- Citigroup (Bronxville, NY)
- …product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. ... personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 5-8 years of… more
- CIBC (West Palm Beach, FL)
- …holdings, balances, charitable gift requests, address changes, and tax reporting inquiries. + **Communicate effectively:** Handle inbound and outbound telephone ... reviews. Assist Relationship Managers with strategizing, building, and implementing investment portfolios. Assist with trading on accounts. Provide ongoing portfolio… more
- CRC Insurance Services, Inc. (Charlotte, NC)
- …and investment prioritization. + Help develop and deliver executive-level reporting across all security and technology domains. + Collaborate with domain risk ... State Departement of Financial Services (NYDFS) and Committee on Foreign Investment in the United States (CFIUS). regulatory exercises including evidence gathering,… more
- Mizuho Corporate Bank (New York, NY)
- …(Azure preferred)- Experience with compliance screening technologies and regulatory reporting systems- Background in system integration and API management The ... Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America. Through… more
- Principal Financial Group (Des Moines, IA)
- …be responsible for driving results through team performance, delegating team responsibilities, and reporting back to the program. + As a **Level III Associate** , ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Asset… more
- Ferguson Enterprises, LLC. (Halethorpe, MD)
- …cultivate a positive culture and ensure reasonable return on receivable investment for the market(s)they lead. **Responsibilities** + Responsible for the management ... with company values. + Coach and develop Credit Managers/Credit Specialists reporting into them. **Qualifications** + 5+ years experience in professional credit… more
- 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...could include but may not be limited to new reporting requirements, policy initiatives, training opportunities, current events related… more
- KeyBank (Amherst, NY)
- …including risk assessment, monitoring and testing, analysis of findings, and reporting to ensure effective, sustainable risk management processes exist. + Provide ... management products and services (eg - trust, private banking, securities/ investment management) as well trust/fiduciary related compliance, operations, and risk… more
- Charles Schwab (New York, NY)
- …providing timely, relevant charitable planning education to partners and clients. Reporting to the National Director of Charitable Consulting, this regional leader ... people. + Relationship management experience in the private wealth and/or investment management industries. + Experience navigating "high stakes" transactions and… more
- JPMorgan Chase (Jersey City, NJ)
- …Site Reliability Engineer** at JPMorgan Chase within the **Commercial and Investment Bank Technology,** youhold a leadership role in your team, demonstrate ... technical disciplines + Ability to communicate data-based solutions with complex reporting and visualization methods + Proficiency in continuous integration and… more