- Raymond James Financial, Inc. (Memphis, TN)
- **Essential Duties and Responsibilities** + Oversees compliance exception reporting processes and approves corrective actions. + May coach, train, and mentor others ... oversees compliance processes including scheduling, training, and review of compliance reporting . + Establishes objectives and develops processes and procedures to… more
- City of New York (New York, NY)
- …departments to support governance, oversight, and strategic initiatives. Familiarity with investment reporting best practices, including GIPS standards and ... The Investment Officer will report to the Senior Investment Officer - Risk, responsibilities include,...as asset allocation studies, policy reviews, and system enhancements. INVESTMENT MANAGER (COMPTROLLE - 95611 Qualifications 1.… more
- FM (Waltham, MA)
- …challenging roles. This is a senior role, working closely with the Portfolio Manager , External Investment Management - Public Markets, Senior PM's, Chief ... Investment Officer (CIO), and other senior Investments leaders and staff, across asset classes, with a primary focus on public equities investments with our… more
- Scotiabank (Dallas, TX)
- …emerging risks to the Bank. + Supporting the GBM&T Audit COO Director and Senior Manager in the administration, coordination, and facilitation of the GBM&T Audit ... Senior Analyst, GBM Audit COO Office - Reporting & Strategic Initiative **Requisition ID:** 234240 **Salary Range:**...Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the… more
- US Bank (Milwaukee, WI)
- …who are responsible for providing accounting, administration and investor servicing to investment companies and advisers. Serves as trusted advisor to clients by ... reviews, documentation and set-up of the accounting principles for unusual investment types, and set-up/processing of complex expense and incentive fee calculations… more
- UNUM (Chattanooga, TN)
- …research, implementation of new accounting standards, reviewing financial statements, reporting results to leadership, and overseeing department initiatives and ... and Responsibilities** + Responsible for complex preparation, analysis, and reporting of financial transactions in accordance with accounting standards, including… more
- Municipality of Anchorage (Anchorage, AK)
- …Fund, serving as Trust Manager under the AMC, IPS, and role-specific guidance. Reporting to the CFO and working under the Board of Trustees, the DIO coordinates ... DIRECTOR OF INVESTMENT OPERATIONS - Range 24 / EXE Print...analyzing financial and strategic issues impacting Trust outcomes. Regular reporting to the Board includes recommendations for policy and… more
- City and County of San Francisco (San Francisco, CA)
- …Fixed Income portfolio, which includes Treasuries, Public Credit and Investment Cash. Reporting to the Senior Portfolio Manager ("SPM") of Public Fixed ... risk metrics. + Responsible for the organization and maintenance of investment manager agreements, guidelines, subscription documents, offering memorandums,… more
- City and County of San Francisco (San Francisco, CA)
- …markets and engage in internal investment discussions. + Receive direction from senior investment staff and complete assigned tasks accurately and timely. + ... which includes real estate, infrastructure, natural resources, and other specialty investments. Reporting to the Director or Associate Portfolio Manager ("APM")… more
- BlackRock (Wilmington, DE)
- …reviews of exception management tool for accounting + Responsible for improving investment reporting for clients through preparation, review and ensure ... clients' book of business + Assisting in the continual improvement of the investment reporting production and control processes to optimize efficiency, mitigate… more