- The Arc Erie County NY (Williamsville, NY)
- …general ledger coding, expense analysis, & budget variance research and reports. Key Performance Areas + Preparing bank and investment reconciliation for the ... analysis, and budget variance research and reports. Prepares bank and investment reconciliation for the Agency and affiliates. Reporting Relationship: Works under… more
- Commerce Bank (Kansas City, MO)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 ... help with internal communications. Essential Functions + Provide compliance and investment support to team members, including preparation of client presentation… more
- Oracle (Springfield, IL)
- … performance through KPIs including engagement, pipeline generation, and analyst impact. **3. Competitive Intelligence & Market Insights** + Monitor competitor ... sales. This role requires deep collaboration across Product Management, Campaigns, Sales, Analyst Relations, and Field Marketing to ensure Oracle's story is clear,… more
- KeyBank (Tarrytown, NY)
- …& 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ... needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center...(CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state)… more
- Bank of America (New York, NY)
- …disease areas of oncology, central nervous system disorders, and rare diseases. The lead analyst is top three ranked in the Institutional Investor vote for the smid ... with financial modeling in either sell-side research or healthcare investment banking. He or she will work alongside the...banking. He or she will work alongside the Senior Analyst and Associates in all aspects of the research… more
- Scotiabank (New York, NY)
- …developed templates by extrapolating relevant information from historical financial performance , company provided projections and analyst estimates/industry ... Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America,… more
- Thrivent Financial (Minneapolis, MN)
- …is highly analytical and offers exposure to portfolio monitoring and reporting, investment underwriting, and due diligence, while working closely with investment ... through execution. In general, the position supports the PERE senior analyst (s) and managing director. This position's responsibilities overlap with the Associate… more
- KeyBank (Buffalo, NY)
- …S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ... needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is...(CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state)… more
- KeyBank (Albany, NY)
- …S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ... needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center...(CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) +… more
- KeyBank (Dayton, OH)
- …& 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ... needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center...(CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) +… more