- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...leads, first line of defense (1LOD), Regulatory Relations, Internal Audit , and the Enterprise Technology Risk Management team. Together,… more
- Comerica (Frisco, TX)
- …individual security and product type analysis utilized to formulate investment strategy, purchases and sales of multimillion-dollar securities, internal, external, ... portfolio maintenance on various software systems. Responsible for identifying new investment opportunities and assisting in the formulation of Comerica's … more
- CVS Health (Boston, MA)
- …firm or equivalent client service (eg venture capital, private equity, hedge fund, investment bank , wealth manager) + Familiarity with CVS financial and ... The CVS Health Ventures Controller is a highly analytical position on the Investment Operations and Strategy team. This individual will play a critical role in… more
- KeyBank (Brooklyn, OH)
- …must have comprehensive knowledge of wealth management, fiduciary/trust, broker-dealer, and investment management as well as a strong understanding of audit ... Key including the lines of business, other risk management teams and internal audit . **Essential Job Functions** + Oversee all aspects of the Asset Management… more
- Baystate Health (Springfield, MA)
- …of Directors and Investment Committee members, Senior Management and investment , banking, and audit /tax professionals **3)** Exceptional skills in developing ... This role is charged with optimizing the organization's cash flow, investment portfolio performance, and capital structure, while minimizing external financing costs… more
- Robert Half Finance & Accounting (Dallas, TX)
- …interpersonal skills Requirements MRI Software, Microsoft Excel, CPA Designation, Public Accounting Audit , Commercial Real Estate Investment Robert Half is the ... Description Leading Real Estate Investment firm in Dallas seeks to hire Portfolio...incomes statements, balance sheets, general ledgers, cash flow statements, bank reconciliations and other support documentation, to ensure material… more
- BMO Financial Group (AZ)
- …to invoke trust and build strong client relationships, determine individual investment needs and provide professional, customized advice to ensure client's financial ... experience, actively reviewing client portfolios and preparing and presenting appropriate investment solutions by leveraging various tools provided by the bank… more
- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. + Assist the business… more
- Pew Charitable Trusts (Washington, DC)
- …Finance and Matching Gift vendor(s). + Generate reports for leadership and audit purposes, ensuring adherence to program policies. Investment Support Functions ... This individual will be responsible for supporting Pew's liquidity and bank account management, monitoring banking transactions, ensuring compliance with internal… more
- Scotiabank (New York, NY)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...initiatives are executed and delivered in support of the Bank 's business strategies and objectives; and that all credit… more