- BlackRock (Wilmington, DE)
- …accounting (ie, IFRS, US Statutory, US GAAP, etc.) + Responsible to improve investment reporting for clients through preparation, review and ensure distribution ... US Statutory guidelines + Assisting in the continual improvement of the investment reporting production and control processes to optimize efficiency, mitigate… more
- MetLife (Whippany, NJ)
- …controls and screens and delivers monthly and quarterly performance and portfolio reporting to stakeholders in client servicing, investment compliance, risk, and ... Company Overview: MetLife Investment Management (MIM) offers the chance to be...to system functionality and data integrity. Client Servicing & Reporting : The Client Service Group is responsible for onboarding… more
- Principal Financial Group (Seattle, WA)
- …(eg Salesforce, PowerBI and Teams) + Understanding of institutional investment processes (search/selection, due diligence, reporting ). + CFA ... in asset management distribution if you are interested in financial markets, investment capabilities and engaging with others in a collaborative environment. The… more
- Toyota (Plano, TX)
- …view to the Benefits Committee and Pension Governance Committee on policy, asset mix, investment manager selection and investment manager termination. ... pension plans and savings plan assets totaling $18 billion. Reporting to the Group Manager , Treasury and...monitoring of investment managers. Oversee all external investment manager relationships (about 30 investment… more
- FM (Waltham, MA)
- …challenging roles. This is a senior role, working closely with the Portfolio Manager , External Investment Management, Senior PM's, Chief Investment Officer ... on public equities and core fixed income investments with our external investment management partners. The assets under collaborative management would be $5Bil. or… more
- City National Bank (New York, NY)
- *COMPLIANCE OFFICER SENIOR-REGISTERED INVESTMENT ADVISOR* *WHAT IS THE OPPORTUNITY?* The Senior Compliance Officer will act in a compliance oversight and advisory ... role supporting assigned business units including two registered investment managers. The role will also be responsible for...with regulatory filings such as Form ADV and CFTC reporting . * Provide guidance and coaching to colleagues on… more
- BlackRock (Princeton, NJ)
- …all data integral to the investment decision process, for BlackRock the Investment Manager and its BlackRock Solutions (BRS) business, in our proprietary ... Elevate your career by joining the world's largest asset manager ! Thrive in an environment that promotes positive relationships...efficient manner. + Perform a review of fair value reporting provided by underlying managers and Co- Investment … more
- Wellington (Chicago, IL)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...content modeling, digital asset management (DAM), and Adobe Experience Manager (AEM). This role is pivotal to optimizing content… more
- CIBC (Chicago, IL)
- …Execute strategic asset allocation changes, rebalance portfolios, and implement investment recommendations in collaboration with Senior Relationship Manager . ... you will play a key role in supporting a Senior Relationship Manager to deliver comprehensive financial planning and exceptional service to our high-net-worth… more
- Columbia Bank (Irvine, CA)
- …customer service by performing call and email reviews, supporting audit functions, accurately reporting data and call metrics. The Customer Care Team Lead II will be ... a resource to client service personnel that discuss investment transactions related to private equity, real estate and...service gaps to leadership. + Responsible for coordinating and reporting of the client service surveys and call reason… more