- Pew Charitable Trusts (Washington, DC)
- …policies. Investment Support Functions + Provide backup support to the investment analyst as needed, including preparation of reports, data aggregation, and ... liquidity and bank account management, monitoring banking transactions, ensuring compliance with internal controls, and enhancing the organization's cash management… more
- Banco Popular Puerto Rico (San Juan, PR)
- … investment strategies. The Financial Consultant must also ensure compliance with industry regulations and internal policies while maintaining strong and ... (Certified Financial Planner(R)), CPA (Certified Public Accountant), CIMA(R) (Certified Investment Management Analyst (R)), CPWA(R) (Certified Private Wealth… more
- Regions Bank (Hoover, AL)
- …Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or ... developments in the trust industry to ensure prudent administration and investment management + Understands unique, complex trust agreements and appropriately… more
- City National Bank (Chicago, IL)
- …MANAGER* WHAT IS THE OPPORTUNITY? Manage City National Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' ... client presentations. * Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and… more
- The County of Los Angeles (Los Angeles, CA)
- …an active collection program, making recommendations concerning the management and investment of large funds, preparation of highly technical financial analyses and ... or auditing experience at the level of Accountant III**, Accounting Systems Analyst I , Intermediate Accountant-Auditor or higher.-OR- OPTION II: Two (2) years… more
- Citigroup (New York, NY)
- …and controls operations to mitigate financial and operational risks. Review investment scenarios and perform sensitivity analysis. Monitor and analyze portfolio ... management through periodic business reviews. Portfolio capital monitoring, planning, and compliance . Prepare analyses and decks to summarize and provide insights on… more
- Commerce Bank (Kansas City, MO)
- …ensure investment objectives are being met, portfolios are in compliance with investment objectives and Commerce security-specific recommendations + Provide ... combination of education and experience required + 6+ years trust, bank or investment management experience required + Chartered Financial Analyst (CFA) and/or… more
- Scotiabank (San Francisco, CA)
- …Scotiabank Global Banking and Markets (GBM) is a leading Capital Markets and Investment Banking business operating globally for over 100 years with a rapidly growing ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Scotia Global Banking & Markets is… 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...together to drive ambition for every future! **Purpose** The Analyst /Associate, US FX Sales will play a critical role… more
- Indiana Farm Bureau Insurance (Indianapolis, IN)
- …risks, and market outlook to executive leadership and the Board. + Ensure compliance with investment policies, state regulations, and rating agency expectations ... **Description** **Strategic Leadership** + Develop and execute the investment strategy to support enterprise financial strength, growth, and risk objectives. +… more