- Nuveen Investments (Fresno, CA)
- …Client Relationship Management, Collaboration, Data Analysis, Financial Modeling, Investment Reporting Oversight, Investments, Market/Industry Dynamics, Natural ... for certain day-to-day financial modeling, analytical functions and internal reporting . This role will also work closely with ...reporting . This role will also work closely with Investment Managers that play a crucial role in acquisitions,… more
- PNC (Washington, DC)
- …You will work closely with the team to provide a wide range of investment , client reporting , administrative and sales support. Tasks include: * Prepare client ... the Washington DC market. This position provides critical support for investment and sales professionals responsible for PNC's institutional asset management… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …reports to support decision-making and investment approval. + Manage investment pipeline, reporting , and meetings. Project manage multiple transactions ... Profile Summary** Play a pivotal role in evaluating and executing investment opportunities within the financial advisory sector, deploying Raymond James' capital… more
- PNC (Pittsburgh, PA)
- …Business Acumen, Derivatives, Effective Communications, Financial Analysis, Industry Knowledge, Investment Performance Measurement, Investment Reporting , ... market share tracking This is a front-office, buy-side position within the investment management arm of PNC's bank portfolio (ALM Investments). The successful… 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
- 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
- AON (New York, NY)
- …in supporting Aon's commitment to transparent and strategic communication with the investment community. Reporting directly to the Global Head of Investor ... in supporting Aon's commitment to transparent and strategic communication with the investment community. Reporting directly to the Global Head of Investor… more
- Massachusetts Municipal Wholesale Electric Company (Ludlow, MA)
- …management of investment portfolio models and analysis. 4. Contribute to investment performance reporting . Assist with daily investment management ... Financial Analyst** Ludlow, MA **JOB SUMMARY** Assist with financial tasks including reporting , data entry, and analysis to support the MMWEC organization and Member… more
- Robert Half Finance & Accounting (Litchfield County, CT)
- …manages a team of four. This role offers the opportunity to manage financial reporting , oversee endowment and investment reporting , and contribute to board ... ledger activities and maintain proper documentation. * Administer endowment and investment reporting , ensuring alignment with organizational goals. * Develop… more
- Bank of America (Pennington, NJ)
- …Proficient PC skills, including Microsoft Excel and Outlook **Desired Skills:** + Investment Performance Reporting Experience + Prior experience working with ... include fund setup, client identification data, pricing, and cost basis reporting . A Job expectations include providing quality service and effective operations… more