UHNW Executive Finance Specialist — IPO, 10b5-1 & Liquidity
Morgan-Stanley
Morgan Stanley is seeking an EFS UHNW Associate in the Town of Islip, NY. In this role, you will guide advisors and clients through the Executive Financial Services process, managing transactions involving restricted and control securities. The ideal candidate has experience in Capital Markets and must hold necessary FINRA licenses. Strong analytical and communication skills are essential for executing transactions efficiently. A proactive and detail-oriented attitude is crucial for success in this high-paced environment. #J-18808-Ljbffr Morgan-Stanley
$80k - $100k
...and individuals from more than 1,200 offices in 43 countries.As... ...our culture.Department Profile:Executive Financial Services (“EFS”) supports... ...transactions include Rule 10b5-1 Trading Plans, sales under Rule... ...:As an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate...SuggestedTemporary workWork at officeImmediate startWorldwide$80k - $100k
...from more than 1,200 offices... ...PROFILE:Executive Financial Services... ..., or Rule 10b5-1 Trading Plans... ...assisting in liquidity needs through... ...Net Worth (UHNW) executives,... ...securities and other IPO transactional... ...across EFS specialist teams (... ...other role in finance.FINRA Licenses...SuggestedTemporary workImmediate startWorldwideHome office$140k - $205k
...including corporations, governments and individuals from more than 1,200 offices in 43 countries.As a market leader, the talent and... ...Responsibilities:Build and manage multi-asset class investment models for OCIO’s UHNW clients, including all asset allocation, manager selection,...SuggestedTemporary workWork at officeWorldwide$56.64k
...Acts as the liaison between the department's division staff, finance staff and Electronic Medical Records (EMR)/billing vendor; Provides... ...for experience on a year-for-year basis up to a maximum of one (1) year. *Satisfactory certification shall be interpreted as a...SuggestedPermanent employmentTemporary workRelocation packageMonday to FridayShift work$75k - $90k
...Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a... ...: Bachelor degree in accounting or finance required Minimum three years related... ...of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers...SuggestedFull timePart timeWork experience placementImmediate start$300k
...governments, and individuals from more than 1,200 offices in 43 countries.In the... ...role:Morgan Stanley & Co. LLC is seeking an Executive Director, Banking in New York, New York to... ...companies on mergers and acquisitions financing;developing and maintaining relationships...Temporary workWorldwide$66.95k - $85.14k
...Agency Medicaid Inspector General, NYS Office of the Title Auditor 1/Auditor Trainee 1/Auditor Trainee 2 (NY HELPS) Occupational... ...: Courses such as business law, economics, statistics, and most finance courses although completed as part of an accounting curriculum,...Permanent employmentFull timeTraineeshipWork at officeRemote workVisa sponsorship$120k - $205k
...Treasury Control Production team within the Finance Division. This role is responsible for... ...database management. Includes capital and liquidity reporting and external reporting... ...and experiences. Wherever you are in our 1,200 global offices, you’ll have the opportunity...Temporary work- ...expected to last 12 months. The Analyst will reconcile postage charges and develop operational reports. Candidates should have at least 1 year of relevant experience, proficiency in Microsoft Access and Excel, and strong organizational and communication skills. The work...Contract workMonday to Friday
- ...Job Description Job Description We’re looking for a Financial Analyst to be an early pillar in our finance team. You’ll help with financial operations, reporting, budgeting, and analysis to support iRocket’s growth trajectory. The Role Assist in monthly, quarterly...Temporary work
$200k - $225k
...and experience. We actively seek to employ a diverse workforce representative of the communities we serve. Position: Chief Executive Officer Salary: $200,000 to $225,000 per year Status: Full-time/Exempt Location: Ronkonkoma, NY The Association for...Full timeLocal area$19.5 - $23 per hour
...loan payments and other transactions. Support segmentation strategy by implementing sales, retention, and other bank initiatives to execute the Banking Center’s growth and profitability objectives. Achieve and exceed both individual and team goals in sales, service and...Flexible hoursWeekend work$110k - $185k
...planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This strategic role provides expertise across advanced... ...for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an...Temporary work$130k - $180k
...Job Description Job Description VP, Finance Department: Finance Salary: $130K -... ...management Assistwith cash management, liquidity tracking, and short- and long-range forecasting... ..., Ramp, andClickUp ~ Exposure to SOC 1 internal controls and financial audit...Full time$28 - $37 per hour
...Category Geomatics/Survey Type Regular Full-Time Career Stage Type Experienced # of Openings 1 Overview ABOUT THE POSITION VHB's Hauppauge, NY office has a need for a Geomatics Survey Crew Chief to join our growing...Full timeWork at officeFlexible hours- ...Financial Analyst We're looking for a Financial Analyst to be an early pillar in our finance team. You'll help with financial operations, reporting, budgeting, and analysis to support iRocket's growth trajectory. The Role Assist in monthly, quarterly, and annual...
- ...manage IT infrastructure projects to ensure timely and efficient execution. Coordinate with cross-functional teams to ensure all... ...priorities and meet deadlines. Education: Bachelor's degree in Finance, Accounting, or a related field. MBA or relevant certification...
- IF1139 GE Aviation Systems LLC is seeking a finance professional based in Long Island, NY. This role will provide financial support for the Conversion & Controls business, driving performance and contributing to business strategy. Qualified candidates should have a Bachelor...Contract work
$70k - $80k
Senior Bank Secrecy Act (BSA) Analyst Dime Commercial Bank ("Dime") is currently hiring for a Senior Bank Secrecy Act (BSA) Analyst at its Headquarters in Hauppauge, Long Island. The Senior BSA Analyst will assist the BSA Manager in the administration of the Bank's ...Currently hiringWork at office- ...audits, etc. May perform other duties as required and assigned. EDUCATION AND EXPERIENCE Bachelor's degree in accounting, finance, economics, business, or related field. Experience in accounting or finance. Equivalent education and experience will be considered...Work at officeLocal area
$220k - $270k
...Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful... ...Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The...Full timePart time$195k - $255k
...Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a... ...understanding impact of FTP rates set by Finance. Have a fundamental understanding of... ...of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers...Full timeTemporary workPart timeWork at officeImmediate start$145k - $170k
...and consumer goods industries. Develop and execute strategic sales initiatives to expand... ...operations, customer service, transportation, and finance teams to ensure seamless onboarding,... ...after 60 days ~401 (k) available after 1 year of service with up to a 4% match...Contract workLocal areaRemote workMonday to Friday$101k - $135k
...in Long Island, NY reporting to the Electrical Power Operations Finance Leader and supporting the Conversion & Controls business... ...manufacturing setting. Ability to document, plan, market, and execute programs. Established project management skills. Ability to work...Contract workWork at office$100k - $160k
Morgan Stanley is seeking a Valuation Specialist in the Town of Islip, NY, responsible for performing valuation analyses on private equity investments and maintaining financial models. Applicants should possess a Bachelor's degree and 5+ years of related experience in...$66.56k - $99.32k
...refer business to Retail and Small Business/Commercial Partners Executes in a manner that is compliant with regulations, policies and... ...Education & Experience: ~ Bachelor's degree strongly preferred ~1+ years of relevant work experience in the financial services...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours$72.28k - $108.16k
...Retail and Wealth partners & affiliates as needed Implements and executes a differentiated service model/experience for TD Wealth clients... ...position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel -...Work at officeLocal areaWork from homeFlexible hours- Catholic Health Services is seeking an Executive Director to lead major gift fundraising at Good Samaritan University Hospital. The role involves... ...fundraising results, with an annual target exceeding $1 million. The ideal candidate will have a strong background in managing...
$68k - $120k
...beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment...Temporary workWork experience placement$75.9k - $126.5k
...supervision. Supervisory/Managerial Responsibilities: N/A Education and Experience Required: Bachelor’s degree in Accounting, Finance, Economics or related field and a minimum of one year’s work experience in commercial credit, public accounting, financial...Work experience placementInterim roleWork at office
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