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Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA.
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Fixed Income Analyst will work closely with the Portfolio Managers and Head of Fixed Income Portfolio Management and will have direct responsibility for the primary coverage of assigned sectors of MassMutual's General Investment Account (GIA.) The focus will be deep fundamental credit analysis and security selection within assigned fixed income asset classesThe incumbent will support the management of fixed income strategies across insurance segments The Team.
$159,800 a yearFull-timeExpandUpdated 7 days ago - UpvoteDownvoteShare Job
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Complete Balance/Allocation errors as needed on same day. Navia offers FSA, HSA, HRA, Commuter, Lifestyle, 401K, Benefit Administration, Education, COBRA, and much more. Process Carrier Notifications as needed on same day(48 hrs on larger carrier day.
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The Financial Services Budget Formulation Analyst assumes a pivotal role within the ODNI IC Chief Financial Officer (IC CFO), playing a critical and multifaceted part in bolstering the Intelligence Planning, Programming, Budget, and Execution Process (IPPBE.
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Conduct thorough reviews and approvals of investment policy statements (IPS), asset allocation/strategy proposals, and wealth analysis plans for our clients. Previous experience or a solid understanding of asset allocation and portfolio construction is highly desirable.
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Support the development and staffing of the DoD's annual global ISR allocation plan and sourcing recommendations in response to emergent/short-notice request for DoD ISR forces (Requests for Forces (RFFs.
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Marc JacobsInternational, powered bythe creative genius of Marc Jacobs, seeks a Temp - Planning Analyst to join the Planning, Allocation and Operations Team based in itsNew York City (SoHo) headquarters.
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As a Loan Support Analyst within PNC's FHA Conveyance organization, you will be based in Brecksville, OH or Miamisburg, OH. Managing Multiple Priorities - Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
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While this position will be supported by an investment analyst who reports to the Portfolio Manager, the incumbent will also conduct research and analyze derivative strategies and structures in support of portfolio management and due diligence activities.
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The Retail Allocation Analyst will sit within the Retail Planning + Allocation team and be responsible for managing our expanding retail footprint by identifying sales trends and ensuring we optimize our inventory assortment for sales and customer experience by store.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
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2-5 years of full-time experience in the any of the following areas: asset allocation, equity research, investment consulting, manager selection, portfolio management, or risk management. The Investment Analyst will assist in the oversight of the various investment functions of the Trust and their intersection with the Trust's charitable work.
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Performs managerial/cost accounting, budgeting, funding execution, manpower management, workload, acquisition, document management, system support, and financial analyses to provide efficient allocation and effective utilization of financial resources, making recommendations for improving operations, systems, and reporting.
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We have a fantastic opportunity for an Expense Reporting Analyst to join our Finance team here at AXA UK. You'll support the development of expense MI, utilising tools including Anaplan and Power BI, to replace existing legacy reporting.
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Responsible for handling staff management issues, including resource management and allocation of work within the team/project. The Account Policy Sr Lead Analyst is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business.
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