- US Bank (Brookfield, WI)
- …packages in compliance with policies and procedures, regulatory guidelines and investor standards by gathering and reviewing necessary documents and information ... to complete the file. Ensures compliance with internal policies, regulatory and investor requirements and customer service standards. May coordinate the closing and… more
- Wellington (Needham, AL)
- …and management reporting + Handle a broad set of responsibilities focused on investor cash flow and transfer agency oversight + Assist Business, Investor ... Relations, and Compliance teams, among others, providing information and data to respond to queries and performing ad hoc analyses based on the funds' or investors' activity + Develop and manage relationships with Wellington's centralized teams and external… more
- TIAA (Charlotte, NC)
- …from third party tax service providers. + Responsible for assisting in keeping investor relations informed of tax reporting timing for the firm's investors as well ... as responding to investor tax inquiries. + Assisting with the investment management company's tax reporting obligations. **Key Responsibilities and Duties** +… more
- TEKsystems (New York, NY)
- …Financial Customer Service Representative Start Immediately - Join a Leading Investor Response Firm! We are seeking a Financial Customer Service Representative ... shareholders. This is an exciting opportunity to work with one of the top investor response firms in the area. IPosition Details + Location: NYC, NY + Shift:… more
- System One (Tulsa, OK)
- …and analyze collateral documentation to ensure compliance with agency and investor guidelines + Evaluate property appraisals, title commitments, and other supporting ... officers and processors + Maintain up-to-date knowledge of industry regulations, investor requirements, and underwriting standards Qualifications: + Minimum of 2… more
- Ford Motor Company (Dearborn, MI)
- …payments + Structure new ABS transactions in reporting system; create and validate investor reports and wire reports; create settlement day cash flow diagrams for ... quarterly reporting information (ie, performance data & metrics) for investors, investor meetings and external auditors + Ownership of deal calendar, checklists,… more
- LACI (Los Angeles, CA)
- …companies, including assessing funding needs of LACI startups and coordinating access to investor relations and to LACI's in-house Impact Funds and Debt Fund, and ... speak at. Facilitate introductions and opportunities (ie: free event tickets, investor meetings, pilot project opportunities, speaking roles, etc.) between LACI… more
- Vanguard (Malvern, PA)
- …competitive positioning. + Lead cross-functional planning and execution across Personal Investor , Advice / Wealth Management, Finance, Risk, Legal, Technology, and ... + Ensure seamless integration with advice / wealth management and personal investor segments, supporting use case clarity and positioning. Participates in special… more
- Lumen (Denver, CO)
- …activities, synergy & divestiture analysis and tracking. + Collaborate with Investor Relations to help prepare earnings release materials, including the CEO ... supplemental analysis of results to assist the CEO and CFO in addressing investor questions while supporting key external messaging. + Drive large deal analysis,… more
- Truist (Greenville, SC)
- …model. Minimize risk through consistent and accurate application of Bank, investor , insurer and regulatory guidelines in relation to default processes. Provide ... their Mortgage Assistance Application. Notify and educate clients of all Investor /Insurer programs available while informing of the decision process. Complete… more