- City of New York (New York, NY)
- …has committed $5 billion in new capital funding, bringing the 10-year planned investment in housing to $22 billion the largest in the city's history. This ... investment , coupled with a commitment to reduce administrative and...are accurately computed. Assess underpayment cases and determine whether funds should be withheld on a project based on… more
- Kestra Financial (San Antonio, TX)
- …financial services, with a solid understanding of broker-dealer operations and investment products (equities, bonds, options, mutual funds , annuities, insurance, ... to service models. + Research and resolve complex client issues, including investment product details and pricing inquiries. + Ensure that all documentation and… more
- TD Bank (Lake Mary, FL)
- …and transactions + Review and reconcile bank statements regularly, tracking incoming funds and outgoing payments + Post accurate and timely journal entries related ... complete results for a single line of business + Makes trade and CRA investment decisions on a monthly basis + Leads activities of unit, assigning, prioritizing and… more
- Raymond James Financial, Inc. (Denver, CO)
- …opportunities, along with innovative ideas to best leverage RJIM investment capabilities. **Responsibilities:** + Cultivate and deepen relationships with key ... Due Diligence, Product Gatekeepers and Platform Heads. + Expand investment exposure within the RIA channel by placing RJIM...within the RIA channel by placing RJIM ETFs and Funds on recommended lists and within discretionary model portfolios.… more
- BMO Financial Group (San Ramon, CA)
- …effectively to ensure alignment and consistency in underwriting approach and investment rationale. + Assist Relationship Managers with preliminary screening and ... principles, including asset valuation, market risk assessment, analysis of investment property cash flows (construction, value-add, and stabilized), commercial rent… more
- Advancial (Irving, TX)
- …members including but not limited to balance inquiries, transfer of funds , researching transaction history, processing close account requests, address changes, ... with the basics and benefits of mortgage services and investment services in order to refer them to our...order to refer them to our Advancial Mortgage, and Investment department. + Utilize a customer relationship management (CRM)… more
- Marex (New York, NY)
- …and depth of coverage across four core services: Market Making, Clearing, Hedging and Investment Solutions and Agency and Execution. It has a major franchise in many ... that include some of the largest commodity producers, consumers and traders, banks, hedge funds and asset managers. With more than 35 offices around the globe, and… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …is responsible for the day-to-day administration of client accounts including funds transfers, client service and on-going communication. Coordinates both internally ... respond to client inquiries and must have preliminary knowledge of trust, investment , and estate planning concepts. Anticipates client and officer needs in all… more
- RTX Corporation (Tucson, AZ)
- …minimum seven (7) years experience + Experience with technology development utilizing company internal investment funds + The ability to obtain and maintain a US ... resources of Raytheon to maturation of those technologies + Mature through investment and smart partnerships advanced kinetic and non-kinetic payloads for our family… more
- Vanguard (Malvern, PA)
- …Client Account Director or Executive to implement. + Identifies additional related investment and service needs based on probing client's investment strategy ... clearly owned by any single team. + Uses technical knowledge of Vanguard funds , products, and services to proactively identify opportunities to strengthen the client… more