- HUB International (Scottsdale, AZ)
- …for meeting clients' financial goals. + Preparing or interpreting financial document summaries, investment performance reports, and income projections for ... As a Financial Advisor on the Wealth Management Services team,...advice. + Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help… more
- Integrated Federal Solutions (Washington, DC)
- …customers! PCI Government Services is looking to hire a junior to mid-level Financial Analyst with Investment Banking experience to provide operational services ... Size the need for CHIPS dollars by determining the shortfall after financial levers, the Investment Tax Credit, and state and local incentives are factored in.… more
- Truist (Winston Salem, NC)
- …teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment product educational seminars ... deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are… more
- Humana (Columbus, OH)
- …frequently interact with senior leadership, providing insights that influence major investment decisions and shape corporate strategy. The Financial Analytics ... a part of our caring community and help us put health first** The Financial Analytics Lead is pivotal in steering our technology funding strategy, ensuring our… more
- Ascension Health (St. Louis, MO)
- …Administration, Finance, or other pertinent field with two to four years of financial investment experience preferred. A CPA, MBA and/or CFA candidate is ... Operations, and supports the Manager, Investment Operations, Senior Director, Investment Operations, the Health Ministries, and Financial Reporting in the… more
- Santander US (New York, NY)
- Vice President - Investment Banking - Insurance, Financial Institutions Group (FIG) New York, United States of America Summary: As an Investment Banking Vice ... with clients as you work across the full spectrum of investment banking products including mergers & acquisitions, divestitures, restructurings, loans, and… more
- Wells Fargo (Charlotte, NC)
- …science and in developing and managing data tools and technologies within a financial or investment banking environment. + Strong understanding of modern data ... of Capabilities & Data Science within our Corporate & Investment Bank. The Capabilities & Data Science Lead will...set of benefits designed to protect their physical and financial health and to help them make the most… more
- Lincoln Financial Group (Columbus, OH)
- … Investment Accounting Analyst, with a focus on derivatives, to support the Investment Accounting and Reporting Team at Lincoln Financial Group. The ... will gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills. The… more
- Lincoln Financial Group (Columbus, OH)
- …excited to bring on an Investment Accounting Analyst to support the Investment Accounting and Reporting Team at Lincoln Financial Group. The Investment ... will gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills. The… more
- Robert Half Finance & Accounting (Mclean, VA)
- …. MUST have advanced Microsoft Excel skills . Mergers & Acquisition experience . Financial Modeling, Investment Financial Modeling, Investment Banking To ... manipulating financial data. This role will consist of analyzing financial data, evaluating investment opportunities, and providing revenue generating… more
- Bank of America (New York, NY)
- …and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. This ... and reviewing reports and allocation updates + Creates analytical reports for Financial Advisors to review client investment portfolio performances against… more
- Bank of America (Houston, TX)
- … Investment Manager is responsible for defining and owning the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through ... up to and including termination. **Skills:** + Causation Analysis + Financial Management + Investment Management + Trading Strategy + Trading and Investment … more
- Aramco Services Company (Palo Alto, CA)
- …ensuring strategic relevance of technologies to Aramco and generating an attractive financial return on investment . AV is headquartered in Dhahran, Saudi ... opportunities. Developing knowledge of core concepts in competitive and market strategy, financial analysis, investment analysis, valuation and due diligence. +… more
- Robert Half Finance & Accounting (Memphis, TN)
- …prompt and accurate responses. * Carry out due diligence for potential investment opportunities, assessing financial and operational risks. * Use Microsoft ... Excel for financial modeling, investment valuation, and data analysis. * Monitor customer credit accounts, identifying and addressing any issues in a timely… more
- Bank of America (Los Angeles, CA)
- …The Private WealthInvestment Management Specialists are responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management ... to measure progress to goals. **Skills:** + Causation Analysis + Financial Management + Investment Management + Trading Strategy + Trading and Investment … more
- City National Bank (Los Angeles, CA)
- …Proactively communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation/concentrations, and recommends ... ** INVESTMENT OFFICER** **WHAT IS THE OPPORTUNITY?** Responsible for...provide services across the full product spectrum. + Analyze financial needs of clients and monitor their ongoing … more
- Robert Half Finance & Accounting (IA)
- …or related field. Market Research, Business Development, Business Development Skills, Equity Investment , Investment Financial Analysis, Investment ... investment cycle: origination, due diligence, execution, portfolio management and investment monetization. Create financial models to analyze historical and… more
- Boston University (Boston, MA)
- …and personal integrity + Intellectually curious and inquisitive + Familiarity with financial markets, investment portfolio strategy and endowment management + ... The University seeks to hire a thoughtful and bright Investment Analyst to join its collegial Investment Office. As an Investment Analyst, the candidate will… more
- MassMutual (Boston, MA)
- …investment data for ledger tie outs. Reviews periodic journal entries. + Analyze financial reports and investment data for trends and impacts to investment ... ** Investment Accounting Associate II** ** Investment Controllership**...the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership,… more
- BlackRock (New York, NY)
- …key role in developing and growing BlackRock's dedicated fund finance strategy + Financial Modeling and Investment Due Diligence: + Developing, analyzing, and ... dissecting financial models to assess new investment opportunities + Conducting due diligence on borrowers and their sponsors + Conducting qualitative and… more
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