- T. Rowe Price (Baltimore, MD)
- …Charles River (CRD), and supports client reporting on these restrictions. The Investment Compliance Analyst collaborates with, and provides information ... in ways that matter to you . Role Summary Investment Compliance is a global team responsible...operations managers, and other internal and external partners. The analyst also participates in and manages projects assigned by… more
- Truist (Dallas, TX)
- …8. Assist with special projects for the Investment Managers. 9. Assist Investment Analyst with compliance exception items. Required Qualifications: The ... role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment , banking or financial planning-related client service experience, or… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- …Analyst (CFA) Charterholder, Certified Public Accountant (CPA), Chartered Alternative Investment Analyst Charterholder (CAIA) and/or master's degree in ... Investment Private Market Analyst Print (https://www.governmentjobs.com/careers/louisiana/jobs/newprint/5136149)...Board Investment Committee report + Independently analyze investment data from managers to determine compliance … more
- Robert Half Finance & Accounting (Fort Worth, TX)
- Description Investment Banking Client Services Analyst Fort Worth, TX (Hybrid) Join our dynamic investment firm and empower our global investor ... responses to investor inquiries on fund admin, tax, and compliance . Qualifications: 2-3 years in investment firm...2-3 years of experience in client support within an investment firm or financial services environment. *… more
- Wells Fargo (Charlotte, NC)
- …total relationship with Wells Fargo. **About this role:** Wells Fargo is seeking an Investment Banking Analyst to join our Mid-Cap Investment Banking team ... and screening, transaction origination and execution of the full range of investment banking products and services across diverse sectors. Primary sectors… more
- CIBC (Boston, MA)
- …collaborative culture. **What you'll be doing** We are seeking a highly motivated Senior Investment Analyst to join our Private Equity and Venture Capital Team. ... our relationship management and business development teams to provide sound investment management and advisory services . Furthermore, an entrepreneurial approach… more
- T. Rowe Price (Baltimore, MD)
- …a difference in ways that matter to you . Role Summary The Lead Portfolio Investment Analyst (PIA) resides within the TRPIM Investment and Trading Solutions ... traders on behalf of Portfolio Managers to resolve trading issues. + Works with Compliance and Legal to clarify and resolve investment strategy issues and… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …**Knowledge of** * Company's working structure, policies, mission, strategies and compliance guidelines. * Advanced investment concepts, practices and procedures ... used in the securities industry. * Client relations management tools. * Financial services news and data resource tools. * Investment management analytical… more
- T. Rowe Price (Baltimore, MD)
- …for individuals, trusts, endowments, foundations and other institutions. The PAM Analyst supports the PAM Investment Staff through proactively identifying ... orders, liaising with relevant business contacts (internally and externally) to coordinate service to the client.; and resolving investment , client and custodian… more
- Neuberger Berman (New York, NY)
- The Quantitative Analyst /Associate will join Neuberger Berman's Investment Risk group in our New York office, supporting independent risk oversight for the ... and Multi-Asset Class strategies. This role is integral to the Multi-Asset Class Investment Risk team, focusing on risk measurement, attribution, and analysis for a… more