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RER Solutions, Inc. is accepting resumes for Senior Investment Officer to become a part of our superior workforce in Washington, DC. The Senior Investment Officer will provide onsite and remote federal program leadership.
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The Senior Investment Operations Officer responsibilities include coordinating activities between client services, trust operations and the back-office service provider, partnering with staff to develop best practices and tools to improve workflows and efficiency and managing and providing leadership across simultaneous work requests and projects.
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Work closely with other Action Officer(s), EAs, and Commercial Strategy team members to support the commercial agenda of DARPA by ensuring government leads are well organized, prepared, and informed for meetings and other engagements, including handling, responding, collaborating and communicating with a broad range of requests from DIRO, other DARPA leaders, PMs, other Agencies, Corporate, and Venture/Private/Accelerator Investor requests.
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Knowledge of financial planning, investment management, and trust administration services is strongly preferred; 2+ years as a Financial Advisor, Trust Officer, Internal or External Wholesaler, or similar business development role in financial services is preferred but not required.
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This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence.
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Track approvals from Finance Committee and Chief Investment Officer to ensure compliance with internal requirements and maintain a corresponding electronic report. The Investment Operations Analyst is a member of a team that invests and manages HHMI's $24 billion endowment fund.
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Certification in a related fiduciary field such as CFP, CTFA, or AIF is beneficial. Amazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that does not require any licensures or state exams now or even in the future.
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IFC is seeking an Investment Officer for the Disruptive Technologies and Funds team to be based in Washington DC to join the team in building the Upstream program for CDF. The selected candidate will focus on developing high-quality Upstream pipeline in partnership with teams across IFC and the World Bank. S/he will also support policy work and other interventions across the World Bank Group to prioritize various initiatives and to maximize the impact of Upstream efforts.
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The Vice President of Finance/Chief Financial Officer (CFO) is responsible for supervising and directing the operation and implementation of the financial management and compliance functions of Defenders of Wildlife and Defenders of Wildlife Action Fund. They report to the President & CEO and work closely with the Vice Presidents of Marketing and Philanthropy and other senior staff to provide accurate, timely, and strategic financial counsel to the organization.
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Assists the Chief Investment Officer in the development of short and long-term investment policies and strategies based on management investment philosophy and client investment objectives.
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Senior Treasury Analyst - Office of the Chief Financial Officer - Georgetown University. The Analyst manages the day-to-day operational tasks, data entry, and data validation the day-to-day operational Treasury requirements, including cash management, investment management, debt management, and bank account management.
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TGS is seeking a Business Operations Manager/Assistant Facility Security Officer to help manage the operations of our growing office in Arlington, Virginia including Financial and Accounting operations, Office and Facilities Administration, IT and Security Infrastructure Administration, facilitation and management of Contract Support, Marketing & Sales Support, HR administration, and administrative support to staff and President.
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The Washington Area Community Investment Fund (Wacif) seeks a dynamic and experienced full-time Chief Financial Officer (CFO) to join our team. Experience working in a CDFI, financial services, or investment management firm a plus.
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Knowledge, Skills, Abilities for Vice President, Finance and Chief Financial Officer. Responsible for leadership of the Finance team handling the accounts payable, payroll, revenue, cash & investment management, and restricted grants management functions.
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The IT Governance and Portfolio Management consultant will support the client's Office of Chief Information Officer (OCIO) with the tracking of IT investment requests submitted from divisions across the enterprise and align them to the appropriate value stream and IT strategy.
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investment officer jobs in Chevy Chase, MD
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