- Oliver James (Chicago, IL)
- Job Title: Investor Relations & Ratings Associate Location: Chicago, IL (Hybrid) Employment Type: Full-Time A leading financial services organization is seeking ... a high-performing Associate , Investor Relations & Ratings to join...positioning and financial narratives Manage and maintain data and reporting systems that support accurate and timely communications with… more
- AllianceBernstein Holding LP (Austin, TX)
- …development of data sets Support the Business Development team with Fund and investor reporting , leveraging data analytics to drive strategic insights Lead ... automation and process improvement projects related to Fund investor reporting , PnL explain and forecasting, and performance reporting What We're Looking… more
- Deutsche Bank (New York, NY)
- Job Description: Employer: DWS Group Title: Real Estate Fund Finance /Fund Accounting Associate Location: New York Job Code: #LI-MB1 #LI-0 2 About DWS: Today, ... is a wholly owned subsidiary of DWS. IAO is responsible for the financial reporting and certain operational aspects for investment vehicles to be launched as part of… more
- Ares Management Corporation (Los Angeles, CA)
- …implementation of global policies and procedures as well as Regulatory Reporting and Compliance testing; Marketing & Distribution Compliance, focusing on global ... marketing and investor relations, including compliance for Ares' registered broker-dealers; Regulated...and Compliance Operations, which oversee the department's operational and reporting functions with a focus on regulatory reporting… more
- TIAA (Portland, OR)
- …valuation process across a global timberland portfolio. The analyst also supports investor reporting , financial modeling, and strategic planning while working ... and communicating results to investors. Prepare quarterly and annual investor reports for global investment vehicles, covering investment activity, performance… more
- Standish Management (Dallas, TX)
- …join our fund administration team. With guidance from the team members, the Associate oversees the administrative support and the investor relations related to ... client funds. These responsibilities range from data entry into the client reporting software to compiling quarterly reports for limited partners and from … more
- Pilot (San Francisco, CA)
- …track and on budget with ongoing budget management and monitoring for variance reporting and rolling forecasts Support successful investor discussions and board ... bookkeeping, taxes, and finance As a Consumer & Retail Associate on the CFO Services team, you will help...and tracking relevant KPIs Support fundraising initiatives by drafting investor decks and assisting with mock pitches and term… more
- Obra Capital, Inc. (New York, NY)
- …and enhance Excel-based templates used for deal evaluation, portfolio monitoring, and investor reporting Collaborate with internal analytics and data teams to ... Position Overview We are seeking an Associate , Financial Modeling & Portfolio Analytics to join...drive portfolio decisions, investment forecasts, asset pricing, and performance reporting . The ideal candidate will bring deep Excel expertise,… more
- Morgan Stanley (New York, NY)
- …with expertise in areas including client risk management, financing solutions and investor products Sales & Trading. Position Details Morgan Stanley is seeking a ... reduction initiatives across the business Business Metrics / Trade Reporting - maintain and present business metrics / report...$200,000 per year at the commencement of employment for Associate and between $160,000 and $250,000 for Vice President.… more
- RFG Advisory (Madison, AL)
- …Rebalance and assign models to client accounts. Perform due diligence and reporting with all in-house model portfolios for accounts. Coordinate with custodians, ... provided Continuing Education and professional development opportunities Who We Are: At Investor 's Resource, we are committed to not only guiding our clients through… more
- City of Raleigh, NC (Raleigh, NC)
- …debt functions such as compliance, official statements, credit rating oversight, investor relations, and financial modeling. This hands-on leadership role requires ... Compliance, Debt Management & Financing, Cash and Investment Management, Financial Reporting and Risk Management & Internal Controls. Duties and Responsibilities… more
- Hillwood Investment Properties (Dallas, TX)
- …Analysis (HRIS): Update and maintain HRIS records related to payroll, compensation, and associate data. Generate and review HR reporting and metrics to support ... excellence and teamwork. The company is a full-service real estate developer, investor and advisor focused on developing opportunities for investors, partners and… more
- AEG Vision (Dallas, TX)
- …budgeting and forecasting cycles within the company, assisting on month-end reporting , providing performance analysis for all functions of the business, communicate ... and actionable management reports and analytics. This role will report to the Associate Vice President of FP&A and partner closely with the senior leadership… more
- Cortland (Winter Park, FL)
- …of large multifamily communities through quantitative analysis, modeling, and reporting . Use financial projection models to monitor performance of investments ... information and create concise reports; prepare investment briefs, committee materials, investor reports, and more Report property and portfolio valuations of real… more
- UMB Financial Corporation (Ogden, UT)
- …Investments, you will support UMB by handling all accounting, bookkeeping, and reporting for our clients. You will have the opportunity to grow professionally, ... with clients to address any requests as well as handling correspondence to the client investor base. We're excited to talk with you if: Bachelor's Degree in one of… more
- Pennsylvania Housing Finance Agency (Harrisburg, PA)
- …Review incoming wire payoffs for proper application according to insurer and investor requirements, as well as federal regulations. Review the daily P100 report ... Programs division- create corresponding journal entries monthly. Applying and reporting payments from PAHAF (PA Homeowners Assistance Fund). Research and… more
- Fannie Mae (Washington, DC)
- …of customer problems, process exceptions, and risks. *THE IMPACT YOU WILL MAKE* The Investor Reporting Associate role will offer you the flexibility to ... or improving the customer experience *The Operations - Operations Management - Associate role* *Salary Range: 67,000 - 84,000 a year* Qualifications Education: The… more
- SitusAMC (Overland Park, KS)
- …level role or external equivalent. + 0 - 2 years of experience in reconciliations, financial/ investor reporting preferred + 0 - 2 years of CREFC Reporting ... management support. Essential Job Functions: + Approve system generated reporting , queries and related client deliverables for compliance, adherence, accuracy… more
- Harbor Group Management (New York, NY)
- …service and providing exquisite living experience for our residents. JOB TITLE : Investor Relations Associate LOCATION: Onsite, New York, NY FIRM OVERVIEW: ... and private investors worldwide. POSITION SUMMARY: HGI is seeking a highly motivated Associate to join the Investor Relations team in New York. This… more
- Regions Bank (Dallas, TX)
- …the careers section of the system. **Job Description:** At Regions, the RAH Investor Sales and Servicing Capital Officer is responsible for investor activities ... the Investor Sales and Servicing group. These activities include managing investor relationships in a proprietary and multi- investor fund environment and… more
