Works with the performance calculation vendor and performs period end quality controls reviews to verify accuracy of portfolio and benchmark performance returns. Makes recommendations to the Investment Performance Manager for adjustments to performance return corrections. Receive and interpret request from investment professionals to configure performance systems for port

Investment Operations Analyst Job Family Professional/Managerial Type Regular Full Time Position Status Getty Center Workplace Type Hybrid/Partially Remote Salaried/Hourly Salaried Hiring Pay Scale $93,149 $123,421 Annually Salary Commensurate with experience and internal equity Program/Department Investment Administration 0210 Investment Administration Requisition Number

Vaco Boston has partnered with a global investment management firm that is seeking an Investment Risk Manager. Responsibilities Strategy and policy formulation of the risk appetite framework. Establishing risk thresholds and targets. Quantitative risk and performance measurement, analysis and reporting. Implementation of data, analytics and systems to measure risk Reporti

WHAT YOU'LL DO The Financial Executive is responsible for assisting Financial Advisors by administering all aspects of clients' accounts. This includes a full line of investment products, including mutual funds, managed accounts, equities, and fixed income securities. WHAT YOU'LL BRING Duties Assist Busey Wealth Management in meeting the goals and objectives of the organi

Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Sr Investment Operations Analyst II to join our Fixed Income Ops team. This role can be on site, hybrid, or 100% remote. As a Sr Investment Operations Analyst II, you'll play a

Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.) Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction Execute first call resolution t

The InfoSec Internal Controls Supervisor will work with the CIO, CISO, COO, Operations Division Management, and IT Leadership team to coordinate the gathering of information and evidence as required by various regulatory compliance exams and audits. Ensures that regulatory exams and audit engagements are efficient, organized, and accurate. Responsible for ensuring that re

The Sanctions Watchlist team works to ensure Atlantic Union Bank's compliance with the regulatory requirements of the Office of Foreign Assets Control (OFAC) and the Bank Secrecy Act (BSA). The Sanctions Watchlist Specialist will report directly to the Manager FIU Sanctions Watchlists and play as an integral role on the Sanctions Watchlist team. Will serve as a subject ma

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our cu

Participates in providing care for all patients (infancy through geriatrics) .Transports and clipper preps all surgical patients as required. Under direction of OR Sterile Processing Coordinator will disassemble, clean, assemble, sterilize and store all surgical instrumentation. EEOC Statement Conemaugh Health System is committed to providing Equal Employment Opportunitie

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Client Processing Applies expertise and judgement in providing quality, and occasionally complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner. Performs a var

The Senior Investment Data Analyst plays an important role in planning for, developing and executing performance and investment data related initiatives. He/she will provide data support for the various investment teams and downstream applications within UC Investments. The Senior Analyst is primarily responsible for maintaining the Investment Book of Record by ensuring a

Develop satisfied clients and new sources of asset management revenue through frequent contact, usually for portfolios/relationships of a substantial size and complexity. Consult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship. Working with client ad

Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients