- Mariner (Los Angeles, CA)
- Job Description Overview: The Senior Wealth Analyst position works on our Ultra High Net Worth advisory team, working with our wealthiest and most complex ... of personal financial statements, allocation tables, portfolio transitions, estate planning modeling, presentation decks, and participate in internal strategy… more
- Apex Fintech Solutions (Chicago, IL)
- …all the difference in our success. Apex Fintech Solutions is seeking a highly qualified Senior Tax Analyst to join our Finance team. In this role, you'll report ... Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and… more
- JPMorgan Chase & Co. (New York, NY)
- …client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment ... specialists, wealth advisors, and lending specialists. Throughout the program, you'll...management, including investments, lending, banking, and trust and estate planning . No client has identical goals, so understanding their… more
- Cetera Financial Group, Inc. (Dallas, TX)
- Job Description The Senior HR Analyst will serve as a strategic partner to HR Business Partners (HRBPs), delivering advanced analytics consulting, building ... - Design and maintain dashboards and reports to support workforce planning , performance management, and engagement initiatives. - Conduct in-depth analysis to… more
- Jet Support Services, Inc. (Chicago, IL)
- …6,000+ aircraft supported by maintenance programs and software platforms, JSSI leverages this wealth of data, scale, and innovation to drive cost savings and provide ... solutions for business aviation. Position Summary As a Financial Analyst II, you'll own key parts of our financial... II, you'll own key parts of our financial planning and reporting cycle-driving budgets, forecasts, and variance analysis… more
- Goldman Sachs, Inc. (Dallas, TX)
- …Income Currencies and Commodities, Investment Banking including prime services Asset & Wealth Management team is responsible for global audits related to financial ... investments and processes in private asset management and private wealth management. Platform Solutions team is responsible for global audits related to consumer… more
- S&P Global, Inc. (New York, NY)
- …Managers (EEO-2 Job Categories-United States of America), RATNGS102 - Senior Management (EEO Job Group), SWP Priority - Ratings - (Strategic Workforce Planning ) ... as cross-practice projects. What's in it for you: Opportunity to partner with senior analytical leaders across the company on complex analytical topics Chance to… more
- S&P Global, Inc. (New York, NY)
- …assurance to the SPGI Audit Committee, SPGI Boards and S&P Global Ratings senior management and Boards. What's in it for you: Through the review activities ... within Ratings and other divisions. You also get direct exposure to senior leadership within Ratings and other divisions. Responsibilities: Independently assess and… more
- Citizens (Boston, MA)
- Description The Private Wealth , Senior Financial Planning Analyst is a strategic partner in delivering sophisticated financial planning solutions to ... supports wealth management teams by providing expert analysis, customized planning , and proactive client engagement. The ideal candidate is a seasoned financial… more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... Strategy team serves as a trusted advisor to senior leadership to address high-impact strategic issues across Citi...provide clarity in complex problems to facilitate decision-making. The Wealth Strategy Lead Analyst is a strategic… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …office location: St. Petersburg, FL.** **Job Summary:** This Senior Business Analyst , Technology will partner closely with the Wealth Management & Asset ... (including Unified Managed Account), Tax Optimization, Discretionary & Non-Discretionary Trading, Wealth Solutions as well as integration with various other systems.… more
- Truist (Philadelphia, PA)
- …a leadership representative for Truist Wealth * Engage and participate in senior Wealth leadership meetings and decisions, and offer strategic advice and ... and prospects. Execute the delivery and integration of a broad range of wealth products and services (financial planning , asset management, personal trust and… 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 ... Role:** **Grade Level (for internal use):** 13 **About the Role:** Director, Wealth Benchmarks Product Management **The Team:** The Product Management team oversees… more
- City National Bank (Jersey City, NJ)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of ... Wealth Management, is a leadership role as an auditor-in-charge...and effectively communicate audit results to the Audit Director, senior management and applicable Board/Committees in the form of… more
- University of Michigan (Ann Arbor, MI)
- Business Systems Analyst Senior / Intermediate Apply Now **How to Apply** A cover letter is required for consideration for this position and should be attached ... employer. **Job Detail** **Job Opening ID** 266319 **Working Title** Business Systems Analyst Senior / Intermediate **Job Title** Business Systems Analyst… more
- University of Michigan (Ann Arbor, MI)
- Applications Programmer/ Analyst Senior Apply Now **How to Apply** A cover letter is required for consideration for this position and should be attached as the ... at the U-M Michigan Medicine has an exciting opportunity for a App Programmer Analyst Senior on its Enterprise Data and Information Services (EDIS), Data… more
- Broadridge Financial Solutions (New York, NY)
- …month-end reporting, long range planning , and other ad-hoc financial analyses. This Senior Financial Analyst should be a dynamic individual who has the ... along the way, come join the Broadridge team. The Senior Financial Analyst BRCC Digital Finance role...closely with the BRCC Digital finance team on financial planning and analysis activities, developing financial models, delivering ad-hoc… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 11 **Compliance & Control, Senior Analyst - Ratings** **The Role** The Senior Analyst role is ... **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
- Citigroup (Irving, TX)
- …in your work, come join us. We'll enable growth and progress together. The Senior Java Developer / Programmer Analyst is an intermediate level position ... 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
- S&P Global (Chicago, IL)
- …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 ... local and international colleagues. The role will allow the Senior Analyst to have exposure to multiple...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
