- 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
- Robert Half Finance & Accounting (Mountain View, CA)
- …environment. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team ... investment process-from gathering client data to presenting custom financial plans. Responsibilities + Participate in client meetings alongside Lead Advisors,… more
- JPMorgan Chase (New York, NY)
- …helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array ... Asset Management team, you will be responsible for helping financial advisors understand the complexities of capital markets and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Office About the Firm A long‑established multi‑family office providing integrated financial , tax, investment , and administrative services to ultra‑high‑net‑worth ... supports multigenerational wealth needs through a holistic service model spanning investment advisory, tax and estate planning, risk management, family governance,… more
- Unity (Unity Village, MO)
- …and maintain records. + Support implementation of internal controls for treasury and investment functions. + Assist in financial and risk reporting for the ... experience preferred. 2. Strong understanding of cash management, bank reconciliation, investment accounting, and financial reporting principles. 3. Familiarity… more
- Principal Financial Group (Chicago, IL)
- …experience. + Strong work ethic, self-motivated,drivenand collaborative. + Passionate about financial markets and investment offerings; ability to understand and ... onboarding and mentorship with exposure to senior leaders and investment team members - across traditional and alternative ...**w** **e are** + Operating at the intersection of financial services and technology, Principal builds financial … more
- Quad (Chicago, IL)
- …development of media plans, flawless activation and execution, and accurate billing / financial management of each client's media investment . + Direct and ... GENERAL PURPOSE OF JOB The Associate Director, OOH Investment provides leadership and strategic direction for assigned clients via our OOH investments. As the… more
- CIBC (New York, NY)
- …**Weekly Hours** 40 **Skills** Accounting, Banking Industry, Business, Business Banking, Finance, Financial Markets, Investment Banking At CIBC, we are in ... Global Leveraged Finance team is part of CIBC's Global Investment Banking group and is responsible for originating and...bond transactions on behalf of the Firm's corporate and financial sponsor clients. The Global Leveraged Finance team works… more
- Truist (Mclean, VA)
- …of the team * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting ... comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an… more
- The Hartford (Hartford, CT)
- …strategy and business objectives, ensuring IT execution delivers measurable outcomes. + Financial & Investment Management: Plan and monitor portfolio budgets, ... manage investment funding, and provide transparent financial reporting to enable informed decision-making. + Agile Transformation & Metrics: Facilitate adoption… more