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.
BA 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.
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.
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.
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.
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.
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 Banking Consultant Accenture PlcInvestment Banking ConsultantAlbany, NYKey responsibilities of the Investment Banking Management Consulting Consultant may include: Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at investment banks, spanning business, operating model, process, people, and technology change. Develop deliverables such as presentations, reports and other documentation to enable delivery of end-to-end client transformation initiatives across the trading lifecycle (Front, Middle, Back Office, and Technology & Operations), including regulatory-driven change, platform modernization, and target operating model design.
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.
AWM, Goldman Sachs Ayco, Personal Wealth, Financial Advisor, Analyst, Albany, NY The Goldman Sachs Group IncAWM, Goldman Sachs Ayco, Personal Wealth, Financial Advisor, Analyst, Albany, NYAlbany, NY$60,000–$75,000 / yearOur Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business. Strategic Relationship Management: Collaborate intimately with Private Wealth Advisors to provide comprehensive support for relationship management and sophisticated investment processes, catering to the unique needs of high net worth and ultra-high net worth clients, family offices, university endowments, and nonprofits.