Financial analyst jobs in East Elmhurst, NY - Page 9Create job alerts

Intelligent Automation Business Analyst with extensive experience with Microsoft Power Platform to help financial services organizations find value through process optimization and automation. Senior Genai - Intelligent Automation.

Participates as assigned in new or revised product initiatives, advises businesses on FCRM compliance requirements and ensures that those requirements are properly written into requirements for business projects. Senior Financial Crime Risk Analyst. Delivers relevant subject matter expertise and FCR

One of the leading financial institutions is seeking a Risk Management Analyst who will be analyzing risk management activities and creating various reports related risks. Provide assistance to management with various activities including risk and control self-assessment, etc.

Mainframe development work is triaged through the analyst group and as a Mainframe Programmer Analyst, along with the Lead, the Programmer Analyst shall:. Strong experience as a senior mainframe (COBOL/IMS/DB2) programmer. The Financial Information Services Agency and the Office of Payroll Administr

Explore our mission to deliver financial solutions that empower individuals and institutions to achieve long-term financial wellness. PGIM Investment Professional internship and full-time analyst applications open Tuesday, July 1st, 2025. Help build and update financial models, including cash flow p

Working knowledge of Data Concern Remediation Management, Data Operating Model practices, Data Issue Management and Data Compliance within large, financial services firms. The Data Concern Remediation Management (DCRM) Sr Lead Analyst is responsible for leading activities that help drive issue manag

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The Credit Portfolio Analyst will assist in managing single a

Rockefeller Capital Management Summer Analyst. Rockefeller Capital Management offers a distinctive Summer Analyst Program experience as a premier independent financial advisory firm. Our Summer Analyst program is a ten-week (June-August) internship program designed to provide an opportunity to exper

Position Summary: This role will work directly with the Executive Director Finance, providing financial models and business analysis to support the Vice President, Global IT Partner Strategy's assessment of global sourcing opportunities for the Info. Senior Business Analyst -- It Request.

Data Analyst (with AFC and Actimize Experience) Actimize Certification, Anti-financial crime(AFC), SQL, Data Analysis, Data Collection and Management, Reporting tools, Transaction Monitoring Actimize, Suspicious Activity Monitoring(SAM).

The Financial Information Services Agency (FISA) has a vacancy for a Job Admin Analyst. Reporting directly to FISA's Financial Systems Job Administration Director, the candidate will be responsible for the submission of jobs in production and test environments, tracking of the status of submitted jo

BSA/AML Analyst Junior Level: Full-Time Position Queens, New York Job Description The Bank Secrecy Act Analyst (BSA) works on a team that performs monitoring of daily BSA-related bank functions to ensure conformity and adherence with all applicable BSA/AML, USA Patriot Act, and OFAC related laws and regulations, performs a variety of routine daily tasks, prepares CTR reporting and correspondence, participates in special department projects, and assists the BSA Officer as needed. Responsibilities include reviewing CTRs daily, preparing CTRs for e-filing, monitoring customer transactions, reviewing account opening documents, resolving account activity alerts and assisting in investigation and preparation of suspicious activity cases and writing narrative summary of findings to report to the BSA/AML Officer. Reports To • BSA/AML Officer Primary Responsibilities • Responsible for reviewing new account documentation to ensure the Bank follows BSA policy pertaining to CIP and KYC and that all new accounts are established following current procedures., • Responsible for reviewing alerts generated by the AML monitoring system for compliance with BSA/AML regulations and reporting of accounts where potential suspicious/unusual activity has been noted., • Communicates with branch personnel and management to obtain and validate client information and is responsible for ensuring all discrepancies are documented and resolved., • Perform independent analysis for cases involving potential suspicious activity., • Perform continuing activity reviews, detect, and monitor suspicious activity and possible money laundering patterns. Further researches and complete Suspicious Activity Reports (SARs) and submits to management for approval., • Perform OFAC alerts review generated by the internal system and guide the Branches on potential OFAC hits., • Review and prepare Currency Transaction Reports (CTRs) for e-filing., • Perform research to review and update Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD)., • Conduct periodic reviews of high-risk accounts and customers (EDD Reviews)., • Retain and complete ongoing external education and training for AML/BSA Compliance to stay current with changes in BSA and related laws and regulations., • Participate in department projects as needed., • Any or all other duties as assigned. Desired Skills & Experience • Minimum of 1 to 3 years of direct work experience in BSA risk analysis or equivalent with related experience in other areas of banking and/or financial investigations., • Working knowledge and understanding of general OFAC, BSA/AML, and USA PATRIOT ACT, and risk management principles., • Knowledge of core banking systems., • Knowledge of BSA monitoring systems., • Strong Internet research skills, • Must have excellent time management, verbal, and written communication skills., • Strong proficiency in Microsoft Word, PowerPoint, and Excel., • Sound analytical and problem-solving skills., • Good organizational skills, along with the willingness to take the initiative to meet deadlines and manage multiple tasks., • Detail oriented with a strong emphasis on quality of work., • Ability to work independently and in a team setting., • Ability to maintain confidentiality of sensitive material, • Knowledge of Verafin system, is a plus, • CAMS certification is desirable.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment. Essential Job Functions for this role include: • Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help, • Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals, • Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client, • Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth Requirements: • Bachelor's degree preferred or equivalent experience., • 5+ years of successful sales experience in financial services, • Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)., • CFP® (Certified Financial Planning) designation preferred., • Experience using CRM systems (Salesforce preferred) and managing sales pipelines, • Experience building relationships with and understanding the needs of potential clients, • Self-motivated, highly coachable attitude with a growth-oriented mindset and drive, • Deep understanding of financial services industry and investment management, • Passion for helping clients achieve their financial goals, • Proven time management and organizational skills in high-volume, high-energy environments, • Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint, • Flexibility to travel Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.