- Navy Federal Credit Union (San Diego, CA)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
- Bank OZK (Charlotte, NC)
- …benefits (https://careers.ozk.com/benefits) . Job Purpose & Scope The VP, Trust Investment Officer constructs and manages individualized investment portfolios in ... help them achieve their financial goals. Essential Job Functions + Manage investment portfolios for trust accounts, individual investment agency accounts, IRAs,… more
- Tyton Partners (New York, NY)
- Analyst, Investment Banking Practice Tyton Partners is the leading provider of investment banking and strategy consulting services to the global knowledge ... spectrum of services to our clients: + Tyton Partners' investment banking practice offers services that include sell- and...focus on mergers and acquisitions and/or 2 years of accounting , with a significant focus on transaction services +… more
- Kestra Financial (Columbia, MD)
- The Investment Operations person has responsibility for the efficient and effective operations. This includes the managing of client relations, investment ... Record conversations and requests in SmartOffice + Process distribution requests Investment Operations Responsibilities + Maintain client records and notes in… more
- MetLife (Whippany, NJ)
- …(Fixed Income & equity securities). Preferred: * Experience with Aladdin, Accounting Platforms, Reference Platforms, Bloomberg or other Investment platforms. ... Role Value Proposition: Based in Whippany, New Jersey, MetLife Investment Management ("MIM") is one of the largest institutional investors and asset managers in the… more
- Robert Half Finance & Accounting (Pennsauken, NJ)
- …get to partake in: . Oversee day-to-day financial operations including general accounting , budgeting, and forecasting . Collaborate with internal teams to access ... team on profit loss analysis . Report on various investment analysis . Develop financial models and pricing strategies...M& A Analyst must have a Bachelors degree in Accounting or Finance. Other requirements for the M& A… more
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client, a Private Equity Investment firm, is seeking a dedicated Staff Accountant to work in Houston, Texas. The role primarily involves assisting in ... * Continuously improve processes and procedures to ensure the integrity of accounting records * Maintain multiple entities' books and records, including journal… more
- Robert Half Finance & Accounting (Iowa City, IA)
- …with accounting standards for areas such as nonperforming loans, investment accrual testing, and credit loss analysis. * Experience with regulatory reporting ... professional with SEC reporting expertise and a robust foundation in GAAP accounting ? We are representing a growing financial services organization, boasting $4.5… more
- Robert Half Finance & Accounting (Chicago, IL)
- …or straight up bored at your current job? Let's fix that. A high-End Investment firm is seeking a Senior Tax Analyst. Perks include including above market pay-rates, ... tax life cycle which involves a wide range of responsibilities including accounting , compliance, forecasting, and regulatory reporting. This role will also involve… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …AT ROBERT HALF FOR MORE DETAILS SENIOR PROPRETY ACCOUNTANT Well established real estate investment company with over 6Bil AUM is expanding its accounting team. ... financial analysis. This position requires expertise in managing full-cycle accounting processes and collaborating with cross-functional teams to maintain the… more