- Deloitte (New York, NY)
- …experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management ... per year. The team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address… more
- KeyBank (Mahopac, NY)
- …the existing bank client base. + Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core ... bank-based investment market space. + Demonstrated ability to sell products and services to investment clients; evidence of strong sales results. + Strong… more
- Citigroup (New York, NY)
- …affluent and HNW/UHNW clients around the world. Its clients receive customized banking services that crosses borders, including bespoke service as well as access ... CFP(R) designation or candidate preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Strategy **Time Type:** Full time… more
- Neuberger Berman (New York, NY)
- …a deep passion for consumer investing, whether that's in consumer brands or consumer services , and be eager to hone their investment analysis and transaction ... investing and a deep understanding of consumer brands and services . Marquee Brands sits within Neuberger Berman, a 75...sits within Neuberger Berman, a 75 year old global investment firm with $515bn of AUM, including $140bn within… more
- Atria Wealth Solutions (Corning, NY)
- …Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, NY, and the surrounding ... Attends training and/or completing required continuing education and keeps current on investment products and services offered. Meets regularly with Program… more
- Deloitte (New York, NY)
- …or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or capital ... Financial Services Manager - Regulatory & Financial Risk Our...management, wealth management, trust company, insurance provider, or related service provider + Strong relationship management skills, particularly the… more
- JPMorgan Chase (New York, NY)
- …ideas and thematic insights that empower our clients to make well-informed investment and strategic decisions. **Job Description:** As an Associate in Equity ... Research covering Telecom Services , Cable & Satellite you will become an industry...to three years of experience in equity research and/or investment banking + Strong accounting, finance, quantitative and business… more
- JPMorgan Chase (New York, NY)
- …client requirements gathering and proposing target solutions in the Securities Services industry. Your expertise will ensure seamless project execution and client ... Your role will be crucial in delivering excellent client implementation service and driving strategic improvements. **Job responsibilities** + Drive client… more
- Citigroup (New York, NY)
- …to the investment team, with responsibilities related to both investment management and client service functions. **Responsibilities:** + Daily portfolio ... degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Portfolio Management **Time Type:** Full… more
- Wellington (New York, NY)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...years' experience within an administrative role in a professional services organization supporting senior management and/or client-facing leadership +… more