- Alameda Health System (Oakland, CA)
- …programs, capital investments, or partnerships using integrated data insights. + Ensure compliance with healthcare regulations (eg, HIPAA, CMS guidelines ) in ... Strategic and Financial Planning Analyst + Oakland, CA + Highland General Hospital...forecast business outcomes, evaluate scenarios, and support budgeting or investment decisions. + Prepare reports, presentations, and dashboards to… more
- HSBC (New York, NY)
- …The position will also be responsible for ensuring appropriate documenting of all legal, compliance and credit risks per guidelines and approvals. The VP will ... external correspondence + Ensure appropriate documenting of all legal, compliance and credit risks per guidelines and...For the portfolio of alternative funds being managed, the analyst will own the processes related to credit limit… more
- SMBC (New York, NY)
- …SMFL credit culture. Would be responsible to check accuracy of work of the underwriting analyst and compliance to UW guidelines and standards and RACS, meet ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- BlackRock (Atlanta, GA)
- …team within PCG. You will be primarily responsible for interpreting and analyzing the investment guidelines of our clients and coding them into BlackRock's ... we use coding in this role: **New account coding** - interpreting the client's investment guidelines from the completed Investment Management Agreement (IMA)… more
- T. Rowe Price (Baltimore, MD)
- …Charles River (CRD), and supports client reporting on these restrictions. The Investment Compliance Analyst collaborates with, and provides information ... in ways that matter to you . Role Summary Investment Compliance is a global team responsible...When necessary, liaises with trading, legal, client operations and/or investment personnel by assisting with interpretation of guidelines… more
- University of Michigan (Ann Arbor, MI)
- Investment Analyst Apply Now **How to Apply** A cover letter is required for consideration for this position and should be attached as the first page of your ... investment team for a two-year tenure as an Investment Analyst . **What You'll Do** Reporting to...support for monitoring existing managers, performance analysis, staffing, and compliance with guidelines + Liaison with consultants… more
- Charles Schwab (San Francisco, CA)
- … guidelines to their respective portfolios by ensuring proper oversight and compliance . The Investment Guidelines Oversight Manager is responsible for ... trading activities of portfolio managers and sub-advisors to ensure compliance with agreements and investment guidelines . The ability to code compliance… more
- T. Rowe Price (Baltimore, MD)
- …investment activities. This includes account customization, interpreting account guidelines , resolving compliance issues and overseeing performance ... matter to you . Role Summary The Lead Portfolio Investment Analyst (PIA) resides within the TRPIM...Portfolio Managers to resolve trading issues. + Works with Compliance and Legal to clarify and resolve investment… more
- Raymond James Financial, Inc. (Baltimore, MD)
- …assumptions (CMAs) that are used by Financial Advisors and their clients. The Investment Analyst will conduct in-depth macroeconomic and market research that are ... insights and allocation decisions to internal and external stakeholders. The Investment Analyst will also generate thought leadership on market dynamics,… more
- T. Rowe Price (Baltimore, MD)
- … investment activities. This includes account customization, interpreting account guidelines , resolves compliance issues and oversees performance composites. ... matter to you . Role Summary The Lead Portfolio Investment Analyst (PIA) resides within the ...regarding trades, accounts and best practices + Works with Compliance and Legal to clarify and resolve investment… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …assigned. **Knowledge of** * Company's working structure, policies, mission, strategies and compliance guidelines . * Advanced investment concepts, practices ... experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when… more
- BlackRock (Wilmington, DE)
- …bringing strategic visions to fruition? Look no further! BlackRock is pursuing an ** Analyst /** **A** **ssociate** of Investment Accounting to become a part of ... like to be part of an organization that makes a difference. Our Investment Accounting Group provides accounting and regulatory data services to insurance clients.… more
- T. Rowe Price (Baltimore, MD)
- … types. Typical responsibilities include reviewing prospectus language, analyzing investment guidelines for implementation, facilitating the opening of ... asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …and trends. Contribute to the development and delivery of financial policies, guidelines , and protocols to ensure the company complies with regulations and good ... financial practice. Develop and amend investment models to provide input to senior colleagues and/or...of policy. Edit document in line with organizational style guidelines and prepare information for publication. Build effective working… more
- Raymond James Financial, Inc. (Houston, TX)
- …key themes and identify possible impacts on the business. Develop and amend investment models to provide input to senior colleagues and/or help manage assigned ... match the needs and expectations of each audience. Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good… more
- CalSTRS (Sacramento, CA)
- Job Posting: IT Invoice Compliance Analyst State Teachers' Retirement System JC-496013 - IT Invoice Compliance Analyst INFORMATION TECHNOLOGY ASSOCIATE ... IT vendors, procurement/contract, and project management stakeholders. The IT Invoice Compliance Analyst develops and maintains the Unit's communications and… more
- ITW (Eden Prairie, MN)
- …work may also include world travel. **Primary Objective** The Sr Import and Logistics Analyst is responsible for day to day operational support of US Import and ... sales, sourcing, and US Customs. Sr Import and Logistics Analyst will also be a key contributor to sourcing...Accountability** 1. Enable seamless flow of goods through import compliance in the following import operations activities: US customs… more
- Ventura County (Ventura, CA)
- …analyzing and reporting on financial information while supporting portfolio management, investment compliance , and risk assessment. This position may supervise ... against the job's stated requirements. 02 Describe your experience in debt issuance, investment compliance , and/or banking. In your response, include: a. Name of… more
- City and County of San Francisco (San Francisco, CA)
- …+ Possession of Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, integrity, and moral ... Coordinate with investment managers, service providers, and colleagues to ensure compliance with investment policies and accurate reporting of investments. +… more
- MetLife (Whippany, NJ)
- …monthly reports to manage and report on portfolio performance and risk * Ensure compliance with investment guidelines and manage portfolio risk Technology & ... team focuses on transactions in the North America and Asia Pacific region. The Analyst will be an investment professional supporting the Corporate Private Debt… more
