- Robert Half Finance & Accounting (Dallas, TX)
- …reports to the Head of Valuation Reporting and will interact with attorneys, investment bankers, accounting department, senior investment professionals and ... LinkedIn (email your resume to Chris). Requirements * Proven experience in the Investment Management/Companies industry, preferably in a Senior Accountant role *… more
- City National Bank (Houston, TX)
- …IS THE OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants (SIC) through the identification of qualified independent ... CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these...to the Royal Bank of Canada (RBC) Rochdale Private Investment Counseling Service including the RBC Rochdale portfolio analysis… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to identify improvement opportunities and support strategic decisions. + Collaborate with Investment Banking senior management and functional leaders across HR, ... as assigned and needed. **Knowledge of** + Concepts, principles, and practices of Investment Banking & Capital Markets. + Financial markets and products preferred. +… more
- Capital One (Plano, TX)
- …product metrics for the products you own and building the business case for new investment + Influencing senior stakeholders to use our products and sharing with ... and diverse stakeholders, from technical leads and data analysts to senior leadership. **Successful candidates will also demonstrate:** + Technical knowledge and… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Assists Senior Investment Advisors (SIAs) and Portfolio Managers (PMs) in handling money ... for a group of clients and/or acting within established investment policy guidelines, uses funds and models to execute... policy guidelines, uses funds and models to execute investment programs designed to achieve the objectives of client… more
- American Heart Association (Dallas, TX)
- …partners, as well as ensuring compliance with Association grant or investment requirements. The Principal/ Senior Principal will collaborate across internal ... + Excellent communication skills (both written and oral) to present to senior leadership, boards, investment committees, and external partners. + Strong… more
- Wellington (Boston, MA)
- …The Senior Compliance Analyst will support Wellington Management's global investment & trading compliance program, focusing primarily on compliance support to ... closely with other compliance, legal and risk professionals, as well as investment and trading personnel. Responsibilities The Senior Compliance Analyst's… more
- SMBC (New York, NY)
- …front office, operations, compliance, legal, and credit teams. + Familiarity with non- investment grade senior loan financings, project finance transactions, and ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- JPMorgan Chase (Jersey City, NJ)
- …As a CO&D Business Manager covering AI for Ops & Transformation within the Investment Bank, you will partner with senior leaders to develop business cases, ... to drive optimization and strategic decision-making. **Job Responsibilities:** + Partner with senior leaders to develop product investment business cases and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …potential fund additions to the firm's list of recommended funds to the Investment Committee, comprised of senior management. + Maintaining broad knowledge of ... Summary** Under limited supervision, the Associate utilizes knowledge of finance and investment concepts obtained through education and work experience in order to… more