598 Accounting Finance jobs in East Meadow,NY

The client is seeking a dynamic individual to join their team as an Associate, Portfolio Operations.
The position is part of a dedicated team responsible for managing the operations of a diverse portfolio of investments.
The successful candidate will work closely with various stakeholders to ensure efficient and effective portfolio management.
The Associate will play a key role in supporting the day-to-day operations of the investment portfolio.
This involves maintaining and updating financial models, preparing and analyzing financial reports, and assisting in the coordination of investment processes.
The candidate will collaborate with the finance and investment teams to ensure accurate and timely information flow, and will help in implementing strategies to optimize portfolio performance.
Qualifications and Skills: The ideal candidate will have a strong background in finance or a related field, with excellent analytical and communication skills.
Experience in portfolio management or a similar role is preferred.
The role requires attention to detail, the ability to work in a fast-paced environment, and expertise in using financial software and tools.
A successful associate will be proactive, adaptable, and committed to contributing to the team's success.

Citizens

Brooklyn, NY 11210

High School degree or GED
Minimum of 6 months experience processing transactions (cash and/or digital payments)
Minimum of 1 year demonstrated customer experience, recommending and referring products and services to customers
Strong listening and communication skills
Ability to effectively ask questions and identify needs to enhance and develop a long-term customer relationship
Ability to problem solve and provide solutions to customer issues
Customer-centric to deliver exceptional service
Comfortable with using digital technology to support the delivery of business goals
Ability to work branch hours, which can include weekends and evenings
Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link

Fisher Investments Careers

New York, NY 10025

HARLEM TAX

New York, NY 10039

Fidelity Investments

Stamford, CT 06902

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA