- Direct Counsel (New York, NY)
- …law firms in hiring a highly qualified midlevel associate to join their Investment Management - Financial Institutions practice group in either the New ... or Washington, DC office. Qualifications: 3-5 years of experience with investment adviser regulatory matters Comparable law firm experience and/or experience working… more
- Edelman Financial Engines (Phoenix, AZ)
- Description Outbound Investment Advisor (Phoenix, AZ or Remote) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice ... and advice; handles interactions accurately & efficiently. Educates client on financial , investment , debt management, and retirement planning strategies Works… more
- Publicis Groupe Holdings BV (New York, NY)
- …Manage all client dollars in the marketplace and maintain accurate financial documentation. Investment Safety: Coordinate crisis and compliance management ... and to do it all with #phmlove. Overview The Investment Lead oversees and executes all client investment... Investment Lead oversees and executes all client investment activities, including both Investment Marketplace and… more
- Right Hand Talent (New Haven, CT)
- …institution of higher learning Preferred Education and Experience: Experience in financial services, investment management, or family office environment ... $41.4 billion as of June 30, 2024, their endowment pursues an investment strategy constructed to produce superior long-term performance through the careful… more
- PURE Insurance (White Plains, NY)
- …& Chief Financial Officer and work closely with the Controller, Investment Accountants and General Counsel to manage the day-to-day oversight and all aspects ... and associated operations Delivering findings and insights to the Chief Financial Officer and Investment Committee Maintaining relationships with external… more
- Michigan State University (East Lansing, MI)
- …Master's degree in related field; CFA and CAIA credentials; knowledge of investment financial markets and relevant technology tools, including design, ... Investment Office IT Manager / Information Technologist III...MSU Information Technology provides the primary leadership for strategic, financial , and policy initiatives affecting information technology (IT) across… more
- State of Maryland (Baltimore, MD)
- …successful employment in legal, compliance or audit roles, preferably in the investment , financial , banking, accounting or insurance industries. DESIRED OR ... and more than 175,000 retirees and beneficiaries. The Agency is seeking an investment compliance professional to serve as Senior Compliance Analyst in the … more
- Crestline Investors, Inc. (Fort Worth, TX)
- …controller. The Statutory Investment Accountant is responsible for reporting on the financial activities related to the investment portfolio of CL Life and ... Annuity Insurance Company. This role involves maintaining investment records, preparing financial statements, and ensuring compliance with regulatory standards.… more
- JPMorgan Chase & Co. (New York, NY)
- Job Description We are seeking a highly skilled and experienced Investment Banking Analyst to join our Financial Sponsors Group, offering an exceptional ... to high-profile transactions and drive growth within a leading financial institution. Job Summary As an Analyst in the... institution. Job Summary As an Analyst in the Investment Banking Division, you will be a key player… more
- Massachusetts Mutual Life Insurance Company (MassMutual) (Boston, MA)
- … Controllership Governance team. The position reports to the Head of Investment Controllership Governance and resides within the Financial Controllership team, ... circumstances Partner with teams, including but not limited to Securities Controllership, Investment Operations, Financial Reporting & Controls and ERM Actively… more
- State Street Corporation (Irvine, CA)
- …*Substantive in one or more of the following: fixed income, equity financial instruments. understanding of investment management or wealth management work ... Manager/Specialists - lead the implementation of the Charles River Investment Management Solution (CRIMS). Their contributions include defining client requirements,… more
- LPL Financial Holdings, Inc. (Norwalk, CT)
- …. Under this model Financial Advisors are not employees of LPL Financial . The Investment Program at Affinity Federal Credit Union supports the local ... of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity… more
- Aditi Consulting (Miami, FL)
- … analyst typically has a bachelor's degree and experience with budget analysis and financial and investment planning. As the levels progress, the years of ... recommendations based on business forecasts, industry and economic conditions Present financial findings to client including data affecting investment programs,… more
- LPL Financial Holdings, Inc. (Chicago, IL)
- …employment opportunity at Wintrust Ban in Chicago, IL would allow you to join the Investment Program at Wintrust Bank as a Financial Advisor associated with LPL ... Under this model Financial Advisors are not employees of LPL Financial . The Investment Program at Wintrust Bank supports the local community with a complete… more
- LPL Financial Holdings, Inc. (Port Jefferson, NY)
- …. Under this model Financial Advisors are not employees of LPL Financial . The Investment Program at Teachers Federal Credit Union supports the local ... of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity… more
- Arootah (New York, NY)
- …and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top ... financial applications (QuickBooks, etc.) In-depth understanding of various financial instruments, investment types, vehicle structures, asset classes, tax… more
- Cesna Group (Kokomo, IN)
- …This experience may include internships, co-op programs, or entry-level positions in financial analysis, accounting, or investment analysis. - Financial ... to create and manipulate financial models to forecast future financial performance, evaluate investment opportunities, and perform scenario analysis. -… more
- First Citizens Bank (Rock Hill, SC)
- …branch partners to help our clients enhance their financial goals with financial planning and investment strategies. You will focus on business develop and ... you to be a part of our story. Our Financial Consultants serve as the subject matter experts in...as the subject matter experts in advising and selling investment opportunities to our mass affluent clients and prospects.… more
- Planned Parenthood Keystone (Allentown, PA)
- …Serve as staff liaison with the Board of Directors, Finance/Audit Committee, and Investment Committee, implementing and monitoring financial and investment ... organization. Planned Parenthood Keystone is looking for a full-time, exempt Chief Financial Officer. As a member of the executive management and finance/operations… more
- MassMutual Eastern PA (Philadelphia, PA)
- …commitment to excellence and forward-thinking solutions Responsibilities *Deliver comprehensive financial planning, investment , and insurance solutions to ... Description Financial Planner Opportunity You understand the deep satisfaction...their goals, protect what matters most, and build lasting financial security. Your dedication has a meaningful impact, improving… more
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