- Lincoln Financial (Greensboro, NC)
- …We are excited to bring on a Regulatory GAAP and Statutory Investment Reporting Analyst to support the Investment Accounting and Reporting Team. The ... will gain experience in a wide array of areas including financial reporting, investment accounting , financial analysis, amongst other valuable skills. The team… more
- MILL CREEK RESIDENTIAL TRUST LLC (Boca Raton, FL)
- …is seeking a qualified candidate for the Senior Real Estate Finance Analyst position to provide critical property investment valuation, planning, analysis ... and reporting support for MCR portfolio investments in assigned real estate markets. This position will report to the Director of Real Estate Finance and support… more
- Geode Capital Management (Boston, MA)
- Geode Capital Management Trust Company LLC (the " Trust Company") is seeking a Senior Treasury Analyst to become an integral member of the Treasury team, ... assisting with the general oversight and fiduciary responsibility for the various investment products managed or distributed by the Trust Company. This role… more
- Global Atlantic Financial Group (Des Moines, IA)
- …parent company is KKR & Co. Inc. (NYSE: KKR). POSITION OVERVIEW The Senior Analyst , Statutory Accounting and Reporting, will join the Statutory Accounting ... include: Learn on the job about statutory reporting, reinsurance transactions, accounting for investments , capital requirements, and regulatory filing process.… more
- Flik Hospitality Group (New York, NY)
- …FLIK click? Our people. The decisions, actions and attitudes of our associates earn the trust and loyalty of our clients every day. We know how to pick them and ... career where you can flourish. Job Summary The Financial Analyst will be responsible for assessing the financial performance...financial performance of the account, assists with all the accounting and control functions at the account including all… more
- Janney Montgomery Scott LLC (Philadelphia, PA)
- …firm committed to understanding our clients' needs and providing advice beyond investments . We are equally committed to building a diverse workforce and inclusive ... talents to thrive and grow professionally with the firm. The Operations Control Analyst works in the Operations Control team which supports the other teams within… more
- Oppenheimer & Co. Inc. (New York, NY)
- …(both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job ... Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the… more
- The Symicor Group (Chicago, IL)
- …unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or ... know how to evaluate the very best banking and accounting talent available in the market. Whether you are...the loan or submitting an application to a credit analyst for verification and recommendation. Meeting with applicants to… more
- Halliburton (Houston, TX)
- Trust Accounting & Investments Analyst (Principal - Supervisor) Date: Jul 10, 2025 Location: Houston, TX, US, 77032 We are looking for the right people - ... finance and accounting business processes, including general investment analysis, that are critical to the Trust... investment analysis, that are critical to the Trust Investments function Responsibilities may include: +… more
- Lincoln Financial (Lincoln, NE)
- …available for this opportunity. **Requisition #:** 74762 **The Role at a Glance** The Analyst , Investment Accounting Trade Operations will provide timely and ... accurate more complex investment data and investment accounting ...Provides technical research on new and existing general account investments and implements oversight controls for service providers. **What… more
- Bank of America (Newark, DE)
- Senior Finance Analyst - Business Support (The Investment , Trust & Workplace Benefits Reporting, Analysis & Forecasting Team) Charlotte, North Carolina;New ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Senior-Finance- Analyst Business-Support--The- Investment -- Trust Workplace-Benefits-Reporting--Analysis Forecasting-Team-\_25012730-2)… more
- KeyBank (Brooklyn, OH)
- …the Brooklyn, OH (Tiedeman) location._** **ABOUT THE JOB (JOB BRIEF)** The Alternative Investment Analyst role supports Key Private Bank, Wealth Management and ... discrepancies + Reconcile statements to transactions and positions in trust accounting system + Responsible for wire...for wire processing for Capital Call activity + Monitor Trust Alternative Investments mailbox daily + Uploading… more
- Lincoln Financial (Santa Fe, NM)
- …We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst ** to support the Investment Accounting and Reporting Team. The ... will gain experience in a wide array of areas including financial reporting, investment accounting , financial analysis, amongst other valuable skills. The team… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- …statistics, or mathematics plus 3-5 years of professional level experience in investments or a Master's degree in accounting , business administration (MBA), ... or mathematics plus at least one year of professional level experience in investments . SUBSTITUTIONS: Designation as a Chartered Financial Analyst (CFA) will… more
- Comerica (Farmington Hills, MI)
- … trust accounts. This role is also responsible for updating the trust accounting platform, completing account funding requirements, and tracking the movement ... Job Description Trust Fiduciary Analyst Sr.The Trust...account. Verify paperwork to establish online accounts. Update the trust accounting platform with all necessary information… more
- Lockheed Martin (Bethesda, MD)
- …with its products\. Reporting to the portfolio manager of Lockheed Martin Ventures, the investment analyst will be responsible for the following: * Source deal ... Maintain Corporate confidentiality and disclosure protocol\. * Reporting to leadership, accounting , treasury, investor relations\. * Support investments through… more
- Lincoln Financial (New York, NY)
- …74724 **The Role at a Glance** We are excited to bring on a Senior Analyst / Director in Alternative Investments . He/she will research, analyze, and perform due ... diligence on new investment strategies, managers, and investments , prepare and...senior leadership. *Work closely with internal business units, legal, accounting , operations, and data analytics teams *Generate reports and… more
- Truist (Richmond, VA)
- …and phases of content dissemination and management as needed on Investment Advisory Group initiatives, contributing meaningful insights and ensuring key initiatives ... as a subject-matter expert for assigned initiatives involving various investment management services, products, policies and processes (including timely delivery… more
- First Horizon Bank (Memphis, TN)
- … and Analytics web based platform. Analysts assist customers with monthly accounting reconciliation issues of investment portfolio, updating monthly trade ... for this position, analysts will learn about different types of institutional bond investments as well as gain familiarity with the financial reports of depository… more
- US Bank (Charlotte, NC)
- …you excel at-all from Day One. **Job Description** US Bank (NYSE:USB) Global Corporate Trust and Custody is a premier provider of corporate trust services and ... debt obligations (CDO) and CLOs are forms of securitization where debt and equity investments are issued to investors with the proceeds of the issuance being used to… more
