- Deloitte (Atlanta, GA)
- …bringing both new risks and opportunities. As an Audit & Assurance Analyst , you could help our industry-leading clients navigate the risks and opportunities ... will be part of a team that drives resilience, trust , and future-ready solutions. Recruiting for this role ends...on May 29, 2026. Work You'll Do As an Analyst , you will have the opportunity to work on… more
- Commerce Bank (Kansas City, MO)
- …wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. About This… more
- State Of California (Sacramento, CA)
- …Position Details Job Code #: JC-468365 Position #(s): ###-032 Working Title: Investment Trade Analyst - Private Market Operations Classification: INVESTMENT ... OTHER JOBS WITHIN OUR INVESTMENT OFFICE YOU MAY BE INTERESTED IN: JC-468316: Investment Trade Analyst - Public Market Operations ( Investment Officer III)… more
- Umpqua Bank (Walnut Creek, CA)
- …Role: A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that ... can only achieve this through the dedication of our associates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more
- Regions Financial Corporation (Orlando, FL)
- … Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities include ... large new business opportunities Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and … more
- Rehlko, LLC (Sheboygan, WI)
- …world for a better future! Why You Will Love this Job: The Finance Analyst will serve as the strategic finance partner for Power Systems North America Supply ... and Excess and Obsolete reporting. In addition, this Finance Analyst leads financial oversight of key cost lines on...AND EXPERIENCE REQUIREMENTS Bachelor of Business Administration degree in Accounting or Finance 2 - 3 years of finance… 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 ... Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing...be part of a three-person team which includes the analyst and another associate and will be involved in… 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
- Commerce Bank (Kansas City, MO)
- …wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. About This… more
