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This position will work closely with matrix partners in Portfolio Management, Treasury, SEC/Stat Consolidated Reporting teams, and external accounting service providers to implement business strategies and to identify areas for improvement and consistency across the organization.
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Experience with BlackRock Solutions and/or Wall Street Office or a similar investment book of records system. Experience with PAM for Investments or a similar investment accounting system.
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The Investment Analyst is actively involved in all aspects of portfolio management, and investment and manager research. Implement and oversee the quantitative and qualitative analyses of investment opportunities, including financial modeling, industry and company analysis, manager benchmarking, and returns analyses.
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Pinecone offers competitive base salary and equity compensation, opportunity to build a savings and investment portfolio, and resources to protect your family from the unexpected. Pinecone offers competitive base salary and equity compensation, opportunity to build a savings and investment portfolio, and resources to protect your family from the unexpected.
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As a Communicated Dedicated Relationship Banker, you are responsible for managing an assigned portfolio of high value consumer and business customers across multiple bank branches. High School Diploma or GED and minimum of 2 years customer service and sales in banking, financial services or goal driven retail sales with an emphasis on investment or business lending and business sales experience.
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Financial Planners manage a portfolio of clients to assess, understand, and identify their banking needs, and to provide options for wealth advice, banking products, and investment/insurance offerings.
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As a Digital Product Strategist you will be:A critical thinker, ideating outside of the box & helping strategically shape next big ideas;Financially astute, building out investment strategies & business cases;Sales & marketing savvy, helping shape the go-to-market approach;A facilitator, mentoring our product business teams & championing a new way of thinking; and,A collaborator, bringing together different perspectives & insights from multiple teams to help shape a cohesive strategy.
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The Investment Management Specialist is responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas.
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Key Responsibilities: Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
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Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance. Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.
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Junior Corporate Credit Risk Professional supporting commercial lending & investment banking business primarily to US subsidiaries of Japanese corporate customers. Advise relationship managers on credit risk issues, terms & conditions, to create the best possible deal with a goal of improving profit and minimizing credit cost with support from senior portfolio manager.
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Using the Firm’s proprietary, globally accessible technology platform, the business provides a full range of fund administration services, including daily accounting and financial reporting; transfer agency and investor services; middle and back-office support; and integrated portfolio analytics.
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Software solution for fund, corporate, invetor & investment, portal, business intelligence and portfolio monitoring. Assist in developing integration between RSM technology platforms, including but not limited to treasury workstations (Bill.com, Tallie Emborse, Kyriba), portfolio monitoring and reporting (Workiva), business intelligence (Power BI), reconciliation and financial close (Blackline), PartnerSight (tax), and others as deemed applicable.
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FSG is a portfolio company of The Sterling Group , a private equity and private credit investment firm that targets investments in building, basic manufacturing, distribution, and industrial services.
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The role requires frequent communication and interaction with Business Developers, Relationship Managers, Marketing, Product Management, Legal & Compliance, Finance, Portfolio Management, and the Investor Services Group.
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