- Citigroup (New York, NY)
- …workflows, the Director will allow advisors to receive pre-built, home office -approved proposals aligned with investment outlooks and product priorities. ... and preferences. This includes developing embedded recommendation logic based on investment policy statements, tax considerations, and market views. A core… more
- Citigroup (Jacksonville, FL)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in ... class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed. **Responsibilities:**...for communication of issues/tasks/opportunities. + Builds a rapport with back- office staff and seek out highest level of support… more
- Charles Schwab (Lone Tree, CO)
- …balance sheet management and strategy, portfolio and brokered deposit notional investment allocation decisions, balance sheet modeling and analytics, market risk ... and net interest income forecasting. The overall team manages fixed-income investments in several portfolios totaling over $200 billion, with approximately $500… more
- Aegon Asset Management (Cedar Rapids, IA)
- …software applications Preferred Qualifications + Knowledge of life insurance and/or annuity investment products Working Conditions + Office or hybrid office ... Job Family Customer Service About Us At Transamerica, hard...and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's… more
- City of New York (New York, NY)
- …has committed $5 billion in new capital funding, bringing the 10-year planned investment in housing to $22 billion the largest in the city's history. This ... investment , coupled with a commitment to reduce administrative and...and increasing opportunities for equitable growth. Your Team: The Office of Neighborhood Strategies (ONS) is charged with ensuring… more
- US Bank (Hackensack, NJ)
- …responsible for the preparation and analysis of financial statements for our investment portfolios. This role is critical in ensuring compliance with regulatory and ... accurate reporting. The ideal candidate will have a strong background in investment accounting, GAAP reporting, and team leadership. ESSENTIAL FUNCTIONS: 1. Oversee… more
- CalSTRS (Sacramento, CA)
- …professional staff performing the most critically sensitive and complex financial and investment accounting activities. The FA IV will collaborate with the Director ... Knowledge of Government Accounting Standards Board (GASB) for financial reporting and investment reviews for public pension funds + Valid Certified Public Accountant… more
- Aegon Asset Management (Baltimore, MD)
- Job Family Financial Risk About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the ... of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.… more
- Aegon Asset Management (Cedar Rapids, IA)
- Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand ... of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.… more
- Aegon Asset Management (Cedar Rapids, IA)
- Job Family Digital / Online Marketing About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We ... of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.… more