- Raymond James Financial, Inc. (Saratoga Springs, NY)
- …+ Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with marketing efforts including ... markets, products and industry regulations. + Trading terminology. + Client Relationship Management (CRM) software, or similar contact management software. +… more
- JPMorgan Chase (New York, NY)
- …in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive ... and impact AI and Operations teams across the firm. Your experience in program management of leading program offices and broad understanding of the AI space will… more
- Truist (New York, NY)
- …full suite of products and capabilities. Additional responsibilities on internal client management duties as specified by manager and team. **Essential Duties and ... an integral role in supporting new business development, due diligence, and/or transaction execution. 2. Independently performs tasks assigned and managed by senior… more
- Truist (New York, NY)
- …full suite of products and capabilities. Additional responsibility on internal client management duties and business planning as specified by manager and team ... an integral role in supporting new business development, due diligence, and/or transaction execution. 2. Independently performs tasks assigned and managed by senior… more
- TD Bank (New York, NY)
- …Monitoring metrics, and contribute to department reporting + Support issues management development and tracking of Compliance-identified findings + Support the ... and the ability to evaluate complex regulatory business issues. + Project management skills and ability to manage multiple work streams involving different partners… more
- JPMorgan Chase (New York, NY)
- …in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive ... concepts and results in a clear and effective manner to senior management and non-technical stakeholders. Be involved with external data vendors and technology… more
- Citigroup (Getzville, NY)
- …of the Middle Office. Develops subject matter expert knowledge of exception management , operational controls, process flows, products, and systems used to support ... Trading on derivatives and securities transactions + Support trade capture management , Front to Back reconciliation, trade confirmations and settlement forecasts,… more
- JPMorgan Chase (New York, NY)
- …in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive ... skills** + Prior experience in securities lending, financing, or collateral management + Familiarity with banking capital rule frameworks, borrower strategies,… more
- Citigroup (New York, NY)
- …from financial sponsors related to financial advisory, capital raising, and risk management . Liaise with product and industry coverage partners to deliver advice and ... drive transaction execution for financial sponsor clients and sponsor-backed portfolio...services to private equity clients on capital raising, risk management , M&A, valuation and capital deployment; + Analyze and… more
- JPMorgan Chase (Brooklyn, NY)
- …in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive ... a client-facing implementation role or commensurate experience + Excellent project management skills + Excellent client-facing skills + Working knowledge of multiple… more