Investment Performance Analyst, Client Reports
Callan
Callan is seeking a Performance Analyst to join our Client Report Services (CRS) team in Portland, OR or Chicago, IL. You will calculate and verify portfolio returns and characteristics, then produce investment measurement reports for client portfolios. This role offers a hybrid schedule with approximately two days in the office each week. The ideal candidate has an interest in investments and data analysis, strong time management, and the ability to build trusted relationships with clients and #J-18808-Ljbffr Callan
$65k - $75k
...seeking a new team member to join our Client Report Services (CRS) team located at one of... ...: Portland, OR, or Chicago, IL. As a Performance Analyst in the Client Report Services (CRS)... ...group at Callan, a leading independent investment consulting firm, you’ll be...SuggestedWork experience placementWork at officeWork visa2 days per week$75k - $90k
...Investment Analyst Summary: The Investment Analyst works directly... ...investment advisory services to client investment pools (e.g.,... ...client investment portfolio reporting process, establishing and maintaining... ...: Manage the performance reporting process for...SuggestedWork at officeWork from homeFlexible hours- ...About the Opportunity Our client is a fast-growing online... ...business that invests heavily in customer acquisition... ...commercially minded Senior Performance Marketing Analyst to help drive smarter marketing... ...marketing data products, ensuring reporting datasets are accurate,...SuggestedFull timeTemporary work
- ...Jones, we’re a purpose-driven, client-focused team committed to... ...We are looking for our next Analyst. Analysts build the foundational... ...Prepare financial planning, investment, and wealth management analyses... ...based on sustained performance, demonstrated readiness, credential...SuggestedSummer workInternshipWork at officeLocal areaImmediate startFlexible hours
- ...recognized research, and capital market investment banking expertise to clients who need help achieving their... ...accepting applicants for Experienced Analyst positions in the Investment Banking... ...expectations? Would you enjoy performing extensive research and in-depth analysis...Suggested
- ...Half is searching for a Financial Analyst / Cost Analyst to join my client's team in the southern Portland Metro... ..., cost control, and business performance. The ideal candidate will bring strong... ...entries, financial analysis, reporting, COGS, BOMs, cost analysis, budgeting...
$30.59 - $38.09 per hour
...AZAD Technology Partners as a Financial Analyst an d provide support and assistance to the... ...Asset Suite). Running queries, generating reports to support management, troubleshooting,... ...increases in innovation and advancements in the client organizations we serve. AZAD is...Hourly payWork experience placementLocal areaFlexible hours2 days per week1 day per week- ...seeking a detail oriented Financial Analyst to support a financial operations... ...invoicing, forecasting, reporting, and operational analysis for complex client programs. The ideal candidate brings... ...Finance to improve billing accuracy Perform financial analysis on project...Contract workRemote workVisa sponsorship
$105k - $125k
...Job Description SENIOR FP&A ANALYST Vancouver, WA (Hybrid) | Direct... ...well-established real estate investment and development company to... ...consolidated financial reporting packages for management and the... ...organizations across the West Coast. Our client is moving quickly on this...Full timeWork at office2 days per week3 days per week$77.2k - $96.5k
...Procure-to-Pay (P2P) processes ~ Proficiency with Oracle Cloud reporting tools: OTBI, BI Publisher, FBDI, and/or ADFDI ~ Ability to... ...of factors, including shift, location, experience, skill set, performance, licensure and certification, and business needs. The range...Full timeShift work$205k - $340k
...Conducting legal due diligence.• Experience with representation and warranty insurance underwriting and related issues.• Advising clients on general corporate/entity matters and business matters.Candidates will work closely with experienced lawyers who will provide active...Full timeTemporary workLocal areaRemote work- ...Company Overview Our client is a rapidly growing, employee-owned actuarial and financial consulting firm that is focused on providing... ...with proficiency in actuarial valuations including accounting reports, liability determination, funding analysis Expertise with all aspects...Work at officeFlexible hours
$22.05 - $31.43 per hour
...purchases of used vehicles direct from customers. Work all leads from KBB ICO via Dealer Socket, Automotive Mastermind, V-auto Reports and turns from sales associates. Document all data and communications in Dealer Socket (DS) and Automotive Mastermind (AMM)....Hourly payFull timeTemporary workPart timeLocal areaFlexible hours- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees and making them feel welcomed... ...on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant...Immediate startAfternoon shift
- ...is seeking a detail-oriented Recruiting & Workforce Development Analyst to optimize recruitment, onboarding, offboarding, and workforce... ..., and communication skills, with experience in Workday and workforce reporting. #J-18808-Ljbffr Oregon Department of TransportationWork at office
$66k - $96.25k
...legacy of financial stability while investing in new, innovative technologies... ...the needs of our customers. Our high-performance culture focused on operational excellence... ...a difference? Job Summary: The Reporting & Business Support Analyst owns the overall sales and inforce...Contract workLocal area- ...AnalystDuties As a FINANCIAL MANAGEMENT ANALYST, GS-0501-9/11, this position is located... ...this position is plan, coordinate, and perform comprehensive Accounting and Financial Management... ...with accurate and timely financial reporting. Ensures the proper documentation,...Permanent employmentTemporary workWork experience placementWork at officeTrial periodShift work
- ...Management AnalystAs a FINANCIAL MANAGEMENT ANALYST, GS-0501-9/11, this position is located... ...this position is plan, coordinate, and perform comprehensive Accounting and Financial... ...management with accurate and timely financial reporting. Ensures the proper documentation,...Work at office
$180.2k - $355.1k
...analytical experience to help clients evaluate business issues,... ...value-based care models and performance, product and pricing, and financial... ...analysis of return on investment for medical management initiatives... ...and present reports and recommendations for senior...Local areaVisa sponsorship$128k - $252.5k
...Transactions team helps guide clients through their most critical... ...You’ll DoThe Rural Health Performance & Transformation Manager serves... ...programs, performance reporting and evaluation, policy implementation... ...as well as through our own investments, commitments, and actions...Local area$55k - $79.11k
...conducting risk assessments, preparing financial reports, and advising on investment strategies. You will join a... ...office environment, where employees would perform tasks such as data analysis, report generation, and client communication, using tools like Microsoft...Full timeWork at office- ...company.As the Senior Planning Capabilities Analyst focused on our Global Planning end-to-... ...process, capabilities, and relevant key performance indicators. In addition to process and... ...to planning applications and/or related reporting that informs the processPerforms other duties...Full timeSeasonal workWork at officeFlexible hours
- ...accounts receivable, entering contracts Running monthly EOM reports Basic office duties such as proofing, printing, faxing, photocopying... ...President, Portland staff and consultants as requested Client support & relations Extensive use of the Microsoft Office Suite...Work at office
- ...interactions to support acquisition goals. Collaborate with team members to coordinate outreach strategies. Track activity and report progress toward established objectives. Maintain compliance with office and regulatory procedures. Qualifications Strong...Work at officeWork from homeFlexible hours
- Cengage Group is seeking a Staff Accountant in the Global Accounting & Reporting team to support close and consolidation processes in a multinational environment. You will prepare journals, analyze balance sheets, and help ensure accurate financial reporting, with exposure...
- Bank of America in Vancouver, WA is seeking a customer-focused associate to assist clients with self-service banking and cash transactions. You will build relationships, identify financial solutions, and ensure compliance with policies and regulations. The role requires...Work at officeWeekend work
- ...Vancouver, WA, seeks a customer service associate to educate clients about self-service options and accurately handle cash transactions... ...processes, and collaborate with specialists in lending and investments to expand services. #J-18808-Ljbffr Bank of America Corporation
$48.8k - $90.6k
...Financial Analyst About the role We are seeking a Financial... ..., planning, financial reporting, and analysis while helping... ...to support business cases, investments, and other business initiatives... ...and more reliably. Our high-performance instruments, sensors, and subsystems...Internship$93.5k - $145k
...Consultant, you will lead client engagements focused on... ...direction to analysts and associates. We... ...technology-enabled tools. Perform and review complex... ...Draft and review client reports or presentations to... ...and capital, people and investments, and management consulting...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$111.3k - $117.1k
Job SummaryThe Senior Financial Analyst is a subject matter expert for reporting and analysis for the Finance department. This role works closely with executive... ...and education which clearly indicates the ability to perform the essential functions of the position may...
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