- Fifth Third Bank, NA (Cincinnati, OH)
- …and trust, and high client expectations, accountable for support for Relationship Manager on assigned group of custody accounts (more complex and/or ... + Research causes for overdrafts and prepare claims to Investment Manager and/or Securities Lending agent as needed SUPERVISORY RESPONSIBILITIES: None. MINIMUM… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …facts or information. **Essential Duties and Responsibilities** * Serves as relationship manager for a subset of existing clients, at discretion of lead Financial ... prospect requests. * Creates portfolio/equity snapshots, researches investments and provides fund reports upon request to clients. * Collects and compiles… more
- BlackRock (Wilmington, DE)
- …a good understanding of Financial Markets, preferably within the Investment Management, Fund Accounting or Global Custody environment; previous experience in ... in and day out at the world's largest asset manager ? Look no further! BlackRock is an equal opportunity...**Team Overview & Job Purpose:** Cash Operations is a group of dedicated professionals who are essential to the… more
- Veterans Affairs, Veterans Health Administration (Washington, DC)
- …to such positions; Hearing and resolving complaints from employees, referring group grievances and more serious unresolved complaints to a higher-level supervisor ... or manager . Effecting minor disciplinary measures, such as warnings and...Knowledge of basic anatomy and medical terminology; knowledge of accounting methods; ability to research, analyze, comprehend, and apply… more
- SitusAMC (Tallahassee, FL)
- …transactions, as well as amendments/waivers for existing transactions with members of Group Risk + Assist with conducting client, seller, and servicer due diligence ... using companies internally developed portfolio monitoring systems and reviewing servicer/settlement/ manager reports on an ongoing basis + Coordinate transaction… more
- The Salvation Army (Bloomingdale, NJ)
- …Work with the Divisional Community Relations and Development department to develop fund development partnerships. + Continue to work at discovering new income ... + Ensure superior customer service is provided, extending welcomes and greetings to group leaders. + Resolve the most complex customer service complaints in a way… more
- University of Washington (Seattle, WA)
- …Associate Dean of Administration and Operations and serves as the business manager and senior administrative support representative for the Department. As such, the ... process, budget process, revenue cycle, funds flow projections, pro forma accounting , the incentive plan, and compliance requirements. Forecasts, plans, and reports… more
- Neuberger Berman (New York, NY)
- …across US financial intermediaries.Coordination among NB internal constituencies of the Fund , including the Private Markets Investment Team, Sales Management, Client ... + Provide investment and market updates to existing clients. + Host and execute group Zoom events with advisors and clients to discuss private markets and NB's… more
- Citigroup (Queens, NY)
- …Business, Accounting , or other related quantitative field. **Job Family Group :** Finance **Job Family:** Balance Sheet Management **Time Type:** Full time ... analyses of historical cash flows and performance data to verify investment manager track record returns + Support the monthly and quarterly reporting processes… more