- CommonSpirit Health (San Francisco, CA)
- …approval. + **Portfolio Management and Impact Evaluation:** Monitor loan compliance and investment performance by reviewing investment reporting , creating ... happen both inside our hospitals and out in the community. The Community Investment Program ("CIP") is at the forefront of realizing the organization's mission and… more
- CVS Health (Hartford, CT)
- …equity investments (JVs). You will be a vital member of Aetna's Real Estate Investment (REI) team, reporting directly to the Head of Real Estate Investments. ... to, (1) asset performance monitoring, (2) post-close risk management, (3) portfolio reporting and forecasting, and (4) new investment production support. You… more
- TIAA (Denver, CO)
- …Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax ... a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio… more
- Basin Electric Power Cooperative (Bismarck, ND)
- …Electric Power Cooperative (BEPC) and its subsidiaries. Assist with system testing, investment reporting , cash flow forecasting, and check processing. Ensure ... advices. + Enter investment security information in a computer-based investment portfolio monitoring and reporting system, verify the information on… more
- Commerce Bank (Kansas City, 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 (Kansas City, MO)
- …with assigned Commerce Trust clients on a regular basis, providing 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. (Key relationships include… more
- Siemens (New York, NY)
- …financial metrics such as IRR, ROE, EVA, and free cash flow to assess investment performance. + Develop dashboards and reporting tools to enhance transparency ... IRR, ROE, EVA, and free cash flow to assess investment performance. + Develop dashboards and reporting ...assess investment performance. + Develop dashboards and reporting tools to enhance transparency and decision-making across the… more
- 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
- 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
- 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