- RGP (Tampa, FL)
- The Investment Accounting Consultant is responsible for the accounting, reporting , and analysis of the company's investment portfolio. This role ensures ... investment accounting activities, including journal entries, reconciliations, and reporting . + Ensure compliance with GAAP, IFRS, and statutory accounting… more
- AON (Chicago, IL)
- Aon is looking for an Investment Performance Analytics Data Consultant in Atlanta, GA or Chicago, IL Job Responsibilities + Calculate composite performance for a ... on a daily, quarterly, and annual basis to deliver reporting to clients + Assist with quarterly and annual...policies. #LI-BN1 #LI-HYBRID 2554408 Aon is looking for an Investment Performance Analytics Data Consultant in Atlanta,… more
- T. Rowe Price (Baltimore, MD)
- …difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today ... us. Role Summary + Promote the distribution of TRPIS/TRPA investment management strategies across multiple vehicles (ie, mutual funds,...and operational compliance, and risk mitigation. + Serves as consultant to the client on how T. Rowe Price… more
- HUB International (Scottsdale, AZ)
- The Retirement Plan & Investment Consultant provides dedicated on-site and field support for a specified block of retirement plans (401k, 403b, DB, ESOP, NQ ... must understand all aspects of plan design, customer service, participant education, investment consulting, external reporting , plan fees, fiduciary duties of… more
- Manulife (Boston, MA)
- …leading all aspects of the management, maintenance, and strategic development of our investment consultant databases. This role plays a critical part in ensuring ... service providers. **Database Management:** + Lead the maintenance and accuracy of investment consultant databases, ensuring timely updates and data integrity. +… more
- M&T Bank (Clanton, AL)
- …units and/or CRM senior managers on complex compliance matters. + Own critical reporting efforts within CRM, including analyzing compliance risk data for trends and ... and drive efforts to increase process efficiency and effectiveness of compliance risk reporting . + May assist in oversight of state, federal, domestic and possibly… 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
- Fifth Third Bank, NA (Jacksonville, FL)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Institutional Consultant leads new business development of institutional investment management, ... solutions for prospective and current institutional clients. The Sr. Institutional Consultant leads a consultative, team-based sales process, partnering with subject… more
- US Bank (Helena, MT)
- …from Day One. **Job Description** GENERAL SUMMARY: The Premier Client Relationship Consultant completes all duties of a client relationship consultant ; building ... and/or closing the branch. In addition to the Client Relationship Consultant duties (SRGC 1-4), Premier Client Relationship Consultants hold FINRA registrations… more
- Cleveland Clinic (Beachwood, OH)
- …highly analytical and quantitative experience in custodian bank, asset management firm, investment consultant , investment office, and financial institution + ... of the following areas: a) portfolio risk management and investment performance reporting , b) investment ...resolve issues with strategic vendors including custody bank, ODD consultant , and risk vendors. + Reconcile and ensure efficient… more
- Robert Half Finance & Accounting (Sioux Falls, SD)
- …be primarily involved in the financial consulting industry, focusing on investment /insurance accounting and reporting , data maintenance, and team mentorship. ... (MAR) and the external audit of year-end GAAP financials. * Serve as an investment accounting consultant for users of our data, answering day-to-day questions… more
- Neuberger Berman (Chicago, IL)
- Reporting to the Sales Manager and serving as a member of the North American Intermediary sales team, the primary responsibility of the Advisor Consultant ... Associate (ACA) or Client Associate (CA) is to partner with the Advisor Consultant or Client Advisor (external wholesaler) to promote and sell Neuberger Berman … more
- State of Minnesota (St. Paul, MN)
- …researcher, consultant , or similar position within a finance or investment setting. + Intermediate-to-advanced skill level in Microsoft Excel. + Successful ... **Working Title: Investment Officer, Private Markets** **Job Class: Investment...is responsible for identifying, performing due diligence, monitoring, and reporting on all private markets investments, including private equity,… more
- CBRE (Los Angeles, CA)
- …through interactive dialogue with other internal teams. + Facilitate dynamic interactions with investment team in developing new models and reporting . + Complete ... Senior Associate, AMS Analytics - CBRE Investment Management Job ID 195848 Posted 16-Jan-2025 Service line REI Segment Role type Full-time Areas of Interest … more
- MyFlorida (Tallahassee, FL)
- FDC-GOVERNMENT OPERATIONS CONSULTANT II-70015285-CENTRAL OFFICE Date: Jan 29, 2025 The State Personnel System is an E-Verify employer. For more information click on ... 844913 Agency: Department of Corrections Working Title: FDC-GOVERNMENT OPERATIONS CONSULTANT II-70015285-CENTRAL OFFICE Pay Plan: Career Service Position Number:… more
- KeyBank (Buffalo, NY)
- …NY; 2 - 3 days in office. **ABOUT THE JOB** The Regional Communications Consultant is an individual contributor role reporting to a Senior Communications Manager ... Communications are consistent, cohesive and link to overall strategy + Communications Consultant is viewed as knowledgeable partner and relied upon for subject… more
- Autodesk (San Francisco, CA)
- …24WD77868 **Position Overview** Reporting to the Director, Climate Innovation & Investment , the Investment Principal will support, and over time lead, all ... elements of Autodesk strategic investment process in early-stage climate tech and sustainability startups...Serve as a board observer and support governance and reporting across the portfolio + Partner across business units-including… more
- DuPont (Wilmington, DE)
- …Description:** Industrial Solutions business is seeking an Integrated Operations Consultant for the Kalrez/DEPbusiness group. The Industrial Solutions business ... with a deep customer focus, advanced technologies and global reach. The Integrated Operations Consultant (IOC) role is a standard global role that resides in the E&I… more
- Deloitte (Raleigh, NC)
- …"cross border investment advisory" and "fund formation, hold, and exit reporting and consulting" peak your interest? Do you enjoy providing tax consulting and ... consider a career in Deloitte's International Private Equity and Investment Management practice. What You'll Do As a Tax...Management practice. What You'll Do As a Tax Senior Consultant , you will work within an engagement team and… more
- Henry Ford Health System (Detroit, MI)
- GENERAL SUMMARY: Under minimal supervision, the Access Technology Consultant performs project work of a complex nature. Consultants partner, collaborate and consult ... a complex nature in accordance with the HFHS Ambulatory strategy. The Access Technology Consultant may work individually, as lead consultant of a project team,… more