- Lincoln Financial (Charlotte, NC)
- …ensure they are filed timely and accurately. . Assures fund administration compliance with the Investment Company Act of 1940 as well as the Securities Acts of ... 1933 and 1934 . Maintains a working knowledge of strategic investment market activities and industry pronouncements and their impacts on the Funds as well as Lincoln… more
- CBRE (New York, NY)
- …+ 25 holidays + Other benefits (like Season Ticket Loans) + About CBRE Investment Management Our company is built on respect, integrity, service and excellence. ... and will engage with senior stakeholders across various business lines within Investment Management. What you'll do + Develop and communicate a comprehensive vision,… more
- Aflac (GA)
- …implications + Assists in formulating new accounting policies relevant to the Company 's investment and capital markets activities; works with global Accounting ... and regulatory developments and anticipates impact on accounting related to the Company 's investment and capital market activities; assists with drafting formal… more
- World Insurance Associates, LLC. (Waukesha, WI)
- …and make a difference for our customers and our communities. Why World Investment Advisors? + Great company culture with an awesome team-oriented atmosphere! ... client appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information in CRM and… more
- Zurich NA (New York, NY)
- …the CFA designation. + Experience in one of the following areas: Asset management company or investment department of an insurance company ; financial ... + Lead or co-lead deal origination, research, and analyzing of direct co- investment and secondary GP-led or continuation vehicle (CV) opportunities and / or… more
- Brookfield Properties (Charleston, SC)
- …working in corporate finance, a Fortune 100 company , a large real estate investment company or a public REIT, SFR experience a plus + Experience managing ... a leader in the single-family rental space, we're a company that truly cares about the people and communities...valuation policies and properly reported to stakeholders + Review investment performance track records and changes to return metrics… more
- Robert Half Finance & Accounting (West Des Moines, IA)
- …industry. Key Responsibilities: + Oversee the management and reporting of the company 's investment portfolio. + Ensure all investment -related activities ... looking for a results-driven Investments Director to oversee and manage a diverse investment portfolio and lead investment accounting staff. This key leadership… more
- Principal Financial Group (Grand Rapids, MI)
- …however a licensed individual is preferred: + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 ... once again named one of the World's Most Ethical Companies by Ethisphere. The company 's inclusion in the 2025 list makes the 14th time Principal(R) has been… more
- Robert Half Finance & Accounting (Chicago, IL)
- …processes and procedures + Knowledge of accounting principles including US GAAP and Investment Company Accounting + Bachelor's degree with a major in Accounting ... / projects within Finance department, from the CAO or CFO, and from the investment professionals, where applicable. + Work together across the Firm's finance team in… more
- US Bank (Milwaukee, WI)
- …or candidate preferred. + 5+ years' experience in Mutual Fund Administration, investment company financial reporting or related field, ie, public accounting. ... + Strong knowledge of US GAAP, Regulation S-X and investment company financial reporting best practices. + Good organizational skills ability to manage multiple… more