• Analyst, Investment Accounting Operations

    Lincoln Financial (Jackson, MS)
    …on mortgage loans and limited partnerships for existing and developing investment strategies for compliance with accounting/ reporting regulations to appropriate ... #:** 74763 **The Role at a Glance** The Analyst, Investment Accounting Operations will provide timely and accurate more...Accounting Operations will provide timely and accurate more complex investment data and investment accounting for the… more
    Lincoln Financial (06/23/25)
    - Related Jobs

  • VP Trust Investment Officer

    Bank OZK (Charlotte, NC)
    …stock and bond markets + Prepare client proposals, presentations, communication, and reporting + Coordinate ongoing client investment reviews, at least quarterly ... Job Purpose & Scope The VP, Trust Investment Officer constructs and manages individualized investment...Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients' financial needs and… more
    Bank OZK (07/11/25)
    - Related Jobs

  • Senior Investment Operations Analyst

    Thrivent Financial (Minneapolis, MN)
    …Managed product trading process with internal and external portfolio managers. + Reporting : Positions and Exposures. + Investment Strategy Support: Product ... live the life they want today-and tomorrow. Job Summary The Senior Investment Operations Analyst performs 'middle office' functions (trade and corporate action… more
    Thrivent Financial (05/13/25)
    - Related Jobs

  • Franklin Street Partners Operations Specialist

    Fifth Third Bank, NA (Chapel Hill, NC)
    …related responsibilities including cash movement, income transactions, bond trading, client reporting and investment reporting . The Operations Specialist ... achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES:… more
    Fifth Third Bank, NA (07/09/25)
    - Related Jobs

  • VP/Director of Finance

    Robert Half Finance & Accounting (West Des Moines, IA)
    …understanding of the insurance industry. Key Responsibilities: + Oversee the management and reporting of the company's investment portfolio. + Ensure all ... (Master's degree or CPA preferred). + Extensive experience in investment accounting, financial reporting , and analysis. + Strong knowledge of GAAP and statutory… more
    Robert Half Finance & Accounting (07/19/25)
    - Related Jobs

  • Sr. Analyst, Asset Management, Debt & Alternatives

    Harbor Group Management (New York, NY)
    …for a variety of asset management functions across the company's real estate debt investment portfolio. Reporting directly to the Head of Debt & Alternatives ... Group Management Company is a multi-billion dollar real estate investment and property management firm. As we continue to...to date; follow up with borrowers to ensure all reporting and other obligations are current. + Support quarterly… more
    Harbor Group Management (07/22/25)
    - Related Jobs

  • Director, Multicultural Investment

    Publicis Groupe (Atlanta, GA)
    …bring more tactical-level expertise in the execution of multicultural investment strategies, partner considerations, stewardship, and reporting /analytics. + ... Let's shape the future together. **Overview** The Director of Multicultural Investment is a collaborative leader who prioritizes inclusive and multicultural media… more
    Publicis Groupe (06/10/25)
    - Related Jobs

  • Sr. Corporate Finance Manager, Ventures

    American Heart Association (Dallas, TX)
    …diligence, market research, valuation modeling, and strategic implementation. + Assist in investment performance reporting for venture capital and venture studio ... and financial reality. The role manages core financial planning, analysis, and reporting functions of the business unit, while also supporting investment … more
    American Heart Association (05/31/25)
    - Related Jobs

  • Sr. Accountant

    Robert Half Finance & Accounting (Dallas, TX)
    …(middle office - valuation). The position reports to the Head of Valuation Reporting and will interact with attorneys, investment bankers, accounting department, ... company as it prepares for its initial public offering. Responsibilities Daily reporting for investment activity (valuation) Preparation and consolidation of … more
    Robert Half Finance & Accounting (06/26/25)
    - Related Jobs

  • Closely Held Bus Advisor I

    PNC (OH)
    …Skills** Capital Management, Corporate Finance, Economic Policy, Financial Accounting, Investment Management, Management Reporting , Meeting Organization, Revenue ... on governing documents *Experience with wealth management account administration and/or investment management. *Attention to detail with the ability to drive the… more
    PNC (07/10/25)
    - Related Jobs