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.
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.
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.
Director of Investment Strategy redShift Recruiting, LLCDirector of Investment StrategySchodack, NY, NY$100,000–$120,000 / 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.
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.
NewInvestment Accountant (GAAP & Reporting) - Level I-III Capital District Physicians' Health PlanInvestment Accountant (GAAP & Reporting) - Level I-IIIAlbany, NYCapital District Physicians Health Plan Inc is looking for an Investment Accountant responsible for the accounting and financial reporting of investments. The ideal candidate will have at least one year of experience, a degree in accounting, and strong analytical skills.
NewWealth Advisor - Client-Focused Investment & Planning Dormont Manufacturing CompanyWealth Advisor - Client-Focused Investment & PlanningAlbany, NYThis role involves developing financial plans, acquiring client relationships, and ensuring adherence to compliance while providing excellent client service. The ideal candidate will have a Bachelor's degree and at least 3 years of relevant experience, with required licenses being FINRA Series 7 and 66.
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.
Director, Investment Strategy Healthcare Association of New York StateDirector, Investment StrategyRensselaer, New YorkPerforms investment advisory services primarily for DC retirement plans and certain non-DC institutional clients including defined benefit plans (pension plans), corporate assets and similar tax-exempt entities. The position holder will also contribute to the business strategy and ensure clear, effective communication of investment advice and commentary to both internal team-members and external clients and prospective clients.
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Family Office Solutions (Reporting), Analyst - Albany The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Family Office Solutions (Reporting), Analyst - AlbanyAlbany, NY$55,000–$75,000 / yearWere committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.