- JPMorgan Chase (Brooklyn, NY)
- Join the Commercial & Investment Bank (CIB) Treasury P&A team, a critical function responsible for deliverables across Balance Sheet, FTP (Funds Transfer ... Entity Balance Sheet, SLR and GSIB. As a Vice President within the Commercial & Investment Bank (CIB) Treasury P&A team, you will play a critical role in managing… more
- SMBC (New York, NY)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... the preparation / presentation of executive summaries and recommendations to the management of the Credit Department. + The coverage includes lending transactions… more
- Tompkins Community Bank (Mount Kisco, NY)
- …wealth management solutions by collaborating with internal partners across investment , trust, banking, and insurance disciplines to deliver a seamless and ... This role serves as a key advisor and team collaborator, integrating investment , banking, trust, and insurance professionals to deliver holistic client experience.… more
- Antech Diagnostics (New York, NY)
- …with cross-functional teams and leadership** **Business case modeling:** **Support investment case development for new opportunities and external partnerships in ... market sizing and financial forecasting to inform size of prize, investment returns, and prioritization across initiatives** **KPI tracking:** **Support the periodic… more
- BlackRock (New York, NY)
- …support to key partners including product development, business operations, and portfolio management , and will also work closely with other teams within BlackRock's ... assets, including exchange-traded products, private funds, and other collective investment products, tokenization, staking, collateral, trading, fund structuring and… more
- Raymond James Financial, Inc. (Somers, NY)
- …and cost basis were successfully received. + Monitors available cash awaiting investment , including running weekly cash and cash equivalent reports and contacting ... clients with investment opportunities to maximize returns. + Reviews, assesses and...Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with marketing… more
- Kestra Financial (Wappingers Falls, NY)
- …the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the ... services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties and Responsibilities +… more
- JPMorgan Chase (New York, NY)
- …Chief Data Office. As an Architect III at JPMorgan Chase within the Corporate Investment Bank Information Architecture team you serve as a seasoned member of a team ... components, processes, and tools that support the broader function of Data Management . Additionally, you will have the opportunity to collaborate with Corporate … more
- City National Bank (New York, NY)
- …formulate sales strategies. Documents all calling activity and provides reports to management as necessary. What you will do * Performs prospect development ... documents sales activities and maintains call reports. * Works with management to plan business development opportunities. Maintains limited personal contact with… more
- City National Bank (New York, NY)
- …daily, weekly, monthly, quarterly reporting of production statistics as defined by management * Consistently meets quality control and data integrity standards * ... I and IIs' work * Performs other duties as assigned by Management , including participation in projects, process improvement initiatives, etc. *Must-Have** * Minimum… more