- CIBC (San Francisco, CA)
- …prepare well-written correspondence, maintain files for quarterly administrative and investment reviews) + Proactively anticipate and address client needs. Promptly ... + Achieve and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance , fiduciary) are integrated into… more
- American Water (Camden, NJ)
- …daily liquidity positioning process as well as short-term debt issuances with various investment banks. * Funding of daily cash needs through issuance of commercial ... * Complies and oversees quarterly and annual debt covenant compliance work for all debt across the American Water...of the financing. This includes support of negotiations with investment bankers, regulators and other government agencies who are… more
- Truist (Philadelphia, PA)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients.… more
- Aegon Asset Management (Cedar Rapids, IA)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- Robert Half Finance & Accounting (Madison, MS)
- …to lead the financial and accounting operations for a real estate investment , development, and property management company. This is a hands-on leadership role ... and enhance accounting policies and internal control procedures to ensure accuracy, compliance , and reliability of financial data. + Supervise and mentor accounting… more
- Madison Gas & Electric (Madison, WI)
- …treasury functions and fostering strong, transparent relationships with the investment community. This position oversees strategic financial planning, capital ... and analyst perspectives; provide insights to executive leadership. + Ensure compliance with SEC disclosure requirements while presenting a consistent and compelling… more
- Columbia Bank (Santa Rosa, CA)
- …a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives. + ... through excellent service. + Other responsibilities as assigned. + Demonstrates compliance with all bank and broker/dealer regulations for assigned job function… more
- Manulife (Atlanta, GA)
- …supporting end-to-end servicing including, record keeping services and trust and investment services for US Retirement plans. The PIM will manage the ... requirements, customer experience delivery of plan set-up, payroll set-up and investment mapping of client assets. Additional responsibilities to manage ongoing… more
- Robert Half Management Resources (New York, NY)
- …real estate related funds, ensuring accuracy in financial reporting, and maintaining compliance with industry standards. This is an excellent opportunity for a ... individual with a strong background in fund accounting and investment fund operations. Ideally hybrid, 3 days a week...manage real estate fund data and transactions. * Ensure compliance with regulatory standards and internal policies during fund… more
- JPMorgan Chase (New York, NY)
- JP Morgan's Commercial & Investment Bank (CIB) is a global leader in banking, payments, markets, and securities services, trusted by the world's most significant ... a Control Manager Vice President within the Commercial & Investment Bank, you will be responsible for oversight and...and business processes. + Lead and coordinate end-to-end audit, compliance , and regulatory exams with business leads. + Manage… more