Wealth Management Analyst jobs in New York, NY

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ASSET MANAGEMENT - CLIENT PLATFORM - ANALYST

Evaluate current Client Account Manager (CAM) processes, and identify gaps and opportunities in collaboration with team and business. Work on projects with multiple workstreams, including developing and managing a project plan, sy...

CompanyJpmorgan Chase & Co
AddressNew York, NY
CategoryInformation Technology
Job typePermanent
Date Posted 4 weeks ago See detail

Asset Management - Client Platform - Analyst

Jpmorgan Chase & Co

New York, NY

Evaluate current Client Account Manager (CAM) processes, and identify gaps and opportunities in collaboration with team and business. Work on projects with multiple workstreams, including developing and managing a project plan, sy...

Security Analyst-Identity and Access Management

Emcor

New York, NY

Implement, at management direction, and monitor a strategic, comprehensive enterprise information security management system to ensure the integrity, confidentiality and availability of information owned, controlled, or processed...

Data Protection Analyst - Data Management

York State Department Of Labor

New York, NY

Assists the Data Management function of the Data Protection program with day-to-day operational activities including but not limited to:. Maintaining EY confidential and personal information inventory, in partnership with EY inter...

Asset Allocation - Portfolio Management Program Analyst

Pix11

New York, NY

Participate in the construction of pricing portfolios for new and prospective business. Assess how new investment strategies impact asset-liability management and underlying profitability for Global Atlantic. Work with the Investm...

Wealth Relationship Manager SAFE Act - Bronxville

York State Department Of Labor

New York, NY

Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.. Anticipate the complex finan...

Consultant - Wealth & Asset Management

Capco

New York, NY

$87,000 - $105,000 a year

Design deliverable content to reflect the engagement contract. Present findings and recommendations to client leadership. Support the development process flows depicting pain points in the business process. Conduct detailed analys...

Senior Analyst, Asset Management, Hospitality

The Lightstone Group, Llc

New York, NY

$105,000 - $125,000 a year

Review and analyze monthly financial and income statements, prepare benchmarking and/or other analyses related to maximizing revenues and minimizing expenses that lead to strategies to improve asset performance and value. Review a...

Alternatives / Private Markets and Wealth Channel Product Manager, VP

The Bank Of New York Mellon Corporation

New York, NY

$115,000 - $160,000 a year

In Securities Services, we power and connect our clients to a robust investment ecosystem that supports their business at every stage. A fifth of all global assets flow through our platform, and while we are most known for our mor...

Alternatives / Private Markets and Wealth Channel Product Manager, SVP

Bny Mellon

New York, NY

$140,000 - $200,000 a year

Possess a high-level of attention to detail....

VP, Private Wealth Distribution Business Manager, Americas

Blue Owl

New York, NY

Partner with the Head of Distribution on channel strategy, e.g., market coverage, client segmentation, focus teams, and advisor resources. Assess Market sizing and penetration in partnership with Analytics and Marketing. Coordinat...

Asset Management - Client Platform - Analyst

Jpmorgan Chase & Co

New York, NY

$70,000 - $85,000 a year

Evaluate current Client Account Manager (CAM) processes, and identify gaps and opportunities in collaboration with team and business. Work on projects with multiple workstreams, including developing and managing a project plan, sy...

Data Analyst / Data Base Manager

York State Psychiatry Institute

New York, NY

Management of all aspects of REDCap Software development (including importation and exportation of data, data collection form and business rule development, validation, quality, and timeliness checking, report preparation,. Develo...

International Account Manager, Wealth and Personal Banking

Hsbc

New York, NY

Bachelors degree in business, finance, related field, or equivalent experience. Minimum of ten years proven and progressive banking sales experience or equivalent. An understanding of the unique financial needs of international c...

Channel Manager, Wealth Management

Canoe Intelligence

New York, NY

$130,000 - $150,000 a year

Identify and build relationships with multiple stakeholders at your channel partner accounts to ensure healthy partnership relationships and promote commercial success.. Develop and implement strategies to cultivate new opportunit...

Business Analyst - People Advisory Services - Performance - Manager - Multiple Positions - 1492211

Ernst & Young Llp

New York, NY

Competitive

Continuous learning: Youll develop the mindset and skills to navigate whatever comes next. Success as defined by you: Well provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadersh...

Asset Management - Growth Generalist Equity Research Analyst - Vice President

Jpmorgan Chase & Co

New York, NY

Support two senior PMs working on portfolio analytics and screens, special projects including sector and industry analyses and ad hoc company specific analyses. Analyst should have the intellectual curiosity and analytical capab...

Balance Sheet Management Senior Lead Analyst

Citigroup, Inc.

New York, NY

Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Available offerings may vary by jurisdiction, job level, and date of...

Portfolio Analyst, Commercial Asset Management

Aspen Power Partners Llc

New York, NY

Engage in comprehensive data-pulling activities to reflect fleet operation status and conduct financial analyses for both internal and external stakeholders, delivering insights periodically or upon request. Support budgeting and...

Tax Manager, Private Wealth

Baker Tilly Us, Llp

New York, NY

You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve. You can see yourself as a trusted business advisor, working face-to-face with clients to find cr...

JPMorgan Asset Management - Biopharma Analyst

Jpmorgan Chase & Co.

New York, NY

JobID: 210483898Category: Portfolio ManagementJobSchedule: Full timePosted Date: 2024-03-18T20:38:18+00:00JobShift: DayBase Pay/Salary: New York, NY $200,000.00-$350,000.00The Equity Research Analyst will be a member of the U.S. E...

Analyst, Reporting & Analysis - Business Management

Moelis

New York, NY

The group's function supports the COO & broader Business Management team with various analyses to help make key decisions. Analyses include revenue forecasting, pipeline, business trends, banker performance & various ad-hoc analys...

Analyst, Managed Svc

Canon Solutions America, Inc.

New York, NY

), workflow process reengineering, and business case preparation.Your Impact- Creates customer installation, implementation and redeployment plans and accurately completes within time frames. - Collects and prepares all informatio...

Senior Analyst, Insurance Risk Management

Global Atlantic Financial Group

New York, NY

Develop insurance liability models in GA Risk's liability modelling platform. Communicate findings and implications to Risk's management team and other stakeholders. Help onboard various Institutional transactions into our Risk pl...

CBNA Capital Management Sr Lead Analyst - SVP/C14

Citigroup, Inc.

New York, NY

Prepare or assist in the preparation of materials for senior managers, Board of Directors, and regulators of CBNA and its U.S. bank charter subsidiaries, including CBNA's Asset and Liability Management Committee (ALCO) and other r...

Business Analyst (Client Lifecycle Management),

Luxoft

New York, NY

Salary for New York 125000-140000Salary for other locations based on Market Value...

SVP - Senior Audit Manager - Wealth and Investment Services Products - Hybrid

Citi

New York, NY

$163,600 - $245,400 a year

Document audit procedures in a quality manner and in compliance with the IIA Standards and departments audit methodology. Manage a team of Internal Audit professionals, recruit staff, lead professional development, build effectiv...

Growth Marketing Manager, Wealth Management

Canoe Intelligence

New York, NY

$115,000 - $130,000 a year

Responsible for designing, executing and optimizing advertising strategy for the Wealth Management segment. Partner and collaborate with account executives, client sales, and business development representatives to achieve goals o...

Staff Analyst Series - Fraud Management

Metropolitan Transportation Authority

New York, NY

$67,264 a year

The processing of MetroCard/OMNY Negative List and Pending List requests, Monitoring and maintaining the MetroCard/OMNY Negative List and Pending Lists, Investigating fraudulent MetroCard/OMNY activity, Liaising with other departm...

Digital Applications Support Analyst - eBanking/Cash Management, AT

Apple Bank For Savings

New York, NY

$100,000 - $135,000 a year

Assist Product Applications Support Manager in administrative duties related to the Banks various commercial banking and cash management platforms. Act as a liaison between our vendor/service providers and internal business areas...

Business Analyst (Client Lifecycle Management)

Luxoft

New York, NY

$125,000 - $140,000 a year

Bring industry expertise in the CLM and client/customer journey digitization space. Support financial institutions in the building of their new Target Operating Model in the client/customer onboarding area. Prepare and lead requir...