- American Heart Association (Dallas, TX)
- …financial data into meaningful narratives to support executive decision-making. ** Support Transaction Services & Investment Oversight** + Support ... and reporting functions of the business unit, while also supporting investment oversight and transaction services through detailed modeling and opportunity… more
- NTT DATA North America (Plano, TX)
- …+ Design A/B, concept, and viability tests; analyze results to de-risk investment . + Support go-to-market plans and early commercialization with cross-functional ... sure to equip, enable and encourage you with the support of our Strategy practice within Launch by NTT...Will:** **Discover & Frame** + Define enterprise growth themes, investment theses, and portfolio POV. + Conduct primary /… more
- Deluxe (Minneapolis, MN)
- …on bank processing and best practices. + Manage corporate debt and investment portfolios, support capital structure optimization. + Basic Qualifications: + ... stakeholders on bank transaction processes and integrations. Oversee debt and investment strategy, risk mitigation, SOX compliance, and internal controls. Job… more
- Lincoln Financial (Greensboro, NC)
- …perform complex research, analysis, & proper accounting treatment of Lincoln's derivative investment positions to support strategic investment operations, ... less experienced team members. **What you'll be doing** + Provides investment accounting treatment of derivative assets under applicable Statutory, GAAP, Management… more
- RTX Corporation (Annapolis, MD)
- …process improvements, including the reduction in proposal cycle time and driving investment efficiency Support horizontal reviews for key pursuits and assist ... Strategic Capture Manager will lead strategic captures when called upon and support other captures through capture plan reviews and independent assessments of… more
- Regions Bank (Indianapolis, IN)
- …of Wealth Management processes o Fundamental knowledge of credit processes and Investment Services support **Skills and Competencies** o Excellent collaboration ... range of bank products and services (trust, insurance, deposits, credit, mortgage, investment , etc.) to affluent clients. This role is responsible for rendering an… more
- RTX Corporation (Farmington, CT)
- …the creation and automation of data pipelines, visualizations, and dashboards to support investment decision-making across the pension team. + Maintain and ... existing investments. + Provide ad-hoc capital market research and analytical support to Pension Investment 's Deputy CIO and CIO on a variety of special… more
- City National Bank (Los Angeles, CA)
- …on City National Securities products and systems. Provide middle office support to Financial Advisors, Investment Relationship Officers, Assistant ... Investment Operations to open, fund, and provide ongoing support and service. Ensure all CIP and KYCQ requirements...fiduciary, and retirement accounts. * Provide Sales and Administrative Support to Investment Officers and client requests… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration ... workflows + Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions + Support philanthropic entities and family office… more
- Manulife (Boston, MA)
- …sources of information to conduct their own independent analysis as well as to support senior investment staff. Functions must be performed in the context of ... various public filings and updating spreadsheet data. + May support more than one investment strategy team;...data. + May support more than one investment strategy team; foster relationships with various portfolio management… more
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