- Robert Half Finance & Accounting (Chicago, IL)
- …or straight up bored at your current job? Let's fix that. A high-End Investment firm is seeking a Senior Financial Analyst. Perks include including above market ... sheet analysis + Oversee the accounting and operations for multiple private investment vehicles + Assist with accounting and operations of private equity real… more
- Sands Investment Group (Marietta, GA)
- Sands Investment Group (SIG), America's Fastest Growing Net Lease Company, is officially accepting applications for the highly-selective Junior Broker in one of our ... gain the foundational skills necessary to becoming successful Commercial Real Estate Investment Sales Brokers. The Program is heavily focused on developing skills in… more
- Publicis Groupe (Chicago, IL)
- …an omnichannel activation powerhouse that drives smart application of investment through leveraging scale, marketplace innovation, deeper partnerships and knowledge. ... Local Tactical Planning in the Publicis Media Exchange! As an experienced Media Investment Professional, you already know that Local Media is dynamic and more… more
- Regions Bank (Little Rock, AR)
- …your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such ... **Job Description:** At Regions, the Associate Financial Consultant - Regions Investment Services (RIS) assists Financial Advisors in establishing a portfolio of… more
- CIBC (Newport Beach, CA)
- …as a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and ... marketing . + Ensure weekly CRM/Salesforce accuracy for pipeline/calls. +...team environment, introducing the appropriate partners and suite of investment , trust, and banking solutions to high-net-worth individuals, families… more
- Robert Half Finance & Accounting (Litchfield County, CT)
- …offers the opportunity to manage financial reporting, oversee endowment and investment reporting, and contribute to board presentations in an educational setting. ... ledger activities and maintain proper documentation. * Administer endowment and investment reporting, ensuring alignment with organizational goals. * Develop and… more
- Robert Half Finance & Accounting (Chicago, IL)
- …and participate in technical discussions. * Research and apply accounting rules to investment fund transactions by referencing the Audit Guide for Investment ... Companies. * Apply the limited partnership agreement provisions to investment fund transactions and partner allocations. * Review capital call and distribution… more
- Nuveen Investments (MI)
- …8IC **Required Qualifications** + Minimum 5 years' experience in the investment management industry specifically within business development in the Alternative ... Series 63 **Preferred Qualifications** + 7+ years' experience in the investment management industry specifically within business development in the Alternative… more
- Robert Half Finance & Accounting (Dallas, TX)
- …comprehensive financial planning services to clients, including tax planning, investment analysis, and retirement strategy optimization. You will work closely ... to discuss financial goals and progress. * Review and reconcile current investment asset allocations to ensure alignment with client objectives. * Analyze and… more
- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …and cost basis were successfully received. + Monitors available cash awaiting investment , including running weekly cash and cash equivalent reports and contacting ... clients with investment opportunities to maximize returns. + Reviews, assesses and...Relationship Management (CRM) software. + Assists Financial Advisors with marketing efforts including seminars and other client-facing events. +… more