Investment Banking Vice President, Public Finance - Affordable Housing Keybank National AssociationInvestment Banking Vice President, Public Finance - Affordable HousingAlbany, NY$116,000–$216,000 / 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. Leading teams of Associates and Analysts in the provision of financing services to clients as well as the creation and preparation of presentation and pitch materials; mentoring, coaching, and assisting in the development of Associates and Analysts in the Public Finance Group.
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.
Public Finance Investment Banking Director - Senior Living Piper Sandler CompaniesPublic Finance Investment Banking Director - Senior LivingAlbany, NY$150,000–$200,000 / yearWe are open to candidates from a variety of professional backgrounds, including: Public finance or investment banking; Municipal advisory or financial advisory; Senior living or long-term care operations; Chief financial officer, finance, or development roles at nonprofit senior living organizations; Healthcare finance or real estate finance; Strategic, management, or capital-planning consulting; or. Origination & Business Development: Identify and cultivate new client relationships and strategic opportunities; engage senior living leaders in consultative discussions regarding capital needs, growth plans, affiliations, refinancing, campus repositioning, and long-term financial strategy.
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.
Investment Risk Officer Keybank National AssociationInvestment Risk OfficerAlbany, NY$71,000–$125,000 / 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 is embedded within the business and is accountable for enabling, supporting, and strengthening the CIO's ownership of investment and operation risk through a clearly defined, practical, and executable risk framework.
NewBA Investments Technology Analyst ClinDCast LLCBA Investments Technology AnalystAlbany, ALFull timeThe 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.
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.
Senior Accountant - Endowment & Investments Williams CollegeSenior Accountant - Endowment & InvestmentsWilliamstown, MassachusettsThis position is also responsible for evaluating and recommending appropriate endowment accounting treatment in accordance with GAAP and UPMIFA including but not limited to review of gift agreements, assisting the Investment Office to prepare data for the investment footnotes in the annual financial statements, preparing and reviewing journal entries, preparing reports relating to the annual endowment distribution, and performing or reviewing complex account reconciliations. The Senior Accountant will model and execute the annual endowment distribution, assist with forecasting distribution scenarios, respond to internal and external donor and account holder questions, and recommend action on a wide range of legal and accounting issues relating to endowments, split interest agreements, and outside trusts.
Client Manager - Employee Banking and Investments Bank of AmericaClient Manager - Employee Banking and InvestmentsAlbany, New YorkKey responsibilities include working with corporate clients, promoting Bank programs to employees to generate banking relationships, launching, and driving new employee banking programs to increase enrollments and deepen relationships, initiating and managing all new client onboarding, and program development and execution. Supports comprehensive plans for product development and deployment, including engaging in the creation of sales training programs and marketing materials to educate clients and internal teams on product capabilities.
KPC (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.
Investment 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.
Investment Consultant- Albany, NY FidelityInvestment Consultant- Albany, NYAlbany, New YorkRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Investment Associate, FINRA Registered - Albany, NY KeyCorpInvestment Associate, FINRA Registered - Albany, NYAlbany, 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.
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.