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Professional certification such as Certified Treasury Professional (CTP) or Chartered Financial Analyst (CFA) is a plus. Strong knowledge of treasury operations, financial risk management, and investment principles.
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Other - Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) may also be acceptable depending on the specific role and business approval. Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as cost segregation studies and tax equity financial modeling (e.g., hypothetical liquidation at book value.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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2-5 years of experience in investment banking or private equity, investment research or buy-side public investment, strategy consulting, corporate development, or similar roles. The ideal candidate would have both investment research or buy-side public investment experience and some combination of investment banking and private equity experience.
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Investment Banking Analyst -Debt Capital Markets. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services.
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Compile and present reports on analyst-generated investment ideas for the PM. Aid in all facets of trading operations, encompassing the surveillance and systematic adjustment of account-specific investment mandates, portfolio realignments, and hedging strategies.
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Interest in learning fund accounting, fund administration, or finance operations for alternative investment funds including fund-of-funds and feeder funds. The ideal candidate will learn and work on a team that covers all fund accounting and financial reporting to investors, including capital activity, partner capital statements, annual audited financials, and tax deliverables.
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The Senior Analyst, Portfolio Analytics & Credit Research will enhance the Credit organizations quantitative analytical capabilities assisting in building bottoms-up, credit stress testing framework and dual risk framework.
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Assists patients with the application process for Federal, State and the Stamford Hospital Financial Assistance programs (FAP). Provides assistance to all uninsured or underinsured patients with an inability to pay to determine if they qualify for any Federal, State or any internal Stamford Hospital Financial Assistance Programs.
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Manages the processing of financial aid applications, student loan defaults, the collection of all required documents and data, the determination of awards, and the College's PeopleSoft and Student Financial Planner database management systems as it pertains to the financial aid process.
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We have an opening for a full-time Analyst/Sr. Analyst in the Antitrust practice in our San Francisco, CA, White Plains, NY or Washington, DC office, who has an understanding of economic analysis and research, is experienced in data-analysis programming languages, such as SAS/STATA, R, Python or other programming languages, and has good communication skills.
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Financial Services, Legal Services, and Investment Management. Head of AML for Meta FinTech and BSA / AML Officer, Meta Payments, Inc. Compliance Officer - Anti-Money Laundering Advisory.
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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Using evidence-driven frameworks and other quantitative methods to analyze opportunities and recommend tactical exposures, the team supports the Global Investment Committee (GIC) and Financial Advisors across the investment process: strategic, tactical and dynamic asset allocation; active-passive decisions; manager selection; and portfolio construction and risk management.
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The Analyst, Financial Systems & Reporting is a pivotal figure in Crane's Mergers and Acquisitions (M&A) process, ensuring the seamless integration of financial systems and reporting frameworks across newly acquired entities.
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Position Title: Senior Tax Analyst. Research and document relevant tax laws regarding positions taken on tax returns and financial statements. Veralto's Water Quality companies-Aquatic Informatics, ChemTreat, Hach, McCrometer, OTT HydroMet, Sea-Bird Scientific, Trojan Technologies and XOS-help manage, treat, purify, and protect the global water supply, from municipal and industrial wastewater treatment facilities to lakes, rivers, watersheds, and oceans.
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The External Wholesaler role includes calling on financial advisors and selling municipal bond separately managed accounts. Clinton Investment Management is a rapidly growing investment management firm specializing in the professional management of municipal bond portfolios on behalf of high-net-worth, ultra-high-net-worth, and institutional investors.
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financial planner investment analyst jobs in Purchase, NY
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