- Baylor Scott & White Health (Temple, TX)
- …areas of rates of return, depreciations, revenue recognition, working capital requirements, investment opportunities, investment performance , and impact of ... analysis, accounting, patient financial services, budgeting, external financing, treasury, investment , reimbursement, and financial and accounting systems. Develops, interprets,… more
- Aramco Services Company (Boston, MA)
- …and value propositions + Assist in deal structuring and documentation. + Support investment memorandum preparation. + Track portfolio company performance data. + ... AV team. Focus is on investments relevant to AV investment scope in North America. PRINCIPAL DUTIES: + Origination...Reporting & Communication + Supports reporting of portfolio company performance to regional and HQ AV management via verbal… more
- American Red Cross (DC)
- … Operations group is responsible for operational, administrative, accounting, and performance functions for the investment portfolios, managing internal and ... with approved policies, strategies, guidelines and procedures. Reporting to the Director, Investment Operations and Audit, the Sr. Analyst, Investment Operations… more
- Beth Israel Lahey Health (Charlestown, MA)
- …trade processing, cash positioning, compliance monitoring, and reconciliations. + Monitor performance and compliance of the investment portfolio. + Support ... and ad hoc investment reporting, including market analysis and performance metrics for internal and board-level reviews. + Collaborate with Accounting to… more
- Manulife (Boston, MA)
- …plans, endowments & foundations, insurance, and sub-advisory. Stay informed on investment portfolio performance and competitive positioning, with the ability ... to drive capital raising initiatives across public and private market investment products, while actively engaging with research analysts, field consultants, and… more
- New York State Civil Service (New York, NY)
- …Support the construction and ongoing monitoring of NYSIF's sustainable investment portfolio, including performance attribution, risk assessment, and ... ESG/impact tracking.* Evaluate and benchmark ESG and climate performance at both the individual investment and total portfolio levels.* Track implementation of… more
- Bank OZK (Dallas, TX)
- …plans. + Chair or participate in internal committees related to plan governance, investment selection, and performance review. + Maintain alignment with the ... employer-sponsored retirement plans (401(k), 403(b), pension), business IRAs, and institutional investment management and cash solutions. Bridges the gap between the… more
- Equitable (New York, NY)
- …members, external managers and cross-functional partners to provide support investment activity, portfolio monitoring and performance reporting. Responsibilities ... enhancing investment dashboards and reporting related to portfolio exposure, investment activity, and performance . + Collaborate with accounting, treasury… more
- Neuberger Berman (New York, NY)
- …**Responsibilities:** + Apply strong data management skills to aggregate investment strategy data ( performance , characteristics, AUM, personnel) while ... internal teams on projects and troubleshooting, including Consultant Relations, Investment teams, Operations, Performance , Reporting, etc. **Requirements:** +… more
- City National Bank (Madison, WI)
- …and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based ... * INVESTMENT CONSULTANT - Remote based in CO* WHAT...investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor,… more