- City National Bank (New York, NY)
- …and/or demonstrate sophisticated financial concepts visually * Knowledge of Adobe Experience Manager , Pardot (or other email deployment system ), a strong plus. ... and/or edits contributor content for firm publications. * Edit and write investment insights. * Update and edit proposals and presentations using marketing resource… more
- Citigroup (New York, NY)
- …at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ... Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance… more
- Bank of America (Rochester, NY)
- …clients reach their financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations nationwide. From day ... will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will...loan mortgage originations must register with the federal registry system and remain in good standing. Since your position… more
- US Tech Solutions (New York, NY)
- …Finance (IM Finance) which is a department dedicated to providing support to Investment Management segment a leading global asset manager across the public ... in accounting, finance and process transformation. The successful candidate will join the Investment Accounting Team located in New York City. **About the Role** +… more
- TD Bank (New York, NY)
- …and financial institution ("FI") clients through Transaction Banking ("TB"), Corporate and Investment Banking ("CIB"), and Global Markets ("GM"). The firm works with ... candidate will have a strong background in delivering large scale payment systems and strategy, experience in large scale integration projects, and leadership… more
- TD Bank (New York, NY)
- …Most Convenient Bank, TD Auto Finance (US), TD Wealth (US) and TD's investment in TD Ameritrade + **Wholesale Banking** including TD Securities TD had CDN$1.3 ... team responsible for the development of cross-asset automated pricing and risk systems , primarily focused on FICC derivatives. The Transparency team works directly… more
- Aston Carter (Rochester, NY)
- …month-end reports, including shipment trend reports, cash/investments trend analyses, investment scorecards, and profit and loss trend schedules. Responsibilities + ... Review and upload weekly payroll files into the ERP system . + Review and upload weekly/monthly medical expenses into...Trends, 401 K Plan analysis, Profit Sharing analysis, and Investment Scorecard. + Prepare monthly journal entries such as… more
- TD Bank (New York, NY)
- …will have deep expertise in financial markets, data governance, trade surveillance systems , and regulatory requirements at a large investment bank/systemically ... and validation of trading data from multiple sources (eg, order management systems , execution platforms, and market data feeds). + Regulatory Compliance & Risk… more
- NYSERDA (Albany, NY)
- …develop, invest, and foster conditions that: + Attract the private sector capital investment needed to expand New York's clean energy economy. + Overcome barriers to ... and satisfy reporting needs. This position reports to the Manager of Data Solutions. The ideal candidate needs to...and develop views and stored procedures in support of system and information requirements + Contribute to the design… more
- Bank of America (Manhasset, NY)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act… more