20 Best Finance jobs in Tarrytown,, NY (Hiring Now!)

Portfolio Implementation Analyst - SMA Trading
Franklin Templeton Investments —Stamford, CT
Daily monitoring of portfolio positioning, trade executions, cash management and compliance within client guidelines. Minimum trading experience – 2 years.
Estimated: $85,000 - $110,000 a year
Chief Financial Officer (CFO)
The Arc Westchester —Hawthorne, NY
The CFO oversees budgeting, cash, expenditure control, audits, capital assets, reporting and investing management.
Estimated: $76,947 - $229,778 a year
Quick Apply
Director of Financial Planning and Analysis
Premier Home Health Care Services, Inc. —White Plains, NY
Lead Annual Operating Plan (AOP) processes, forecasts, operating models, and ad hoc analyses, ensuring the accuracy and timeliness of team deliverables to…
Estimated: $130,000 - $150,000 a year
Quick Apply
Chief Financial Officer (CFO)
Diamond Properties —Mount Kisco, NY
*Budgeting: *Lead budget development, financial analysis, reporting, and projections to provide a transparent view of the company’s financial well-being.
Estimated: $180,000 - $250,000 a year
Quick Apply
Senior Wealth Advisor (Hybrid)
Bessemer Trust Company —Greenwich, CT
You will source and develop prospects and manage their conversion into clients, thereby driving revenues and increasing assets.
Estimated: $100K - $127K a year
Finance Manager
Rivera Toyota —Mount Kisco, NY
Ensure compliance with all federal, state, and local laws and regulations governing automotive finance and insurance. Finance Manager: 1 year (Preferred).
Estimated: $100,000 - $200,000 a year
Quick Apply
Registered Branch Associate - Mt Kisco, NY
Edward Jones —Mount Kisco, NY
Research portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to Financial Advisor and…
Estimated: $29.59 - $35.51 an hour
6d
Transaction Analyst Team Leader
SmallWorld FS —River Edge, NJ
Lead the transaction analysis team who conduct real time monitoring, analyzing transactions details, customers profiles, checking customers legal sources and…
Estimated: $49.8K - $63.1K a year
Quick Apply
10d
Financial Business Planning Manager Stamford CT, USA Finance
Philip Morris International —Stamford, CT
Bachelors or Masters in Finance, Management, Business or related field. Drive development of financial models/scenarios and ad hoc financial analysis to support…
Estimated: $124,000 - $170,500 a year
Licensed Branch Associate
Hudson Valley Credit Union —Mahopac, NY
NYS Notary Public license achieved within 12 months of obtaining position required. NYS Notary Public license or ability to pass within 120 days of employment.
Estimated: $26.64 - $31.33 an hour
Financial Accountant - Hybrid
Gioffre & Company LLP —Armonk, NY
Posting journal entries to ensure all business transactions are recorded. We are a full-service accounting, tax, financial, bookkeeping and payroll firm looking…
Estimated: $60,000 - $85,000 a year
Quick Apply
Automotive Finance Manager/Desk Manager
Pepe Cadillac —White Plains, NY
Work directly with our managers, employees, and customers to develop relationships. Develop a comprehensive menu selling process to help maximize the finance…
Estimated: $125,000 - $150,000 a year
Quick Apply
Client Advisor (Hybrid)
Bessemer Trust Company —Greenwich, CT
Series 7, Series 63 license desired. Bachelors degree in a relevant field and ideally 4-7 years of related business experience. CTFA, CFP or CFA is a plus.
Estimated: $102K - $129K a year
Merchant Cash Advance (MCA) Underwriter
LCF Group —New Hyde Park, NY
Reviewing businesses debt to income and ability to afford payments. Minimum 1 year experience underwriting merchant cash advances or similar commercial finance…
Estimated: $52,000 - $100,000 a year
Quick Apply
Senior Manager Internal Controls U.S Stamford CT, USA Finance
Philip Morris International —Stamford, CT
In addition, PMI ships versions of its IQOS Platform 1 device and consumables to Altria Group, Inc. for sale under license in the U.S., where these products…
Estimated: $160,000 - $220,000 a year
Fiscal Manager
Inwood Community Services, Inc. —New York, NY
Leverage strengths of the current fiscal team members, hire new staff as needed, help to clarify roles and responsibilities, and develop and implement training…
Estimated: $70,000 - $80,000 a year
Quick Apply
8d
Senior Finance Business Analyst
Bellwether Staffing Solutions —White Plains, NY
Supporting the implementation of the E2E process through, analysis of change impact, building business readiness, tracking readiness though implementation and…
Estimated: $105,000 - $120,000 a year
Quick Apply
Financial Representative (Westchester, NY) **Training Provided
Northwestern Mutual —White Plains, NY
Even if you have no previous finance experience, we will help nurture and develop your sales and planning talents through our top training program.
$75,000 - $250,000 a year
Quick Apply
9d
Market Risk Associate
Macquarie Group Limited —New York, NY
Interacting regularly with the front office traders and ensuring the market risks arising from day-to-day trading positions are fully understood and managed…
Estimated: $73,000 - $96,000 a year
9d
Accounting Manager of Financial Reporting and Compliance
Pure Insurance —White Plains, NY
Monitor and analyze own work to develop more efficient procedures while maintaining a high level of accuracy. If reporting to an office outside of White Plains,…
Estimated: $110,000 - $160,000 a year

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Portfolio Implementation Analyst - SMA Trading

Franklin Templeton Investments - Stamford, CT

Apply Now

Job Details

Full-time $85,000 - $110,000 a year

Benefits

Health insurance
On-site gym
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Vision insurance
401(k) matching

Qualifications

Microsoft Excel
Bloomberg
Analysis skills
Portfolio management
Training & development

Full Job Description

At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

O’Shaughnessy Asset Management (OSAM) is a research and money management firm based in Stamford, CT. On December 31, 2021,

OSAM was acquired by Franklin Templeton

. The firm manages approximately $7.7 billion in assets for institutions and financial advisors. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of

Custom Indexing services

via CANVAS®.

CANVAS® is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in Separately Managed Accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.

For more information on our firm, please visit our website at

www.osam.com

OSAM is looking to hire a full-time Portfolio Implementation Analyst. The candidate will work closely with our investment management team to implement the firm’s investment strategies across client accounts.

Key responsibilities of the position include

Implementing investment decisions for separately managed & unified managed accounts.
Daily monitoring of portfolio positioning, trade executions, cash management and compliance within client guidelines.
Addressing client requests and managing events throughout the client's lifecycle, such as account openings, cash flows, rebalances and tax harvests.
Managing trade baskets, rotation order and market liquidity while ensuring best execution for client portfolios.
Reconcile daily transaction data and confirm trades were executed correctly.
Monitor asset allocation guidelines, model drift & dispersion along with annual tax budgets for tax sensitive portfolios.
Exposure to our CANVAS customized portfolio interface.
Daily interaction with operations to ensure proper & timely processing of client requests.
Liaising with other departments internally, including Portfolio Management, Research, Compliance, Sales and Marketing, Trading, and Operations.
Identify & implement any areas of improvement.
Familiarity with Archer/XIP/Fix Flyer OMS/EMS desirable.

What ideal qualifications, skills & experience would help someone to be successful?

Minimum experience in a similar role - 4 years.
Minimum trading experience – 2 years.
Strong knowledge and ability to effectively manage and execute trade baskets with contra brokers.
Knowledge of financial markets and portfolio management.
Ability to multi-task, prioritize and work effectively under a high standard.
Detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios.
Proactive towards new challenges and problem-solving.
Strong excel skills and knowledge of Bloomberg.

Compensation Range: Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $85,000.00 - $110,000.00.

#LI-Hybrid

#ASSOCIATE

What makes Franklin Templeton unique?

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of

Total Rewards

—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

Highlights of our benefits include:

Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
Onsite fitness center and recreation center*
Onsite cafeteria*

Only applicable at certain locations

We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and

supporting our communities

. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.

Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at

Franklin Templeton Careers

to learn more about our company, career opportunities and recruitment process.

Franklin Templeton is committed to fostering a

diverse and inclusive

environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to

[email protected]

. In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.

Apply Now

Finance jobs in Tarrytown,, NY

Portfolio Implementation Analyst - SMA Trading

Chief Financial Officer (CFO)

Director of Financial Planning and Analysis

Chief Financial Officer (CFO)

Senior Wealth Advisor (Hybrid)

Finance Manager

Registered Branch Associate - Mt Kisco, NY

Transaction Analyst Team Leader

Financial Business Planning Manager Stamford CT, USA Finance

Licensed Branch Associate

Financial Accountant - Hybrid

Automotive Finance Manager/Desk Manager

Client Advisor (Hybrid)

Merchant Cash Advance (MCA) Underwriter

Senior Manager Internal Controls U.S Stamford CT, USA Finance

Fiscal Manager

Senior Finance Business Analyst

Financial Representative (Westchester, NY) **Training Provided

Market Risk Associate

Accounting Manager of Financial Reporting and Compliance

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