BA Investments Technology Analyst ClinDCast LLCBA Investments Technology AnalystAlbany, ALThe role requires analysis of end user facing, data, and integration related ask for strategic initiative of moving client’s investment’s business to a Global Target Operating Model (TOM) by implementing set of vended and internally built solutions. Responsibilities: Perform analysis by collaborating with global stakeholders (say, Business, Global peers, vendors, technology stakeholders) to understand end user & integration needs and design the global solution with minimum regional specific solution asks.
Regional Compliance Analyst - Key Investment Services (KIS) KeyCorpRegional Compliance Analyst - Key Investment Services (KIS)NY$57,000–$87,000 / yearKIS primarily operates out of KeyBank retail bank branches and provides KeyBank retail customers brokerage, insurance, and investment advisory services through KeyBank National Association's retail bank branch across the United States. KIS is a retail dual registered fully disclosed introducing broker/dealer and investment adviser that is non-banking affiliate of KeyBank National Association and a subsidiary of KeyCorp, a federally registered bank holding company.
NewInvestments Tech Analyst Global TOM & Data Remote ClinDCast LLCInvestments Tech Analyst Global TOM & Data RemoteAlbany, NYRemoteThe ideal candidate will work collaboratively with global stakeholders to design solutions for client investments and has proficiency in relevant technologies. This role demands strong skills in investment management and technology, focusing on analysis and integration for strategic initiatives.
Investment Banking Associate, Public Finance - Affordable Housing Keybank National AssociationInvestment Banking Associate, Public Finance - Affordable HousingAlbany, NY$96,000–$181,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Regional Compliance Analyst - Key Investment Services (Kis) Keybank National AssociationRegional Compliance Analyst - Key Investment Services (Kis)Albany, NY$57,000–$87,000 / yearKIS primarily operates out of KeyBank retail bank branches and provides KeyBank retail customers brokerage, insurance, and investment advisory services through KeyBank National Association's retail bank branch across the United States. KIS is a retail dual registered fully disclosed introducing broker/dealer and investment adviser that is non-banking affiliate of KeyBank National Association and a subsidiary of KeyCorp, a federally registered bank holding company.
TRS Investment Officer 1/Trainee New York State Teachers' Retirement SystemTRS Investment Officer 1/TraineeAlbany, New YorkSuccessful completion of all three levels of the CFA exam may substitute for two years of experience; a Chartered Alternative Investment Analyst (CAIA) designation, a Certified Commercial Investment Member (CCIM), a Member of the Appraisal Institute (MAI), or a Certified Public Accountant (CPA) may substitute for one year of experience; and a master's degree in Business Administration concentrating in Finance or a closely related concentration may substitute for two years of experience. Commercial real estate investing (investment acquisitions or asset management) or commercial mortgage lending, specifically involving the financing, investing in, leasing of, or asset management of large commercial real estate assets (generally properties worth $10 million or more).
BA Investments Technology Analyst ClinDCastBA Investments Technology AnalystAlbany, AlabamaAs a result, there is a growing demand for a range of patient-centric services, including personalized care that is tailored to each individual's unique needs, health equity that ensures access to care for all, price transparency to make healthcare more affordable, streamlined prior authorizations for medications, the availability of therapeutic alternatives, health literacy to promote informed decision-making, reduced costs, and many other initiatives designed to improve the patient experience. Our suite of services is designed to cater to a broad range of needs of healthcare organizations, including healthcare IT innovation, electronic health record (EHR) implementation & optimizations, data conversion, regulatory and quality reporting, enterprise data analytics, FHIR interoperability strategy, payer-to-payer data exchange, and application programming interface (API) strategy.
Regional Compliance Officer (West) - Key Investment Services (Kis) Keybank National AssociationRegional Compliance Officer (West) - Key Investment Services (Kis)Albany, NYRemote$71,000–$125,000 / yearKIS primarily operates out of KeyBank retail bank branches and provides KeyBank retail customers brokerage, insurance, and investment advisory services through KeyBank National Association's retail bank branch across the United States. The primary responsibility is conducting branch inspections, though this role also involves providing compliance training, drafting and updating policies, providing advice and guidance to business partners, investigating potential fraud and elder abuse claims, and supporting other compliance projects.
TRS Investment Officer 1/Trainee New York State Thruway AuthorityTRS Investment Officer 1/TraineeAlbany, NY$78,669–$115,477 / yearSubstitutions: Successful completion of all three levels of the CFA exam may substitute for two years of experience; a Chartered Alternative Investment Analyst (CAIA) designation, a Certified Commercial Investment Member (CCIM), a Member of the Appraisal Institute (MAI), or a Certified Public Accountant (CPA) may substitute for one year of experience; and a masters degree in Business Administration concentrating in Finance or a closely related concentration may substitute for two years of experience. Commercial real estate investing (investment acquisitions or asset management) or commercial mortgage lending, specifically involving the financing, investing in, leasing of, or asset management of large commercial real estate assets (generally properties worth $10 million or more).
TRS Investment Officer 1/Trainee NystrsTRS Investment Officer 1/TraineeAlbany, New York$63,074–$92,584 / yearSuccessful completion of all three levels of the CFA exam may substitute for two years of experience; a Chartered Alternative Investment Analyst (CAIA) designation, a Certified Commercial Investment Member (CCIM), a Member of the Appraisal Institute (MAI), or a Certified Public Accountant (CPA) may substitute for one year of experience; and a master's degree in Business Administration concentrating in Finance or a closely related concentration may substitute for two years of experience. Commercial real estate investing (investment acquisitions or asset management) or commercial mortgage lending, specifically involving the financing, investing in, leasing of, or asset management of large commercial real estate assets (generally properties worth $10 million or more).
Senior Manager - Finance Capital Investment (Wholesale) CP Axtra PCLSenior Manager - Finance Capital Investment (Wholesale)NYOwn the business planning cycle (forecasting, budgeting, and mid-term planning), including developing, and identification of KPIs and key business drivers, risks, and upsides. Use the investment tracking and analysis from the FP&A team to model new scenarios and recommend actions for future investments or changes to current investments.
Director - Investment Strategy redShift RecruitingDirector - Investment StrategyEast Greenbush, NY$120,000–$127,000 / yearThe Director will work closely with internal teams and clients to ensure investment programs remain competitive, compliant, and aligned with long-term objectives. Our highly respected client is seeking a Director - Investment Strategy to lead and execute sophisticated investment advisory services for institutional and retirement plan clients.
Manager, Investment Accounting Support & Control Carlyle Group Inc.Manager, Investment Accounting Support & ControlAmsterdam, NYThe Tax Reporting Manager is responsible for overseeing the accuracy and completeness of tax-related data and IFRS/US GAAP tax reporting prepared by Investment Accounting, reviewing applied tax treatments, ensuring high-quality delivery of tax data to external advisors, and reviewing financial reports provided to clients Key responsibilities include, among others: Coordination of reporting activities (10%) · Prepare tax reporting outputs and templates, ensuring accuracy and completeness · Coordinate tax information requirements across AlpInvest and with external advisors, ensuring all stakeholders understand deliverables, timelines, and expectations. Education & Certificates Bachelor / master's degree in Tax, Accounting, Business Economics, Business Administration Relevant professional qualification (RA, CA, CPA, CTA); tax qualification is considered a strong plus Demonstrable knowledge of and expertise in the areas of tax and audit and accounting/control preferably in financial services environment.
Investment Banking Director Or Managing Director, Engineered Components & Industrial Technology Keybank National AssociationInvestment Banking Director Or Managing Director, Engineered Components & Industrial TechnologyAlbany, NYRemote$213,000–$445,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. This role requires strong client management, business development, and deal execution capabilities across various transaction types including sell-sides, buy-sides, corporate divestitures, capital raises, and fairness opinions.
Investment Associate, Finra Registered Keybank National AssociationInvestment Associate, Finra RegisteredAlbany, NY$23.08–$34.62 / hourPerform customer service duties and assist in daily office operations, including obtaining new account and customer maintenance forms, establishing new accounts, servicing customer accounts, processing estate account requests, researching problems, preparing and editing correspondence, obtaining proper approvals, maintaining records, performing heavy order entry, and managing client contact. Coordinate marketing events, seminars, and presentations for clients and prospects, including booking locations, preparing client/prospect lists, mailing invitations, arranging refreshments, and organizing presentation materials and equipment.
NewKPC (Key Private Client) Regional Director, Planning & Investments Keybank National AssociationKPC (Key Private Client) Regional Director, Planning & InvestmentsAlbany, NY$96,000–$181,000 / yearIn addition, RD will represent assigned territory as subject matter expert on financial planning & solutions, partner with other parts of the Key Wealth Management including but not limited to Private Client Advisors, KPB Planning Leaders, the CIO office and practice management and field-based Key Wealth Market and Region Leaders. Additional responsibilities include maintaining appropriate risk controls, training on financial planning process and software across the wealth segment, and the support of advice-based sales process though assistance in identifying and delivering appropriate advice.
NewInvestment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerAlbany, NYKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Senior Accountant, Investment Accounting S&C Carlyle Group Inc.Senior Accountant, Investment Accounting S&CAmsterdam, NYCarlyle's purpose is to connect people, ideas, and capital to fuel growth for companies and performance for investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,500 professionals operating in 28 offices in North America, Europe, the Middle East, Asia and Australia.
Director of Investment Strategy Redshift Recruiting LLCDirector of Investment StrategyEast Greenbush, NY$120,000–$127,000 / yearThe Director will work closely with internal teams and clients to ensure investment programs remain competitive, compliant, and aligned with long-term objectives. Our highly respected client is seeking a Director - Investment Strategy to lead and execute sophisticated investment advisory services for institutional and retirement plan clients.
FPO Senior Analyst Treasury Systems Carlyle Group Inc.FPO Senior Analyst Treasury SystemsAmsterdam, NYReporting to the Treasury Systems Manager and working closely with Finance, Treasury, Technology teams, and external vendors, the role will contribute to the successful delivery of strategic initiatives that enable scalability, operational excellence, and effective integration across the organization. Carlyle's purpose is to connect people, ideas, and capital to fuel growth for companies and performance for investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations.
Senior Analyst Carlyle Group Inc.Senior AnalystAmsterdam, NYThe firm has invested in over 395 general partners across 1,009 funds and manages the private equity investments for a broad range of institutional investors globally across North America, Europe, Asia, South America, the Middle East and Africa. The work draws on Carlyle AlpInvest's proprietary portfolio database, industry benchmarks, AI tools, and financial models, with an additional focus on developing and scaling these tools and processes to support Carlyle AlpInvest's growing investor and product base.