- Regions Bank (Birmingham, AL)
- …section of the system. **Job Description:** At Highland Associates, the Associate Investment Consultant plays a key supporting role in delivering a high standard ... of client service, developing customized investment solutions and managing client relationships, under the direction and guidance of Consultants and Senior… more
- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor's team. An Investment Associate works in close partnership with the Financial Advisor(s) ... or by direction of the Financial Advisor + Market and implement complex investment solutions in accordance with High-Net-Worth clients' investment objectives +… more
- CareFirst (Baltimore, MD)
- …work experience. **Licenses/Certifications Upon Hire Preferred:** + Certified Public Accountant (CPA) **Experience:** 3 years Progressive experience in an accounting ... role with demonstrated leadership. **Knowledge, Skills and Abilities (KSAs)** Ability to communicate effectively in both oral and written form. Ability to recognize, analyze, and solve a variety of problems. Knowledge of generally accepted accounting… more
- St. Catherine's Center for Children (Albany, NY)
- …staff. + Perform monthly and quarterly reconciliations of the bank and investment accounts. Oversee the Staff Accountant 's reconciliation and substantiation of ... balance sheet account (assets and liabilities) of the agency and the Foundation; follow up and clear any reconciling items or outstanding checks as needed. + In conjunction with CFO, perform financial analysis of actual fiscal performance versus budget for… more
- Banco Popular Puerto Rico (San Juan, PR)
- …preferred + CFP(R) (Certified Financial Planner(R)), CPA (Certified Public Accountant ), CIMA(R) (Certified Investment Management Analyst(R)), CPWA(R) (Certified ... to individual and corporate clients, assisting them in achieving their investment goals. This includes assessing financial needs, recommending suitable products and… more
- The County of Los Angeles (Los Angeles, CA)
- …an active collection program, making recommendations concerning the management and investment of large funds, preparation of highly technical financial analyses and ... of responsible professional accounting or auditing experience at the level of Accountant III**, Accounting Systems Analyst I , Intermediate Accountant -Auditor or… more
- Citigroup (Charlotte, NC)
- …relevant certifications - Certified Internal Auditor (CIA), Certified Fiduciary and Investment Risk Specialist (CFIRS), Certified Public Accountant (CPA). ... a diverse working environment. + Experience/familiarity with wealth and investment products/services. + Basic understanding of fiduciary principles and regulations… more
- UMB Bank (Kansas City, MO)
- …+ You have an industry certification (ie Certified Internal Auditor, Certified Public Accountant , Certified Fiduciary and Investment Risk Specialist). + You have ... areas: + Private Wealth Management + Corporate Trust + Fund Services + Investment Banking + Corporate Treasury + Corporate Accounting and Reporting + Enterprise Risk… more
- CalSTRS (Sacramento, CA)
- …Retirement System JC-501357 - Senior Financial Reporting & Accounting Manager FINANCIAL ACCOUNTANT IV $11,583.00 - $13,153.00 per Month New to State candidates will ... seeking a motivated individual to work as a Financial Accountant IV in the Financial Reporting Unit. The Financial...of the Assistant Director over the Financial Reporting & Investment Accounting (CEA B), the Senior Financial Accounting &… more
- The City of Rochester, MN (Rochester, MN)
- …periodic cash forecasts and initiate deposits to or draws from the City Investment Pool as needed. *Financial and Regulatory Reporting + Prepare complex financial ... Master's degree in Business, Accounting or Finance; Certified Public Accountant (CPA), Certified Management Accountant (CMA). ADDITIONAL INFORMATION… more