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As a Solution Engineer III in Capital Group Private Client Services, you will have the opportunity to get engaged with the entire Wealth Management lifecycle and capabilities: Client/Advisor Portal, Client onboarding/servicing, Financial planning & Asset allocation, Portfolio Management, Order management & trading, Accounting & Results.
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Supports Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by using software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; determining the financial status (viability) of business partners; and assessing risk implications.
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To that end, SBC develops, maintains, and supports solutions for states to compile, report and review eligible expenditures for Medicaid Administrative Claiming, Direct Service Cost Report Reconciliation and Settlement, Medicaid Eligibility Matching, Random Moment Time Studies or other equivalent allocation methods to support the identification of Medicaid related costs.
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Experience with Orion, Eclipse trading platform, or other performance reporting/trading/rebalancing software such as Tamarac. Willis Eckfeldt , a personal financial planning, and investment firm in Mercer Island, is searching for a Client Service Associate to deliver trading, portfolio allocation, and administrative excellence to the team and families we serve.
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Knowledge of business and management principles involved in strategic planning, resource allocation, and production. Proficiency in computer software such as MS Word, MS PowerPoint, MS Project, Visio, etc.
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You will research expenses and/or explain cost and/or allocation variances while also preparing the budget for assigned departments and/or assist cost center managers as needed. You will use various software applications, such as spreadsheets, relational databases, statistical packages and/or graphics packages to assemble, manipulate and/or/or format data and/or/or reports.
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Assist with the development of system requirements, functional requirements, and allocation of the same to individual hardware, software, facility, and personnel components. Bachelor’s degree in system engineering, Computer Science, Information Systems, Engineering Science, Engineering Management, or related discipline from an accredited college or university is required.
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Experience with technologies such as virtualization and complex software infrastructure systems, compute, storage, data migration, capacity, load balancing, and software defined networking.
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Working knowledge of applicable computer software necessary to fulfill job duties including but not limited to Microsoft Office and AutoCAD. Knowledge of FileNet, SAP, and Cascade a plus but not a requirement.
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Utilize specialized tools and software to optimize network parameters, such as power levels, frequency allocation, antenna configuration, and interference management, to achieve optimal network performance.
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In addition, RIZE was recently selected to build and operate a community grant program to increase the equitable allocation of Opioid Recovery and Remediation Fund (ORRF) Proficiency in or capability of adopting new software, including Salesforce (and other relational databases), Asana (and other project management tools), Adobe Acrobat, Microsoft Suite, WordPress, Jot Form, and video conferencing/calling.
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The PWP will take the client or prospective client through a comprehensive discovery process and, utilizing J.P. Morgan's proprietary Wealth Plan software, provide a report that helps focus the client or prospective client on the likelihood of successfully meeting their goals and the asset allocation recommended to help them do so.
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Perform functional analysis, timeline analysis, cost estimation, requirements allocation, and interfaced definition studies to translate customer requirements into hardware and software specifications.
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Makes recommendations to purchase hardware and software, coordinates installation and provides backup recovery. Develops and monitors policies and standards for allocation related to the use of computing resources.
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Utilize Excel and other software tools to track and manage project schedules, equipment usage, and manpower allocation. - Proficiency in Microsoft Excel and other relevant software applications.
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