- Lincoln Financial Group (Columbus, OH)
- …**Requisition #:** 73997 **General Purpose of Job** As a regulatory GAAP and Statutory Investment Reporting Analyst , you will be responsible for providing ... Investment Accounting Analyst to support the Investment Accounting and Reporting Team at Lincoln...discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term… more
- KeyBank (Brooklyn, OH)
- …(Tiedeman) at least 1 day per week._** **ABOUT THE JOB** The Performance Reporting Operations Analyst manages the calculations for performance returns for trust ... complex rate of return exceptions. + Provide performance data to Line of Business Partners. + Research and correct trust security transactions in the performance… more
- City National Bank (Los Angeles, CA)
- * INVESTMENT MANAGEMENT GOVERNANCE OFFICE SENIOR BUSINESS ANALYST * WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of ... provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined... with a strong focus on integrated and streamlined investment management governance programs. What you will do *… more
- Citigroup (Houston, TX)
- The Investment Banking Intern Analyst NE is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as ... coordination with the Investment Banking team. The Investment Banking Intern Analyst also serves as...applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting … more
- Bank of America (New York, NY)
- Investment Manager Selection Analyst New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... of its CIO Manager Selection team that selects third-party investment managers for client investment . Reporting...be diverse, ranging from equities to fixed income. The Analyst will conduct investment manager research to… more
- Entergy (Jackson, MS)
- **Job Title:** Financial Analyst (Corporate Investment Risk Assessment) **Work Place Flexibility:** Hybrid **Legal Entity:** Entergy Services, Inc.-ESI (OLD) ... **Minimum education and experience required of the position** + **Financial Analyst III** :Bachelor's degree in Business , Accounting, Finance, Economics,… more
- CBRE (Boston, MA)
- Senior Analyst , Indirect Private Real Estate- Investment Management Job ID 187982 Posted 22-Jan-2025 Service line REI Segment Role type Full-time Areas of ... United States of America About the role The Senior Analyst will work as a member of the America's...asset management of investments; and provide input for client reporting . What you'll do + Provides initial investment… more
- T. Rowe Price (Baltimore, MD)
- …River (CRD), and supports client reporting on these restrictions. The Investment Compliance Senior Analyst collaborates with, and provides information to a ... the violation resolution process + Actively participates in the Global Client Investment Reporting (GCIR) process Process Improvement + Continuously seeks… more
- Umpqua Bank (Portland, OR)
- Trust Investment Analyst Wealth Management Portland, Oregon **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ ... Teamwork, Heart, Enjoyment, and Relationships. **About the Role:** A Trust Investment Analyst performs trade execution, portfolio maintenance, compliance,… more
- PNC (Pittsburgh, PA)
- …and have an opportunity to contribute to the company's success. As a Senior Investment & Operations Analyst - Defined Contribution Plans within PNC's Asset ... an investment service team in the AMG Investment Office reporting to the Investment...for Institutional Defined Contribution Plans and supports a growing business . You will work closely with the Institutional Asset… more
- PNC (Pittsburgh, PA)
- …and have an opportunity to contribute to the company's success. As an Investment Analyst - Institutional Defined Contribution within the PNC Asset Management ... an investment service team in the AMG Investment Office reporting to the Investment...the investment management workstation and other strategic investment initiatives, as required by the business .… more
- Travel + Leisure Co. (Orlando, FL)
- …or Treasury issues + Scheduling meetings with HOA properties for liquidity/maturity investment placements + Monthly reporting of liquidity/ investment ... for millions of travelers worldwide. The **Treasury & Investments Analyst ** is based in the Travel + Leisure Co....analytical support to HOAs in order to effectively maximize investment returns while strictly adhering to Investment … more
- BMO Financial Group (Chicago, IL)
- **ROLE MANDATE** **The Senior Research Analyst is directly involved in the investment selection, due** **diligence and ongoing monitoring of 3** **rd** **party ... spreadsheets, database and presentation software** **(MSWord, Excel, PowerPoint)** Conducts investment research to support portfolio and business objectives,… more
- City National Bank (New York, NY)
- * INVESTMENT DUE DILIGENCE ANALYST - QUANTITATIVE FOCUS* WHAT IS THE OPPORTUNITY? This position will work directly with the CNR Manager Research team to support ... and assist in Investment and Operational Due Diligence functions. The group for...to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits.… more
- JPMorgan Chase (New York, NY)
- …the same passion, commitment and dedication to each other and to our clients. As an Analyst in Business Services Investment Banking, you will be joining a ... Office suite (Excel and PowerPoint a must) and financial reporting skills + Bachelor's degree in finance, business...200 years and today we are a leader in investment banking, consumer and small business banking,… more
- NorthPoint Development (Kansas City, MO)
- Investment Analyst **Department:** Development - Industrial - KC **Location:** Kansas City, MO This is an in-office role in Kansas City, Missouri.** Curious ... its team members. We are looking to add an ** Investment Analyst ** to our growing team. The...of our real estate investments and managing the financial business plan. The team supports the Asset Management team… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- Description We are in the search for an Investment Trading Analyst to join our team in Minneapolis, Minnesota. The role primarily involves supporting the ... minimum of one year of experience in the financial services industry, preferably in an investment or trading analyst role. * Be proficient in data analysis and… more
- T. Rowe Price (Owings Mills, MD)
- …to join us and grow your career with us. About The Role Lead Analyst - Investment Performance Analysis will have a deep understanding of performance calculations ... tools by responding to complex ad hoc analytical and reporting requests on a daily basis from investment...benefit of outputs and services to clients and resolve business issues related to performance. Develops and leads testing… more
- Lincoln Financial Group (Columbus, OH)
- …accounting issues related to securities. + Collaborates across the organization with Investment Reporting , Treasury, Reinsurance, Legal, and Front and Middle ... #:** 74189 **The Role at a Glance** The Senior Investment Accounting Operations Analyst provides subject matter...are in place to support completeness and accuracy of reporting related to securities. + Coordinates with third-party provider… more
- Citigroup (New York, NY)
- The Equity Capital Markets (ECM) Investment Banking Analyst / Sr Analyst is an intermediate level position responsible for assisting clients in raising funds ... to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues… more