Financial planning jobs in New York, NY - Page 4Create job alerts

About the Role: Grade Level (for internal use): 10 The Role: Power BI Architect The Team: The Ratings Technology Business Intelligence Platforms ART is responsible for the development, platform support, and expert services for the Ratings Business Intelligence Ecosystem: Power BI, MicroStrategy, ...

POSITION SUMMARY The Business Development Associate participates in the team's overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients. This role may accompany senior team members to meet with clients to evaluate current off...

As part of the Real Estate Finance team within Finance, Planning & Analytics (FP&A), the individual will play a key leadership role in the financial management of the firm's approximately $1. The individual will collaborate with and be a trusted advisor to the Corporate Services real estate team....

About the Role: Grade Level (for internal use): 12 The Team: Our team supports the S&P Global desktop and mobile platform and capabilities that provide our customers with essential intelligence. A s a member of the S&P Global Market Intelligence Technology team, you will work with a group of inte...

About the Role: Grade Level (for internal use): 11 About the Role: We are seeking a Lead/Associate Director of ML & MLOps Engineering - GenAI to join our ML team within the Data Science COE at S&P Global focusing on building Generative AI solutions. You will lead the engineering activities for bu...

Bloomberg's CTO Office is the future-looking technical and product arm of Bloomberg L.P. We envision, design, and prototype the next generation infrastructure, hardware, and applications for the Bloomberg Terminal. Our projects include machine learning-powered products, cloud computing infrastruc...

About the Role: Grade Level (for internal use): 12 The Team: The Private Asset Valuation Group provides valuation services on private equity, venture capital, and private debt investments to the largest asset managers, investment banks, and fund administrators. Key services include Private Equity...

About the Role: Grade Level (for internal use): 07 The Team: This is an exciting opportunity to support the North American Sales effort across new business and revenue retention within the D&I (Data and Insights) division of Market Intelligence. Successful team members will develop critical skill...

About the Role: Grade Level (for internal use): 12 The Team: You will work with a talented team of IAM Engineers to define the architecture and strategy of Directory Services. This team is committed to reducing cyber risk while handling migrations, integrations, and consolidations. In this role, ...

Collaborate with division heads and sector leads as a business partner; learn their clients & teams, create and manage financial plans, lead regular financial reviews, identify areas of focus and improvement. Strong knowledge of financial modeling, forecasting, and budgeting techniques along with...

About the Role: Grade Level (for internal use): 13 About the Role: The Team: The Derivatives Data and Valuation Services division provides pricing and valuation services on a broad spectrum of vanilla to complex derivatives to the largest asset managers, investment banks, fund administrators, aud...

About the Role: Grade Level (for internal use): 05 The Team: Our Digital Technology Services and Technology Strategy Governance team fosters a Client-First and Architecture-First culture, emphasizing value through disciplined program delivery. We continually enhance our cyber posture, service res...

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices...

Help lead all accounting areas including financial reporting; budgets and projections (organizational, program, government, foundation); government grant compliance; financial operations; risk analysis; and forecasting and financial planning. Review and analyze financial results and lead financia...

About the Role: Grade Level (for internal use): 14 The Team: Our team thrives on collaboration and innovation, bringing together diverse perspectives to drive impactful solutions. We value open communication, continuous learning, and a shared commitment to excellence. What sets us apart is our bl...

About the Role: Grade Level (for internal use): 14Position Summary: Reporting to the Chief Revenue Officer, the National Vice President, Dealer Relations plays an integral role in driving the ongoing engagement, success, retention, and growth of Mastermind's dealer partners. The Vice President is...

Director of Client Service Job Summary The firm is a multi-billion dollar Registered Investment Adviser (RIA) committed to delivering exceptional investment management results and tailored wealth planning over the long term.  The firm is seeking a highly experienced and strategic professional to ...

We're seeking someone to join our Core Finance Internal Audit team as an Associate . The successful candidate will be responsible for assisting the Finance audit team in completing its annual audit plan covering functions including core finance, regulatory reporting, capital planning, data govern...

About the Role: Grade Level (for internal use): 09 About the Role : Internal Audit Analyst Position Summary This position is an individual contributor within the Internal Audit team responsible for performing audit engagements and supporting data analytics and automation initiatives. This positio...

Morgan Stanley Wealth Management (MSWM") is a market leader in delivering comprehensive financial planning advice and related services, including investment management, brokerage, lending, deposits, and cash management through our network of 17,000 Financial Advisors, E*TRADE for self-directed in...

POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Le...

About the Role: Grade Level (for internal use): 15 The Team: Digital Solutions (DS) is an enterprise-shared technology service enabling people, functions, and divisions. We drive S&P Global to Power the Markets of the Future by working as trusted partners delivering secure, scalable, resilient, a...

About the Role: Grade Level (for internal use): 11 About the Role: The Team: Our Lending Solutions business portfolio comprises products that support the entire broadly syndicated loan, CLO and private credit lifecycle includ ing S&P's flagship W SO product line that has seen incredible growth ov...

Technology Delivery Management The Technology Delivery Management team is responsible for program management, project management and leading execution for various initiatives within MSWM. The team leads critical management efforts related to the complete lifecycle of the programs and projects. Th...