- TIAA (Minneapolis, MN)
- …Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets. + ... Educates, recommends and facilitates new product purchases (including retail mutual funds , annuities, IRAs, 529 and 403b, bank products, life insurance and others)… more
- Northwest Florida Community Hospital (Chipley, FL)
- …the organization's cash flow activities. These activities include procurement, custody, and investment of funds to maximize consistent investment activities ... + Directs and administers day-to-day activities of hospital's operations in accordance with established policies to provide high quality health care services. + Ensures economical and efficient organizational and departmental performance under guidance of… more
- SMBC (New York, NY)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... + Develop PPNR and balance sheet forecasts across various business lines ( investment banking, trading, commercial, consumer) for the purpose of CCAR stress testing… more
- JPMorgan Chase (Tulsa, OK)
- …acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Act as a ... and fixed income markets and alternative investments, including Hedge Funds , Private Equity and Real Estate JPMorganChase, one of...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Manulife (Boston, MA)
- … Investment Company products, the John Hancock Group of Funds Complex, and their Advisers, sub-advisers, and service providers. **Position Responsibilities:** ... auditing, compliance, portfolio accounting or other relevant regulatory or investment company experience **Preferred Qualifications:** + Project Management experience… more
- Doosan Bobcat (East Hartford, CT)
- …Internal control documentation for the treasury activities. + Audit response related to funds and Footnote preparation. Job Requirement - Skills + Cash Management + ... includes optimizing cash balances and minimizing idle cash. + Debt & Investment Management + Understanding of debt instruments, compliance with covenants, interest… more
- M&T Bank (Wilmington, DE)
- …Experience:** Institutional Financial Products (Mergers & Acquisitions, Corporate Trust Accounts, Investment Funds , Bonds, Structured Finance, etc.) \#LI-JB3 M&T ... **:** Experience working in Banks in a technology role supporting investment banking, client management, core banking, payments, financial reporting, loan or… more
- BlackRock (New York, NY)
- …rules and regulations, in particular FINRA Rule 2210 and the SEC Investment Adviser Marketing Rule. **Key Responsibilities:** This individual will be part of ... marketing and fundraising regulations with a focus on PMG funds and strategies + Participate on working groups with...This mission would not be possible without our smartest investment - the one we make in our employees.… more
- TD Bank (Greenville, SC)
- …Worth Investing with expertise in banking and lending. The job partners with Investment Advisors and Trust Advisors to provide proactive client service to achieve ... profitability of the portfolio, while ensuring minimum credit risk for Bank funds . **Depth & Scope:** + Demonstrates a commitment to being customer-centric by… more
- WTW (Burlington, VT)
- …adherence thereto. + Manage cash requirements of the companies Liaise with and monitor investment managers in respect of invested funds + Assist Client Service ... Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment , Risk and Reinsurance (IRR)-and offers clients innovative, data-driven approaches to… more