• Raymond James Financial, Inc. (New York, NY)
    …the company complies with regulations and good financial practice. Develop and amend investment models to provide input to senior colleagues and/or help manage ... client organization, delivering high-quality professional services with guidance from senior colleagues. Develop own capabilities by participating in assessment and… more
    Upward (07/05/25)
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  • Protiviti, Inc. (Philadelphia, PA)
    JOB REQUISITION Philadelphia Technology Audit & Advisory Senior Consultant LOCATION PHILADELPHIA ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here The ... consulting firm. Where We Need You: Protiviti is looking for a Technology Audit & Advisory Senior Consultant to join our growing team. What You Can Expect: As… more
    Upward (07/18/25)
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  • CrossCountry Consulting (New York, NY)
    From the beginning, our goal was to establish an advisory firm that stands apart from the rest - one that is grounded in our Core Values and dedicated to creating a ... and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions,… more
    Upward (07/12/25)
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  • The Hartford Financial Services Group, Inc. (Hartford, CT)
    …others accomplish theirs, too. Join our team as we help shape the future. Senior Accountant - Investment Accounting The position will be responsible for analysis ... of The Hartford's investment results - focusing on the investments managed by...NAIC designations to make sure STAT reports are in compliance with NAIC Gather required documents for NAIC filings… more
    Upward (07/20/25)
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  • Deloitte (Atlanta, GA)
    …equity and investment management industries? Do phrases like "cross border investment advisory " and "fund formation, hold, and exit reporting and consulting" ... consider a career in Deloitte's International Private Equity and Investment Management practice. What You'll Do As a Manager,...and tax filings Preparing and leading client meetings on compliance and advisory projects related to tax… more
    Upward (07/12/25)
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  • PGIM (Newark, NJ)
    Job Classification: Investment Management - Investments Employee Benefits Investments (EBI) is responsible for over $20 billion in assets in retirement assets in ... domestic and international public equity. The 401(k) Plan provides similarly diversified investment options selected and monitored by EBI. EBI's mission is to select… more
    Upward (07/28/25)
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  • Mizuho Bank, Ltd. (New York, NY)
    …Based in NY, the team provides a broad range of financial advisory , debt structuring and arrangement for large-scale, capital-intensive projects across the full ... for both greenfield and acquisition financing. The team is integrated within Investment Banking and supported by a full ecosystem across Mizuho to provide… more
    Upward (07/30/25)
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  • Citigroup, Inc. (New York, NY)
    …strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker Leverage existing client relationships, ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The… more
    Upward (07/08/25)
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  • William Blair (New York, NY)
    …employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid ... strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety… more
    Upward (07/11/25)
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  • William Blair (Chicago, IL)
    …employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid ... strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety… more
    Upward (07/01/25)
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  • Societe Generale (San Francisco, CA)
    …An opportunity to join a fast growing, dynamic team at a large global Investment Bank. As an Investment Banking Analyst at Socit Gnrale, you will ... play a crucial role in supporting our technology investment banking team in executing financial transactions and advising...of mergers and acquisitions, capital raising, and other financial advisory services. The Analyst will work in a generalist… more
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  • Mesirow (Chicago, IL)
    …Mesirow is an independent, employee-owned firm founded in 1937. As specialists in investment , risk management and advisory services, we are committed to helping ... market updates. Conduct market research and develop pricing intelligence on investment grade credit products. Maintain compliance with regulatory requirements… more
    Upward (07/14/25)
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  • Wellington Management Company (Boston, MA)
    About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment ... of our clients. About the Role We are currently seeking a compliance professional primarily to manage the firm's financial crime-related screening program… more
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  • Northwestern Mutual Life Insurance Company (Franklin, WI)
    Advisory Services in cross-departmental project teams focusing on compliance , supervision, regulatory issues, marketing and sales strategies, cross-selling, and ... an overall service and support vision for both brokerage (NMIS) and advisory (WMC) business. Primary Duties & Responsibilities: Provide representation and advocacy… more
    Upward (07/10/25)
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  • Citigroup, Inc. (Paramus, NJ)
    …Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior ... at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a...profiling and suitability assessments Make securities recommendations and provide investment advice to clients through a select number of… more
    Upward (07/09/25)
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  • HSBC (New York, NY)
    …(GPS), Global Trade Solutions (GTS), Markets and Securities Services (MSS) and Investment Banking. CIB Audit team is responsible for covering all CIB activities, ... finance, supply chain and receivable finance solutions Capital Markets & Advisory , covering Debt Capital Markets, Strategic Equity financing, Structured Finance, and… more
    Upward (07/28/25)
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  • HSBC (New York, NY)
    …supply chain and receivable finance solutions - Capital Markets & Advisory , covering Debt Capital Markets, Strategic Equity financing, Structured Finance, and ... Infrastructure Finance, Commercial Real Estate, Asset Based Lending etc. As our Senior Audit Manager, M arkets and Security Services you will: Lead multi-site… more
    Upward (07/21/25)
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  • Cetera Financial Group, Inc. (Dallas, TX)
    …resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser ... Job Description The Senior HR Analyst will serve as a strategic...tools, and automating manual processes to drive efficiency and compliance . This role requires deep expertise in Excel (including… more
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  • Oppenheimer & Co. Inc. (Scottsdale, AZ)
    …public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description : The firm ... Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing...is seeking a Branch Senior Operations Specialistto join their Private Client Branch office… more
    Upward (07/27/25)
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  • Mesirow (Seattle, WA)
    …clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our ... efficiently while minimizing costs and operational risks. We are seeking a Senior Operations Associate to oversee and execute operational services related to… more
    Upward (07/09/25)
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