- Huntington National Bank (Clayton, MO)
- …some supervisory services for less experienced Asset Managers: . Ensure/monitor equity investment value and loan risk factors through the timely receipt and ... reports. Identify and report issues potentially impacting the project's risk profile or investment return, including timing and amount of tax credit and tax loss… more
- University of Pennsylvania (Philadelphia, PA)
- …and alumni-while demonstrating impact through outcomes reporting used to guide school-level investment . Reporting to the Managing Director of the Office of Academic ... service standards and KPIs, and cultivate partnerships across engineering and technology sectors. In close collaboration with Penn Engineering Online and Central… more
- Lee County Board of County Commissioners (Fort Myers, FL)
- …Operation: + Excel in operating cutting-edge communications equipment and technology . + Execute authorized techniques and procedures flawlessly and seamlessly. ... of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the... Plan are eligible for renewed membership in the Investment Plan only. FRS reemployment rules apply for both.… more
- CBRE (Dallas, TX)
- …Centers of Excellence (COE) and Enterprise Platform teams, including Digital & Technology and Finance Processes. The role is responsible for partnering and ... the global leader in commercial real estate services and investment that helps businesses and people thrive. We are...is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has… more
- JPMorgan Chase (New York, NY)
- …to help them achieve their financial goals. The investments business offers brokerage, investment management and investment advisory services to clients, and is ... effectively with key partners in Legal, Compliance, Risk, Operations, Technology , Digital, Marketing, Strategy, and Supervisory Management to understand projects,… more
- Bank of America (Lemon Grove, CA)
- …financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything ... their financial goals and life priorities. * Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …cases, managing tasks and timelines. + Build tailored financial plans and investment strategies using planning software. + Join client meetings, take notes, and ... items. + Manage client communication and onboarding processes. + Prepare investment reviews, insurance proposals, and financial recommendations. + Oversee CRM data,… more
- Texas A&M University System (College Station, TX)
- …A&M University System mission is to provide education, conduct research, commercialize technology , offer training, and deliver services for the people of Texas and ... for remote work. Job Description Summary: Under the supervision of the Chief Investment Officer and Treasurer, the Director, Finance manages and directs the debt… more
- Microsoft Corporation (San Francisco, CA)
- …or related field AND 12+ years relevant work experience (eg, investment banking, consulting, finance, marketing, corporate strategy, sales, venture capital, legal, ... or related field AND 14+ years relevant work experience (eg, investment banking, consulting, finance, marketing, corporate strategy, sales, venture capital, legal,… more
- Citigroup (New York, NY)
- …and distribution partners across the organization (ie Bankers, Investment Counselors, Financial Advisors, Product Specialists, Institutional Partners, Banking ... self-service trading, identifying all opportunities and enhancements needed. Engage with technology , compliance, and operations to drive changes. + Service Model:… more