- Commerce Bank (Kansas City, MO)
- …department + Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as appropriate + ... of investment objective, asset allocation, selection of specific securities, investment performance reporting , and client service. Essential Functions +… more
- Commerce Bank (Kansas City, MO)
- …with assigned Commerce Trust clients on a regular basis, providing portfolio and investment reporting and make investment recommendations as appropriate. ... of investment objective, asset allocation, selection of specific securities, investment performance reporting , and client service. (Key relationships include… more
- Valmont Industries, Inc. (Omaha, NE)
- …a critical role in advancing Valmont's relationship with the investment community through strategic event management, investor-focused communications, and impactful ... messaging. Reporting directly to the Senior Vice President, Investor Relations...and press releases. The role represents Valmont with the investment community and collaborates extensively with executives, internal finance… more
- City National Bank (Chicago, IL)
- …MANAGER* WHAT IS THE OPPORTUNITY? Manage City National Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' ... client presentations. * Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and… more
- Banco Popular Puerto Rico (San Juan, PR)
- …(Certified Financial Planner(R)), CPA (Certified Public Accountant), CIMA(R) (Certified Investment Management Analyst (R)), CPWA(R) (Certified Private Wealth ... to individual and corporate clients, assisting them in achieving their investment goals. This includes assessing financial needs, recommending suitable products and… more
- Oregon State University (Corvallis, OR)
- …and oversight of investment management, while limiting risk to the university. Reporting to the Deputy CFO , the Treasurer ensures timely debt service payments ... cash position. This role is responsible for collaborating with USSE on investment strategies and alternatives as well as presenting policy changes to executive… more
- Sinclair Broadcast Group (Hunt Valley, MD)
- …analytics to enhance efficiency in sourcing, diligence, portfolio monitoring, and reporting . + Apply emerging technologies to improve investment decision-making ... and real estate holdings. This is an exciting opportunity for a driven investment professional to deepen their private equity expertise, gain exposure to multi-asset… more
- ManpowerGroup (Minneapolis, MN)
- …Project Portfolio Management Principal Analyst provides the advanced analytics and reporting on the investment agenda to ensure performance from concept ... through benefits realization. The Principal Analyst role owns the business case process, standards and...Owns, monitors and administers framework for project and portfolio reporting , including project reporting and dashboards. (35%)… more
- The Estee Lauder Companies (Irvine, CA)
- **Description** Job Summary The Planning Analyst supports the business through detailed reporting , analytics, and cross-functional collaboration focused on ... a critical part in enabling data-driven decisions by building and maintaining reporting tools, analyzing trends, and identifying key insights across Ulta, Sephora,… more
- TD Bank (New York, NY)
- …deadlines while still providing a high-quality work product The Senior Finance Analyst TDS provides planning, forecasting, reporting and financial analysis ... function within the department is the oversight and governance related to execution and reporting of daily P&L & controls, and monthly close of TDS Financials, in… more