- State of Minnesota (St. Paul, MN)
- …5+ years in investment operations or financial reporting within an investment manager , pension fund, endowment, bank, or asset allocator, including ... + 7+ years in investment operations or financial reporting within an investment manager , pension fund, endowment, bank, or asset allocator. + CPA, CFA,… more
- Wells Fargo (Minneapolis, MN)
- …seeking talent to join the 2026 Summer Internship, Early Careers - Wealth & Investment Management program. Learn more about the career areas and lines of business at ... wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) **Business Overview** Wealth & Investment Management, or WIM, is one of the United States' leading… more
- T. Rowe Price (Baltimore, MD)
- …development, and collaboration efforts. + Establishes and maintains understanding of Portfolio Manager 's investment process. + Works with traders to determine ... traders on behalf of Portfolio Managers to resolve trading issues. + Works with Compliance and Legal to clarify and resolve investment strategy issues and… more
- City of New York (New York, NY)
- …projects such as asset allocation studies, policy reviews, and system enhancements. INVESTMENT MANAGER (COMPTROLLE - 95611 Qualifications 1. A graduate degree ... and reconcile performance data from external managers and custodians. - Assist investment staff in evaluating manager performance and identifying areas for… more
- City of New York (New York, NY)
- …of new investment agreements and other related contracts; Assist with manager risk and compliance review and assessment; - Monitoring the portfolio ... of existing investments to ensure compliance with the terms of the limited partnership agreement,...education and experience mentioned in "1" or "2" above. INVESTMENT MANAGER (COMPTROLLE - 95611 Qualifications Additional… more
- CIBC (Boston, MA)
- …to a strong organizational culture through effective collaboration with operations, compliance , and legal teams to support seamless investment implementation ... excellence, we provide clients with access to public and private market investment opportunities across asset classes, backed by deep expertise and a collaborative… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …for tracking periodic investment managers' reviews by third party and independent investment manager searches. * Generates periodic reports on investment ... **Knowledge of** * Company's working structure, policies, mission, strategies and compliance guidelines. * Advanced investment concepts, practices and procedures… more
- U-Haul (Phoenix, AZ)
- …the Investments department of Oxford. This position will report directly to the Manager of Investment Reporting. Job Responsibilities: + Record fixed income ... in all investment functions. + Support the investment department in monitoring portfolio compliance to...matters. + Assist and provide supporting documentation to the Manager of Investment Reporting. + Perform other… more
- Truist (Beverly Hills, CA)
- …primary source for investment communication. + The IA assists the Investment Manager in acquiring prospective clients through comprehensive analysis of ... and relevant regulatory policies and procedures. + Work with Investment Managers and compliance to monitor client portfolios relative to their investment… more
- Citigroup (Queens, NY)
- …via track record analyses of historical cash flows and performance data to verify investment manager track record returns + Support the monthly and quarterly ... The US Pensions Investment ("USPI") team is the investment ...Investment Officer (CIO), including reporting requirements on Risk, Compliance , Finance and Audit + Assist in the review… more