- Raymond James Financial, Inc. (St. Petersburg, FL)
- …portfolio reviews, including credit assessments to determine continued suitability of investment consistent with risk tolerance and portfolio objectives. + ... and team members to identify specific securities consistent with investment objectives + Support portfolio managers in delivering top...other duties and responsibilities as assigned. + Support the senior members of the team in all areas of… more
- BD (Becton, Dickinson and Company) (Franklin Lakes, NJ)
- … risk mitigation, and enhanced compliance + Develop purposeful investment roadmaps with technology enablement to achieve value-driven outcomes + Lead ... IT Director Business Partner will report to the TGS Senior Director, Product Services and work with the Quality...the Quality function and IT, reporting to the TGS Senior Director of Product Services. This role will align… more
- Wayfair (Boston, MA)
- …to use data to identify key opportunities and drive multi-million dollar investment decisions for Wayfair's various business segments? The Strategic Finance team ... (KPIs) across the business, communicate variances over time, and partner with senior leaders to drive improvements + Automate dashboards and monthly reporting… more
- ThermoFisher Scientific (Carlsbad, CA)
- …Deep Learning, and Natural Language Processing (NLP) models for portfolio analytics, risk assessment, and performance reporting. + Contribute to the development of ... scenario modeling, and basic backtesting under the guidance of senior team members. + Work closely with Data Science,... team members. + Work closely with Data Science, Investment Research, and Portfolio Strategy teams to ensure that… more
- Insight Global (Fort Mill, SC)
- …-5+ years of financial/capital markets products experience in the investment banking industry, specifically -data analytics experience (ex. drafting solutions ... -ability to drive and execute meetings and generate status reports for senior management -JIRA or SQL experience -regulatory reporting exposure -experience working… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Conduct Enhanced Due Diligence for various business lines on all high risk accounts opened and/or subject to Management approval. * Perform client due diligence ... on internal AML policies, rules and regulations. * Inform senior management about issues that may involve rule violations...and regulations of the US PATRIOT Act. * Fundamental investment concepts, practices and procedures used in the securities… more
- Wayfair (Boston, MA)
- …to use data to identify key opportunities and drive multi-million dollar investment decisions for Wayfair's various business segments? The Strategic Finance team ... (KPIs) across the business, communicate variances over time, and partner with senior leaders to drive improvements + Automate dashboards and monthly reporting… more
- Janus Henderson Investors (Denver, CO)
- …+ Maintain conflicts of interest inventories and coordinate periodic conflict risk assessments + Implement control framework around ethics, conduct and conflicts ... staff queries and breaches with confidentiality and sensitivity. + Support Senior Compliance Manager with Personal Compliance training, and MI requirements for… more
- Tompkins Community Bank (Plymouth Meeting, PA)
- …Goals: + Executive Investment Leadership Expertise - Serve as the senior investment executive and fiduciary for Tompkins Financial Advisors (TFA). Advise ... Investment Policy and applicable laws. Manage asset allocation, risk budgets, and investment strategies for optimal...& Investment Expertise + Act as the senior investment executive and fiduciary for TFA.… more
- JPMorgan Chase (Brooklyn, NY)
- …in CIB HR projects and new initiatives. This position manages the Global Investment Banking Analyst Training Program. It also includes the management ... responsibilities for the Americas Global Investment Banking Analyst & Associate Development Council... and Associate Council (AAC). The AADC consists of senior business leaders who help set the strategy for… more