- Bank of America (Pittsburgh, PA)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... building a financial plan with brokerage products, including stocks, bonds, mutual funds , annuities, and banking and money managed solutions + Recommends banking and… more
- Lincoln Financial (Radnor, PA)
- …Analyst you will be responsible for funding and cash investment transactions, including execution, settlement, accounting, and stakeholder reporting across ... repo, secured borrowing, money market, other cash investment /funding transactions. As you partner with other Finance teams,...counterparty risk + Invests excess cash in money market funds ; works to bring new money market investments on… more
- Huntington National Bank (Pittsburgh, PA)
- … investment securities, wholesale funding, and collateral pledging (public funds collateralization) + Experience with repo transactions (bilateral, tri-party, and ... Summary:Treasury Operations is responsible for the daily processing of various investment and securities transactions while providing operational support for the… more
- Bank of America (Lahaska, PA)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... building a financial plan with brokerage products, including stocks, bonds, mutual funds , annuities, and banking and money managed solutions * Recommends banking and… more
- CBRE (Harrisburg, PA)
- …**About Us** CBRE is the world's largest commercial real estate services and investment services firm. The CBRE Renewables Advisory group operates with the agility ... analytical, communication, and negotiation skills. + Fluency in financial modeling, investment analysis, and understanding of how renewable energy projects are… more
- Deloitte (Philadelphia, PA)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their...4 or large CPA firm experience + Knowledge of fund accounting and general ledger accounting The wage range… more
- Commonwealth of Pennsylvania (PA)
- …ways to save money and ensure peace of mind including multiple retirement and investment plan options. Work/Life Balance We know there's more to life than just work! ... standards mandating the efficient use of public energy and funds .Levels of PerformanceSelect the Level of Performance that best...to maximize the efficiency with which public energy and funds are being used.Levels of PerformanceSelect the Level of… more
- University of Pennsylvania (Philadelphia, PA)
- …implementing outreach and analysis on fundraising activities for all health system annual funds . Lead the design, planning, and coordination of all data analysis and ... reporting programs for the health system annual funds . Job Description Job Responsibilities + Directly responsible for...or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard. + Time Away… more
- Commonwealth of Pennsylvania (PA)
- …with regulations, which includes reviewing invoices to confirm that state funds are exclusively used for purchasing nutritional foods in household-compatible sizes. ... You will also verify that all grant funds were utilized in accordance with program guidelines by...and ensure peace of mind including multiple retirement and investment plan options. Work/Life Balance We know there's more… more
- SitusAMC (Harrisburg, PA)
- …construction invoices and progress to determine the qualification of disbursement of funds based on loan document covenants. + Perform audit of accounts payable ... and accounts receivable documentation to verify appropriate use of business funds . + Work directly with accounting firms on tape tie out and data discrepancies… more
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