• Brown Advisory Incorporated (New York, NY)
    …firms. Over the years, we have purposefully built and nurtured our client -first culture. Brown Advisory is an independent investment management and strategic ... of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments,… more
    Upward (07/28/25)
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  • Carlyle (New York, NY)
    …Managing investment processes and deal execution Monitoring existing portfolio Supporting client reporting and fundraising efforts Responsibilities 1. Deal Flow ... Basic information Job Name: 2-Year Analyst , Primary Fund, AlpInvest Location: New York/OVA Line...LPA amendments, fund extension requests, and post-closing matters 6. Client Reporting & Fundraising Support Assist in… more
    Upward (07/26/25)
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  • Flik Hospitality Group (New York, NY)
    …a job but the start of a career where you can flourish. Job Summary The Financial Analyst will be responsible for assessing the financial performance of the ... and expense reporting , accounts payable, accounts receivable and monthly financial reporting requirements. Key Responsibilities: Leads the financial more
    Upward (07/25/25)
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  • Selby Jennings (New York, NY)
    Senior Financial Analyst Location : New York Job Type: Hybrid Salary : $155,000-140,000/year Client /Job Summary: Our client is a leading national bank ... Preparation of elimination entries and subledger and GL reconciliation. Assist with financial reporting for internal and external partners. Chart of accounts… more
    Upward (07/23/25)
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  • Phyton Talent Advisors (New York, NY)
    Analyst in their New York, NY location. Responsibilities Provide support to Financial Advisors and Client Service Associates via calls and case management ... & 4 NRA and FATCA regulations, as well as general withholding and reporting requirements Understand and manage various client account classifications and… more
    Upward (07/20/25)
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  • TD Bank Group (New York, NY)
    …The TDS Operations Analyst III will act as a cross functional process analyst , conduct research, analysis and reporting on a range of operational and service ... processes and requests of medium to high complexity with high-risk/ financial impact Identifies and investigates non-standard operational/ reporting / process… more
    Upward (07/01/25)
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  • Citigroup, Inc. (New York, NY)
    financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role....Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services… more
    Upward (07/17/25)
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  • LanceSoft (Jersey City, NJ)
    …the books and records rules of the Securities Exchange Commission (SEC), Financial Regulatory Authority ( Client ), Commodity Futures Trading Commission (CFTC), ... This includes the implementation of all regulator driven requirements, including SEC, Client , Dodd Frank, NYDFS and any other applicable regulations. Drive the… more
    Upward (07/14/25)
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  • Citigroup, Inc. (New Hyde Park, NY)
    financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role....Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services… more
    Upward (07/18/25)
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  • Financial Analyst , Client

    Publicis Groupe (New York, NY)
    …in over 100 countries, Publicis Groupe employs around 103,000 professionals. **Overview** Job Title: Client Reporting Financial Analyst **This is a ... hybrid role with 3 days a week in-office in New York City.** The Client Reporting Financial Analyst reports directly to the Client Reporting more
    Publicis Groupe (07/10/25)
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