- Bank of America (Fairfield, CT)
- Investment Management Specialist Fairfield, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and… more
- Morgan Stanley (Purchase, NY)
- …Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management ... As an Ultra High New Worth (UHNW) Rule 10b5-1 Specialist under EFS this position will be responsible for...Strategic Client Management (the liaison between wealth management and MS's investment bank),. Must quickly… more
- Deloitte (Stamford, CT)
- …in the world, serving over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Candidate profile The ideal ... Manager/ Specialist Master, Operations & Technology Transformation, Insurance, Guidewire...Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media… more
- Bank of America (Stamford, CT)
- …review of Global Markets, Financial Institutions and Global Wealth and Investment Management businesses. **Responsibilities:** + Either individually or working ... Credit Review Senior Portfolio Specialist Dallas, Texas;Stamford, Connecticut; East Hartford, Connecticut; Charlotte, North Carolina; Providence, Rhode Island **Job… more
- Morgan Stanley (Purchase, NY)
- …of Wealth Management Field Home Office at Morgan Stanley Wealth Management . Asset Retention Specialist (AVP) primary responsibility is strategy, development ... employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management * **Title:** *Asset Retention Specialist , AVP* **Location:**… more
- Deloitte (Stamford, CT)
- …in the world, serving over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Recruiting for this role ends ... Manager/ Specialist Master, Operations and Technology Transformation, Guidewire Data...2025 Work you'll do As an OTT Insurance Transformation Manager/ Specialist Master, you will bring technical expertise to deliver… more
- Deloitte (Stamford, CT)
- AI/ML Data Engineering Lead ( Specialist Master) - SFL Scientific SFL Scientific, a Deloitte Business, practice brings together several key capabilities to architect ... such as ELT functions, HPC/compute infrastructure, hybrid cloud solutions, database management , and optimization of DevOps procedures + Leverage advanced technical… more
- M&T Bank (Bridgeport, CT)
- …Collaborates with applicable parties to meet target close date through time management of tasks and pipeline reporting. Ensure accuracy of data being submitted ... Issue CD timely and accurately, ensuring review of applicable at close conditions, investment required into transaction, and cash back at closing. + Report system… more
- SMBC (White Plains, NY)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... reporting + Technical skills in SQL, Database (SQL) knowledge, database management , business intelligence, enterprise performance management , data mining,… more
- SMBC (White Plains, NY)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... with an understanding of financial data products used in banking, risk management , regulatory reporting, and financial services, covering such products as Bloomberg,… more
- Arena Investors LP (Purchase, NY)
- Arena Investors, LP, is a global investment management firm that seeks to generate attractive risk-adjusted, consistent, and uncorrelated returns by employing a ... are seeking a driven and detail-oriented Analyst or Quant Specialist to join our dynamic team. The ideal candidate...analysis and play a crucial role in driving data-driven investment decisions. You will also be required to work… more
- Truist (Greenwich, CT)
- …in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and ... support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner… more
- Morgan Stanley (Purchase, NY)
- …Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management ... Experience working with private funds and deep knowledge of the Alternative Investment asset management industry required; knowledge of real estate,… more
- Diageo (Stamford, CT)
- …D&T Head of Delivery & Change, to enable regional portfolio investment prioritization, interdependency management , governance, value realization, quality ... and resources investment in multiple millions. **Top Accountabilities** **Portfolio Delivery Management and Reporting** + Works as a member of the Regional D&T… more
- Diageo (Stamford, CT)
- …Meetings, Share Reviews, Quarterly BPMs, and Joint Business Planning. + **Data Management ** : Manage and administer syndicated data (IRI and Nielsen), developing ... and advise on profitability based on quarterly trade spend and investment effectiveness. + **Effective Communication** : Build positive relationships with customer… more
- Trexquant Investment (Stamford, CT)
- We are looking for an experienced credit investment specialist to develop strategies and lead our Quantitative Credit Team. In this role, you will be responsible ... and scale of the team's strategies. + Regularly present to senior management to collaborate and align quantitative credit research with overall trading and… more
- SMBC (White Plains, NY)
- …the Risk Management Department, Americas Division. The Compliance Model Validation Specialist / Sr. Analyst will lead the validation of models and fraud ... Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal...is seeking a qualified individual as a Model Validation Specialist that will report to the Compliance Model Validation… more
- TD Bank (Fairfield, CT)
- …contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. Leads, ... the customer first and referring them to the right Specialist to ensure we are meeting their needs and...advice to customers. **Depth & Scope:** + Provides people management leadership by hiring the best talent, setting goals,… more
- Morgan Stanley (Purchase, NY)
- …conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management . Morgan Stanley provides ... comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and… more
- Morgan Stanley (Purchase, NY)
- …conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management . Morgan Stanley provides ... comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and… more