- Zions Bancorporation (San Diego, CA)
- …+ Community/Business Bankers + Private Bankers + Commercial Bankers + Investment Management Portfolio Managers/Advanced Planning Professionals As a Wealth ... high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession… more
- Robert Half Technology (New York, NY)
- …managing teams and driving strategic initiatives. * Strong understanding of investment products, portfolio structures, and operational workflows. * Proficiency ... This role requires a strategic thinker with a deep understanding of investment operations and expertise in Addepar. The successful candidate will oversee the… more
- Zions Bancorporation (Houston, TX)
- …+ Community/Business Bankers + Private Bankers + Commercial Bankers + Investment Management Portfolio Managers/Advanced Planning Professionals As a **_Wealth ... high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession… more
- Henkel (Rocky Hill, CT)
- …and expertise on the regional supply base, supplier markets as well as internal investment portfolio across the Technical Supply material group. + Creates early ... sell program + Financial: 401k matching, employee share plan with voluntary investment and Henkel matching shares, annual performance bonus, service awards and… more
- Historic Hudson Valley (Pocantico Hills, NY)
- …with a diverse business model that generates revenue from ticket sales, an investment portfolio , government grants, private contributions, and retail sales. The ... Department in preparing grant reimbursement requests Cash management and investment records; Manage bank-compensating balances to minimize monthly service charges… more
- Pioneer Bank (Albany, NY)
- …Statement. + Maintains responsibility for the accounting and reporting for the investment portfolio . + Maintains responsibility for the fixed asset accounting, ... financial reporting. Main areas of responsibility include accounting for the Bank's investment portfolios, accounting for fixed assets and assisting in the general… more
- North Polk Community School District (Alleman, IA)
- …in the preparation of contracts and agreements for employees. + Oversee the investment portfolio . + Manage the district's insurance and benefit programs. + ... of Education accurate information regarding financial forecasting, accounts payable/receivable, investment programs, and state and federal grants within the scope… more
- Nuveen Investments (Charlotte, NC)
- …preparing for retirement and seeking assistance on how to take income from their investment portfolio + Takes inbound calls from clients seeking advice and ... education on the use of TIAA's investment products for retirement income + Makes outbound calls to clients to follow-up on referrals from the organization's business… more
- Robert Half Finance & Accounting (Boston, MA)
- …to the team. The Finance team manages and reports on a diverse investment portfolio while collaborating with internal and external stakeholders. This role ... managing valuation and accounting, overseeing fund administrators, collaborating on investment closings, and conducting financial analysis. Requirements The ideal… more
- Applied Research Associates, Inc. (Alexandria, VA)
- …of information to provide insights into the Critical Technology Areas (CTAs) investment portfolio , workforce, infrastructure, and industry capabilities + Provide ... Science & Technology (S&T) community/industrial base to guide long-term technology investment strategies; review and coordinate concepts and requirements for the… more