- Vanguard (Malvern, PA)
- The Finance Fund Ecosystem is advancing four major modernization initiatives as well as key strategic initiatives across the front, middle, and back office. To ... enhance transparency and mitigate risk, an integrated plan is needed to align key milestones, dependencies, and resource requirements across the division. To improve visibility and alignment, the Integration Team will provide structured program oversight while… more
- RE Tech Advisors LLC (Dallas, TX)
- …the following: + Design, development, and execution of organizational or fund -level decarbonization strategy. + Monitoring, tracking, and reporting on greenhouse gas ... emissions and property performance, including development of formal GHG inventories. + Climate risk management in alignment with best practice guidance from voluntary standards (eg, TCFD, IFRS) and mandatory reporting requirements. + Identification,… more
- Northwell Health (New Hyde Park, NY)
- …teams, to identify and implement strategies for potential donors from annual fund programs, fundraising events and cold prospect lists. + Collaborates with the ... leadership to develop and implement an inpatient/outpatient prospecting initiative, including direct mail and cold calls to potential donors. + Participates in stewardship and fundraising events. + Performs related duties as required. All responsibilities… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …prospect requests. * Creates portfolio/equity snapshots, researches investments and provides fund reports upon request to clients. * Collects and compiles ... fundamental research on related companies in response to client inquiries. * May lead client meetings to identify client goals and tolerances. * Develops and presents individualized client investment strategy * Uses analytical tools, software and methodologies… more
- Executive Office for US Attorneys and the Office of the US… (Alexandria, VA)
- …procedural guidance concerning expenditure control, and obligation reporting. Analyze program fund requirements submitted by district program managers. Serve as a ... funds certifying officer. Responsibilities will increase and assignments will become more complex as your training and experience progress. Requirements Conditions of Employment Qualifications GS-12: To be eligible at the GS-12 level, you must meet one year of… more
- First Horizon Bank (Greensboro, NC)
- …Provide Commercial Lending Support to Commercial Relationship Managers + Review and Fund Loans + Processes and administers commercial loans. Records new loans, ... establishes relevant files, processes loan payments and maintains loan records. + Obtains credit information and ensures sufficient loan collateral. + Calculates loan items and charges such as interest and payments. + Assists lending officers in activities… more
- JPMorgan Chase (Boca Raton, FL)
- …make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + Provide support ... across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and… more
- Thrivent Financial (Minneapolis, MN)
- …team, iterating on solutions while providing 24x7 support for production systems. + Mutual Fund Accounting or Investment experience, a plus. + 3 Days in the Office ... Required. Additional Information + This position requires you to work on-site in Minneapolis, MN or Appleton, WI a minimum of three days a week (currently Monday, Tuesday and Wednesday). Pay Transparency Thrivent's long-term growth depends on attracting,… more
- City of New York (New York, NY)
- …financial benefits may be available based on the position's associated union/benefit fund . oa public sector defined benefit pension plan with steady monthly payments ... in retirement. oa tax-deferred savings program and oa robust Worksite Wellness Program that offers resources and opportunities to keep you healthy while serving New Yorkers. - Work From Home Policy: Depending on your position, you may be able to work up to two… more
- CVS Health (Woonsocket, RI)
- …needed, including support of 11-k filing needs and participant communication needs (eg, fund changes) **Benefit Compliance** This is both a strategy and hands on ... role. The Sr Manager will manage, execute, and report on the compliance obligations and needs of CVS Health HR Benefit teams. Duties include: + Monitor regulatory changes and their impact on benefit compliance obligations + Enact practices to ensure adherence… more