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The Fund Accounting team at Fisher Investments supports our clients in multiple ways including: providing operational accounting support through preparation of fund budgets, expense processing oversight, preparation of financial statements, assisting in global tax compliance, working on a variety of projects including investor requests - and more.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Energy Infrastructure Partners (EIP) is seeking an enthusiastic and experienced Energy Management Consultant to lead and support commercial and industrial facility managers in major investor-owned utility-sponsored energy management programs.
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As the SEC Reporting Manager you will lead a team of one and will be responsible for the preparation of financial statements, filing of Form 10-Q, 10-K and other SEC filings as needed, and providing review and support of earnings release and investor relations related materials.
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Responsible for mortgage loan servicing, ongoing customer service, billing, payment processing, escrow servicing, variable loan structures and investor reporting. Handles assigned tasks according to multiple investor requirements; FNMA, FHLMC, GNMA, FHA, VA, RD and Umpqua bank portfolio loans.
ExpandApply NowActive JobUpdated 4 months ago - UpvoteDownvoteShare Job
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Work with internal and external teams to monitor the liquidity of the entire fund structure including supporting treasury operations for investor subscriptions, redemptions and distributions; liaising with stakeholders to ensure sufficient cash is available when and where required; coordinate with the appointed service providers to monitor funds available for distribution to support the fund’s distribution policy.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Analytical & Decision Making Skills Ability to read, analyze, and interpret financial statements, income tax returns, investor policies, and governmental regulations. Based on specific investor guidelines, determine if the borrower(s) qualify for the loan program applied for.
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Ability to read, analyze, and interpret financial statements, income tax returns, investor policies, and governmental regulations. Thorough understanding of Federal Housing Authority (FHA), Veterans Affairs (VA), Federal National Mortgage (Fannie Mae), Alaska Housing Finance Corporation (AHFC), and other types of construction and conventional loans.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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With guidance from the team members, the Associate oversees the administrative support and the investor relations related to client funds. These responsibilities range from data entry into the client reporting software to compiling quarterly reports for limited partners and from investor correspondence to addressing the accounts payables and receivables for the clients.
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You will utilize your professional experience and network to develop and grow your client portfolio focusing on Investor-Owned Utility accounts. You will work closely with prospective utility clients to understand their regulatory, safety, reliability, and asset mapping challenges and co-develop lidar, imagery, and other remote sensing technology solutions to enhance and transform current operations.
$90,000 - $99,500Full-timeRemoteExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Maintain our investor portal and investor information in HubSpot, including updating personal information, distribution preferences and key documentation to ensure accuracy and compliance with internal policies and procedures.
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Strong understanding of the real estate space (real estate investor, life coach, real estate consultant, etc.) As a High Ticket Closer, you will be responsible for turning a qualified prospect into a paying client, you will be graded on the number of units sold and monthly revenue.
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Innisfree M&A Incorporated is a New York-based Investor Relations firm that represents various high-profile, publicly-traded corporations. Personal Computer (Windows 10 with 8GB RAM or Windows 11 with 4GB RAM) *MAC/Chromebook/Linux/S mode not supported.
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You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
ExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Upon launch, our fund administration and fund management platform streamline fundoperations, including seamless fundraising capabilities, world-class investor experience, and expert accounting and investor reporting services.
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Lead the annual and ad hoc GHG and ESG reporting data collection and tracking process, support responses to investor and stakeholder requests, and contribute to PGE's GHG and ESG strategy, risk assessment, and internal controls process.
$85,500 - $169,875 a yearFull-timeExpandUpdated 14 days ago
investor job in Vancouver, WA
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