- JPMorgan Chase (New York, NY)
- …Elevate your career with JPMorgan Chase as a Senior Associate in the Securities Services Planning & Analysis (P&A) Team. In this dynamic role, you'll ... with key stakeholders. As a Senior Associate in the Securities Services P&A Team, you will support...Assist in developing and presenting qualitative and quantitative financial analysis . + Conduct deep dive analyses on key issues… more
- Wells Fargo (Charlotte, NC)
- …cash payments, customer service , funding operations, custodial operations, securities settlement services , structured loan operations, and general ledger ... **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Advisory Manager...and portfolio managers for Wells Fargo brokerage and wealth services . Learn more about our career areas and lines… more
- JPMorgan Chase (Boston, MA)
- …and operational readiness for our clients. As a project manager on the Securities Services Complex Assets Client Onboarding team, you will work closely ... new and ongoing complex asset client onboarding projects, including identification, analysis , and solutioning. + Communicate progress of onboardings and migrations… more
- JPMorgan Chase (New York, NY)
- …and capabilities, understanding client needs and industry trends. + Support product planning and team upskilling through training and collateral materials. + Engage ... capabilities, and skills:** + Knowledge of cloud data science and machine learning services . + Experience with tools for large-scale and distributed data analysis… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of banking and finance and securities industry operations. + Business planning and analysis . + Project budget interfaces with other accounting systems. ... the project lifecycle, from proposal and defining requirements to project planning and implementation, using extensive input from industry and/or business unit… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …responsibility and a solid business understanding of Raymond James products and services . + Financial analysis concepts, practices, and procedures. + Fundamental ... problems. **Essential Duties and Responsibilities** + Assists finance leadership with planning and executing strategic initiatives, with a focus on delivering… more
- Insight Global (Los Angeles, CA)
- …Principles of banking and finance and securities industry operations Business planning and analysis Project budget interfaces with other accounting systems ... standards Project selection and approvals; budgeting and business case preparation and analysis ; and project initiation and planning , including work breakdown… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Principles of banking and finance and securities industry operations. + Business planning and analysis . + MS Project + Azure DevOps (TFS) + SmartSheets + ... + Project selection and approvals; budgeting and business case preparation and analysis ; and project initiation and planning , including work breakdown structures… more
- Raymond James Financial, Inc. (Bloomington, IL)
- …regulations, and financial planning . * Provide a high level of customer service in a calm, courteous and professional manner. * Establish and maintain effective ... a minimum of two (2) years of experience in the financial, retirement and estate planning field or in marketing these services . ~or~ * Any equivalent combination… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …regulations, and financial planning . * Provide a high level of customer service in a calm, courteous and professional manner. * Establish and maintain effective ... understands client goals, enters client data, and conducts financial analysis . * Serves as relationship manager for a subset...years of experience in the financial, retirement and estate planning fields or in marketing these services .… more