- PNC (Pittsburgh, PA)
- …Derivatives, Effective Communications, Financial Analysis, Industry Knowledge, Investment Performance Measurement, Investment Reporting , Pricing Models ... interpersonal skills, and the ability to provide simple/practical solutions for improving investment performance and risk management. A successful candidate will… more
- Bank of America (Chandler, AZ)
- …Benefits products + Familiarity with various types of investment vehicles + Investment Performance Reporting Experience + Process Efficiency + Oral ... employee inquiries and escalations + Monitors team service levels, volume, performance metric reporting , escalating concerns where appropriate + Conducts… more
- Commerce Bank (St. Louis, MO)
- …of investment objective, asset allocation, selection of specific securities, investment performance reporting , and client service. Essential Functions ... assigned clients on a regular basis, provide portfolio and investment reporting and make investment ...This position will be eligible for additional compensation through performance -based incentive plan(s) that will correspond to meeting … more
- Bank of America (Pennington, NJ)
- …+ Proficient PC skills, including Microsoft Excel and Outlook **Desired Skills:** + Investment Performance Reporting Experience + Prior experience working ... This group is responsible for maintaining timeliness and accuracy of client investment performance returns for branch office network. **Responsibilities:** +… more
- Massachusetts Municipal Wholesale Electric Company (Ludlow, MA)
- …and management of investment portfolio models and analysis. 4. Contribute to investment performance reporting . Assist with daily investment ... Financial Analyst** Ludlow, MA **JOB SUMMARY** Assist with financial tasks including reporting , data entry, and analysis to support the MMWEC organization and Member… more
- Regions Bank (Birmingham, AL)
- … Analyst role is responsible for the input and analysis of client data for reporting investment performance . The position plays a vital role in client ... reporting process aids in clients achieving their long-term investment goals + Inputs and verifies client investment... investment goals + Inputs and verifies client investment data for calculating performance + Performs… more
- Nuveen Investments (Iselin, NJ)
- …processes. + Take functional ownership of all data flows and processes related to investment performance calculation and reporting + Manage IT and Operations ... will be to build Nuveen's IBOR, ABOR and GIPS performance calculation and reporting solution * Review...to those processes + Provide subject matter expertise on Investment Performance and act as the functional… more
- City National Bank (New York, NY)
- …composite returns. * Stay abreast on the CFA Institute's Global Investment Performance Standards (GIPS) and SEC's reporting standards. * Process the early ... * PERFORMANCE REPORTING ANALYST* WHAT IS THE OPPORTUNITY? This position provides systems administration, reports and analysis, and data management support that… more
- PNC (Louisville, KY)
- …Communications, Fund Management, Fund Performance Analysis, Investment Performance Measurement, Investment Reporting , Problem Solving, Tax ... yield maintenance through investors, both through financial modeling and transaction level performance . Performs internal and external reporting on fund … more
- M&T Bank (Wilmington, DE)
- …and investment management: from order generation, to trading, client and performance reporting , investment analytics and planning. Experience with ... + Deep understanding of financial products, investment management, client reporting , and risk management. + Experience with performance reporting… more
- Regions Bank (Birmingham, AL)
- …**Job Description:** At Highland Associates, the Client Operations and Performance Reporting Team Manager oversees the investment process in the areas of ... trading operations, client reporting , performance management, and investment performance analysis. **Primary Responsibilities** + Provides oversight and… more
- The Hartford (Hartford, CT)
- …+ Provide timely support to internal HIMCO clients, including, Portfolio Managers, Investment Sectors, Financial Reporting , Performance Measurement, and ... accurately manner. + Reconcile and resolve breaks for financial reporting and investment management needs between internal...is simple: we pay competitive base salaries and reward performance . In addition, you will be eligible to participate… more
- Rush University Medical Center (Chicago, IL)
- …('Deputy CIO') will serve a key role in managing and overseeing the organization's investment strategies and portfolio performance . Reporting directly to the ... CIO will assist in the development, implementation, and monitoring of investment policies, strategies and processes to achieve the organization's financial… more
- Nordstrom (Seattle, WA)
- …in office in Seattle. A day in the life + Analyze and present Technology investment performance through reporting on a weekly, monthly and quarterly basis ... Accounting or Finance + Proven experience in analysis, modeling, and reporting financial performance , with a strong sense of curiosity + Demonstrated ability to… more
- M&T Bank (Wilmington, DE)
- … solutions, including model portfolios and separately managed accounts, data reporting , and investment platform support for client accounts. **Primary ... **Overview:** Responsible for overseeing investment operations, including, but not limited to, implementation and trading, reporting , and related systems and… more
- Aflac (GA)
- Sr Mgr, Investment Acct Reporting The Company: Aflac Incorporated The Location: GA, US The Division: Financial Services Job Id: 7644 Salary Range: $130,000 - ... + Ability to prioritize multiple competing initiatives + Experience/familiarity with major Investment or Accounting and Reporting systems (FAM, SAP, BW, BPC,… more
- Lincoln Financial (Radnor, PA)
- …play a key role in ensuring the accuracy and integrity of unit value and performance reporting for our investment products. This is an exciting opportunity ... Business, Mathematics, or related field. + 3+ year of experience in performance reporting , investment operations, fund accounting, or a similar area. +… more
- Deloitte (New York, NY)
- If you are looking to leverage your knowledge of investment management in a new and innovative way, Deloitte's Partnership Solutions Group (PSG) may be the place for ... you! Come be part of a group that sets the standard for investment management tax technology and provides tax compliance and consulting services to a variety of… more
- Cleveland Clinic (Beachwood, OH)
- … managers and vendors, CCIO facilities management, Financial Management performance reporting , maintaining books/records for multiple portfolios, tax ... alternatives and derivatives + Understands investments, endowment and pension fund performance reporting , and core competencies in risk management Preferred… more
- Vanguard (Malvern, PA)
- …changes to senior leadership as necessary. + Drives accurate and effective reporting for the Vanguard Funds' boards, Investment Stewardship Oversight Committee, ... Vanguard's Investment Stewardship program acts as a voice for...stewardship operations, ensuring best-in-class governance, efficient workflow, and enhanced reporting capabilities. You will drive accurate and effective … more