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Knowledge of IFRS and US GAAP accounting and reporting as well as NAIC requirements and statutory accounting Strong oral and written communication skills Exposure to large-scale enterprise, financial systems (e.g., SAP), SOVOS (Wings), Bloomberg, Precision for Mortgages, and/or Clearwater Analytics Proficiency in Microsoft Office, including Word and Excel If you are interested in this Senior Investment Accountant job, please apply now to be connected with a member of our team.
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The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products.
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Company Profile Jones Street Investment Partners, LLC (“JSIP”) is a real estate investment sponsor focused on multifamily assets in the Northeast and Mid-Atlantic. Company Profile Jones Street Investment Partners, LLC (“JSIP”) is a real estate investment sponsor focused on multifamily assets in the Northeast and Mid-Atlantic.
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Founded in 1966, FCI Advisors is an independent, privately-owned, fee-based registered investment advisor (RIA) which provides fiduciary-quality investment solutions to a broad range of clients.
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Marshall Dennehey supports and encourages workplace diversity and we are an Equal Opportunity Employer AA/M/F/D/V. The firm’s investment in this arena has been observed by numerous publications and we were honored with a 2022 “Tipping the Scales” recognition by the Diversity & Flexibility Alliance.
$150,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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If you are self-motivated and looking for a career in optometry that has the benefits of being a private practice owner in terms of scheduling flexibility and financial opportunity without the hardships and investment of opening a practice cold, contact us today.
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Asset Advisors on behalf of our proprietary suite of mutual fund investment products. Acquire and maintain necessary securities licensing Series 65. Client Series 65 Exam; able to be obtained shortly after hire.
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Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
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Preferred) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals.
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Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects.
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You will have low fee, low cost funds such as Vanguard and a variety of other investment selections that will help you reach financial security and ultimately, financial freedom! You will have low fee, low cost funds such as Vanguard and a variety of other investment selections that will help you reach financial security and ultimately, financial freedom.
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10+ years experience in strategic finance position, including Corporate Finance, Investment Banking, Corporate Development, Portfolio Assessment, or Investment Management. Work with investment banking advisors to regularly inform executive management on our company’s valuation and financial positioning within the biopharmaceutical sector.
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The Product Manager uses customer insights and analytics to evaluate trade-offs, including customer value, business value, and return on investment. Experience being the team spokesperson on the team’s priorities and delivering customer value.
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Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
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Run and design product illustrations for advisors including; life insurance, annuities, disability insurance, long term care insurance, and investment for various carriers. Primary responsibilities include data entry for financial planning analysis, running and designing product illustration requests, and identifying opportunities for sales.
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investment job in New Haven, CT
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