- Highmark Health (Pittsburgh, PA)
- …records, reconciliations and analytical reports. The Manager leads accounting and reporting processes for the physician organization of AHN, including general ... and maintains databases and spreadsheets to facilitate accounting, analysis and reporting ; ensures internal controls related to assigned processes are in place… more
- JPMorgan Chase (Brooklyn, NY)
- …("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses ... documents, side letters, and agreements to determine impact on reporting deliverables and ensure adherence. **Required qualifications, capabilities, and skills:**… more
- TD Bank (Greenville, SC)
- …I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, ... will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and… more
- Bank of America (Washington, DC)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Aegon Asset Management (Baltimore, MD)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- Citigroup (Paramus, NJ)
- …at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ... Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account… more
- Manulife (New York, NY)
- …credit investments: + The quarterly risk management process will provide all investment professionals within Real Estate Credit of individual deal level performance, ... deal-by-deal leverage + Collaborate with fund administrator to ensure all fund-level reporting on investments are accurate and reflected accurately + Actively engage… more
- Citigroup (Houston, TX)
- …structure; liability management; liquidity and funding strategies; risk management; and investment solutions. Unique to Citi, Corporate Bankers are also responsible ... with various Citi groups across the firm including Risk Management, Investment Banking, and the Capital Markets Organization. **Responsibilities:** + Conduct… more
- Manulife (New York, NY)
- …credit investments: + The quarterly risk management process will provide all investment professionals within Real Estate Credit of individual deal level performance, ... deal-by-deal leverage + Collaborate with fund administrator to ensure all fund-level reporting on investments are accurate and reflected accurately + Actively engage… more
- Amazon (Austin, TX)
- …the AWS Startup Investments team, you'll pioneer a portfolio of promotional investment initiatives and offerings that provide startups with the resources they need ... that your role is about more than just managing investment strategies, it's about accelerating the success of startups...customers and AWS. Set goals, define metrics, and create reporting that demonstrates progress. * Work with leadership teams… more