- Citizens (Tarrytown, NY)
- …including performance monitoring and issue resolution + Proficiency in reporting and data analysis, with the ability to identify trends and develop ... and research, while intimately focusing on each client's unique circumstances. The Investment Operations Sr. Manager will be responsible for effective and efficient… more
- Citizens (Rochester, NY)
- …a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality investment ... and support to successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor(s) to maximize revenue… more
- Fifth Third Bank, NA (New York, NY)
- …require higher approval authority. . Monitor, on an ongoing basis, via reporting and documentation, information concerning customer performance , abilities, and ... appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. DUTIES AND RESPONSIBILITIES: . Ensure that… more
- Equitable (New York, NY)
- Financial Analyst, Equitable Investment Management ( 250000CD ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable **Schedule** : ... member of the Financial Analysis and Strategic Planning team within Equitable Investment Management Group, LLC ("EIMG"). The individual interacts closely with the… more
- Publicis Groupe (New York, NY)
- …just media metrics, that will have a measurable effect on our clients' business. Every investment we make has an ROI mindset-not just for our clients, but for our ... in the day to day execution of a(n) account(s). The Director, Digital Investment will be responsible for activating digital strategic plan development and all… more
- Bank of America (New York, NY)
- Credit Product Specialist, Global Wealth & Investment Management New York, New York **To proceed with your application, you must be at least 18 years of age.** ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Credit-Product-Specialist--Global-Wealth Investment -Management\_25030120) **Job Description:** At Bank of America, we are… more
- Publicis Groupe (New York, NY)
- …just media metrics, that will have a measurable effect on our clients' business. Every investment we make has an ROI mindset-not just for our clients, but for our ... role in all aspects of campaign management including vendor liaison and reporting + Training/Support for Assistant Planners in billing, reporting , trafficking,… more
- Santander US (New York, NY)
- …/ Financial Sponsors Credit Risk 2nd Line of Defense - Corporate & Investment Banking Country: United States of America **Your Journey Starts Here:** Santander is ... accuracy, and compliance with internal policies and regulatory requirements for reporting processes. + Ensures and executes ongoing maintenance of controls,… more
- Citigroup (New York, NY)
- The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the … more
- Citigroup (New York, NY)
- …and credit protection clauses with client, and participate in Best Execution and performance committees + Oversee client analysis and reporting , ensuring that ... Analyst is a senior level position responsible for overseeing client analysis and reporting , in coordination with the Trading team. The overall objective of this… more