- Nuveen Investments (Charlotte, NC)
- …Business Process Improvement, Communication, Data Analysis, Data Management, Detail-Oriented, Investment Performance Reporting , Market/Industry Dynamics, ... in Nuveen's Global Investment Operations organization prepares performance calculations, reporting , GIPS compliant presentations, ...the Investment Performance team, the Performance Calculations and Reporting team owns the… more
- Cleveland Clinic (Beachwood, OH)
- …Office in one or more of the following areas: a) portfolio risk management and investment performance reporting , b) investment analytics and data ... Investment Operations Analyst I Join the Cleveland Clinic...this role will: + Generate portfolio risk metrics and performance reports using a variety of tools including but… more
- Edward Jones (St. Louis, MO)
- …of investment data, conducting quantitative and qualitative analysis, preparing investment recommendations, performance reporting and monitoring, model ... clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate… more
- US Bank (Philadelphia, PA)
- …**Preferred Skills/Experience** + Thorough understanding of investment management and investment performance reporting + Prior experience managing, ... with their experience.** The Manager of OCIO (Outsourced Chief Investment Officer) Client Reporting supervises the team...and quarterly client performance reports using a performance and attribution reporting system, currently PARis.… more
- Noblis (Reston, VA)
- …Retirement Program / Defined Contribution Plan Management: + Monitoring, analyzing, and reporting investment performance and risk of underlying investments ... **Job Responsibilities:** Treasury Investment Management: + Monitoring, analyzing, and reporting on investment performance and investment risk of the… more
- CBRE (Dallas, TX)
- …books and records. Specializes in Fund Accounting, Investor Reporting , Performance Reporting , or Investment Oversight. **Business Development** - ... coordination for clients providing Fund & SPV Accounting, Investor Reporting , and Performance Measurement services to real estate investment companies,… more
- Commerce Bank (St. Louis, MO)
- …of investment objective, asset allocation, selection of specific securities, investment performance reporting , and client service. Essential Functions ... assigned clients on a regular basis, provide portfolio and investment reporting and make investment ...This position will be eligible for additional compensation through performance -based incentive plan(s) that will correspond to meeting … more
- UNUM (Chattanooga, TN)
- …external asset managers, financial institutions, and rating agencies. * Ensure transparent reporting of investment performance , market outlooks, and ... the company's risk limits. **Leadership & Collaboration:** * Lead the investment team, providing strategic direction, mentorship, and performance management.… more
- Edward Jones (St. Louis, MO)
- …of investment data, conducting quantitative and qualitative analysis, preparing investment recommendations, performance reporting and monitoring, model ... clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate… more
- Aramco Services Company (Houston, TX)
- …evaluation, development of investment memoranda, negotiation, execution, portfolio management, performance reporting , and exits of deals. This will include ... Sr. Investment Director (1437)Aramco Ventures - Houston, TX -...Reporting & Communication + Provide visibility and objective reporting of portfolio company performance to regional… more
- BlackRock (Atlanta, GA)
- …stakeholders, end users and software developers. + In depth understanding of investment accounting and performance reporting cycles, operational processes, ... solve independently, and manage business risk exposure. + Understanding of investment lifecycle and market performance is a plus. + Experience in US GAAP, IFRS,… more
- Aramco Services Company (Palo Alto, CA)
- …evaluation, development of investment memoranda, negotiation, execution, portfolio management, performance reporting , and exits of deals. This position will ... the portfolio. Deal Exits + Support development of exit recommendations for Investment Committee review. Reporting & Communication + Develop periodic information… more
- Merck (Rahway, NJ)
- …Financial Review, Financial Technology, Inventory Management, Investment Management, Investment Performance Reporting , IT Business Management, IT ... and data related to financial close, consolidation, and external reporting . + Explore and assess various technology solutions applicable...Executive Management, ITIL Management, IT Performance Management, IT Project Lifecycle {+ 11 more} **Job… more
- PNC (Pittsburgh, PA)
- …Derivatives, Effective Communications, Financial Analysis, Industry Knowledge, Investment Performance Measurement, Investment Reporting , Pricing Models ... interpersonal skills, and the ability to provide simple/practical solutions for improving investment performance and risk management. A successful candidate will… more
- Michigan State University (MI)
- …policy by identifying, hiring, and monitoring outstanding fund managers, and is responsible for reporting investment performance and activity to the Board of ... in regular manager updates, on-site visits, annual meetings, and regularly assessing investment performance through both qualitative and quantitative analysis. +… more
- Lincoln Financial Group (Columbus, OH)
- …remote employees.. **General Purpose of Job** As a regulatory GAAP and Statutory Investment Reporting Analyst, you will be responsible for providing timely and ... accurate investment reporting for the General Account Invested...Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other… more
- Morgan Stanley (New York, NY)
- …* Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting , etc. and preparing ... the request of the client and/or FA/PWA/team * Answering general non- investment related questions concerning client accounts, including relaying stock positions and… more
- Deloitte (Denver, CO)
- If you are looking to leverage your knowledge of investment management in a new and innovative way, Deloitte's Partnership Solutions Group (PSG) may be the place for ... you! Come be part of a group that sets the standard for investment management tax technology and provides tax compliance and consulting services to a variety of… more
- Robert Half Finance & Accounting (Santa Monica, CA)
- …tracking and calculating performance metrics, providing written commentary of investment performance , and supporting client reporting requests. Please ... Description ** Performance Analyst for Investment Firm** We...role, you'll be assisting management in all aspects of performance reporting for client relationships. This includes… more
- SolomonEdwards (Washington, DC)
- …program, investment project management, financial and portfolio performance reporting , technology/automation development, and knowledge transfer/learning ... accordance with Operational Procedures. * Initiate processing, monitoring, compliance and reporting of exceptional investment transactions, such as corporate… more