- Bank of America (Chandler, AZ)
- …Benefits products + Familiarity with various types of investment vehicles + Investment Performance Reporting Experience + Process Efficiency + Oral ... employee inquiries and escalations + Monitors team service levels, volume, performance metric reporting , escalating concerns where appropriate + Conducts… more
- Commerce Bank (St. Louis, MO)
- …of investment objective, asset allocation, selection of specific securities, investment performance reporting , and client service. Essential Functions ... assigned clients on a regular basis, provide portfolio and investment reporting and make investment ...This position will be eligible for additional compensation through performance -based incentive plan(s) that will correspond to meeting … more
- Bank of America (Pennington, NJ)
- …+ Proficient PC skills, including Microsoft Excel and Outlook **Desired Skills:** + Investment Performance Reporting Experience + Prior experience working ... This group is responsible for maintaining timeliness and accuracy of client investment performance returns for branch office network. **Responsibilities:** +… more
- Massachusetts Municipal Wholesale Electric Company (Ludlow, MA)
- …and management of investment portfolio models and analysis. 4. Contribute to investment performance reporting . Assist with daily investment ... Financial Analyst** Ludlow, MA **JOB SUMMARY** Assist with financial tasks including reporting , data entry, and analysis to support the MMWEC organization and Member… more
- Nuveen Investments (Iselin, NJ)
- …processes. + Take functional ownership of all data flows and processes related to investment performance calculation and reporting + Manage IT and Operations ... will be to build Nuveen's IBOR, ABOR and GIPS performance calculation and reporting solution * Review...to those processes + Provide subject matter expertise on Investment Performance and act as the functional… more
- Regions Bank (Birmingham, AL)
- … Analyst role is responsible for the input and analysis of client data for reporting investment performance . The position plays a vital role in client ... reporting process aids in clients achieving their long-term investment goals + Inputs and verifies client investment... investment goals + Inputs and verifies client investment data for calculating performance + Performs… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …wish to talk in detail about all aspects of + AMS and specifics about investment managers and performance reporting . + Organize, manage, and track multiple ... requests for immediate projects and also detailed commentary in response to investment performance questions from the AMS Sales Team and Financial Advisors. +… more
- City National Bank (New York, NY)
- …composite returns. * Stay abreast on the CFA Institute's Global Investment Performance Standards (GIPS) and SEC's reporting standards. * Process the early ... * PERFORMANCE REPORTING ANALYST* WHAT IS THE OPPORTUNITY? This position provides systems administration, reports and analysis, and data management support that… more
- PNC (Atlanta, GA)
- …Communications, Fund Management, Fund Performance Analysis, Investment Performance Measurement, Investment Reporting , Problem Solving, Tax ... yield maintenance through investors, both through financial modeling and transaction level performance . Performs internal and external reporting on fund … more
- M&T Bank (Wilmington, DE)
- …and investment management: from order generation, to trading, client and performance reporting , investment analytics and planning. Experience with ... + Deep understanding of financial products, investment management, client reporting , and risk management. + Experience with performance reporting… more
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