- Truist Financial (Durham, NC)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies.3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Lincoln Financial Group (Raleigh, NC)
- …across the enterprise to facilitate the accurate and timely completion of the investment accounting process for his/her assigned area(s) of responsibility. * ... or improve quality for their assigned area(s) of responsibility. * Maintains investment accounting 's internal control system to ensure SOX compliance. Recommends… more
- Fifth Third Bank, NA (Chapel Hill, NC)
- …banking at Fifth Third Bank. GENERAL FUNCTION: The FS Operations Specialist delivers quality day-to-day investment operations related responsibilities including ... cash movement, income transactions, bond trading, client reporting and investment reporting. The Operations Specialist will liaise with numerous stakeholders, to… more
- KPMG (Raleigh, NC)
- **Business Title:** Manager / Senior Manager, Compliance & Reporting Specialist **Requisition Number:** 113212 - 53 **Function:** Tax Services **Area of Interest:** ... important than investing in our culture because it's an investment in our people, our future, and what we...Qualifications: + Minimum five years of recent tax or accounting experience with strong interest in process and technology… more
- SitusAMC (Raleigh, NC)
- …to verify appropriate use of business funds. + Work directly with accounting firms on tape tie out and data discrepancies within origination documentation ... assigned by your manager Qualifications/ Requirements: + Bachelor's degree ( Accounting , Finance, Real Estate, Business) and relevant internship experience strongly… more
- Truist (Durham, NC)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- CBRE (Raleigh, NC)
- …research, financial analysis, and data analytics to support real estate investment decisions. + **Training and Development Specialist :** Military personnel ... 176966 Posted 18-Jul-2024 Role type Full-time Areas of Interest Accounting /Finance, Administrative, Building Management, Capital Markets, Communications/Public Relations, Data… more
