- Robert Half Finance & Accounting (Chicago, IL)
- …provide timely co-investment reporting, including cash forecasts, board books, and investor specific requests. + Complete monthly, quarterly and annual reporting ... process for the company to distribute funds timely to the company investor + Investor specific reports to the company investors as directed + Develop, document… more
- Robert Half Finance & Accounting (Chicago, IL)
- …+ Assist portfolio management teams regarding ad hoc portfolio reporting requests or investor related questions. + Work effectively with all members of the fund ... improvement. + Partner with each fund's third- party tax preparers to generate investor tax deliverables, answering any investor driven questions related to… more
- Insight Global (Dallas, TX)
- …basis. The successful candidate will own daily accounting, month-end closes, investor reporting, and process automation across corporate and fund entities. This ... funds, ensuring accurate allocations and financial statements. * Prepare quarterly investor statements and assist with the compilation and review of investors'… more
- BlackRock (Dallas, TX)
- …1065s, 1120s, 1120-Fs, 1042s, 8804s, 1099s, Canadian T1135s etc.) as well as investor deliverables (eg K-1s, T5013s) + Oversee and assist with collection and ... and tax estimates and any other client reporting requests + Prepare/review investor data templates to facilitate preparation of accurate investor filings… more
- Raymond James Financial, Inc. (St. Louis, MO)
- …phase of approvals + Lead all pipeline management efforts and partner with investor team to rank opportunities for investors + Build investment presentations and ... for conferences and other business requirements (<25%) + Ad hoc research, investor requests and other tasks critical to the platform's operations **Knowledge &… more
- T. Rowe Price (Owings Mills, MD)
- …growth for Global Distribution through deeper integration of our Individual Investor (II) and Retirement Plan Services (RPS) experiences and channels. Your ... Role Summary This role drives growth by deepening integration between Individual Investor (II) and Retirement Plan Services (RPS) experiences and channels. You will… more
- Valmont Industries, Inc. (Omaha, NE)
- …and aligned across all regions. + **Stakeholder Engagement:** + Support Investor Relations with ESG inquiries from the investment community; prepare materials ... for Sustainability Steering Committee (SSC) meetings. + Track and analyze investor and customer inquiries; provide quarterly metrics and trend analysis to SSC. +… more
- Nanobiosym, Inc. (Cambridge, MA)
- …member of the executive leadership team, overseeing all financial operations, investor relations, capital raising, and corporate strategy. This individual must have ... reporting to ensure adherence to GAAP and other regulatory requirements. + Investor Relations: Serve as a primary liaison with Wall Street analysts, Institutional… more
- CIBC (New York, NY)
- …support, and tax compliance for our private funds. The employee will provide investor relationship support, assist with the all internal and external audits, and ... review all audit and tax reports + Review annual investor K-1s and fund returns + Assist in the...to effectively multi-task. + You possess prior experience with investor relations. _At CIBC, we offer a competitive total… more
- Raymond James Financial, Inc. (St. Louis, MO)
- What You'll Do (the role): Duties & Responsibilities: + Manage investor presentations, benefit schedules and other relevant investor communication through ... presentations for transactions + Lead negotiations with sponsor, sponsor legal counsel and investor legal counsel on commercial and tax deal points during the term… more