Investment Analyst - Research, Reporting & Client Impact
Socket
Bolton is seeking an Analyst in Towson, MD to support the Investment Consulting Group by preparing performance reports for retirement plans and assisting with plan reviews, RFPs, and benchmarking studies. You will work with consultants, sponsors, custodians, and third-party admins to deliver high-quality work that protects client interests and strengthens relationships. This role builds investment research skills, supporting senior staff with data gathering and manager due diligence in a #J-18808-Ljbffr Socket
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Investment Analyst - Research, Reporting & Client Impact in Towson, MD vacancy
$150k - $225k
...identify and actively invest in opportunities to help... ...partnership so our clients can feel more confident... ...opportunities to create real impact at work and in your... ...for quantitative researchers from diverse academic... ...Quantitative Investment Analyst role in the Multi-Asset...SuggestedFull timeLocal areaRemote workWork from homeWorldwide1 day per week$155k - $160k
...new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management... ..., advanced analytics, and high‑impact initiatives.How You Will Add... ...YieldBook).Prepare and present risk reports for portfolio managers, risk committees...SuggestedFull timeLocal areaFlexible hours$102.5k - $188.9k
...solutions to help our clients navigate the ever-changing... ...a Cyber Exploitation Analyst, you will support... ...analysis, and technical reporting. You will work with cross... ...purpose is to make an impact that matters for our... ...as through our own investments, commitments, and actions...SuggestedWork at office- ...flavor, and seasonings industry, is seeking a full‑time Financial Reporting Analyst . This new hire will work at Global Headquarters , located in... ...the various regulatory bodies with regard to their financial impact on the Company. Responsible for various accounting analysis...SuggestedFull time
$155k - $160k
...build dynamic relationships with clients, understand their goals, and... ...the Department The Investment Risk Management team safeguards... ...advanced analytics, and high‑impact initiatives. How You Will... ...Prepare and present risk reports for portfolio managers, risk...SuggestedFull timeWork at officeLocal areaFranklin Templeton
Baltimore, MD4 days ago$97k - $129k
...insurance, retirement, and investment solutions help people... ...with our nonprofit research institute and... ...SummaryThe Lead Financial Analyst is responsible for the... ...analysis and financial reporting of assigned legal entities... ...to have a positive impact by addressing critical...Full timeContract workWork experience placementWork at officeRemote workWorldwide$97k - $122k
...Our insurance, retirement, and investment solutions help people make... ...Together with our nonprofit research institute and foundation, we... ...SummaryPerforms accounting, financial reporting and analysis functions within... ...seeks to have a positive impact by addressing critical...Full timeContract workWork experience placementWork at officeRemote workWorldwide$133k - $200k
...identify and actively invest in opportunities to help... ...meaningful partnership so our clients can feel more confident... ...to create real impact at work and in your community... ...AI Solutions Analyst plays a pivotal role in... ...investment process, from research discovery and portfolio...Full timeLocal areaRemote workWork from home1 day per week$95k - $110k
...Price, we identify and actively invest in opportunities to help... ...meaningful partnership so our clients can feel more confident. We believe... ...opportunities to create real impact at work and in your community.... ...SummaryThe Senior Portfolio Investment Analyst (PIA) resides within the...Full timeLocal areaRemote workWork from home1 day per week$95k - $110k
...Price, we identify and actively invest in opportunities to help... ...meaningful partnership so our clients can feel more confident. We believe... ...opportunities to create real impact at work and in your community.... ...Summary This Portfolio Investment Analyst (PIA) resides within the TRPIM...Full timeLocal areaRemote workWork from home1 day per week$110k - $140k
...identify and actively invest in opportunities to help... ...meaningful partnership so our clients can feel more confident... ...to create real impact at work and in your community... ...fundamental equity research support for our... ...fundamental investment analysts Daily opportunity to learn...Full timeWork experience placementLocal areaRemote work1 day per week$89k - $148.3k
...Overview: Supports the execution of Investment Banking or Debt Capital... ..., flow of funds, Refinitiv Reporting for review by Associates. Maintain... ...of Interns and subsequent Analyst classes Understand and adhere... ...interaction with clients and referral sources-external...Work experience placementWork at officeM&T Bank
Baltimore, MD2 days ago- ...Partners, Inc. is seeking an Associate Consultant to join their Investment Consulting Group in Towson, Maryland. This role is ideal for an... ..., and communication skills. Responsibilities include managing client activities, participating in client meetings, and supporting investment...
$128k - $165k
...Our insurance, retirement, and investment solutions help people make... ...Together with our nonprofit research institute and foundation, we... ...consolidation, analysis, and reporting of insurance financial results... ...reinsurance performance, economic impacts, and other key business...Full timeContract workWork at officeRemote workWorldwideRelocation package$69.5k - $118k
...identify and actively invest in opportunities to help... ...meaningful partnership so our clients can feel more confident... ...to create real impact at work and in your community... ...& Analysis (FP&A) Analyst is a member of the Global... ..., forecasting, and reporting while partnering with RPS...Full timeLocal areaRemote workWork from home1 day per week- McCormick & Company, Inc. seeks a Financial Reporting Analyst to support annual and quarterly SEC filings from its Global Headquarters in Hunt Valley, MD. The role reports to the Assistant Controller and requires strong accounting and financial analysis skills within a...
- ...ideal candidate will have substantial experience representing clients in mergers and acquisitions, with additional general corporate... ...outside counsel, our attorneys are empowered to make an immediate impact. If you are looking to grow your M&A practice while working...Full timeWork at officeImmediate start
Offit Kurman
Timonium, MD29 days ago $65k - $75k
...seeking a highly analytical and detail-oriented Financial Analyst who will partner with our clients to identify opportunities for improvement, mitigate... ...on non-compliance from suppliers Create supplier audit reports under the guidance of management Deliver supplier audit...Contract workWork at officeSC&H
Cockeysville, MD2 days ago$107k - $194k
...identify and actively invest in opportunities to help... ...meaningful partnership so our clients can feel more confident... ...to create real impact at work and in your community... ...Portfolio Construction Analyst serves as the chief... ...experience to research and provide analytical...Full timeWork experience placementLocal areaRemote workWork from home1 day per week$100k - $120k
...Senior Financial Analyst (or Finance Manager, depending on seniority... ...our Baltimore district. Reporting directly to the Regional Finance... ...visibility and key leadership impact. Core Responsibilities... ...reconciliations, directly contacting clients when necessary to resolve...Full timeLocal areaRemote workTrisearch
Baltimore, MD4 days ago$90k - $130k
...identify and actively invest in opportunities to help... ...meaningful partnership so our clients can feel more confident... ...to create real impact at work and in your community... ...SummaryThe Portfolio Analyst (PA) serves as a... ...control. Responsibilities Research & Analysis:Conduct portfolio...Full timeWork experience placementLocal areaRemote workWork from home1 day per week$115k - $130k
...) is a leading middle-market investment bank and full service broker-... ...finance), equity & fixed income research, market making, trust... ..., market-based strategies to clients in all major industries, with... ...department is actively looking for an Analyst to join the Industrials Group...Full timePart timeImmediate start- ...a global leader in spices and flavor, seeks a Senior Financial Analyst, Global Commercial Finance. Based at the Global Headquarters in... ..., this full-time role partners with Marketing Finance to drive reporting, planning, and S&OP for Canada brands and marketing spend. The...Full time
- T. Rowe Price seeks a client service professional to support daily requests, respond to mutual fund inquiries, and guide clients toward digital capabilities. You will build product knowledge and employ a consultative approach to understand needs and offer suitable solutions...
$134.5k - $265.1k
..., Risk & Forensic team helps client leaders translate multifaceted... ...our clientsUnderstand the impact of key technology trends and... ...liquidity risk management and reporting (e.g., liquidity stress testing... ...Wholesale, Cards & Payments, Wealth/Investment Mgmt, Capital Markets, Real...Work at officeVisa sponsorship- ...MD is seeking a Portfolio Manager to collaborate with the leadership team on portfolio management and client service activities. The role requires strong investment knowledge, analytical skills, and the ability to effectively communicate with clients. The ideal candidate...
- ...is seeking a full-time Senior Financial Analyst, Sales . This new hire will work at the Global... ...The Senior Financial Analyst, Sales will report to a Senior Manager, Regional Sales... ...ranking, profitability analysis, pricing impacts, and potentially ROM impacts. Effectively...Full time
$73.1k - $133.9k
...teams and solutions, helping clients navigate challenging environments... ...outcomes - is designed for impact. Serving federal, state, &... ...experience supporting financial reporting, annual financial report... ..., as well as through our own investments, commitments, and actions across...Work at officeLocal area$100k - $150k
...encourage innovation, and are eager to make an impact. Whether you’re starting out in your... ...a growing environment, while providing clients with exceptional services. This individual... ...you’ll be responsible for: Responsible for research and analysis of various federal income...Full timeWork at officeLocal area$91k - $151.6k
...Senior Commercial Credit Analyst Job Locations: US-PA-Lancaster |... ...committed to making a positive impact in our local communities. We... ...offer insights and detailed reporting of the findings concerning credit... ...and procedures are followed. Research and stay current on industry...Full timeTemporary workWork experience placementLocal areaWork visaFlexible hoursFulton Bank, N.A.
Cockeysville, MD3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Analyst - Research, Reporting & Client Impact. Be the first to apply!
Related searches
- investment coordinator Towson, MD
- investment intern (private equity) Towson, MD
- investment accountant Towson, MD
- investment Towson, MD
- investment firm Towson, MD
- assistant research professor Towson, MD
- student research intern Towson, MD
- research dietitian Towson, MD
- research chef Towson, MD
- graduate research intern Towson, MD