- TIAA (New York, NY)
- The Senior Financial Analyst is responsible for reviewing and analyzing financial results of the organization. Through financial modeling, this job ... operating income, working capital, etc. Under minimal supervision, this job provides financial insights that senior management uses to inform business and… more
- Citigroup (New York, NY)
- …+ Stay abreast of all CPB products, services, and processes. + Deliver wealth management services to CPB Latam clients with guidance from the Banker teams ... respect to the franchise and the client + Proactively communicate client financial activity, large funds movements and other relevant client matters as appropriate… more
- Citigroup (New York, NY)
- The Customer Service Senior Analyst is an intermediate-level position responsible for providing clients with resolutions and support in coordination with the ... transparency. **Qualifications:** + 5-8 years of previous cash management and financial services experience preferred + Consistently demonstrate clear and concise… more
- S&P Global (New York, NY)
- …**Grade Level (for internal use):** 10 **About the Role:** We are seeking a Sr . Machine Learning and MLOps Engineering focused on Generative AI to join our ML ... **About S&P Global Ratings** At S&P Global Ratings, our analyst -driven credit ratings, research, and sustainable finance opinions provide...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- JPMorgan Chase (New York, NY)
- …**Required Qualifications, Skills and Capabilities:** + 1-3 years of experience in wealth management or other similar financial services experience + Excellent ... and Separately Managed Accounts (SMAs) offered through the Private Bank, Chase Wealth Management, and JP Morgan Advisors investment platforms. These platforms offer… more
- KeyBank (Tarrytown, NY)
- …commitment to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of ... (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state)… more
- S&P Global (New York, NY)
- …for product development within analytical engineering portfolio. This is a senior leadership role responsible for overseeing the design, development, and delivery ... deliverables + Serve as the primary technical liaison between engineering, senior leadership, and other departments, ensuring clear communication and alignment on… more
- Wells Fargo (New York, NY)
- …MS in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) strongly preferred + Deep experience with clients in the ... **About this role:** The Senior Lead Wealth Planning Strategist plays...military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but not… more
- TD Bank (New York, NY)
- …and manage regulatory compliance risk and conduct risk;** **Job Summary:** The Senior Compliance Business Oversight Analyst provides objective guidance, support ... colleagues dedicated to setting new industry standards. **Department Overview:** **U.S. Wealth Compliance acts as an independent regulatory compliance and conduct… more
- Deloitte (Rochester, NY)
- AML Consultant-Project Delivery Senior Analyst - Regulatory, Risk & Forensic Operate Are you an experienced, passionate pioneer in technology who wants to work in ... a collaborative environment? As an experienced AML Project Delivery Senior Analyst you will have the ability to share new ideas and collaborate on projects as a… more
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