- Charles Schwab (Lone Tree, CO)
- …including Schwab client tax reporting , cost basis, corporate actions, securities operations , distributions, and client reporting products. ... the status quo" and transform the finance industry together. Client Reporting and Security Services (CRSS) is...Cost Basis, Corporate Actions, Distributions, Proxy, Class Action, and Securities Operations . + Anticipate client … more
- Janus Henderson Investors (Denver, CO)
- …that is used for analytics, risk management, trading, finance, compliance, marketing, and client reporting . + Ensure the integrity and compliance of investment ... of functions associated with maintaining all Investment reference data ( securities , ratings, analytics, etc.) with the goal of providing...the buy side) + Sophisticated knowledge of product and client data + Experienced in data operations … more
- Raymond James Financial, Inc. (Denver, CO)
- …in the securities industry. * Principles of banking and finance and securities industry operations . * Financial markets and products. **Skill in:** * ... process. * Evaluates regulatory disclosure obligations and identifies corresponding client disclosures. * Provides support to business, compliance, and legal… more
- Janus Henderson Investors (Denver, CO)
- …Operations , Trade Operations , IT Market Data Manager, Fund Management, Operations Strategy, Business Change, Client and Product Implementation etc. + ... reconciliation processes, Service level Agreements, Key Performance Indicators and associated reporting . + Ownership for the resolution of exceptions and involvement… more
- PCL Construction (Denver, CO)
- …manager, Finance and Commercial Risk, with the management of all district financial reporting , including monthly operations reporting , quarterly financial ... with industry partners to deliver unique, innovation solutions specific to our client needs. We are consistently ranked among the best companies to work… more
- Janus Henderson Investors (Denver, CO)
- …Financial Reporting and Fund Tax Services + Performance Measurement and Client Reporting + Information Technology + Maintain the TPA Due Diligence ... externals relationship management with TPAs + Produce and present monthly governance reporting to senior management. + Co-ordinate and stakeholder manage the TPA… more
- KPMG (Denver, CO)
- …one of the following: United States Generally Accepted Accounting Principles, Securities and Exchange Commission financial reporting issues, International ... Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that slowing down. In… more
- Morgan Stanley (Greenwood Village, CO)
- …growth opportunities in one or more of our business divisions (research, consulting, operations , reporting ), as well as across the broader Morgan Stanley ... financial services firm providing a wide range of investment banking, securities , investment management and wealth management services. Morgan Stanley Wealth… more
- Janus Henderson Investors (Denver, CO)
- …hear from you! Y our opportunity + Build, maintain and improve management reporting focused on Assets and Flows for North American Distribution including Daily, ... Monthly and Quarterly reporting as well as Board level presentations + Develop...business and provide recommendations to management team, technology, and operations to improve outcomes + Carry out other duties… more
- Janus Henderson Investors (Denver, CO)
- …area. + Assist in the design and preparation of management information reporting for senior management and other stakeholders. + Provide back-up and support ... to the Senior Manager, Business Operations as appropriate. + Carry out other duties as...skills + 2 years progressive management experience in customer service/ client focused role required + Proven record of managing… more