- K1 (Manhattan Beach, CA)
- …and Excellence. This position requires an understanding of internal and external accounting processes; an ability to align with and support internal deal team ... to ad-hoc limited partner, internal team member, and portfolio manager requests + Review information provided to tax consultants...and approval process Requirements: + 1-4 years of public accounting experience (Big 4 preferred but not required) +… more
- University of Pennsylvania (Philadelphia, PA)
- …Director of the OCR. Under the direction of the Director and the Manager of Research Operations, the Accountant C will: * Review and process industry-sponsored ... rates, and residual balance analysis and transfers/refunds. * Work closely with the Manager of Research Operations to perform, record and create journal batches for… more
- KeyBank (Milwaukie, OR)
- …Avenue, Seattle Washington The Lead Institutional Advisor (Advisor) develops investment management and fiduciary relationships with non-profit, public, corporate and ... reviewed regularly with the Sales and Market Managers + Partners with the Relationship Manager (RM) on all sales opportunities, including the closing of the deal +… more
- PNC (Atlanta, GA)
- …Corporate Finance, Decision Making, Equity Trading Systems, Financial Accounting , Investments, Investment Strategies, Trading Strategies **Competencies** ... Provides superior client experience. + Works closely with relationship managers, investment bankers, traders and other internal service partners to develop, market… more
- Wells Fargo (Los Angeles, CA)
- …**In this role, you will:** + In partnership with a senior portfolio manager , assist with portfolio management and credit underwriting activities for an assigned ... sponsor for assigned portfolio. Collaborate with internal partners in commercial and investment banking to develop and execute on relationship plans, and join… more
- IKO (Wilmington, DE)
- …Job Description Job Summary: As a Finance Business Partner, reporting to the Finance Manager , North America, you will serve as the primary finance liaison for an ... and reporting processes for your assigned area. + Support capital investment initiatives and drive improvements in KPI performance and overall profitability… more
- Truist (Williamsburg, VA)
- …activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with ... specialist where appropriate. 2. Proactively engage with clients to deliver all non- investment and banking aspects to meet client objectives, including but not… more
- HUB International (Wilmington, MA)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB ... internal and external stakeholders (human resources, marketing, operations, compliance, finance/ accounting , producers, consultants, carriers, and other service providers) to… more
- Edward Jones (Dallas, TX)
- …advisers and clients. **Oversee Functional Teams** + Manage PFSM teams including: + Accounting Oversight + Investment Guidelines + Fund Services + Board ... of large-scale fund transitions (often > $1B) due to sub-adviser or model manager changes. + Ensure smooth operational execution and risk management across all fund… more
- TD Bank (Wheaton, IL)
- …affecting Tax Leases + Strong knowledge of off balance sheet lease accounting **Preferred Qualifications:** + Experience calling in Large Corporate space + ... Experience with Publicly held companies rated Investment Grade or near Investment Grade +...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more