- vaco (Davidson, NC)
- Company Overview:Our client is a rapidly growing investment and real estate management firm with over 100 active entities across the Southeast, including NC, TX, FL, ... diversified operations in property management, land acquisition and sales, and investment partnerships, the company manages over $200M in assets while continuing… more
- Monster (New Milford, CT)
- …team members. Provide materials for client presentations and work closely with the Investment Officers assigned to the accounts. Assume a leadership role in the ... accounts on an annual basis. Review client and Bank documentation for compliance , consistency and appropriate execution. Take corrective action and obtain additional… more
- JobElephant (Fremont, CA)
- …Emergency Management (outsourced) Administer the Clery Act and serve as the Clery compliance officer . Ensure a safe working environment that complies with ... plan at https://www.sfbu.edu/strategic-plan.Position Overview: Reporting to the Chief Operating Officer , the Director of Campus Operations provides strategic leadership… more
- Monster (Tacoma, WA)
- …to research and improve operations in a highly computerized environment. The Compliance Accountant assures compliance with college fiscal policies and ... of the College's financial information. This position maintains the accuracy and compliance of the College's financial, student financials and financial aid data.… more
- vaco (Stamford, CT)
- …is designed to support the growth and complexity of the firm's real estate investment portfolio. The ideal candidate will have a strong technical foundation in fund ... Fund Accountant will report directly to the Chief Financial Officer and Corporate Controller, and will play a key...and fund-level cash flow forecasts. Ensure internal controls and compliance processes are adhered to, with proper reconciliation of… more
- Monster (Coral Gables, FL)
- …that have been previously analyzed and pre-selected by product specialists and/or Chief Investment Officer . Monitors investment portfolios and rebalances to ... Net Worth customers (usually $5MM and above). The SWMA develops and implements investment plans relying on securities, investment products and advisory programs… more
- Citizens (Stamford, CT)
- …research, and sales and trading. Position Overview We are seeking a Compliance Officer to support our Research, Investment Banking Compliance team. This ... processes to identify and manage conflicts of interest between Research, and Investment Banking activities, ensuring compliance with the Global Research… more
- T. Rowe Price (Baltimore, MD)
- …about contributing to the growth of our operations. Role Summary The Investment Compliance Officer identifies, interprets, and programs restrictions ... client operations managers and other internal and external parties. The Investment Compliance Officer also proactively assesses the impacts of regulatory… more
- Manulife (New York, NY)
- …Description:** Based in New York City or Boston, the role of Chief Compliance Officer -Manulife Investment Management Private Markets Registered Funds and ... bonds), and equities. Addition to reporting to the Global Chief Compliance Officer -Manulife Investment Management Private Markets and Manulife General… more
- Manulife (New York, NY)
- …Description:** Based in New York City or Boston, the role of Chief Compliance Officer -Manulife Investment Management Private Markets Registered Funds and ... bonds), and equities. Addition to reporting to the Global Chief Compliance Officer -Manulife Investment Management Private Markets and Manulife General… more
- Berkshire Bank (Boston, MA)
- …business and the Berkshire Banc Investment Services business. The VP, Compliance Officer is also responsible for understanding and advising on the ... Management Department: Berkshire Wealth Management Reports to: Managing Director & Chief Investment Officer , Wealth Management Status: Exempt/ Officer Grade:… more
- City of New York (New York, NY)
- …steward of the resources of plan beneficiaries and the City of New York. The Investment Officer - Performance & Risk Reporting is responsible for the production, ... performance composites, and maintaining data integrity across reporting systems. The Investment Officer will also collaborate across departments to support… more
- City and County of San Francisco (San Francisco, CA)
- …For SFERS seeks an experienced investment professional for the position of Investment Officer ("IO") for its Real Assets portfolio, which includes real ... investment managers, service providers, and colleagues to ensure compliance with investment policies and accurate reporting... management experience at a position equivalent to an Investment Officer or higher with an … more
- City of New York (New York, NY)
- …steward of the resources of plan beneficiaries and the City of New York. The Investment Officer will assist in overseeing the investment activity for the ... for the five New York City pension systems. The Investment Officer will report to the DCIO...and other related contracts; Assist with manager risk and compliance review and assessment; - Monitoring the portfolio of… more
- First National Bank of Omaha (Minneapolis, MN)
- …based on business needs. **Summary of the Job:** We're seeking a visionary Chief Investment Officer (CIO) to lead FNBO's investment strategy across our ... communication, and trust. This executive will serve as a public-facing investment leader, guiding strategic thinking, mentoring advisors, and representing our point… more
- Bank OZK (Charlotte, NC)
- Job Purpose & Scope The VP, Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients' financial needs ... help them achieve their financial goals. Essential Job Functions + Manage investment portfolios for trust accounts, individual investment agency accounts, IRAs,… more
- Huntington National Bank (Columbus, OH)
- Description The Senior Risk Officer - Investment Management colleague will operate within the Investment Management space, playing a key role in the delivery ... of risk strategy and execution for Huntington's Broker/Dealer, Registered Investment Advisor and Trust Investment Management businesses. Incumbents will be a key… more
- Citigroup (New York, NY)
- The Investment Assoc Intmd Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank… more
- Bank of America (Austin, TX)
- Credit Officer II-Global Corporate & Investment Banking San Francisco, California;New York, New York; Atlanta, Georgia; Dallas, Texas; Austin, Texas **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Credit- Officer -II-Global-Corporate Investment -Banking\_25036924-2) **Job Description:** At Bank of… more
- Citigroup (Chicago, IL)
- The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying… more
