- 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)
- A Credit Portfolio Analyst is an experienced Lending Product specialist and Credit Officer within the Wealth Lending. The core product set includes capital ... and Loss Mitigation Restructures for the individual clients. The Credit Portfolio Analyst is required to have strong underwriting skills and sound credit judgment.… more
- Lockheed Martin (Moorestown, NJ)
- …audits involving capital assets and government property\. As an Asset Management Analyst , you will be expected to interface with internal and external stakeholders ... movement updates, preparation and performance of physical inventory and property financial reporting in support of leadership\. * Assists Property Leadership in… more
- S&P Global (New York, NY)
- …and enhance quantitative models used by analysts at Corporations, Governmental and Financial Institutions to automate, speed up and scale the quantitative assessment ... of Python + Top Master-level degree from reputable university in Financial Modelling, Finance, Economics, Statistics, Physics + Good technical writing skills… more
- TD Bank (Mount Laurel, NJ)
- …broader organization, and enterprise as appropriate. **As a member of the US Wealth Compliance Department, the Compliance Business Oversight Analyst duties:** + ... on-going initiatives and ad-hoc projects, as needed.** **Job Summary:** The Senior Compliance Business Oversight Analyst provides objective guidance, support… 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)
- …In addition, this role will be responsible for helping to educate Citi Wealth 's global banker, investment counselor and financial advisor base on existing ... The Research Analyst will be a member of the Global...equity and real estate opportunities for distribution to Citi Wealth 's client base. The position will involve the analysis,… more
- City National Bank (New York, NY)
- *OPERATIONS ANALYST * WHAT IS THE OPPORTUNITY? Provides operational support to the Portfolio Manager Team and Advisors on all asset movement activities. Review, ... outgoing transfers by notifying the Portfolio Manager Team and Sr . Investment Consultant. Monitor the process of the transfer,...further trading takes place, notify the PM team and financial advisor that the account will be leaving, monitor… 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
- S&P Global (Princeton, NJ)
- …**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
- 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
- JPMorgan Chase (New York, NY)
- …on experienced hire roles across the Revenue Generating Business in Asset & Wealth Management, with positions ranging from Analyst to Executive Director. In ... experience? Apply today! As a Recruiter in Asset & Wealth Management, you will play a critical role in...work. The ability to foster strong client relationships with senior managers and candidates is essential, and your consultative,… more
- Deloitte (Princeton, NJ)
- 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
- S&P Global (New York, NY)
- …Indices Product Management team at S&P Dow Jones Indices (S&P DJI) is seeking a Senior Analyst to support its initiatives in both the US and globally. This ... product development and maintenance process as well as the financial health of the product line. **The Team:** In...local and international colleagues. The role will allow the Senior Analyst to have exposure to multiple… more
- S&P Global (New York, NY)
- …innovative index solutions to the global investment community. The role will allow the Senior Analyst to have impactful exposure to multiple groups within S&P ... to this evolution. The role provides exposure to multiple products across the Wealth Management industry such as asset managers, financial advisors, wirehouses… more
- City of New York (New York, NY)
- …The Bureau sits within the Center for Health Equity and Community Wellness. The Senior Research Analyst will play a critical role in directing BCDP's portfolio ... - Expertise with peer-reviewed literature on social determinants of health, including wealth , food insecurity and financial incentives, in addition to chronic… more
- City National Bank (Trenton, NJ)
- …* Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a client's current financial situation, identify appropriate planning ... high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists,...across the enterprise and of high quality. * Assist Wealth Analyst with preparation of reports/dashboards and… more
- City National Bank (New York, NY)
- * SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST * WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control ... Officer ("BCO") and Business Control Managers ("BCM"s) for Fiduciary and Wealth Management and will partner with the Risk Framework leadership team. Responsibilities… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 11 ** Analyst , Global R&D (Crypto/DeFi)** Work with other senior analysts within Research and Design to ... tokenization and decentralized finance). Experience in index construction techniques and financial theories is desired in delivering innovative index solutions and… more