• Senior Systems Analyst, Investor Support

    Wellington (Boston, MA)
    …Management Systems. Prefer to see candidates that have experience working with investment tools, research tools, investment reporting , Factset/Bloomberg ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
    Wellington (07/22/25)
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  • Manager Selection Analyst

    Bank of America (New York, NY)
    …play a key role as part of its CIO Due Diligence team that selects third-party investment managers for client investment . Reporting into the Head of Equities ... contribute to the firm's delivery of a high-quality platform of equity investment vehicles (mutual funds, separately managed accounts, active ETFs. etc.). Focus… more
    Bank of America (07/12/25)
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  • Technology Manager - Wealth

    M&T Bank (Wilmington, DE)
    …investment management: from order generation, to trading, client and performance reporting , investment analytics and planning. Experience with streamlining ... investment and reporting processes and the implementation of unified/separated managed accounts...& Asset Management** + Deep understanding of financial products, investment management, client reporting , and risk management.… more
    M&T Bank (07/05/25)
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  • Managing Director, Accounting

    AAA Mid Atlantic (Wilmington, DE)
    … advisors (Outsourced and custodians to optimize portfolio performance. + Manages all investment portfolio reporting to the Investment Committee including ... all investment portfolio holdings and responsible for all performance reporting (fixed income, equity, and short-term holdings) for all AAA Club Alliance… more
    AAA Mid Atlantic (06/06/25)
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  • Senior Associate, Finance and Treasury Services

    Pew Charitable Trusts (Washington, DC)
    …the organization's cash management strategies. While the role includes exposure to investment reporting and analysis, such activities will be performed in ... materials for Finance Committee and investment -related reviews. + Help ensure investment reporting packages are accurate and delivered on schedule. Treasury… more
    Pew Charitable Trusts (06/06/25)
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  • Controller/ Real Estate

    Robert Half Finance & Accounting (San Francisco, CA)
    …will be tasked with a variety of responsibilities ranging from overseeing the investment reporting team, managing investment vehicle liquidity, to liaising ... various stakeholders. Responsibilities: * Mentor and provide opportunities for the Investor Reporting team members to grow. * Handle cash analysis, projections, and… more
    Robert Half Finance & Accounting (05/14/25)
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  • Quantitative Res & Analytics Analyst

    Lincoln Financial (Radnor, PA)
    …stakeholders. You will generate investment portfolio analytics and enhance investment and reporting processes and capabilities. You will develop and ... interpret more complex investment analytics, quantitative investment models, and/or hedging strategies and reporting and deliver/results/presentations… more
    Lincoln Financial (07/24/25)
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  • Assistant Controller - Family Office

    Robert Half Finance & Accounting (Baltimore, MD)
    …+ Research and apply the appropriate accounting principles and standards for investment fund reporting . The Ideal Candidate: + Education: Bachelor's degree ... clients or investment funds. + Alternatively: Strong private equity or investment fund accounting experience (fund accounting, financial reporting , and tax… more
    Robert Half Finance & Accounting (06/05/25)
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  • Vice President, Institutional Accounting…

    BlackRock (Wilmington, DE)
    …business and client objectives + Contribute to the continual development of the investment reporting production and control processes to optimize efficiency. + ... **About this role** Are you an Investment Accounting professional searching for an exciting, significant,...Role:** Responsible for handling all aspects of accounting and reporting services and meeting the needs and evolving priorities… more
    BlackRock (07/20/25)
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  • AVP, Private Assets Operations - Private Credit

    Aflac (New York, NY)
    …data accuracy and processes used in production of financial, accounting and investment reporting purposes. . Excellent verbal and written communication skills, ... data accuracy and processes used in production of financial, accounting and investment reporting purposes. + Excellent verbal and written communication skills,… more
    Aflac (07/06/25)
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