• Investment Accountant

    Robert Half Finance & Accounting (Oklahoma City, OK)
    …Bachelor's degree in Accounting or Finance (preferred) Strong understanding of investment and financial statement reporting Excellent attention to detail, ... Accounting, Finance, or a related field is preferred. * Strong knowledge of investment accounting and financial statement reporting . * Exceptional attention to… more
    Robert Half Finance & Accounting (07/16/25)
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  • Financial Reporting Senior Manager

    Citigroup (Boston, MA)
    …+ Prior people management experience required + Comprehensive understanding of investment company financial reporting requirements + Licenses or Certifications: ... internal and external clients to design and maintain efficient, effective regulatory reporting . A comprehensive understanding of the SEC requirements for each of the… more
    Citigroup (07/09/25)
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  • Associate Vice President - Pension Benefit…

    Lilly (Indianapolis, IN)
    …objectives, analyses, accounting, operations, compliance, risk parameters, performance benchmarks and investment reporting for all US and Puerto Rico employee ... in the Pension Benefit Investments Team within Global Treasury. Reporting to the Treasurer, the Chief Investment ...Treasury. Reporting to the Treasurer, the Chief Investment Officer leads a team of ten professionals, and… more
    Lilly (07/15/25)
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  • Senior Portfolio Manager

    Commerce Bank (St. Louis, MO)
    …department + Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as appropriate + ... of investment objective, asset allocation, selection of specific securities, investment performance reporting , and client service. Essential Functions +… more
    Commerce Bank (07/24/25)
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  • Senior Director, Donor Advised Funds…

    Combined Jewish Philanthropies (Boston, MA)
    … Partners** will report to the Vice President of Risk Management & Investment Partnerships, with a secondary reporting relationship to the senior development ... + Organizational Relationships/Scope: Reports to the Vice President, Risk Management & Investment Partnerships, with a secondary reporting relationship to the… more
    Combined Jewish Philanthropies (06/25/25)
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  • Investment Operations Analyst

    Texas Tech University (Austin, TX)
    …primarily focus on duties within Cash Management, Accounting, Data Management, and Reporting , but will also include various other investment operational duties. ... + Excellent communication skills, both written and verbal + Experience with investment management systems and/or performance reporting systems such as Caissa,… more
    Texas Tech University (06/13/25)
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  • Investment Strategist Senior

    UMB Bank (Leawood, KS)
    …accurate and timely manner. Investment Oversight Develop and oversee investment functions, including policies, procedures, reporting , required Regulation 9 ... Every step of the UMB Private Wealth Management investment process is overseen and executed by dedicated...oversight teams of experts develop and implement the guiding investment themes and the fulfillment strategies to optimally leverage… more
    UMB Bank (07/22/25)
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  • Sr. Accountant

    Robert Half Finance & Accounting (Reno, NV)
    …part of a team that performs all accounting, reconciliation, record keeping, and investment performance reporting for diversified investment portfolios that ... investment team to ensure the integrity of financial reporting , accuracy of investment records, and compliance with industry's best practices. This position… more
    Robert Half Finance & Accounting (07/04/25)
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  • Investment Accountant (Administrator)

    Robert Half Finance & Accounting (Walnut, CA)
    …bank accounts for both Shea Ventures and the Shea family. * Ensure investment notices, compliance documents, and reporting requirements are processed efficiently ... Description We are looking for a detail-oriented Investment Accountant to join our team in Walnut,...investments and estate planning, ensuring compliance, accuracy, and timely reporting . This position offers the opportunity to work closely… more
    Robert Half Finance & Accounting (07/03/25)
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  • Treasury Analyst (Capital Markets)

    Stanford Health Care (Palo Alto, CA)
    …Skills and Abilities** + Understanding of fixed income finance. + Understanding of investment reporting . + Conceptual knowledge of lease contracts. + Familiarity ... guidelines and other key investment restrictions + Investment portfolio performance reporting and analytics. + Development and maintenance of investment… more
    Stanford Health Care (07/18/25)
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