- Citigroup (New York, NY)
- …Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client ... Management and Retail bank through the use of financial planning and excellent discovery and profiling skills +...financial planning software preferred + Basic understanding of investment and financial planning strategies preferred +… more
- Citigroup (New York, NY)
- …to strengthen relationships with the firm. + Help clients achieve broad financial / investment goals related to the creation and management of wealth. + ... in a client's life and business which have significant financial implications. + Serve as a trusted advisor to...Develop tailored solutions that address clients' investment , risk management , and financing/liquidity needs. +… more
- JPMorgan Chase (Brooklyn, NY)
- …of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and ... the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund... banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We… more
- Mizuho Corporate Bank (New York, NY)
- …Minimum of 13 years of relevant experience in risk management within the financial services, insurance, or investment management sectors, with a strong ... new product launches, continuity testing, and event or crisis management .The functions performed span all lines of business and...the delivery of analytics and insights on risk and control indicators is a core component of the program.As… more
- Neuberger Berman (New York, NY)
- …investor commitments across our private equity fund of funds, secondary investments, co- investment and direct investment areas, including private credit. NB ... NB Private Credit, the accounting, valuation and operations functions are critical control functions with respect to the business. This individual will bear… more
- TD Bank (New York, NY)
- …decisions; develop and maintain contacts with market participants + Demonstrates governance, control , and risk management behaviors in alignment with TD policies ... alignment with enterprise and/or regulatory requirements + Maintains a culture of risk management and control , supported by effective processes in alignment with… more
- JPMorgan Chase (Brooklyn, NY)
- …you will be responsible for overseeing the financial statements and management reporting, ensuring a sound control environment, and providing guidance on ... work environment. **Preferred qualifications, capabilities, and skills.** + Experience in Product Control , Financial Control and/or knowledge of Regulatory… more
- Mizuho Corporate Bank (New York, NY)
- …+ knowledge of financial accounting including relevant US GAAP for the financial services industry + Experience in project management and people ... reporting issues stem from data quality as well as the overall control environment through performing periodic and on-going assessments of the accuracy, completeness… more
- TD Bank (New York, NY)
- …HR governance within a highly regulated, multi-national organization (preferably within financial services, investment banking, or related industries). + ... will liaise with enterprise employee relations and manage the control framework around HR processes for TDS HR to...financial reports and analysis including budget variances to management on a regular basis + Communicates business strategies,… more
- TD Bank (New York, NY)
- …**Preferred Qualifications:** **Senior Financial Analyst** **Technical Competencies:** + ** Financial & Management Reporting** : Prepare and compile monthly ... and quarterly financial and management reports for fixed income...evolving regulatory requirements + Maintain a culture of risk-based management and control , supported by effective processes… more