May Include Verify, allocate, post and reconcile accounts payable and receivable Reconciling account balances and bank statements Maintaining the general ledger including journal entries, accruals and completing month end close Analyze financial information and summarize financial status Review and recommend modifications to accounting systems and procedures Assist in budg

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

Financial Analysis Conduct in depth analysis of financial statements, market trends, and economic indicators to evaluate the performance and potential of various investment opportunities. Asset Allocation Assist in determining optimal asset allocation strategies based on client objectives, risk tolerance, and market conditions. Investment Research Identify and evaluate po

Venable LLP's West Coast Private Wealth Planning Group seeks a midlevel to senior associate with at least 4 years of experience in high net worth wealth planning to join the practice in the San Francisco or Los Angeles office. The successful candidate has excellent oral and written communication skills, outstanding academic credentials, and experience managing projects an

Venable LLP's East Coast Private Wealth Planning Group seeks an associate with at least 2 5 years of experience in high net worth wealth planning to join the practice in the Baltimore office. The successful candidate has excellent oral and written communication skills, outstanding academic credentials, and experience managing projects and client contacts with a strong kno

Venable LLP's East Coast Private Wealth Planning Group seeks an associate with at least 4 6 years of experience in high net worth wealth planning to join the practice in the New York office. The successful candidate has excellent oral and written communication skills, outstanding academic credentials, and experience managing projects and client contacts with a strong know

Manages the larger and more complex accounts in accordance with the terms of the various governing documents, applicable law, and consistent with the needs of the principals and income beneficiaries. Reviews, analyzes and interprets documents for direction; evaluates accounts for completeness and accuracy, monitors and reviews account transactions, responds to incoming co

Payroll Title STDT LIFE DEV SPEC 2 (004563) Job Code 004563 Job Open Date 02/23/2024 Application Review Begins 3/11/2024 Department Code (Name) ASTD Percentage of Time 100% Union Code (Name) 99 Non Represented (PPSM) Employee Class (Appointment Type) 2 Staff Career FLSA Status Non Exempt Classified Indicator Description (Personnel Program) PSS Salary Grade Grade 18 Hiring

Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint

Sales Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify opportunities wit

Our Story As one of the nation's largest Registered Investment Advisors (RIAs), Hightower is an industry leading financial services firm managing approximately $100B+ in client assets and offering objective wealth management advice. Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, f

About JLL Spark JLL Sparkis a division of JLLT dedicated to transforming the real estate industry through technology basedinnovation.Led by experienced Silicon Valley entrepreneurs with successful track records building and investing in tech companies, JLL Spark's strategicPropTechinvestments offer JLL the ability to provide innovative products to real estate owners and op

LaSalle Investment Management ("LaSalle") is a global real estate investment manager with $89 billion of private and public real estate assets under management and over 900 people in 13 countries. Our diverse investor base includes public and private pension funds, insurance companies, governments, endowments, and high net worth investors from across the globe. LaSalle spo

Aon Investments USA is looking for Senior Manager, Investment Compliance As part of an industry leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting our investment team. Your impact as a Senior Manager, Investment Compliance Aon Investments USA's (AIUSA) compliance department provides service, support, and

Job ID 361128 Location Twin Cities Job Family Finance Full/Part Time Full Time Regular/Temporary Regular Job Code 9346IP Employee Class Acad Prof and Admin About the Job The Senior Investment Director will report directly to the Chief Investment Officer (CIO), Andrew Parks, and focus primarily on the endowment, with an emphasis on asset allocation, portfolio design, and p