- Northwestern Mutual (Franklin, WI)
- …advanced trading knowledge with analytical insight to deliver exceptional service and optimize investment outcomes. Find out if this opportunity is a good fit by ... & Relationship Management Provide consultative guidance on trading strategies and investment solutions tailored to client objectives.Act as a trusted resource for… more
- New York Life - Northern California (Roseville, CA)
- …each of the four major rating companies. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment ... financial plan Leverage marketing and social media tools to identify , pursue, and secure new clients who can benefit...as honesty and integrity Required to effectively network to identify potential new clients About Company New York Life… more
- Larson Capital Management LLC (Chesterfield, MO)
- …the Company Larson Capital Management primarily focuses on commercial real estate investments . The company is rapidly expanding in investment holdings throughout ... role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Director of Asset Management. This role requires the… more
- Keurig Dr Pepper (Frisco, TX)
- …state architecture, and rolling three-year capability roadmaps * Maximize IT investments by facilitating leverage and reuse of existing technology solutions and ... technology rationalization, and technology life cycle management programs and identify cost optimization and technology/security risk opportunities and incorporate… more
- Midland States Bank (Joliet, IL)
- …$103,700 - $138,200+ annually Position Summary The Wealth Advisor provides investment recommendations and advice to perspective and current clients. Helps clients ... identify their distinct financial needs and objectives and then...is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested… more
- HOUSEMAX FUNDING LLC (Austin, TX)
- …post-sale follow-up. Your mission is to analyze user and lead behavior, identify friction points, and implement strategies that accelerate conversion and revenue ... conversion, cost per funded loan, and repeat borrower rate. Identify borrower behavior trends (timeline sensitivity, credit hesitations, documentation friction,… more
- Vaco by Highspring (Conshohocken, PA)
- …as sales tax exemptions and project-based tax filings. Ability to research, identify and pursue tax incentives and exemptions. Experience with Production Tax ... Credits, Investment Tax Credits and Sales Tax Credits and Exemptions Capital investment credits in the manufacturing and/or construction space. Depreciation tax… more
- LINDT & SPRUNGLI (Stratham, NH)
- …throughout the year as necessary Lead all aspects of media financial investment and oversight: budget planning and invoice reconciliation Lead media audit processes ... and best in class media practices Improvement & Innovation: Continuously identify opportunities to improve effectiveness and efficiency of media strategy and… more
- Usaa (Plano, TX)
- …society, and personal financial situation. Educates membership on implications of economic, investment market and industry trends and tax law changes, as well as ... previously discussed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Work Hours: Monday Friday / 7:30am 7:00pm… more
- Roers Companies LLC (Austin, TX)
- …Top Workplace and a national leader in multifamily real estate investment , development, construction, and property management. Headquartered in Plymouth, Minnesota, ... values-passion, work ethic, teamwork, integrity, and ownership mindset. Responsibilities Identify and pursue third-party general contracting opportunities in multifamily… more
- Bank of America (Hunt Valley, MD)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hunt-Valley/Consumer- Investments Investment ... Consumer Investments - Investment Specialist Trainee (Obtain...moving, performance -based environment. * Has the ability to identify clients' needs and find proper solutions to meet… more
- Walmart (Bentonville, AR)
- …work to shape the next generation of grid-scale clean energy partnerships and investment opportunities. In this role, you will identify , evaluate, and advance ... **Position Summary ** The Director, Offsite Energy Investments - Strategy & Partnerships will lead Walmart's… more
- Fannie Mae (Reston, VA)
- …utilizing low-income housing tax credits. * Maintain overall responsibility for the investment review and approval process of proprietary investments including ... Identify and assess the risk profile of equity investments to ensure risk is mitigated and objectives are...is mitigated and objectives are met within appropriate credit, investment and regulatory guidelines. * Coordinate with internal and… more
- JPMorgan Chase (Miami, FL)
- Join our dynamic Investments Business Management team to support the Latin America and Global Families Group Head of Investments . We seek a motivated ... you will partner with the Latin America Head of Investments and the Head of the Global Families Group...regional and market front office leadership teams, you will identify and execute business priorities in coordination with functional… more
- RTX Corporation (Farmington, CT)
- …in Arlington, VA. **The following position is to join our RTX Corporate Investments Team:** RTX is looking for a talented Analytics Manager to support our ... pension investments team. In this role you will support the...plan assets by providing analytical and technical support across investment oversight and performance monitoring. You will focus on… more
- Nelnet (IL)
- … investments : evaluate, and execute on third-party purchasing and investment opportunities (eg, forward flows, discrete pool purchases, unitranche/mezzanine ABL, ... diligence, stratification, tape analysis, cohort modeling, and stress testing. + Investment risk assessment: clearly identify knowns/unknowns and assess comfort… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …related support. * Work with External Consultants, Directors, and others to identify , schedule, and ultimately conduct face to face meetings with financial advisors ... to discuss opportunities available on the Alternative Investments platform and how those opportunities integrate within the advisors' established investment … more
- AssistRx (Orlando, FL)
- …tech-enabled healthcare company, we operate with the rigor of a top-tier investment firm and the agility of a fast-scaling operator-where data, insights, and ... About the Role The Senior Manager, Strategic Finance & Investments is a high-impact, analytical powerhouse role for someone...someone who thrives at the intersection of strategic finance, investment analysis, and value creation. You will act as… more
- Robert Half Technology (New York, NY)
- … investment data across the organization. * Collaborate closely with the Investment teams to identify technology needs and address challenges related to ... looking for an experienced Functional Data Domain Lead - Investments to oversee the design, integration, and governance of... to oversee the design, integration, and governance of investment data for a leading private equity firm. In… more
- JPMorgan Chase (New York, NY)
- …ultra-high net worth clients to help them achieve their financial goals. The investments business offers brokerage, investment management and investment ... As a Business Manager in the US Private Bank Investments business, you will partner with front office ...manage and deliver key work streams and tasks + Identify key business risks on the platform and drive… more
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