- American Medical Association (Chicago, IL)
- …risk tolerances, with portfolio values in excess of $1 billion. + Oversee the investment performance reporting process for the AMA, and Deferred Compensation in ... on our Finance team. This is a hybrid position reporting into our Chicago, IL office, requiring 3 days...collaboration with the VP Treasurer direct the cash management, investment , credit and collection functions of the Treasury area… more
- JPMorgan Chase (Brooklyn, NY)
- …seeking talented candidates for the position of Executive Director in the Commercial and Investment Bank's Central Planning & Analysis Team for the role in Client ... Reporting and Analysis As an Executive Director in the...play a critical role in supporting the Commercial and Investment Banking business. You will engage in supporting day-to-day… more
- Chartway Federal Credit Union (Virginia Beach, VA)
- …is delivered with timeliness and accuracy for ALM Committee, liquidity management, investment reporting and treasury management activities. + Supports department ... using Axiom FP&A, Excel, or PowerBI to include Board of Directors reporting , Investment reporting , Liquidity reporting , Profitability reporting , and… more
- PNC (Boston, MA)
- …Critical Thinking, Effective Communications, Fund Management, Fund Performance Analysis, Investment Performance Measurement, Investment Reporting , Problem ... and proprietary fund offerings from initial closing through term of the investment . + Evaluates and reports upon data consistent to fund performance. Manages… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- … team in Fort Worth, Texas. This role involves analyzing and reporting investment performance across portfolios, ensuring accuracy and compliance with ... in mathematics. * A minimum of 3 years of experience in investment performance reporting , fund accounting, or similar analytical roles. * Advanced proficiency in… more
- Beth Israel Lahey Health (Charlestown, MA)
- …of the investment portfolio. + Support quarterly and ad hoc investment reporting , including market analysis and performance metrics for internal and ... a job, you're making a difference in people's lives.** Reporting to the Assistant Treasurer for Beth Israel Lahey...treasury activities with a primary focus on debt management, investment operations, and investment portfolio oversight. The… more
- Qualtrics (Seattle, WA)
- …particularly in managing our capital markets, foreign exchange exposures, and investment portfolios. Reporting directly to the Treasurer, this position ... Take ownership of critical areas like debt issuance, risk mitigation, and investment management, providing ample scope for impactful work. + Continuously enhance… more
- Texas A&M University System (College Station, TX)
- … income, quarterly endowment income, and monthly reallocation entries in the investment reporting software and distribute monthly fund ledger reports, prepare ... income distributions, distribute fund ledger activity reports and analyze cash and investment balances. The position will also assist with the annual financial… more
- Comerica (Frisco, TX)
- …management and monitoring of existing hedge portfolio. Executive Committee Communications and Reporting ( Investment Portfolio and Reporting Provide market ... individual security and product type analysis utilized to formulate investment strategy, purchases and sales of multimillion-dollar securities, internal, external,… more
- Comerica (Frisco, TX)
- …management and monitoring of existing hedge portfolio. Executive Committee Communications and Reporting ( Investment Portfolio and Reporting + Provide market ... individual security and product type analysis utilized to formulate investment strategy, purchases and sales of multimillion-dollar securities, internal, external,… more
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