- Lincoln Financial Group (Montgomery, AL)
- …**Requisition #:** 73039 **The Role at a Glance** We are excited to bring on an Investment Accounting Analyst , with a focus on derivatives, to support the ... of both hybrid and remote employees. **General Purpose of Job** As an Investment Accounting Analyst , you will be responsible for providing timely and… more
- Lincoln Financial Group (Huntsville, AL)
- …**Requisition #:** 72640 **The Role at a Glance** We are excited to bring on an Investment Accounting Analyst to support the Investment Accounting ... of both hybrid and remote employees. **General Purpose of Job** As an Investment Accounting Analyst , you will be responsible for providing timely and… more
- Regions Bank (Birmingham, AL)
- …the system. **Job Description:** At Highland Associates, the Client Operations and Performance Analyst role is responsible for the input and analysis of client data ... for reporting investment performance. The position plays a vital role in...eligible for overtime pay. **Requirements** + Bachelor's Degree in Accounting , Finance or another related field **Preferences** + Knowledge… more
- Confluent (Montgomery, AL)
- …Streaming Platform. Data Connects Us. **About the Role:** We are seeking a senior analyst to join our investor relations team. In this high-impact role, the IR ... senior analyst will report to our IR senior manager and...will collaborate across a variety of groups, including finance, accounting , legal, marketing, and product teams, as well as… more
- CBRE (Montgomery, AL)
- Finance Sr Analyst Job ID 164952 Posted 25-Apr-2024 Service line GWS Segment Role type Full-time Areas of Interest Accounting /Finance Location(s) Remote - US - ... results and indicators such as capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial… more
- Lincoln Financial Group (Montgomery, AL)
- …accounting , financial reporting/analysis experience in mutual fund, insurance, or public accounting environment + Mutual fund and strong investment knowledge ... LVIP Funds + Assure fund administration compliance with the Investment Company Act of 1940 as well as the...Acts of 1933 and 1934 and applicable Generally Accepted Accounting Principles (GAAP) + Work closely with External Auditor… more
- Lincoln Financial Group (Montgomery, AL)
- …(Required ) Knowledge of ETL functions, data warehousing principles. Knowledge of securities accounting and / or investment data. Knowledge of SQL and Business ... Intelligence reporting tools such as AWS QuickSight, Athena Ability to deliver challenging assignments with time sensitivity & criticality within assigned timelines Ability to work with others in a team environment. Demonstrated strong relationship management… more
- Lincoln Financial Group (Huntsville, AL)
- …Tax, General Ledger Reconciliation, Unclaimed Property, Cash & Bank Relationship Management and Investment Accounting . They will act as a resource to applicable ... internal/external stakeholders. They will also consult and collaborate with business stakeholders to define and validate more complex business solutions that meet the needs, goals and objectives for their assigned area(s) of responsibility. **What you'll be… more
- Regions Bank (Birmingham, AL)
- …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...directs the work of the client operations and performance analyst function + Serves as the liaison between the… more
- Regions Bank (Birmingham, AL)
- …Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or ... for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and… more
- CBRE (Montgomery, AL)
- …Posted 14-Feb-2024 Role type Full-time Areas of Interest Accounting /Finance, Administrative, Building Management, Building Surveying/Consultancy , Capital Markets, ... Technology/Information Technology, Environmental Consultancy, Facilities Management, Health and Safety/Environment, Investment Banking, Investment Management, Legal, Loan Servicing,… more
- Truist (Montgomery, AL)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more