- Carrington (Greenwich, CT)
- …team and work a hybrid schedule in our Greenwich, CT office!** The Portfolio Management Analyst will be responsible for CCM portfolio asset management ... (1) to three (3) years of asset and portfolio management experience preferred. **Our Company:** Carrington Capital Management...50% of the first 4% of pay contributed. + Access to several fitness, restaurant, retail (and more!) discounts… more
- Citizens (Stamford, CT)
- Description The Senior Aprimo Business System Analyst is an experienced professional responsible for managing enterprise and marketing processes within the Citizens ... provide support to front-line users, lead training, handle change management and perform ongoing maintenance to ensure the health...ensure the health of the system. The Business System Analyst will: + Manage the OneView user base, facilitating… more
- SUNY Westchester Community College (Valhalla, NY)
- …objectives in areas including cost control and containment, or other desired management objectives; + Can participate and collaborate in determining the nature of ... incidental tasks, as needed. Thorough knowledge of effective organization and management principles and practices; good knowledge of the principles and practices… more
- Morgan Stanley (Purchase, NY)
- …and Skills Required:* * Proficiency in Microsoft Office including Excel, PowerPoint and Access * Experience and knowledge of wealth management platforms and ... and other Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management * **Title:** *Reporting Analyst * **Location:** *New York-Purchase* **Requisition… more
- KeyBank (Tarrytown, NY)
- …65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) ... Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of...(preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state)… more
- Citigroup (Greenwich, CT)
- …worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Wealth ... Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies...touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc. + Master referral opportunities to… more