- Raymond James Financial, Inc. (Locust Valley, NY)
- …and presents individualized client investment strategy * Uses analytical tools, software and methodologies to research investment products, asset allocation ... tools. * Financial services news and data resource tools. * Investment management analytical tools. * Financial planning software tools **Ability to** *… more
- Conifer Realty LLC (Rochester, NY)
- …in all communications, directing unresolved issues to next level personnel. Ticket / Asset Management + Utilize the ITSM tool (FreshService) to log, prioritize, ... resolution of issues while maintaining clear and concise communication with customers. + Asset Management in the ITSM tool (FreshService) to include the service… more
- BlackRock (New York, NY)
- …motivated professional looking to elevate your career by joining the world's largest asset manager ? Would you thrive in an environment that fosters positive ... In addition to helping our clients achieve a better financial outcome as an asset manager , BlackRock is an established FinTech with Aladdin(R) being used by… more
- CBRE (Albany, NY)
- …to their property condition questions. Each junior engineer will conduct asset surveys in existing buildings, write property condition and energy assessment ... of this job the successful candidate will conduct mentored site visits focused on asset data collection to bring each new team member up to speed rapidly. This… more
- Neuberger Berman (New York, NY)
- …Accounting / Finance experience, preferably in financial services industry with an emphasis in asset management + CPA preferred, MBA a plus + Strong verbal and ... transactions or products + Demonstrated proficiency in accounting standards impacting asset management industry (including revenue recognition, leases, foreign… more
- Neuberger Berman (New York, NY)
- …asset allocation, wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software + Leading wealth planning ... plans created by junior team members. Extensive experience with eMoney financial planning software is essential as eMoney is the primary tool utilized in client… more
- TD Bank (New York, NY)
- …for teams ensuring timely completion. + Assist with onboarding/offboarding activities (eg, asset management , access management , supply orders) + Assist ... or specialized executive administrative support. + Own and maintain calendar management for Senior Vice President and troubleshoot conflicts with creative solutions;… more
- Deloitte (New York, NY)
- …+ Hands-on experience with ServiceNow DCIM module implementation-data center asset management , infrastructure discovery, environmental monitoring, and workflow ... (DCIM) module for full-stack physical infrastructure observability, capacity planning, asset lifecycle management , environmental monitoring, and workflow… more
- TD Bank (New York, NY)
- …architectures, ensuring scalability, resiliency, and compliance. + Partner with product management to design solutions that enable new payment services, revenue ... technology teams to design integration patterns for core banking, ERP, treasury management , fraud/risk, and liquidity platforms. + Drive adoption of modern APIs,… more
- Santander US (New York, NY)
- …of a portfolio of RWF transactions. Reporting to the SPG Underwriting and Portfolio Management (U&PM) team Manager . Apply Bank's Credit policies and framework in ... industry. We believe that our employees are our greatest asset . Our focus is on fostering an enriching journey...support of risk management and business development. Build strong relationships throughout the… more