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This role will directly support the Chief Brand Officer and the VP of Performance Marketing in defining goals, tracking performance metrics and Marketing ROI, and performing deep dive analyses on areas of opportunity to further improve customer acquisition, retention, and purchase frequency.
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Lead, Investments Coordinator , reports to the Director, Operations & Compliance, and Executive Vice President, Chief Investment Officer, and partners with Investment Team stakeholders to facilitate and organize workflows for implementation and audit and reporting requirements.
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Responsible for maintaining all investor reporting related to CPC’s public S&P rating and supporting the CFO and Chief Investment Officer in all capital raising efforts. CPC has a robust construction lending platform, a mortgage bank, and equity and impact investment platforms that focus on our three goals: Expanding Affordable Housing, Closing the Racial Wealth Gap, and Investing in the Green Economy.
$195,000 - $215,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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You will also support the Chief Compliance Officer in the operations and maintenance of the firm's regulatory compliance program. Our firm is a $450M+ Registered Investment Advisor in beautiful downtown San Diego, specializing in ultra-high net-worth individuals and families.
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The Senior Investment Consultant fosters and manages relationships with financial advisors to assist them in utilizing Orion’s Custom Indexing and other Outsourced Chief Investment Officer (OCIO) investment solutions.
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Work with the Portfolio Manager on investment-related matters, including investment evaluation, entity choice for investments, tax and liquidity impact of investments, and asset allocation and reporting.
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As a member of our Human Resources team, you will collaborate with our Human Resources Manager and Talent Acquisition Manager while reporting directly to the Chief Human Resources Officer.
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Long standing and reputable transportation company in the market, priding themselves on their robust end to end solutions they offer to their clients, as well as reputation for excellence in the industry, is seeking a Chief Financial Officer for their team.
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The Deputy Chief Compliance Officer for Insigneo Advisory Services supports the Chief Compliance & Risk Officer in the development and implementation of the Firm’s compliance program and plan of the investment adviser designed to promote compliance with applicable securities regulatory authorities including, but not limited to, SEC laws and regulations.
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We are seeking a skilled and experienced Chief Investment Officer for our Florida developer operation. Proven track record of success in real estate investment management, with at least 5 years of experience in a senior leadership role.
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Assist the lead analyst on the restructuring for investments in their portfolio and work closely with other Credit and Risk Management team members/the Chief Credit Officer on these distressed deals, if applicable.
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The Compliance Analyst will report directly to the Chief Compliance Officer (CCO). Experience coding investment guidelines and restrictions and performing post trade compliance monitoring required.
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Strong understanding of SEC, FINRA, and other relevant regulatory frameworks governing investment management activities. Risk Management Expertise: Assess and mitigate regulatory risks associated with our investment activities, providing proactive guidance to senior management and investment teams.
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Your job, as Associate Compliance Officer and Operations Associate, is to assist our Chief Compliance Officer and operations staff in facilitating the compliance and general operations of our firm.
$90,000 - $130,000 a yearFull-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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Provide support across a variety of compliance initiatives including: Code of Ethics, regulatory filings, cybersecurity compliance, electronic communication surveillance, trade surveillance, vendor due diligence, following up on compliance attestations, and update compliance procedures as needed, in conjunction with the Chief Compliance Officer.
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