- Truist (New York, NY)
- …surveys, clinical data analyses) to understand market dynamics, and make investment recommendations to institutional investors. 3. Build financial and market models ... to analyze company valuations and inform investment recommendations (BUY, HOLD, SELL). 4. Develop relationships and actively engage with management teams (CEO, CFO,… more
- Santander US (New York, NY)
- …and highly skilled individual to join the CFO organization of our Corporate & Investment Banking (CIB) division in the US. The day-to-day activity of the ACPM team ... specific focus on RWA optimization, in line with the bank's corporate and investment banking activities and objectives. + Support to deal structuring and pricing… more
- Santander US (Staten Island, NY)
- …identifying needs, understanding client objectives, and making appropriate investment /insurance recommendations consistent with compliance standards to achieve sales ... broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale… more
- New York State Civil Service (New York, NY)
- …personnel based on understanding the roles and responsibility of each investment officer; gather information on complex questions and consult with appropriate ... Executive Assistant to the CIO, including compiling and distributing meeting materials to investment teams.* As needed, assist with general tasks and setup of … more
- CBRE (New York, NY)
- …Role type Full-time Areas of Interest Digital & Technology/Information Technology, Investment Management Location(s) Dallas - Texas - United States of America, ... Richardson - Texas - United States of America **About The Role:** CBRE Investment Management is seeking a highly motivated and detail-oriented Digital Portfolio and… more
- Bloomberg (New York, NY)
- …rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the financial community. And, to ... to quickly expand into new asset classes, markets or investment styles on a fully hosted platform, without disruption....a wide range of client types. As an Implementations Representative , our clients will depend on you to provide… more
- Broadridge Financial Solutions (New York, NY)
- …Portfolio & Risk Management Solution, focusing on hedge funds and alternative investment managers. Ideal candidates will have a strong background in derivatives, ... team throughout the sales process, with a focus on front-to-back investment management solutions opportunities + Document meeting minutes, creating detailed action… more
- TD Bank (New York, NY)
- …10 years of knowledge and experience in AML compliance, preferably including investment banking / broker-dealer experience at a large financial institution. + ... knowledge of financial crime risks and controls relating to investment banking / capital markets, with a preference for...+ Provides AML/ATF/Sanctions/ABAC advice to a business as FCRM representative on a complex project or change initiative +… more
- CBRE (Melville, NY)
- …Role:** We are looking for an Assistant Fund Controller for CBRE Investment Accounting & Reporting Solutions, an exciting and growing environment. Contributors in ... of the fund. Post journal entries and money-movement transactions. + Prepare investment and position reconciliations and daily reconciliation of cash balances. +… more
- Trustco Bank (Schenectady, NY)
- …amortization and recording of prepaid expenses. + Assist in maintaining the Investment ledger through IPS by performing daily and monthly amortization, assisting ... with investment calls, purchases and sales. Assist with the preparation...customers. **PHYSICAL DEMANDS:** The physical demands described here are representative of those that must be met by an… more
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