- US Tech Solutions (West Hartford, CT)
- …**Experience (Mandatory):** + ** Investment or Real Estate Analytics:** Understanding of investment performance reporting , preferably in real estate or ... **Duration: 24 Months (Hybrid)** **Job Description:** + The Real Estate/ Investment Performance Data Analyst supports the ...dashboards using Tableau Prep and Tableau Desktop to support performance reporting and insights. + Performs data… more
- City of New York (New York, NY)
- …beneficiaries and the City of New York. The Investment Officer - Performance & Risk Reporting is responsible for the production, validation, and analysis ... of investment performance and risk metrics across large... performance composites, and maintaining data integrity across reporting systems. The Investment Officer will also… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …investment team in Fort Worth, Texas. This role involves analyzing and reporting investment performance across portfolios, ensuring accuracy and ... foundation in mathematics. * A minimum of 3 years of experience in investment performance reporting , fund accounting, or similar analytical roles. * Advanced… more
- Texas A&M University System (College Station, TX)
- … strategies to maximize returns on investments. - Coordinate with external investment consultant reporting of performance and recommended revisions ... Oversee cash management and investment programs. - Direct the investment reporting process which includes: coordination/reconciliation with the custodian, … more
- Commerce Bank (Kansas City, MO)
- …of investment objective, asset allocation, selection of specific securities, investment performance reporting , and client service. Essential Functions ... assigned clients on a regular basis, provide portfolio and investment reporting and make investment ...This position will be eligible for additional compensation through performance -based incentive plan(s) that will correspond to meeting … more
- Commerce Bank (Kansas City, MO)
- …of investment objective, asset allocation, selection of specific securities, investment performance reporting , and client service. (Key relationships ... Trust clients on a regular basis, providing portfolio and investment reporting and make investment ...This position will be eligible for additional compensation through performance -based incentive plan(s) that will correspond to meeting … more
- American Medical Association (Chicago, IL)
- …risk tolerances, with portfolio values in excess of $1 billion. + Oversee the investment performance reporting process for the AMA, and Deferred Compensation ... on our Finance team. This is a hybrid position reporting into our Chicago, IL office, requiring 3 days...collaboration with the VP Treasurer direct the cash management, investment , credit and collection functions of the Treasury area… more
- Bank of America (Pennington, NJ)
- …+ Proficient PC skills, including Microsoft Excel and Outlook **Desired Skills:** + Investment Performance Reporting Experience + Prior experience working ... This group is responsible for maintaining timeliness and accuracy of client investment performance returns for branch office network. **Responsibilities:** +… more
- Massachusetts Municipal Wholesale Electric Company (Ludlow, MA)
- …and management of investment portfolio models and analysis. 4. Contribute to investment performance reporting . Assist with daily investment ... Financial Analyst** Ludlow, MA **JOB SUMMARY** Assist with financial tasks including reporting , data entry, and analysis to support the MMWEC organization and Member… more
- American Heart Association (Dallas, TX)
- …diligence, market research, valuation modeling, and strategic implementation. + Assist in investment performance reporting for venture capital and venture ... and financial reality. The role manages core financial planning, analysis, and reporting functions of the business unit, while also supporting investment … more