- Neuberger Berman (New York, NY)
- …teams on projects and troubleshooting, including Consultant Relations, Investment teams, Operations, Performance, Reporting , etc. **Requirements:** + ... via consultant databases. The team partners with the Consultant Relations Team, Sales, investment teams and other business support functions to meet clients'… more
- RGP (Cupertino, CA)
- …seeking a highly skilled and motivated BlackLine System Administrator & Process Optimization Consultant to join our team. This role is crucial for leveraging our ... to enhance the Record-to-Report (R2R) processes, maximize the return on investment of BlackLine solutions, and ensure best-in-class global governance and… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** We are seeking a Senior Data & Analytics Consultant to join our Data & Analytics Participant Marketing Team. In this role you will drive the ... with Digital Performance measurements and Marketing Campaigns (execution & reporting ) at scale preferred + Retirement/financial services industry experience… more
- Xcel Energy (Minneapolis, MN)
- …Provide high-level technical expertise in all property and sales/use tax reporting matters, and provide leadership in coordinating team efforts. This position ... regulations, and rules. This position promotes accurate and timely reporting of tax information by leveraging data analytics and...or certification such as CPA, CMA, CFA, etc or investment banking or public accounting background may be granted… more
- Xcel Energy (Minneapolis, MN)
- …related degree required + Minimum 8 years of general financial/accounting and reporting experience. **Note:** Candidates with a Master's Degree or certification such ... as CPA, CMA, CFA, etc or investment banking or public accounting background may be granted years of experience to reach the 8-year minimum. + In-depth knowledge of… more
- American Bankers Association (Washington, DC)
- …the Investment Advisory Committee. + Serve as staff liaison to the Investment Advisory Committee and investment consultant ; oversee fund rebalancing, ... financial operations, compliance with GAAP and regulatory requirements, and transparent reporting to the Board and executive leadership. The position partners… more
- Neuberger Berman (New York, NY)
- …Measurement Calculations, including Net / Gross and Levered / Unlevered IRRs, investment multiples and time-weighted returns + Reporting , recording and ... join the finance team that is responsible for the financial and investor reporting , treasury and capital management, and performance measurement / analysis for a… more
- Principal Financial Group (Chicago, IL)
- …Reporting & Analytics:** Oversee the preparation and quality of client, consultant , and regulatory reporting . Deliver clear, concise commentary connecting ... finance, and client teams. Key areas of responsibility: + **Strategy & Investment Decisions:** Support portfolio strategy development and execution. Provide input on… more
- Affinius Capital (Dallas, TX)
- …requirements. **Why this role matters:** + **Investor Trust:** Deliver quarterly/annual reporting packages and ad-hoc investor/ consultant requests with rigor and ... investor reporting , preferably within Fund of Funds or alternative investment structures. + Real estate private equity experience strongly preferred. +… more
- Home Depot (Atlanta, GA)
- …+ **15% - Framing & Executing Analytics** Serve as an analytics consultant to marketing leadership, enhancing reporting structures and supporting strategic ... team and play a key role in connecting marketing investment to business impact. This strategic leader will support...tagging tools such as Omniture and core metrics and reporting suites. + Excellent analytical and presentation skills. Effective… more
- Principal Financial Group (New York, NY)
- …Client-Centric Insights & Intelligence + Collect, analyze, and synthesize client, consultant , and market insights to inform leadership decisions. + Prepare ... dashboards and reporting on client health, retention, and growth opportunities. + Partner with distribution, client service, and product teams to highlight client… more
- Wells Fargo (Charlotte, NC)
- … Solutions Center of Excellence (IS COE) is looking for a Senior Investment Portfolio Control Consultant in the FA Directed Portfolio Analysis (FADPA) ... team. The FADPA team is responsible for monitoring of investment risk for advisors that have both discretion and a fiduciary responsibility. This group also provides… more
- City National Bank (Madison, WI)
- * INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys ... investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- Texas A&M University System (College Station, TX)
- …investment strategies to maximize returns on investments. - Coordinate with external investment consultant on reporting of performance and recommended ... assists with the management of investment activities which includes investment manager and consultant partnerships. Responsibilities: - Assist with the… more
- Robert Half (Chicago, IL)
- JOB REQUISITION Oracle Cloud Analytics and Reporting Senior Consultant LOCATION CHICAGO ADDITIONAL LOCATION(S) DALLAS, HOUSTON JOB DESCRIPTION You Belong Here ... You Protiviti is looking for a Technology Consulting Senior Consultant to join our growing Oracle team. What You...implemen t ing , and optimiz ing analytics and reporting solutions within Oracle Cloud platforms. + You are… more
- US Tech Solutions (New York, NY)
- …teams. **Experience:** + 4 to 6 years' experience in management consulting, investment banking, corporate strategy, or equivalent project management experience in a ... technology/media company. + Strong business acumen. + Ability to pay attention to detail while handling multiple, simultaneous projects. + Comfortable working and extracting insights from large sets of data using tools. + Sales Force CRM knowledge. + SQL… more
- T. Rowe Price (Baltimore, MD)
- …key field consultants within the particular region and is an integral part of the Consultant Relations team, reporting to the Head of US Consultant Relations ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...Role Summary In partnership with management, the Senior Field Consultant Relationship Manager develops and executes client and … more
- Manulife (Boston, MA)
- …+ Marketplace Knowledge: Demonstrate a strong understanding of the North American investment consultant landscape. + KPIs: Oversee business channel knowledge, ... marketing materials. + * Field Meetings: Organize logistics and preparation for consultant relations and investment management teams, ensuring all materials and… more
- Banco Popular Puerto Rico (San Juan, PR)
- …includes assessing financial needs, recommending suitable products and developing personalized investment strategies. The Financial Consultant must also ensure ... 3, 2025 Location: San Juan, PR Company: Popular Workplace Type: On-site Financial Consultant | Popular Securities Job Type Full Time Exempt General Description The… more
- Oracle (Santa Fe, NM)
- …feels empowered and set up for success. **NetSuite ACS - Sr. Principal Consultant - Retail & Retail+ / Apparel, Footwear, & Accessories** **Why NetSuite ACS?** ... If you are a senior-level Retail NetSuite consultant who is looking to thrive in a fast-growing...for helping Customers unlock the potential of their NetSuite investment and in joining a dynamic, fast-paced and highly… more
