- Robert Half Finance & Accounting (Brighton, MI)
- …investment activities. * Utilize Clearwater Analytics to aggregate data, reconcile investment portfolios, monitor compliance, and report on performance . * ... Description The Investment Accountant is responsible for the accurate accounting,...the accurate accounting, reporting, and analysis of the company's investment portfolio in compliance with NAIC Statutory Accounting Principles… 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
- City National Bank (Olympia, WA)
- …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* WHAT IS THE OPPORTUNITY? Expand and...worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor,… 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
- CIBC (Chicago, IL)
- …grow in the role. + **Offer Strategic Insights:** Gather and analyze data on investment strategies, portfolio performance , and market trends to inform and engage ... responsibilities will include financial planning, trading, client meeting preparation, investment analysis, research, and all aspects of account administration. In… more
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