- Raymond James Financial, Inc. (Locust Valley, NY)
- …and institutional clients and prospects. * Coordinates efforts to gather data to assist Financial Advisors in preparing responses to client or prospect requests. ... * Performs research and analytics used in Investment Strategy white papers for financial advisor or client use. * Coordinates preparation of scheduled and… more
- University of Washington (Seattle, WA)
- …and community service. Our staff not only enjoys outstanding benefits and professional growth opportunities, but also an environment noted for diversity, community ... academic department specializing in the research, teaching, and providing of professional services for the management of cancer patients undergoing treatment using… more
- BankOnBuffalo (Buffalo, NY)
- …LANGUAGE SKILLS:Ability to read, comprehend and analyze general business periodicals, professional journals, financial reports, policy and procedure documents, ... analysis of commercial loan performance. Through detailed covenant testing, financial spreading, and proactive communication, the analyst helps safeguard portfolio… more
- Manulife (Boston, MA)
- …a team that includes a wholesaler and a relationship manager to educate financial advisors about retirement plans, focusing on 401(k) offerings, and to integrate ... priorities of both the company's key decision-makers and the financial advisors. Partnering with a Regional Vice President, the...JH's product offers as well as other providers to assist advisors in determining the product that best meets… more
- University of Colorado (Colorado Springs, CO)
- …Chancellor, and executive leadership on fiscal strategy, long-range planning, and institutional financial health. + Assist the CFO in leading, in coordination ... Policy Development & Institutional Stewardship** + Serve as chief advisor to the CFO with special advisement to the...Collaboration & Organizational Culture** + Lead and mentor senior financial leaders and professional staff, fostering a… more
- Colorado State University (Fort Collins, CO)
- …Collins, CO Work LocationPosition is fully in-office/in-person Research Professional PositionNo Posting Number202501712AP Position TypeAdmin Professional / ... efforts\ Upward Bound, a federally funded TRIO program, is designed to assist high school students from first-generation and low-income backgrounds to complete… more
- Deloitte (Miami, FL)
- …Public Accountant (CPA), Chartered Financial Analyst (CFA), Certified Turnaround Professional (CTP), or Certified Insolvency and Restructuring Advisor (CIRA) ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Heritage Financial Credit Union (Middletown, NY)
- …Job Type Full-time Description Come join Heritage Financial Credit Union's Executive Team as the Chief ... ensure strategic goals are achieved. Serve as a trusted advisor to the CEO and Executive Leadership. Streamline communication,...opportunity to engage in shaping the future of Heritage Financial Credit Union. Here's a little about us: Heritage… more
- Raymond James Financial, Inc. (Rochester, NY)
- …business summary reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, ... accurate completion. * Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new...* May enter orders at the direction of the Financial Advisor . * Actively engages in available… more
- City of New York (New York, NY)
- …assess work product; coordinate and oversee special projects; and serve as key advisor on labor relations policy, personnel and labor relations programs, and various ... Participate in the collective bargaining process as spokesperson, strategic counsel, policy advisor , chief researcher and labor costing advisor for negotiations… more