• Key Private Bank Senior Portfolio Strategist

    KeyBank (Tarrytown, NY)
    …**ESSENTIAL JOB FUNCTIONS** **Advisory** + Responsible for overall portfolio construction and investment strategy needs of clients. + Reviews, monitors and ... advice is integrated with all aspects of clients' planning and personal goals. This position collaborates and performs... policy, and initiates portfolio construction changes consistent with investment strategy . + Maintains deep expertise in… more
    KeyBank (08/26/25)
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  • Treasurer and Finance Manager

    Tompkins Community Bank (Ithaca, NY)
    …this position oversees treasury operations, financial risk management, investments, and financial planning and analysis . The role is responsible for managing ... capital planning and financial stress testing. + Treasury and Investment Oversight-Manage all aspects of treasury operations, including cash management, … more
    Tompkins Community Bank (07/31/25)
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  • Associate - ETS Capital

    Educational Testing Service (Albany, NY)
    …business enterprise, with core activities including corporate strategy , competitive analysis , financial planning and investment management. The position ... closing, portfolio Board of Director representation and financial exits/liquidations. Transactional Investment & Strategic Planning Activities will include both… more
    Educational Testing Service (08/15/25)
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  • Senior Director - System Economics

    The Coca-Cola Company (Whitestone, NY)
    …assessment (value chain analysis , financial modelling, opportunity assessment, return on investment analysis , cash flow analysis , and other financial ... teams on stretch initiatives, incl. off-cycle pricing increases. In collaboration with RGM, Planning and Supply Chain Finance, support with analysis of optimized… more
    The Coca-Cola Company (09/06/25)
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  • FinOps Business Manager, Associate

    BlackRock (New York, NY)
    …issues and respond to clients and senior management + **Financial Management:** planning , analysis , budgeting, P&L, contract negotiation + oversight, etc. + ... BlackRock is one of the world's leading providers of investment , advisory, and risk management solutions, including Aladdin, our...with our end users to deeply understand their business strategy and build technology to help them get there.… more
    BlackRock (07/20/25)
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  • Business Development Specialist

    City National Bank (New York, NY)
    …high net worth clients. Introduce these professional advisors to the CNR Private Investment Counseling Service including the CNR portfolio analysis and proposal ... about our services. * Communicate with FA to determine investment objective of client * Review analysis ...accepted proposal with the PM team * Attend PM strategy meetings and provide input on marketing and sales… more
    City National Bank (08/07/25)
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  • Manager, FP&A, Bumble and Bumble, North America

    The Estee Lauder Companies (New York, NY)
    …+ Provide finance expertise and guidance to brand leadership using financial planning and analysis to drive strategic alignment across brand portfolios. ... Planning and Forecasting** ** ** + Manage the planning , analysis and reporting of critical lines...of category P&L reporting; analyze category P&Ls to ensure investment decisions are aligned with brand strategy .… more
    The Estee Lauder Companies (08/13/25)
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  • Portfolio Manager (NYC) - Private Asset Management

    TIAA (New York, NY)
    …Client Financial Planning , Client Relationship Management, Communication, Data Analysis , Due Diligence, Executive Presence, Financial Acumen, Investment ... based on industry trends identified through market and risk analysis . + Executes securities transactions in client portfolios to...securities transactions in client portfolios to maintain a specific investment strategy or to reach an … more
    TIAA (09/04/25)
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  • Multi Asset Class Solutions Team Lead

    Citigroup (New York, NY)
    …a team of portfolio managers / portfolio associates + Contribution to overall investment strategy , design, and implementation of portfolio and risk guidelines + ... Citi Investment Management (CIM) is a group within Citi...and analysts to discuss views on market events and analysis + Monitor existing investments and industry developments +… more
    Citigroup (08/14/25)
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  • Asset Management Client Summer Analyst Program

    JPMorgan Chase (New York, NY)
    …and qualitative analysis , conduct market research, and assist in strategic planning to help clients meet their investment objectives. + Develop relationships ... This role involves collaborating with teams that manage and distribute investment solutions across asset classes for institutions and financial intermediaries.… more
    JPMorgan Chase (07/13/25)
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