- Robert Half Finance & Accounting (Minneapolis, MN)
- …conduct in-depth due diligence and create detailed financial models for potential investment opportunities. You will also contribute to the monitoring of portfolio ... equity investments. * Perform detailed research on specific companies to support investment decisions. * Develop financial models, valuation analyses, and prepare … more
- Huntington National Bank (Columbus, OH)
- …the execution and implementation of the Compliance Program for Huntington's Investment Banking Broker Dealers and Huntington's Wealth Management Division inclusive ... and Securities business. The successful candidate will have knowledge of investment banking and capital markets compliance requirements including relevant FINRA,… 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
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate...in pursuit of business objectives * Active engagement in marketing and sales efforts on behalf of the firm;… more
- Robert Half Management Resources (Dallas, TX)
- …in trust audits and examinations, as well as a Certified Fiduciary & Investment Risk Specialist (CFIRS) certification. The selected candidate will play a key role ... and documentation related to account management controls, including administrative reviews, investment reviews, and governing documents. * Assess minutes from Trust… more
- TD Bank (Greenville, SC)
- …of TD Bank, NA encompassing banking, custom credit, asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD ... and complex regulatory regimes. The Financial Advisors, Relationship Managers, and Investment Advisors who are part of the client-facing Distribution teams are… more
- Robert Half Finance & Accounting (Horsham, PA)
- …for both internal and external transactions. * Work closely with the Investment and Capital Markets Teams throughout the transaction lifecycle. * Collaborate with ... Utilize skills in Budget Processes, Capital Management, Commercial Real Estate Investment , Real Estate Finance, Real Estate Investments, Real Estate Transaction, and… more
- Lincoln Financial (Radnor, PA)
- …and models that optimize asset-liability strategies, improve capital & risk-adjusted investment yield, and ultimately strengthen product profitability. This is an ... Allocation Model** + Develop the framework for, and improve upon, the Investment team's Strategic Asset Allocation Model, including a focus on Liability-Driven Asset… more
- JPMorgan Chase (Los Angeles, CA)
- …in supporting relationships between various client segments of the Commercial & Investment Bank, by leveraging JP Morgan's extensive network and resources to ... Global Banking franchise, including Commercial Banking, Global Corporate Banking, and Investment Banking, focusing on US-based small and mid-cap private businesses… more
- Hills Bank (Cedar Rapids, IA)
- …regulatory filings required for personal or charitable trusts. + Work with investment officers to invest client accounts in wealth management model portfolios. ... Maintain investment direction in all accounts under administration, including monitoring...products to Trust and Wealth Management customers. Develop joint marketing relationships and strategies with other areas of the… more