- Truist (Charlotte, NC)
- …shift (United States of America) **Please review the following job description:** The Investor Accounting and Reporting (IAR) Analyst / Associate will post ... better. **Touch. Technology. Trust.** Truist is combining distinctive personal service with investments in innovation to create transformational client experiences.… more
- US Bank (Hackensack, NJ)
- …and discover what you excel at-all from Day One. **Job Description** The Investor Services department is responsible for the accurate processing and maintenance ... with the fund and investors regarding AML documentation and transactions. The Investor Services department works closely with the legal/compliance team as… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …I'd be excited to connect and share more. About the Role We're seeking an Investor Services Specialist to join a highly respected private equity firm. This role ... Economics, Business, or a related field + 3+ years of experience in investor services or a comparable function + Strong organizational skills and the ability to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …del Rosario - I'd love to connect! About the Role We're looking for an Investor Services Specialist to join a highly regarded private equity firm. This position ... + Coordinate AML/KYC documentation and tax forms with third‑party service providers. Continuous Improvement + Identify opportunities to enhance...a related field + 3+ years of experience in investor services or a similar function +… more
- SitusAMC (Concord, NH)
- …team. Essential Job Functions: + Executes on client loan accounting and investor reporting functions utilizing SBO + Performs remittance processing functions in ... business process improvements based on in-depth knowledge of available products, services , and systems and experience developed working with numerous other clients… more
- Navy Federal Credit Union (Winchester, VA)
- …eligibility, coordinating with internal departments, and ensuring compliance with regulatory and investor guidelines. The Summer Associate will work closely with ... able to connect the details in the data to the bigger picture. The Summer Associate Program is a 12-week internship program beginning in May 2025 and ending in… more
- UMB Bank (Kansas City, MO)
- …here and having their voices heard. As part of Institutional Banking, the Investor Services team provides telephone support to mutual fund shareholders, ... redemptions with the goal of placing trades. As an Investor Services Rep, you will support shareholders...possess a minimum six months working in a customer service environment that required direct in person or phone… more
- JPMorgan Chase (Plano, TX)
- …with business partners and the CFO to resolve discrepancies and maintain accurate investor reporting. As a Financial Analysis Associate within the Credit and ... with SQL, Tableau, Alteryx, etc. a plus + Preferred experience in the Financial Services industry or Controller / Accounting field JPMorgan Chase & Co., one of the… more
- T. Rowe Price (Baltimore, MD)
- …Relationship Manager is a key partner to our Research Analysts, Portfolio Managers, Associate Analysts, and Corporate Investor Relations teams. This role will be ... financial services , either sell-side corporate access, research sales or investor relations experience is desirable. Preferred: + Knowledge of trends, best… more
- JPMorgan Chase (Boston, MA)
- As an Associate in JP Morgan Alternative Fund Services , you will be part of a dynamic team that administers over $950 billion in assets globally. You will ... Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative asset classes. **Job… more