Financial adviser jobs in New York, NY - Page 3Create job alerts

Works closely with advisors and their clients to understand their financial situation through financial assessments, assists in creating personalized financial plans, and provides guidance on a broad ...

Serve as P2P process owner within Financial Systems team advising and supporting Procurement and Payables interfaces and processes and enhancements. * Plan, Execute and/or Implement systems ...

SecondMarket Financial is a private fund adviser and offers referral services to individuals seeking investment management services from unaffiliated investment advisers. NPM operates in a fast-paced ...

Chief Financial and Administrative Officer National Museum of Mathematics New York, NY (In Person ... advise regarding optimal pricing strategies for the Museum and its events. The candidate will ...

... O/COO. The person in the role currently has been with the Firm for 20 years and is leaving for ... advisor for your career advancem

... advise the company accordingly. 5. Coordinate with external legal counsel as needed. 6. Manage ... related to real estate finance matters. 8. Conduct due diligence investigations and risk ...

In this role, you would be representing private credit funds, special situation and opportunistic funds, BDCs, hedge funds and other investment advisors, leading financial institutions and borrowers ...

... Financial Crimes/AML Responsibilities Include (Private Funds Attorney experience): * Primary responsibilities will include advising investment professionals and directing outside counsel in ...

... adviser focused on leveraged loan, high yield bond and structured credit (CLO debt and equity ... leveraged finance/credit markets * Ideal candidate will possess a keen understanding of the ...

Coordinate with legal, accounting, and other advisors to ensure smooth transaction execution Qualifications: * Bachelor's degree in Finance, Economics, Business, or related field * 3-5 years of ...

... reputable financial services or technology company. * Strong knowledge of laws and regulations related to digital assets. * Proven experience advising on Bank Secrecy Act (BSA) and Anti-Money ...

Advise Project Team Leaders during the due diligence process on the definition of the project ... financial institutions, funds, and project and corporate finance, and trade finance. * For ...

... financial, procedural, or policy consequences and of major importance to the New York City Public ... Ability to advise and render legal opinions on educational policies and practices. * Ability to ...

Scheduling investor appointments with the Senior Investment Advisor team Requirements Or Skill Sets * 1-5 years of sales, advisory, or financial services experience * Finance or Business degree

Advise investment professionals on transaction terms, risks and deal structuring issues * Manage ... Experience supporting investments in privately placed equity securities or other financing ...

... and Finance. In this environment, the Director will act as an extended staff member and close advisor to school leadership, developing strategic workforce plans, advising on organizational ...

Serve as a trusted advisor, offering strategic guidance and insights * Business Development ... Advisory Services: Lead / Manage financial advisory activities, including board placement ...

... Financial Services, and Tax). This role acts as a strategic business advisor to department and practice group leadership, contributing to the firm's success in client retention, expansion, and market ...

... Finance, Acquisition Sponsor Finance, and Aviation. This position collaborates closely with ... Advising, confirming, and discounting Export L/Cs, including document examination and discrepancy ...

The position will be responsible for a broad range of accounting and reporting and finance topics for assigned portfolios and will interact regularly with clients, professional advisors, property ...

Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as ...

The Analyst /Senior Analyst will be given direct financial responsibility for multiple assets, acting as a strategic investment advisor within their Portfolio team. The position includes travel and ...

Vehicles advised by Wafra have formed 31 strategic partnerships with both next generation and ... Career-track role focused on financial services, private equity, targeting investments in ...

... advisor in their success. What We're Looking For: * 2-4+ years of experience in private equity, investment banking, or a related finance field. * Strong financial modeling and deal analysis skills ...