- JPMorgan Chase (New York, NY)
- …governance, consistency and best practices in contractual arrangements with investors and investment vehicle reporting ; + Work with IIG team, external advisers, ... (FET) seeks a qualified attorney with experience in capital raising and investment vehicle formation, eager to develop new capabilities in regulatory positioning and… more
- CIBC (Boston, MA)
- …40 **Skills** Analytical Thinking, Financial Analysis, Group Problem Solving, Investment Products, Professional Presentation, Researching, Research Reporting , ... excellence, we provide clients with access to public and private market investment opportunities across asset classes, backed by deep expertise and a collaborative… more
- T. Rowe Price (Baltimore, MD)
- …investment staff to resolve intraday exceptions, and supporting client and fund reporting . The North America Investment Compliance leader will be responsible ... asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset… more
- Lincoln Financial (San Juan, PR)
- …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
- 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …will support all operational aspects of client service, including onboarding, investment reporting , and financial administration. This role sits between ... with a limited number of ultra-wealthy clients, offering direct investment access, proprietary after-tax planning, and operational infrastructure. The firm's… more
- Robert Half Finance & Accounting (Boston, MA)
- …such as Salesforce, Power BI, and project management tools. * Support responsible investment reporting by preparing required documentation and reports. * Analyze ... support the team's growth. Responsibilities: * Collaborate with portfolio companies and investment teams to support initiatives in areas such as Responsible … more
- Robert Half Finance & Accounting (Chicago, IL)
- …activity. + Serve as main liaison with the company to provide timely co- investment reporting , including cash forecasts, board books, and investor specific ... expanding rapidly thru acquisitions) 5) And more Accountabilities: + Lead co- investment processes, including equity earnings and cash forecasting, ensuring resulting… more
- Huntington National Bank (Columbus, OH)
- … investment research and due diligence. + Monitor performance of alternative investment strategies and managers; prepare regular reporting and updates. + ... assist with data reconciliation. + Create clear, professional presentations for investment committees and senior leadership. + Support the alternatives group with… more
- 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