- Citigroup (Brooklyn, NY)
- …or similar financial planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- JPMorgan Chase (New York, NY)
- …provide centralized, high-touch service to offer best-in-class banking, lending, investment solutions, and thought leadership. Your role requires strategic thinking, ... and a history of successfully building omni-channel businesses to meet the financial needs of affluent clients. Additionally, you'll need expertise in Sales and… more
- Ankura (New York, NY)
- …of experience related to: Financial Planning & Analysis, Corporate Strategy, Financial Due Diligence, Restructuring, Investment Banking or Private Equity + ... + 2-3 years minimum experience in client facing consulting roles ( investment banking, financial advisory, or consulting) + CPA (or technical/ GAAP accounting… more
- Citigroup (Hewlett, NY)
- …or similar financial planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- JPMorgan Chase (New York, NY)
- …experience in banking, research, or accounting-focused roles such as desk analyst or investment banking analyst + Proficiency in analyzing financial statements, ... management strategies to portfolio managers and senior management + Analyze financial statements, perform financial modeling, and conduct valuation analysis… more
- Citigroup (New York, NY)
- …of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + ... or similar financial planning software preferred. + Basic understanding of investment and financial planning strategies preferred. + Must be a self-starter,… more
- MUFG (New York, NY)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...Technology, Media & Telecom (TMT) sector. This includes both investment -grade and non- investment -grade public and private corporate… more
- JPMorgan Chase (New York, NY)
- …sale and asking for referrals + Demonstrates understanding of wealth management including investment management, trusts and financial planning + Ability to work ... proper resources to facilitate the credit approval process, business and financial analysis, due diligence and portfolio review maintenance Required Qualifications,… more
- Coinbase (Albany, NY)
- …3+ C-level executive, and their leadership teams shape company-wide resource allocation, investment strategy, and long-term financial planning * Drive the vision ... onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a...strategic finance, or a combination of these roles with investment banking experience * At least 2 years of… more
- SHI (Albany, NY)
- …US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** ... and OEM Partners to align field innovations with datacenter roadmap investments . + Mentor Next-Generation Architects: Build AI competency frameworks, train presales… more