- Citigroup (New York, NY)
- …an integral member of that leadership The Director of the Wealth Risk Reporting team is a senior management level position responsible for managing all ... and Legacy Franchises/Banking & International Retail Risk Management. The Wealth Risk Reporting Director role and function...day to day BAU execution. The role will manage senior reporting team of 6+ direct staff… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth ... in this role, the individual will need to develop knowledge of the wealth management offering and channels broadly, be knowledgeable of the evolving investment… more
- WTW (New York, NY)
- …jointly to Employee Experience (EX) and Work & Rewards (W&R) Global Finance Partners. The Senior Financial Analyst will serve as a trusted advisor to the North ... Finance, including financial performance management (month end/quarterly close, budgeting, forecasting, reporting , etc.), ad hoc reporting and analysis, controls… more
- Neuberger Berman (New York, NY)
- …communications. + Experience in program implementation and user adoption. + Aladdin Wealth , Charles River, client reporting and portfolio accounting systems ... **Summary** Private Wealth (PW) Business Objectives Implementation is responsible for...business, technological and operational activities related to approvals, controls, reporting , and ad-hoc projects as they arise. **Qualifications /… more
- Broadridge Financial Solutions (Newark, NJ)
- …others along the way, come join the Broadridge team. We are seeking a Senior Financial Analyst , Sarbanes-Oxley (SOX) Compliance and Controls to join our team ... within the controllership function of Broadridge Financial Solutions, reporting to the Senior Director, SOX Compliance and Controls. Broadridge is looking for an… more
- Scotiabank (New York, NY)
- Senior Analyst , IT Audit **Requisition ID:** 198928 **Salary Range:** 67,400.00 - 125,200.00 _Please note that the Salary Range shown is a guideline only. Salary ... perform audit execution, problem identification and evaluation, issue writing, reporting and communication, and develop and provide high-quality value-added… more
- Citigroup (New York, NY)
- …our on-going marketing investments, across our lines of business including USPB, Wealth and EMBE. Focus areas include driving enhanced processes, analytical rigor ... The successful candidate will have the opportunity to build various new reporting & analytic infrastructures designed to increase transparency, agility and improve… more
- Morgan Stanley (New York, NY)
- …new business opportunities across Morgan Stanley, including preparing presentation and reporting materials for senior management - Update various pipelines, ... identifying and facilitating cross-selling business opportunities between Morgan Stanley Wealth Management (MSWM) and the Institutional divisions at Morgan Stanley.… more
- Motion Recruitment Partners (New York, NY)
- …in: + Consumer or Wealth Management Credit Risk Management + Consumer or Wealth Management Risk Analytics & Reporting + Experience in model development is ... Credit Risk Analyst New York, NY **Hybrid** Contract $116/hr -...(1st LoD self-assessment), through engagement and credible challenge with senior stakeholders, 2nd and 3rd LoD. + Drive compliance… more
- Morgan Stanley (New York, NY)
- …**Job:** ** Wealth Management* **Title:** *MSBNA Lending & Trading Strategy Team, Analyst * **Location:** *New York-New York* **Requisition ID:** *3249219* ... firm providing a wide range of investment banking, securities, investment management, and wealth management services. As a market leader, the talent and passion of… more
- Anywhere Real Estate (New York, NY)
- **Sr. Financial Analyst - AIS Finance Business Partner** **Description:** The **Sr. Financial Analyst Business Partner** will be responsible for providing ... financial reporting and analysis support for Anywhere Integrated Services, a...releases, and business reviews. This position reports to the Senior Director, Finance in the AIS Finance Business Partner… more
- Research Foundation CUNY (New York, NY)
- …support for an accompanying data tool. For the above projects and others, the Research Analyst will report to a Senior Research Associate or Program Director on ... Job Title: Research Analyst PVN ID: VB-2404-006257 Category: Research Location: OFFICE...reform strategies and assess progress toward initiative goals. This wealth of data presents a unique opportunity to understand… more
- Citigroup (New York, NY)
- …and oral form. **Job Description** **:** Citi's Cyber Intelligence Center is seeking a senior cyberthreat analyst to serve as an individual contributor on the ... banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …Us: World Insurance Associates is a rapidly growing insurance brokerage and wealth management company. Through our partnership with Private Equity investors, we have ... solid organic growth. We are seeking a strong Financial Analyst with 3-5 years of experience to handle our...close support for our PE investors as well as senior leadership on any ad-hoc requests with regards to… more
- Morgan Stanley (New York, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... setting, risk assessment and analysis, and management and regulatory reporting , including adherence to relevant regulatory requirements. Primary Responsibilities >… more
- Bank of America (New York, NY)
- Senior Relationship Manager New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... time sensitive updates to the team and monitoring and reporting on client satisfaction + Oversees client review meetings...of client relationships by maintaining a thorough knowledge of wealth management and Enterprise lending + Executes on the… more
- Citigroup (New York, NY)
- The Financial Planning and Analysis Senior Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of ... The overall objective is to contribute to provide deposit forecasting for Wealth deposits, drive standardization across forecasting, reporting and valuation… more
- Morgan Stanley (New York, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... critical role as advisor to Morgan Stanley's various businesses and its senior management team. Our employees support numerous activities such as Product… more
- S&P Global (New York, NY)
- …assisting in providing a Compliance advisory service, in the education program, in reporting to regional senior management on compliance developments, and in ... all compliance activities and help in identifying trends. + Ensure proper reporting of violations or potential violations to duly authorized enforcement agencies as… more
- KPMG (New York, NY)
- …culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading ... assets or complex financial instruments for mergers and acquisitions, financial reporting , tax and other regulatory standards. Our engagements include providing pre… more