- Jackson National Life Insurance Company (Nashville, TN)
- …successfully completing Jackson's product training, working on projects entailing: Investment research, building sales presentations, territory management , and ... business opportunities.** **Investigates sales opportunities through proactive efforts, territory data analysis and impeccable follow up.** **Assists advisors with… more
- Wolters Kluwer (Wichita, KS)
- …product strategy into commercial success. You'll partner closely with Engineering, UX, Marketing , Sales, and Support to develop modern, data -driven solutions ... and execution of go-to-market (GTM) plans in partnership with Sales and Marketing , to model revenue projections, profitability, monitor performance, and adapt plans… more
- WSP USA (San Diego, CA)
- …services within E&E Business Line, coordinating with Corporate Digital, OneIT, and Marketing & Communications. + Own the annual E&E Digital Business Plan ... (objectives, key results/OKRs, and an investment roadmap) to balance capability uplift and market growth....market growth. + Identify and escalate delivery, commercial, and data governance risks; drive mitigation plans. **Business Unit Engagement… more
- Robert Half Accountemps (Mountain View, CA)
- …a key part in supporting the daily operations and accounting for investment funds, ensuring compliance, accuracy, and timely reporting. The ideal candidate will ... have strong technical accounting skills, a passion for the investment industry, and the ability to thrive in a...balance sheets, income statements, and cash flow summaries for management and investors. + Assist with quarterly and annual… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …area. This Senior Operations Specialist role is crucial in ensuring the accurate management and reconciliation of client investment accounts, as well as ... and interest payments + Ensure appropriate allocation of other investment income such as dividends and expenses to client...as needed + Retrieve, validate, and upload external source data into the system and reconcile that data… more
- SitusAMC (Dallas, TX)
- …of debt originations and will work closely with members of the investment teams, including originations, asset management , research, portfolio management ... all aspects of debt origination, including due diligence, loan structuring, and investment analysis + Assist in preparing investment memoranda and presentations… more
- Nuveen Investments (New York, NY)
- …+ Strategic Project Management - The role demands expert project management of transactional workflows for investment products from inception through ... (IR) team serves as a strategic bridge between Nuveen Green Capital's investment platform and the broader investor community. Operating in a highly cross-functional… more
- BlackRock (New York, NY)
- …technology sectors. + Strong understanding of investment research and portfolio management processes. + Knowledge and understanding of data analysis and ... developers, and analysts-to create analysis, automations and applications to streamline investment workflows as well as research that accelerates alpha generation… more
- Kestra Financial (West Hartford, CT)
- Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive ... allocation, case design, and financial planning + Consult with clients on investment strategies based on individual financial and investment objectives; deliver… more
- The Estee Lauder Companies (New York, NY)
- …and regional leadership. **Performance Analysis & Reporting** + Lead partnering with Marketing team in developing, evaluating and monitoring investment choices ... **Description** This position supports strategic planning, annual budgeting, P&L management and monthly estimate deliverables for brand(s). This role will serve as… more