- LinkedIn (San Francisco, CA)
- …phases, from target identification through Day-1 readiness, integration and tracking of investment performance . + **Executive Engagement -** Partner closely with ... Executive Team to shape the strategic agenda through monthly forums, investment /market briefings, and long-term growth discussions connected to the exec operations… more
- Wellington (Boston, MA)
- …entrepreneurial drive. * Excellent presentation skills, with the ability to communicate investment strategy and performance to clients and colleagues. * Strong ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
- Curtiss-Wright Corporation (Summerville, SC)
- …in the areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental ... Performs technical analysis to determine present and future financial performance . Gathers, analyzes, prepares, and summarizes recommendations for financial plans,… more
- Confluent (Salt Lake City, UT)
- …roadmap + Track and communicate system health, outcome contribution, ROI trends, and investment performance to stakeholders **What You Will Bring:** + 5+ years ... and operationally-minded individual contributor responsible for driving financial accountability, performance transparency, and operational rigor across Confluent's marketing ecosystem.… more
- Robert Half Finance & Accounting (Washington, DC)
- …role requires a proactive leader who can manage accounting functions, analyze investment performance , and ensure compliance with financial standards. Based in ... consultants. * Analytical mindset with the ability to perform in-depth investment performance evaluations. Robert Half is the world's first and largest… more
- Teledyne (Lewisburg, TN)
- …in the areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental ... Performs technical analysis to determine present and future financial performance . Gathers, analyzes, prepares and summarizes recommendations for financial plans,… more
- University of Miami (Coral Gables, FL)
- …and deliver treasury-related analytical reports, including cash position summaries and investment performance reports. + Generating sources and uses ... operations and ensure compliance. Key responsibilities include cash forecasting, investment analysis, risk assessment, and maintaining financial records. The… more
- Robert Half Finance & Accounting (Chicago, IL)
- …Client Service Management software; experience using eMoney Financial Planning Tool and/or investment performance platform is optimal + Committed to company ... and returns + Preparation and review of financial and investment deliverables + Execute a client service plan on...5+ years of tax and financial planning experience + Investment experience preferred, but not required + CPA or… more
- Thrivent Financial (Coeur D'Alene, ID)
- …based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance . To learn more about the privacy of your ... securities registration and/or insurance licensing verification, if applicable. Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent… more
- KeyBank (Brooklyn, OH)
- …data strategy for wealth platforms, enabling advanced analytics and reporting for investment performance and client insights. + **Vendor & Ecosystem ... advisor and client experiences, and ensuring robust, compliant platforms for investment and advisory services. **Key Responsibilities:** + **Technology Strategy &… more
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