- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... you will become a subject matter expert in financial reporting software in the wealth management...Funds, SMA/UMA + Alternative investments + Performance reporting calculations and methodologies + Portfolio management … more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... Our reporting teams have in-depth knowledge of wealth management products and technology applications, so...of financial instruments -Ability to think critically through complex performance management reporting issues and… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... The Solutions group is Mirador's consulting arm and specializes in working across the wealth management industry to engage in both long and short-term projects… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... The Solutions group is Mirador's consulting arm and specializes in working across the wealth management industry to engage in both long and short-term projects… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... you will become a subject matter expert in financial reporting software in the wealth management...Funds, SMA/UMA + Alternative investments + Performance reporting calculations and methodologies + Portfolio management … more
- Morgan Stanley (Purchase, NY)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Reporting Analyst, ... providing a wide range of investment banking, securities, investment management and wealth management services....candidate plays a vital role maintaining accurate data in performance reporting systems, adhering to all policies… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... for the creation of cutting-edge technology that will automate critical wealth management reporting processes and give Mirador a competitive advantage… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... with the ability to prioritize tasks and meet deadlines + Knowledge of Wealth Management 's products, policies, and practices + High attention to detail… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... Our team is fundamentally changing one of the world's largest growing industries-financial reporting . Other companies may offer similar services, but we have no true… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... Our team is fundamentally changing one of the world's largest growing industries-financial reporting . Other companies may offer similar services, but we have no true… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... Our team is fundamentally changing one of the world's largest growing industries-financial reporting . Other companies may offer similar services, but we have no true… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... Our team is fundamentally changing one of the world's largest growing industries-financial reporting . Other companies may offer similar services, but we have no true… more
- Bank of America (Stamford, CT)
- …is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The ... delivery model to include the bank's digital offerings and wealth management banking strategy in the market...or equivalent work experience **Skills:** + Compensation Analysis + Performance Management + Process Performance … more
- Morgan Stanley (Purchase, NY)
- …firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management , and Asset Management . As a market ... Description:* * Perform Quality Control reviews for the Firm's Wealth Management and US Banks businesses to...experience * Assist in preparing ongoing and ad hoc reporting for senior management * Escalate potential… more
- KPMG (Stamford, CT)
- **Business Title:** Manager/Senior Manager, Asset Management International Tax **Requisition Number:** 112416 - 20 **Function:** Tax Services **Area of Interest:** ... on asset managers, hedge funds, private equity funds, sovereign wealth funds and investors, and fund sponsors + Assist...a team + Act as a coach, mentor, or performance manager to other tax professionals Qualifications: + Minimum… more
- TD Bank (Shelton, CT)
- …and performance reviews, coaches and develops colleagues and ensures performance management activities are undertaken and completed for all colleagues ... Creates store-specific strategies to grow the business + Uses reporting to identify opportunities to acquire and deepen customer...a leader in the Market and/or Region for change management , performance measures/ management , and talent… more
- Deloitte (Stamford, CT)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... or OpenText + Experience /knowledge in SAP ILM Retention Warehouse, retention policy management , data destruction and retention warehouse reporting + Experience… more
- Fairfield University (Fairfield, CT)
- …processes, including those relating to prospect research, portfolio development and management , and fundraiser performance metrics. The Director will lead, ... **Job Description:** About the Position Reporting to the Senior Associate Vice President for...successfully through the fundraising cycle and to create fundraising performance metrics and other management reports. +… more
- Deloitte (Stamford, CT)
- …Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management , Investment Management , Real Estate, Private ... process improvement, operating model design and implementation, risk assessment and management , and controls testing engagements across three lines of defense +… more
- Deloitte (Stamford, CT)
- …Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management , Investment Management , Real Estate, Private ... process improvement, operating model design and implementation, risk assessment and management , and controls testing engagements across three lines of defense +… more