- TIAA (Albany, NY)
- …plans with strong considerations to client challenges. + Tailors investment strategies for clients, identifying objectives and constraints including regulatory ... financial plans. + Reviews client information, including financial statements, risk investment profile and cash availability. + Working in a team environment,… more
- Edward Jones (Queensbury, NY)
- …proud to have more offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and ... goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential… more
- UMB Bank (Albany, NY)
- …communicate recommendations. + Regularly meets with clients for on-going plan/ investment reviews. Educates and communicates with clients about market conditions, ... plan/account investments, performance , strategy, changes in regulatory or tax environment, and...markets, asset allocation principles, and financial products. Experience in investment manager selection and monitoring a plus + Prior… more
- Oracle (Albany, NY)
- …from grounds up for the most demanding application requirements with diverse performance , reliability, and governance requirements for a variety of customer use ... and future enterprise level large and complex deployments while beating industry performance and pricing standards. We are rapidly expanding our footprint and… more
- JPMorgan Chase (New York, NY)
- …Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new ... onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities...are based on our business needs and the Analyst's performance . The two-year Analyst Program provides exposure to our… more
- JPMorgan Chase (New York, NY)
- …related lines of business. **Job Responsibilities** + Lead strategy and investment initiatives, in collaboration with product managers and cross-functional / line ... + Develop presentations and executive material to analyze and articulate performance , competitive positioning, and market opportunities + Create and deliver robust… more
- Humana (Albany, NY)
- …part of the Strategy Advancement team, this role will support MarketPoint's investment rationalization and strategic planning efforts. The role requires comfort with ... findings, conclusions, and recommendations + Lead multiple cross functional investment sizing workstreams and provide high-level support for senior leaders… more
- Unither Pharmaceuticals (Rochester, NY)
- …via ADP software * Carry out scheduled evaluations to assess the development and performance of your team * Define action priorities in relation to means, resources ... and monitoring * Ensure complete reporting (project monitoring, monitoring of investment commitments, overheads) to Site Management * Measure progress in achieving… more
- T. Rowe Price (New York, NY)
- …asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset ... At T. Rowe Price, Data Scientists build the analytics and AI that power better investment decisions. Position is available in our New York City office or at our… more
- CBRE (New York, NY)
- …supervision to employees. Monitor the training and development of staff. Conduct performance evaluations. Oversee the recruiting and hiring of new employees. + ... requirements. + Support operational analysis of all engineering related performance metrics (KPIs). + Drive continuous improvement and innovation. Support… more