Investment management jobs in Rochester, NYCreate job alerts

What You Will Be Doing: We are looking for a dedicated Leasing Professional to join our team with a vibrant and customer-focused attitude! In this full-time role, you will manage all aspects of apartment rentals, from generating and handling traffic to leasing apartments and assessing potenti...

We have an excellent DIRECT HIRE opportunity with a well-known accounting firm! Are you an organized, detail-oriented administrative assistant with a passion for accounting? Our client is looking for an experienced individual to support their Tax Department. There are approximately 25 people in t...

What you will be doing: As an On-Call Snow Removal Employee, you will be responsible for promptly and efficiently removing snow after a snowfall to ensure the safety of pedestrians and vehicles. You will be on standby during the winter months and called upon as needed to shovel, plow, and sal...

Seize Your Opportunity! 50% Rental Discount Pay: $20.00 to $25.00/hour See additional benefits below! What you will be doing: We are currently looking for a hard-working and customer service minded individual with prior apartment maintenance experience to fulfill a Maintenance Technician ...

Northwestern Mutual of Rochester Financial Advisor/Representative Job Description Financial Advisors/Representatives at Northwestern Mutual- Rochester, help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their da...

At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning adv...

Our financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment man...

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Our financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment man...

Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held b...

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable...

The primary responsibility of a Lead Advisor is client retention, reviewing/presenting client financial plans and investment recommendations with existing clients without supervision. Primary Duties: Conducts all on-going client meetings once prospect transitions to a client.Solves complicat...

Summary As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service throughout our clients’ experience. You will also contribute to your team’s new business development activities, including expanding wallet share of existing client relationships and prospecting ne...

The Company Our client, a well-established and highly respected regional bank, is looking to add a Managing Director of Wealth Management to their team in Rochester, NY. This position is a great career opportunity for an experienced financial sales professional to manage a sales team focused on t...

About the Company - We are offering an opportunity to become a part of our team as an Investment Analyst, located in Rochester, New York. This role involves specialized duties within our Investment Management department, providing support to Portfolio Managers and other Investment Committee membe...

We are currently seeking an Administrative Assistant - to join our Investment Management team! Responsibilities: * Data entry for new client applications and updates * Work with CRM database

Monitor lead flow, contact, and follow up. * Serves on investment management committee or helps determine firm investment strategies for clients. * Works with Senior Advisor to manage and leverage ...

Grow client base through the sale of investment management, trust services and financial planning. * Collaborate with internal business partners to provide access to all financial services and ...

Our core services include (1) cashVest, a platform for liquidity monitoring; (2) rfpPrep, a complementary digital platform for streamlining banking and investment management procurement; and (3) ...

... MANAGEMENT * Oversee our clients' experience, serving as their primary contact for all inbound touch points * Develop an understanding of all service offerings, investment products, current market ...

Prepare and review detailed investment modeling based on existing underwriting principles ... Ability to manage multiple deals and clients concurrently within strict timelines · Proven ...

Oversee required record management for multiple departments * White glove level support for senior executives and investors on various projects, often within specific time-frames * Other various ...

... investment opportunities · Source, test and implement technological solutions to improve ... to manage multiple work flows concurrently within strict timelines · Proficiency within the ...

Manage information flow for clients including: scanning of client tax return source data and control of original source documents, scanning client monthly investment statements and all other ...