- Bloomberg (New York, NY)
- …to uncover insights across one of the world's largest libraries of broker research, company filings, transcripts, and internal notes. With seamless integration into ... or data analytics tools a strong plus + Familiarity with Bloomberg applications preferred ; knowledge of AIM and/or PORT is advantageous + Strong project management… more
- Veralto (NY)
- …environment, preferably with amultinational enterprise + Highschool Diploma required; Bachelor's degree preferred + Experience working with or as a Customs Broker ... We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance and 401(k) to eligible employees. Note: No amount of pay is… more
- Robert Half Office Team (Albany, NY)
- …and compile reports to meet deadlines, including those related to broker requirements. * Utilize proprietary financial software for various administrative tasks ... Previous experience in administrative, receptionist, or office coordination roles is preferred . * Reliable, punctual, and comfortable working in a structured office… more
- Deloitte (Costa Mesa, CA)
- …from every sector of the industry, including investment managers, broker -dealers, banks, insurance companies, mutual funds, investment partnerships, ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM +… more
- Citigroup (New York, NY)
- …with the client FDC relationship. + Participate in structured service reviews and/or Broker Votes with follow up detail and action plans + Know Your Client ... + Bachelor's degree/University degree or equivalent experience + Master's degree preferred **Job Family Group:** Institutional Sales **Job Family:** Investor Sales… more
- Deloitte (Indianapolis, IN)
- …hedge funds, private equity, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... on average, based on the work you do and the clients and industries/sectors you serve Preferred : + Advanced degree such as MST, MAcc, JD, or LLM + Previous Big 4… more
- Deloitte (Miami, FL)
- …equity, investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters of Tax, JD, and/or LLM +… more
- Deloitte (Morristown, NJ)
- …hedge funds, private equity, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters of Tax, JD, and/or LLM +… more
- Deloitte (Milwaukee, WI)
- …equity, investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters of Tax, JD, and/or LLM +… more
- WAGO (Germantown, WI)
- …a comprehensive benefits package including Medical, Dental, Vision, company-paid insurance plans-life, AD&D, short-term disability and long-term disability, and a ... tasks to meet deadlines + Proficiency in Microsoft Excel; SAP experience preferred Duties and Responsibilities: + Create stock transfer orders (STOs) in SAP… more