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2024 BNY Analyst Program - Investment Management MarketingOverview 2024 BNY Analyst Program - Investment Management Marketing At BNY, our culture empowers you to grow and succeed.
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Working under general supervision, the Analyst is responsible for the daily compliance monitoring of mutual fund client investment portfolios. We're seeking a future team member in the role of Analyst, Investment Portfolio Compliance to join our Tax Reporting & Compliance team.
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3+ years of experience as a Data Analyst, Public Accountant, Investment Accountant, or in a similar role. Manage Alteryx workflows and investment data imports into Sage Intacct. Investment Administrative Tasks: Aggregate and file monthly, quarterly, and annual bank, custodian, and private equity statements and tax documents electronically.
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Accounting Task Ownership: Perform general accounting tasks related to investment operations, including preparing journal entries for investment transactions and valuations. The Financial Data Analyst will be responsible for managing day-to-day data aggregation, curation, and structuring tasks.
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The Community Investment Systems and Data Analyst will manage the data and reporting functions of the Community Investment department and play a key role in the development, implementation and maintenance of new applications that support the grant and loan programs.
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Key Responsibilities:Data Management and Analysis: Collect, process, and analyze investment data from various sources. Collaborate with the tax team to ensure proper tax treatment and reporting of investment activities.
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The Community Investment Systems and Data Analyst will manage the data and reporting functions of the Community Investment department and play a key role in the development, implementation and maintenance of new applications that support grant and loan programs.
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Our company is one of the most significant publicly traded water, wastewater service and natural gas providers in the U.S.The Financial Analyst Implements the development, maintenance, and consolidation of budgets, variance analysis, forecast, business plans, goals, investment/project analysis and strategic planning processes.
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Cross-train with investment data analyst to understand and improve investment reporting processes. This position will have the responsibility to learn our current technology systems and continually develop and improve them across our tax, accounting, and financial/investment reporting services.
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They provide integrated financial and investment services for 18 households in the second through fifth generations of the family. Expand finance and investment knowledge set. The core focus of this role is tax compliance and planning, with an emphasis on the technology systems of the family office.
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This position reports directly to the treasurer of the family office but will work closely with all staff. Grow expertise in tax technology and software, with a focus on automation. 3+ years of public accounting experience with a focus on tax compliance and planning.
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The Community Investment Systems and Data Analyst will manage the data and reporting functions of the Community Investment department at FHLBank Pittsburgh and play a key role in the development, implementation and maintenance of new applications that support FHLBank’s grant and loan programs.
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Detail deliverables and success criteria as well as metrics to measure impact of changes and return on investment. Client is looking for an experienced, resourceful Business Analyst Agile to join our growing team.
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Experience:The ideal candidate will have 3-8 years of experience as a Data Analyst, Public Accountant, or Investment Accountant. This position offers high visibility and the opportunity to work closely with the CFO, Chief Investment Officer, and wealthy families.
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IntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify a Client Services Analyst for a critical engagement in Pittsburgh, PA.
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investment analyst jobs Title: analyst in Carnegie, PA
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