- Beth Israel Lahey Health (Charlestown, MA)
- …strategic and operational treasury activities with a primary focus on debt management, investment operations, and investment portfolio oversight. The ideal ... monitoring, and reconciliations. + Monitor performance and compliance of the investment portfolio . + Support quarterly and ad hoc investment reporting,… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Portfolio Operations Analyst | Menlo Park | Hybrid | Up to $120K base ... deal teams, fund accounting, marketing/RFP, and investor relations + Support portfolio analysis, reporting, and valuation work + Manage quarterly financials, cap… more
- Vontier (Duncansville, PA)
- **Job Overview** The Sr. Portfolio Operations Analyst drives superior Environmental solution product performance through advanced P&L management, prioritization ... **o** **Simplify and prioritize programs align to profit & loss (P&L) investment expectations across the solution stack and within the regions.** **o** **Enable… more
- KeyBank (Cleveland, OH)
- …objectives, contributes to team development of relationship strategy and constructs investment portfolio to execute strategy. REQUIRED QUALIFICATIONS * ... ABOUT THE JOB Serves as a member of the Investment Management team executing various trades. Develops street relationships...Portfolio Managers and more senior members of the Investment Management team to implement fixed income strategy across… more
- Wellington (Boston, MA)
- … integrity, marketing and product development best practices. **ROLE & RESPONSIBILITIES** The Investment Analyst will work as part of one or more product ... expert and portfolio representative for colleagues, clients and consultants. + Investment Integrity and Risk Management: EPM acts as an independent advisor to… more
- CBRE (Chicago, IL)
- Senior Finance Analyst - Office Investment Sales Job ID 250660 Posted 11-Dec-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital ... America **About the Role:** As a CBRE Finance Sr. Analyst , you'll apply advanced cash and accrual accounting fundamentals...deliver complete and accurate financial reports for a complex portfolio of CBRE clients and properties. This job is… more
- Wellington (New York, NY)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...clients. **About the Role** **OVERVIEW** The Private Credit Valuation Analyst candidate will play an important role in analyzing… more
- Brookfield Properties (Charleston, SC)
- …capital market, real asset valuation preferred. + 2-5 years of experience as financial analyst , portfolio analyst , investment banker, or other similar ... is responsible for tasks related to debt capital markets, portfolio valuation, and equity capital requests to ensure our...Prior coursework, exposure to or an advance degree in investment banking, portfolio management, real estate, debt… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- Description We are looking for an experienced Investment Analyst specializing in compliance to join our team in Fort Worth, Texas. exciting Opportunity: ... Investment Analyst - Compliance at our leading investment ...and fantastic perks like free gourmet lunches daily. Monitor portfolio guidelines, ensure trade compliance, and collaborate with … more
- Vanguard (Malvern, PA)
- Equity Investment Risk Analyst Our mission starts with you! Provides investment risk management support across Vanguard's global equity funds, partnering ... with portfolio managers, traders, and operations to strengthen risk measurement,...risk measurement, monitoring, and reporting. About Equity & Multi‑Asset Investment Risk Our Equity & Multi‑Asset Investment … more