- BlackRock (New York, NY)
- …attribution + Trading Order management (OMS) or electronic trading systems (EMS) + Investment Compliance + Post Trade Operations and Trade Booking workflows + ... **Desired Qualifications** + In-depth technical understanding and knowledge of the investment compliance role in the investment lifecycle + 2+ years… more
- United States Steel (Pittsburgh, PA)
- …trade settlement, reconciliation, manager communication, document management, audit and compliance activities, investment reporting, and special projects. This ... etc). + Coordinate global market openings and documentation. + Track daily compliance with investment manager guidelines. 3. Reconciliation Expertise: + Perform… more
- CBRE (Boston, MA)
- …major decisions and corporate actions, operating partner oversight, client reporting, and compliance with the Indirect Investment Guidelines + Leads the ... Associate, Private Equity Real Estate - CBRE Investment Management Job ID 235259 Posted 15-Sep-2025 Service...line REI Segment Role type Full-time Areas of Interest Investment Management Location(s) Boston - Massachusetts - United States… more
- ITG Brands (NC)
- …complete, accurate understanding of performance, Assurance, risk management: manage compliance , controls over investment expenditure, Stakeholder engagement: ... of project outcomes, timings to support IT asset capitalisation process upon investment completion, ensuring compliance with Group Accounting Policy. Leverage… more
- Columbia Bank (Irvine, CA)
- …clients throughout the investment transaction. + Review and interpret investment documentation for compliance , regulations and internal guidelines while ... Team Lead I will be a resource to client service personnel that discuss investment transactions related to private equity, real estate and private debt as it… more
- Basin Electric Power Cooperative (Bismarck, ND)
- …testing, investment reporting, cash flow forecasting, and check processing. Ensure compliance with internal investment guidelines and provide backup to the ... documentation, and ensure accurate general ledger entries. + Maintain a security compliance database to ensure the various investment portfolios comply with… more
- Robert Half Finance & Accounting (Pleasant Prairie, WI)
- …and cash management vehicles. * Collaborate with senior leaders to refine investment policies, asset allocation models, and compliance frameworks for ... Description We are looking for a Senior Investment Analyst to join our team in Pleasant...in Pleasant Prairie, Wisconsin. This role focuses on conservative investment strategies, emphasizing capital preservation, risk management, and stable… more
- JPMorgan Chase (Boston, MA)
- …goals. + Engage in governance practices to oversee and enhance investment methodologies, ensuring compliance with industry standards and optimizing ... market and portfolio data, with the ability to analyze and investigate investment outcomes. This role requires ensuring that portfolios are strategically aligned… more
- Atria Wealth Solutions (Marion, IN)
- …and maintain logs. + Maintain Investment Department website. + Ensure the Investment Department is in compliance with FINRA. + Maintain advertising and ... to members and non-members regarding planning for retirement and investment services. Services include an analysis of current financial...as required by the FINRA. + Be prepared for compliance audits by the state or Credit Union Service… more
- HTC Global Services Inc (Iselin, NJ)
- …and data integration technologies, along with a deep understanding of investment banking or asset management compliance requirements. Key Responsibilities: ... tools, including Confluence, JIRA, SharePoint, and ServiceNow. + Domain expertise in Investment Banking, Asset Management, or Compliance Regulatory Reporting is… more