- KeyBank (Brooklyn, OH)
- …OH location (Tiedeman) at least 1 day per week._** **ABOUT THE JOB** The Performance Reporting Operations Analyst manages the calculations for performance ... returns for trust accounts on the Global Plus custody system. Performance Returns are calculated on the First Rate system by an external vendor. Analysts perform… more
- Lincoln Financial Group (Vienna, VA)
- …**Requisition #:** 73997 **General Purpose of Job** As a regulatory GAAP and Statutory Investment Reporting Analyst , you will be responsible for providing ... Investment Accounting Analyst to support the Investment Accounting and Reporting Team at Lincoln...Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other… more
- T. Rowe Price (Owings Mills, MD)
- …the opportunity to join us and grow your career with us. About The Role Lead Analyst - Investment Performance Analysis will have a deep understanding of ... a whole. Responsibilities + Utilizes a wide variety of investment and performance and attribution tools and...tools by responding to complex ad hoc analytical and reporting requests on a daily basis from investment… more
- PNC (Philadelphia, PA)
- … investment performance portfolio analyses, actively leading performance reporting initiatives, operational improvements, system releases and ... the performance is accurate. - The Sr. Investment Performance Analysts assist the field (...- 1-2 years of SS&C Sylvan/Portia or First Rate Performance reporting systems is a plus. -… more
- Johns Hopkins University (Baltimore, MD)
- …patient care institutions, is seeking candidates for the position of Investment Analyst within its Investment Office, reporting directly to the Managing ... States. _Note: This position is not eligible for visa sponsorship_ **RESPONSIBILITIES** The Investment Analyst will be an integral member of the Investment… more
- Bank of America (New York, NY)
- Investment Manager Selection Analyst New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... of its CIO Manager Selection team that selects third-party investment managers for client investment . Reporting...be diverse, ranging from equities to fixed income. The Analyst will conduct investment manager research to… more
- CBRE (Boston, MA)
- …of investments including reviewing quarterly investment reports and validating quarterly investment data, reviewing investment performance along with key ... Senior Analyst , Indirect Private Real Estate- Investment ...asset management of investments; and provide input for client reporting . What you'll do + Provides initial investment… more
- Umpqua Bank (Portland, OR)
- Trust Investment Analyst Wealth Management Portland, Oregon **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ ... Heart, Enjoyment, and Relationships. **About the Role:** A Trust Investment Analyst performs trade execution, portfolio maintenance,...and its performance software vendor + Analyze performance reports to assure accurate reporting to… more
- T. Rowe Price (Baltimore, MD)
- …River (CRD), and supports client reporting on these restrictions. The Investment Compliance Senior Analyst collaborates with, and provides information to a ... the violation resolution process + Actively participates in the Global Client Investment Reporting (GCIR) process Process Improvement + Continuously seeks… more
- Cleveland Clinic (Beachwood, OH)
- …Office in one or more of the following areas: a) portfolio risk management and investment performance reporting , b) investment analytics and data ... this role will: + Generate portfolio risk metrics and performance reports using a variety of tools including but...include: + Master's degree + Pursuit of Chartered Financial Analyst (CFA)/Chartered Alternative Investment Analyst … more