- Insight Global (Salt Lake City, UT)
- …Description One of Insight Global's top clients within Investment Banking is looking for an RIA Custody Analyst to sit on site in Salt Lake City 5 days a ... a key focus on the risk and control around RIA initiated investment products. For every trade...that makes business flow. Additional job responsibilities of the analyst will include : * Gain a comprehensive understanding… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Work with traders and team members to identify specific securities consistent with investment objectives + Support portfolio managers in delivering top service to ... RIA clients + Conduct periodic portfolio reviews, including credit...reviews, including credit assessments to determine continued suitability of investment consistent with risk tolerance and portfolio objectives. +… more
- Guardian Life (Columbus, OH)
- …of state insurance laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an ... to be part of a collaborative Compliance Legal Team? As a Senior Compliance Analyst , Park Avenue Securities, and Park Avenue Investment Advisory, you will… more
- Guardian Life (New York, NY)
- …state insurance laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, experience at an ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...Analyst , Park Avenue Securities (PAS), and Park Avenue Investment Advisory (PAA), works as part of the Compliance… more
- Saint Luke's (Kansas City, MO)
- …due to some travel to area clinics as needed. The Revenue Integrity Analyst is responsible for improving charge capture accuracy through workflow assessments coding ... reviews process improvement collaboration and reporting. The Revenue Integrity Analyst works collaboratively with leadership to assist in development project… more
- Huntington Ingalls Industries (Newport News, VA)
- CORPORATE SENIOR R&D TAX CREDIT ANALYST 3 Location: Newport News, Virginia, United States Date: Dec 29, 2025 Req ID: 42257 Team: N365 CONTROLLER Entity: HII ... an experienced Senior Research & Development (R&D) Tax Credit Analyst 3 to join our team. Responsibilities include +...expenses. + Experience with technical tax research (eg, CCH, RIA , BNA portfolios, etc.) + Experience with the shipbuilding… more
- Hilton (Hagatna, GU)
- …accounting, tax, forecasting, risk management, and asset management\. As a Senior Tax Analyst on the Tax Operations team reporting to Tax Operations Manager, you ... understand, and document tax technical positions utilizing available research software \(i\.e\. RIA ,CCH, BNA\) **WHY YOU'LL BE A GREAT FIT** **You have these minimum… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and clearing firms + Products, processes, and business structure of independent registered investment advisors and introducing broker dealers + Core business ... **Job Summary** As part of the RIA & Custody Services (RCS) division, the Senior...platforms and products and services commonly offered to independent registered investment advisors and introducing broker dealers.… more
- City National Bank (Newark, DE)
- *NEW ACCOUNTS ANALYST * WHAT IS THE OPPORTUNITY? Works with branch and department colleagues on all aspects of the client on-boarding process. Collaborates with ... WHAT WILL YOU DO? * Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client on-boarding and new account… more
- Insight Global (New York, NY)
- Job Description A large financial client is looking for a Brokerage Account Operations analyst to join the team. The role is responsible for opening accounts for all ... Brokerage, FX, and RIA accounts. The person will be reviewing and verifying client onboarding documentation for completeness, as well as establishing accounts by… more
- Cengage Group (Las Vegas, NV)
- …please see https://www.cengagegroup.com/about/inclusion-and-belonging/ **What You'll Do Here:** The Tax Analyst position is responsible for assisting the tax team ... software, preferred + Experience with tax research and tax research software ( RIA Checkpoint, CCH, BNA), preferred Cengage Group is committed to working with… more
- Raymond James Financial, Inc. (Seattle, WA)
- …trade execution, custody, and clearing services to non-affiliated registered investment advisers and introducing broker-dealers through its RIA & Custody ... a clearing broker-dealer and custodian for many of our affiliated broker-dealer/ investment advisor subsidiaries, including RJFS and RJFSA. Additionally, RJA… more
- Aegon Asset Management (Denver, CO)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- Texas Instruments (Dallas, TX)
- …Strong research skills and working knowledge of tax research tools such as RIA Checkpoint or BNA/Bloomberg + Experience with SAP, BPC, Business Objects, Alteryx, and ... other reporting/data wrangling tools + Ability to take initiative and work independently and effectively under pressure and manage deadlines + Strong analytical skills, critical thinking and problem-solving abilities + Excellent organizational skills and… more