- University of Pennsylvania (Philadelphia, PA)
- …the Senior Director serves as a key thought partner and project manager across the External Affairs division, Wharton faculty leadership, and University ... who can translate institutional priorities into compelling opportunities for donor investment . Job Responsibilities + Manage a focused portfolio of prospects whose… more
- Bank of America (Dallas, TX)
- …and Onboarding Mutual Fund & Alternative Investments. The Private Bank Investment Income team provides operational support for global and domestic dividends ... and interest payments for the Private Bank. The team facilitates foreign tax residency certification, dividend reinvestment and favorable foreign tax withholding… more
- JPMorgan Chase (Boston, MA)
- …("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses ... and quarterly reporting on investor reporting portal + Work closely with manager , team and support functions to manage client expectations and ensure adherence… more
- Bank of America (San Francisco, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Thrivent Financial (Spokane, WA)
- …in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax , etc. + Participate in events to attract new clients and provide financial ... and opportunities for professional growth. + Well-being programs to help you manager your physical, emotional and financial health. + Gift-matching program to double… more
- Eversource Energy (Westwood, MA)
- …risk management, project management information systems, engineering economics, capital investment analysis techniques, plant accounting, tax and capital ... **Essential Functions:** + Works with Engineering Management, Project Management, Investment Planning, Operations, Contract Administration, Procurement, Materials personnel to… more
- Mendocino County Sheriff's Office (Ukiah, CA)
- …fiscal records throughout the fiscal year. Prepare proposed budget amendments. + Investment manager fee tracking, reconciliations, and accruals. + Prepares ... administration software, improvement and testing. + Reconciles and records monthly investment transactions. + Prepares annual budget in coordination with the… more
- Robert Half Finance & Accounting (Chicago, IL)
- …of experience in financial accounting, audit or finance function for an alternative investment manager with exposure to credit, private equity funds or hedge ... with local, state, and federal government reporting requirements and tax filings. + Oversee and directly review the work...department, from the CAO or CFO, and from the investment professionals, where applicable. + Work together across the… more
- Eversource Energy (Hartford, CT)
- …risk management, project management information systems, engineering economics, capital investment analysis techniques, plant accounting, tax and capital ... Project Management **Essential Functions:** + Works with Project Management, Investment Planning, Operations, Contract Administration, Procurement, Materials personnel to… more
- Eversource Energy (Hartford, CT)
- …risk management, project management information systems, engineering economics, capital investment analysis techniques, plant accounting, tax and capital ... **Essential Functions:** + Works with Engineering Management, Project Management, Investment Planning, Operations, Contract Administration, Procurement, Materials personnel to… more