- KeyBank (Naples, FL)
- …clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client ... + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads,… more
- Raymond James Financial, Inc. (St. Louis, MO)
- …tax credit investments + Support the sourcing of tax credit investment opportunities directly with sponsors and indirectly through brokers, investment banks ... and other relevant investor communication through funding + Prepare detailed investment memos and presentations for transactions + Lead negotiations with sponsor,… more
- CBRE (Houston, TX)
- …Management (program management, project management, cost consulting); Real Estate Investments ( investment management, development). Please visit our website ... Make presentation of analysis that will be used for investment decisions. + Assist Portfolio Managers by performing tasks...the global leader in commercial real estate services and investment that helps businesses and people thrive. We are… more
- Robert Half Finance & Accounting (Crowley, TX)
- …overseeing the comprehensive financial affairs of a multigenerational family, including investments , real estate, and coordination with external advisors. The ideal ... to provide clear insights. * Evaluate and recommend private and public investment opportunities, conducting thorough due diligence. * Track investment … more
- CBRE (New York, NY)
- …Management (program management, project management, cost consulting); Real Estate Investments ( investment management, development). Please visit our website ... Investor Reporting, and Performance Measurement services to real estate investment companies, sovereign wealth funds, and other institutional investors in… more
- US Tech Solutions (New York, NY)
- …3 days onsite, 2 days remote)** **Description:** The role will reside within Investment Management Finance (IM Finance) which is a department dedicated to providing ... support to Investment Management segment a leading global asset manager across...Monitor and report capital activity and marks of held investments + Assist in data projects to help optimize… more
- Thrivent Financial (Bellevue, WA)
- …Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, ... Advisor reports to and is employed/contracted by the Lead Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial… more
- Aegon Asset Management (Cedar Rapids, IA)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments , comprised of life insurance, annuities, employee benefits, retirement plans,… more
- Aegon Asset Management (Denver, CO)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments , comprised of life insurance, annuities, employee benefits, retirement plans,… more
- Serco (MD)
- …and process data and develop technical recommendations to guide infrastructure investment planning. Furthermore, you will be expected to work through challenges ... and process data, and develop technical recommendations to guide infrastructure investment planning. + Be integrated with the MIB Technology Directorate which… more