- ENFRA (Kersey, PA)
- …with clients, external resources, and internal team members to ensure that the client requirements have been accurately documented and communicated to all parties. + ... on time, and on budget. + Develops and establishes training for Energy Systems Analyst and Energy Systems Analyst , senior personnel. + Establishes and delivers a… more
- City of Detroit (Detroit, MI)
- …Description Under direction of the Department Director or designee, the Program Analyst Manager IV- Detroit Housing Services Deputy Director is located within the ... and Revitalization Department's Detroit Housing Services Office. The Program Analyst Manager IV manages and directs a staff of...interpretation, and evaluation of grants, housing development, or other financial data. + One (1) year experience in a… more
- MetLife (Whippany, NJ)
- …opportunity to work alongside experienced professionals, learn about complex financial instruments, and contribute to process improvements that enhance operational ... monthly and quarterly performance and portfolio reporting to stakeholders in client servicing, investment compliance, risk, and portfolio management. As a member… more
- Thrivent Financial (Auburn, WA)
- …experience desired + 3+ years industry experience required + Certified Financial Planner or Chartered Financial Analyst designation ... here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the… more
- BMO Financial Group (New York, NY)
- …achievement + 3+ years of investment banking or valuation experience at a financial analyst level. Experience in Healthcare Investment Banking is preferred. + ... with internal/external stakeholders. + Ensures alignment between stakeholders. + Creates financial models to analyze client portfolios and anticipate … more
- Thrivent Financial (Geneva, IL)
- …experience desired + 3+ years industry experience required + Certified Financial Planner or Chartered Financial Analyst designation; ... (eg conducting due diligence, etc.) + Prepare and update financial plans and presentation material for client ...update financial plans and presentation material for client meetings + Enter information into financial … more
- Truist (Norcross, GA)
- …service that clients deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and ... Wealth, Advisory, and/or Retail Lending experience) OR, 3 years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad… more
- BlackRock (New York, NY)
- …company boards and executive leadership to understand the drivers of risk and financial value creation in companies' business models. Our sole focus when we engage ... vote at shareholder meetings is to advance our clients' financial interests. As part of our fiduciary duty to...long-term objectives. They will report to the lead sector analyst for that industry. **Key responsibilities at the Vice… more
- TIAA (St. Louis, MO)
- …Planner (CFP) - Certified Financial Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst ... and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people...a demonstrated ability to uncover the needs of the client . * Giving and receiving constructive feedback are hallmarks… more
- NTT America, Inc. (Plano, TX)
- …our founding team and help transform industries like insurance, healthcare, and financial services with solutions that are 40% more efficient and infinitely more ... Collaborate with product and delivery teams to distill AI-native offerings into client -facing narratives * Design and execute digital marketing campaigns aligned to… more