- The Hartford (Hartford, CT)
- … Investment Performance Standards (GIPS(R)) compliance as well as Investment Reporting (eg, portfolio positioning, monitoring, client reporting , ... of the Team: The Business Operations Reporting and Performance team is responsible for Investment and Client Reporting , Performance Measurement and… more
- Thrivent Financial (Minneapolis, MN)
- …with our technical teams on the selection , implementation, and management of investment platforms, CRM systems, performance reporting tools, and portfolio ... Support transitions of new advisors and firms joining the Investment Advisor. Reporting & Analysis + Establish...Reporting & Analysis + Establish and monitor key performance indicators (KPIs) for operational success and report to… more
- Texas Tech University (Austin, TX)
- …+ Excellent communication skills, both written and verbal + Experience with investment management systems and/or performance reporting systems such ... on duties within Cash Management, Accounting, Data Management, and Reporting , but will also include various other investment...any discrepancies + Produce and maintain reports related to investment activity and performance + Assist with… more
- Commerce Bank (Leawood, KS)
- …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
- American Medical Association (Chicago, IL)
- …risk tolerances, with portfolio values in excess of $1 billion. + Oversee the investment performance reporting process for the AMA, and Deferred Compensation ... on our Finance team. This is a hybrid position reporting into our Chicago, IL office, requiring 3 days...collaboration with the VP Treasurer direct the cash management, investment , credit and collection functions of the Treasury area… more
- Bank of America (Pennington, NJ)
- …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
- 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
- Bank of America (Pennington, NJ)
- …to work well with internal and external team partners + 1 plus year of Investment Performance Reporting Experience + Able to manage workload during high ... This group is responsible for maintaining timeliness and accuracy of client investment performance returns for branch office network. **Responsibilities:** +… more
- American Heart Association (Dallas, TX)
- …diligence, market research, valuation modeling, and strategic implementation. + Assist in investment performance reporting for venture capital and venture ... and financial reality. The role manages core financial planning, analysis, and reporting functions of the business unit, while also supporting investment … 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