- Raymond James Financial, Inc. (St. Petersburg, FL)
- …wish to talk in detail about all aspects of AIG and specifics about investment managers and performance reporting * Organize, manage and track multiple detailed ... Summary** Under very limited supervision, the Senior Associate of Alternative Investment Operational Due Diligence utilizes specialized knowledge and skills obtained… more
- Aristotle Capital Management (Los Angeles, CA)
- …products. The Product Analyst will be critical for generating competitive analysis, investment writing for client reporting and marketing collateral, as well ... prospects and internal parties with timely and accurate written communications, portfolio reporting and investment writing for Requests for Proposal (RFP)… more
- Scotiabank (Houston, TX)
- …+ Participate in engagement with key partners and stakeholders to understand investment data and reporting requirements and participate in design, planning, ... role, you will be responsible for the implementation and on-going support of our Investment Data Hub (IDH), a platform built on the Enterprise Data Management (EDM)… more
- Marriott (Sarasota, FL)
- …of the brand's target resident owner and employees and provides a return on investment . * Provides timely reporting of financial performance and projections to ... protection. Operates within the constraints of the residences budget. Provides timely reporting of financial performance and projections to the Board. Manages luxury… more
- Sage (Atlanta, GA)
- …within the company and to external partners. This includes tracking return on investment , reporting key performance indicators, and conducting data analysis to ... brand through consistent governance and management with partners. Performance Analytics and Reporting * Measure and analyze the impact of marketing investments, both… more
- HUB International (Indianapolis, IN)
- …Federal Form 5500 drafts with necessary additional filing forms + Assist with investment analytics and reporting + Assist in annual compliance reporting ... array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees… more
- Citigroup (Schaumburg, IL)
- …teams * Support preparation of financial packages for business reviews, investment /marketing campaign reporting , and other financial reports, as needed ... Partner Finance and FP&A teams driving overall profitability, expense management key reporting of the program. The role is also responsible for generating key… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …related to illiquid investments. Collaborate with the global team to enhance investment data management and reporting processes, working closely with service ... pivotal part in managing the operational aspects of a diverse credit investment portfolio, ensuring smooth execution of financial transactions and maintaining high… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …record, and process capital calls and distributions at both the Fund and Investment levels + Review reporting packages prepared by Fund Administration ... general ledgers, including recording quarterly expenses, accruals, intercompany payables/receivables, investment transactions, and partner allocations + Prepare quarterly and… more
- Wells Fargo (Charlotte, NC)
- …Provide financial expertise and support to technology and business partners.** ** Investment Prioritization and Reporting ** **: Drive annual budgeting process ... financial management activities for their CIO partners, including oversight and reporting of financials, headcount, and supporting vendor strategy while articulating… more
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