- Kestra Financial (Wappingers Falls, NY)
- …reviews, report generation, and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and investment ... Responsibilities: None Knowledge, Skills, and/or Abilities + Strong understanding of financial services industry and diverse investment products + Basic… more
- JPMorgan Chase (New York, NY)
- …to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from ... program, you will be provided with an introduction to financial services and the firm. You will be exposed...+ **Equities:** We manage a broad range of equity investment strategies globally with dedicated portfolio managers, research analysts… more
- Tompkins Community Bank (Mount Kisco, NY)
- …maintaining client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned with each client's goals and values. This ... role serves as a key advisor and team collaborator, integrating investment , banking, trust, and insurance professionals to deliver holistic client experience. The… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of...Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal… more
- Scotiabank (New York, NY)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a… more
- US Bank (New York, NY)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... team. This role will support audit coverage of the Wealth Management, Investment Advisory Services and Trust Operations business line. Operations provides direct… more
- JPMorgan Chase (New York, NY)
- …relationships with stakeholders and provide day-to-day support to portfolio managers and investment specialists. The Trade Lifecycle team supports a diverse range of ... private investment products, including direct equity and credit solutions, giving...asset closing and servicing JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to… more
- JPMorgan Chase (New York, NY)
- …understanding of Fixed Income, extensive knowledge of derivatives and investment strategies, proficiency in statistical methods including machine learning, strong ... Strong knowledge and experience in Derivatives pricing, Fixed Income and investment strategies + Demonstrated experience applying statistical and/or machine learning… more
- Citigroup (New York, NY)
- …solutions to strengthen relationships with the firm. + Help clients achieve broad financial / investment goals related to the creation and management of wealth. + ... in a client's life and business which have significant financial implications. + Serve as a trusted advisor to...Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging… more
- JPMorgan Chase (Brooklyn, NY)
- Join our Commercial & Investment Bank Treasury team to manage forecast and budget processes which support managing business activities to align with Treasury ... in a dynamic and strategic role within the Corporate Investment Bank Treasury group, where you will play a...a fluid working environment JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to… more