- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As an Investment Management Solutions Specialist within the PNC Asset Management Group ... an investment service team in the AMG Investment Office reporting to the Investment...internal and external vendor systems, as well as preparing client deliverables and communications to the Retirement Plan Advisors.… more
- BlackRock (Wilmington, DE)
- … client objectives. + Contribute to the continual development of the investment reporting production and control processes to optimize efficiency, mitigate ... **About this role** **Associate, Investment Accounting Migrations Specialist :** Are you...for assets, along with preparation and oversight of monthly reporting packages and regulatory schedules. **The Role:** Responsible for… more
- Neuberger Berman (New York, NY)
- …within marketing materials + Cultivate and manage valuable relationships with internal teams: Investment Teams, Client Reporting , Compliance, Marketing, and ... background + 7+ years industry experience; previous experience on an Investment Communications, Client Reporting , or RFP role at an asset management… more
- PNC (Philadelphia, PA)
- …and have an opportunity to contribute to the company's success. As an Investment Manager/Portfolio Research Specialist - Operational Due Diligence within PNC's ... Asset Management Group Investment Office organization, you will be based in Philadelphia,...provides guidance for team members. + Ensures ongoing internal client support with regard to managers and/or portfolios in… more
- JPMorgan Chase (New York, NY)
- … on-boarding including negotiating Investment Management Agreements, Fee Schedules, Client Reporting and Investment Guidelines. + Undergraduate degree ... and tax-aware strategies. As an LDI (Liability Driven Investing) Fixed Income Investment Specialist within the Global Fixed Income, Currency and Commodities… more
- Fifth Third Bank, NA (Sarasota, FL)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Licensed Investment Support Specialist II provides office management support for registered ... identify new client opportunities and deepen existing client relationships. + Help with onboarding of Investment...to dust, noise, temperature and the like. #LI-LB1 Licensed Investment Support Specialist I LOCATION -- Oak… more
- US Tech Solutions (Conshohocken, PA)
- … Services (AIS) team in support of Investment Teams (the Teams) within Client Investment Management. AIS currently supports 300+ investment vehicles that ... private equity funds managed by the Teams, including fund of funds, co- investment , and separate account vehicles** . Responsibilities in this position will result… more
- Charles Schwab (Lone Tree, CO)
- …industry together._ The Alternative Investment Hotline (AIH) Team is a subgroup of Client Reporting and Security Services (CRSS) within Client Service & ... through exceptional service, on every interaction with our clients. In Client Reporting and Security Services (CRSS) and Alternative Investments (AI) groups, you… more
- Vanguard (Wayne, PA)
- The Senior Fund Reporting Specialist reviews the most complex fund financial reporting deliverables completed by third party service providers to verify ... various strategic initiatives within the department. The Senior Fund Reporting Specialist : + Performs analytical review of...fairly, and to give them the best chance for investment success. How We Work Vanguard has implemented a… more
- Comerica (Farmington Hills, MI)
- Trust Accounting and Reporting Specialist The Trust Accounting and Reporting Specialist is primarily responsible for the creation, meaningful assessment, ... * Responsible for performing a variety of accounting, analytical, & financial reporting duties ensuring client and investor activity reporting … more
- SMBC (Jersey City, NJ)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... a diverse client base to local markets and the organization's extensive...Nikko Securities America, Inc, a registered broker dealer, provides investment securities and other financial services to corporate and… more
- SMBC (Jersey City, NJ)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... a diverse client base to local markets and the organization's extensive...Nikko Securities America, Inc, a registered broker dealer, provides investment securities and other financial services to corporate and… more
- BlackRock (New York, NY)
- …+ Collaborating with client -facing and communications colleagues to ensure client reporting and client presentations meet expectations, and ... the mandates our clients have given us. **About our team:** BlackRock Active Investment Stewardship (BAIS) is a specialist team within the active investing… more
- KPMG (Columbus, OH)
- **Business Title:** Manager / Senior Manager, Compliance & Reporting Specialist **Requisition Number:** 113212 - 72 **Function:** Tax Services **Area of ... important than investing in our culture because it's an investment in our people, our future, and what we...add services + Share leading practices, market trends, and client feedback to enhance processes, technologies, and overall … more
- UMB Bank (Denver, CO)
- …developing advanced Portfolio Management solutions and strategies based on the unique Investment Policy Statement (IPS) for each individual client and parameters ... provided via Request for Proposal (RFP) opportunities. ** Client Service** Serve as the investment expert...Participate and on occasion lead sales presentations. Collaborate with Client Service Specialist and Relationship Manager to… more
- SMBC (Jersey City, NJ)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... a diverse client base to local markets and the organization's extensive...Nikko Securities America, Inc, a registered broker dealer, provides investment securities and other financial services to corporate and… more
- SMBC (Jersey City, NJ)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... a diverse client base to local markets and the organization's extensive...prepared according to regulatory accounting requirements. Prepare other regulatory reporting including liquidity, leverage and capital adequacy, and associated… more
- SMBC (Jersey City, NJ)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... a diverse client base to local markets and the organization's extensive...diligent professional for a full-time position in the Regulatory Reporting Analysis Department. The individual will be partnering with… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …updating CRM (Salesforce) and internal systems accordingly. + Contribute to the quarter-end client reporting process by producing, reviewing, and delivering all ... partner with an outstanding company in search of a Client Services Specialist . This role presents an...implement more efficient and effective policies and procedures for client service and reporting expectations. Join us… more
- SMBC (Jersey City, NJ)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... a diverse client base to local markets and the organization's extensive...for the associate position within the Controllers - Regulatory Reporting Analysis Group. The primary responsibility and role will… more
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