management :** Knowledge of investment operations ... management ; ability to effectively and efficiently manage investment operations through various investment operations principles, procedures, and techniques.… more