- Neuberger Berman (New York, NY)
- …direct Fund Administrators, with a mindset of operational efficiency balanced with risk mitigation is key. **Responsibilities:** + Working closely with the Business ... reporting processes, including preparation/review of transactional activity, recalculation of management fees and carried interest, review of financial statements… more
- American Express (New York, NY)
- …overseeing both qualified and non-qualified plans, driving governance and investment committee initiatives, and advancing the financial well-being program.". This ... and meet business objectives. The ideal candidate must possess strong project management skills and be a creative/critical thinker to drive integrated and impactful… more
- BMO Financial Group (New York, NY)
- …FX / treasury products, cash management & corporate cards, commodities, investment management , securitization, leasing, Trade Finance products, etc.) to BMO ... Capital Market clients. Also provides ongoing management of the lending portfolio. + Creates pitch books for clients with respect to financial solutions and… more
- Scotiabank (New York, NY)
- …conduct risk , including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management ... of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital… more
- BlackRock (New York, NY)
- … capabilities enable us to bring to bear BlackRock's extensive resources in risk management , product development, client service, and operational support. Role ... client due diligence meetings and requests. + Work closely with Portfolio Management , Operations, and Client Servicing/Reporting teams to develop a robust operating… more
- Mizuho Corporate Bank (New York, NY)
- …and industry best practices (2) communicate observations and enhancement opportunities to senior management as well as other key stakeholders such as r egulatory r ... rogram with various regulatory reports, especially focus on credit risk RWA and Market Risk RWA, and...Report + Report, m onitor and escalate issues to management or other relevant stakeholders on a periodic basis… more
- Bank of America (Flushing, NY)
- …Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * ... asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage...client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and… more
- Nuveen Investments (New York, NY)
- …Client Relationship Management , Consultative Communication, Detail-Oriented, Financial Risk Management , Fixed Income Investments, Market/Industry Dynamics, ... Portfolio Managers (CPM) plays a vital role in the management and growth of clients in the firm's CLOs...world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed… more
- World Insurance Associates, LLC. (Farmingville, NY)
- …leverage World's expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities + Identify, prospect, ... + Utilize World's broad platform to offer a holistic approach to risk management , integrating solutions across personal lines, commercial lines, employee… more
- Neuberger Berman (New York, NY)
- …independent, employee-owned investment manager with $508 billion in assets under management as of December 31, 2024. The firm manages a range of ... Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more)....and demanding environment *Ability to identify and address operational risk issues *Series 7 and 66 required or the… more