- CVS Health (Boston, MA)
- …investment firm or equivalent client service (eg venture capital, private equity, hedge fund , investment bank, wealth manager ) + Familiarity with CVS financial ... professional standards, and organization policies. This includes management of annual audit and tax processes, journal entries / intercompany transactions,… more
- Morehouse School Of Medicine (Atlanta, GA)
- …Philanthropy will lead MSM's individual donor and family philanthropy team including annual fund , alumni giving, major individual donors and the development ... to design, articulate and execute a comprehensive individual donor program including annual fund , strategic moves management, major donor and planned giving… more
- MetLife (Whippany, NJ)
- …Analyst Program offers broad exposure to a global insurance company and investments manager . The program is a 10-week hybrid experience. Summer analysts will develop ... surveillance and portfolio management meetings * Support the Portfolio Manager and Head of Equity Strategies / Debt Strategies...Assist with the completion of monthly / quarterly / annual internal and external client reporting packages * Track… more
- State of Minnesota (St. Paul, MN)
- …financial forecasting, planning, reporting and oversight of the Paid Leave Trust Fund , ensuring transparency, integrity, and compliance with state and federal fiscal ... requirements. This includes overseeing fund accounting, daily and monthly cash reconciliation, collections for...grants. This role will be responsible for completing the annual Paid Leave financial statements for inclusion in the… more
- Combined Jewish Philanthropies (Boston, MA)
- …Partnerships, with a secondary reporting relationship to the senior development manager overseeing the Comprehensive Campaign, this role is responsible for shaping ... CJP, with a primary focus on the Donor Advised Fund (DAF) program. The position leads the development and...CJP assets under management while maintaining and growing the annual distribution rate. + In cooperation with Development staff,… more
- MyFlorida (Orlando, FL)
- …a level 4 Budget Manager to include the preparation and monitoring of annual budget for assigned program area. This will require reviewing and monitoring of OCA ... code and train staff regarding these. Budget Oversee the development of the annual budget request and approved operating budget. Ensure the integrity of the agency's… more
- NJEDA (NJ)
- …presentations at NJEDA Board meetings. Projects: + Serves as a relationship manager for startups, venture capital firms, and angel investors. This includes outreach ... from existing programs including NJ Founders & Funders, Golden Seeds, the Venture Fund Investment program, NJ Innovation Fellows, NJ Innovation Evergreen Fund ,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Director retains latitude for unreviewed decision making and autonomy with respect to fund manager interactions. Upon completion of review, it is expected that ... diligence meetings and communicate regularly with the C-Suite of external fund managers to acquire information necessary to analyze investment structures, offering… more
- Truist (Lumberton, NC)
- …quarterly and annual reporting required by State Administrators of public fund pools in thirteen States. + Prepare required reporting for both the Federal ... and SEC Reporting. + Execute the pledging of public fund , federal and bankruptcy deposits on a daily basis...eighteen States and Federal regulations. + Provide explanations to manager for both securities and loan collateral variances month… more
- BlackRock (Princeton, NJ)
- …**About BlackRock** Elevate your career by joining the world's largest asset manager ! Thrive in an environment that fosters positive relationships and recognizes ... include:** **Product Lifecycle & Investor Servicing:** + Coordinate client onboarding, fund launches, and trade activity, partnering with Transfer Agents (TAs) to… more