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
- Callan in Portland, OR is seeking a Performance Analyst to join the Client Report Services (CRS) team. You will calculate and verify portfolio returns and characteristics to produce investment measurement reports for institutional clients. The role requires strong data...SuggestedWork at office
- ...seeking a new team member to join our Client Report Services (CRS) team located one the... ...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 responsible...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- ...York, NY. We provide unbiased investment consulting services to nearly 200 clients, including corporations, public... ...attitude to fill our Investment Analyst position. Candidates must be prepared... ...and quarterly investment performance reports in accordance with RVK's standards...SuggestedFull timeTemporary workWork experience placementInternshipImmediate startFlexible hoursAfternoon shift
- ...handle various financial duties, including expense billing and client relations. The ideal candidate will have a background in orthodontic... ...financial coordinating. You'll be responsible for running reports, managing projects, and providing support to the team. This position...SuggestedWork at office
$70.3k
...recognized research, and capital market investment banking expertise to clients who need help achieving their... ...goals. Investment Banking - Summer Analyst D.A. Davidson & Co., a leading full... ...application or interview process, to perform essential job functions, and to...Bi-weekly payPermanent employmentFull timeSummer workInternshipSummer internshipNight shiftWeekend work- Greysteel is seeking a skilled investment/real estate analyst to join our advisory team in Portland. You will perform advanced financial modeling, develop Valuation models in... ...communication to coordinate with teams and clients. Bachelor’s or higher in Real Estate,...
- Greysteel is seeking a qualified financial analyst specializing in real estate investment analysis. You will perform advanced financial modeling in Excel, build and maintain... ..., and review legal documents and third-party reports to support due diligence. You will analyze...
- D.A. Davidson & Co. is seeking a Summer Analyst to join the Investment Banking Group for a 10-week program. Interns will assist deal teams with mergers... ...experience, collaboration across teams, and exposure to clients and deal execution. #J-18808-Ljbffr D.A. DavidsonPermanent employmentSummer work
- Ampere Computing in Portland, Oregon is seeking a Finance FPA & Reporting Analyst for a 6-7 month temporary staff augmentation role. You will join the Management Reporting Team to support close, forecast, and reporting in a hybrid office setting. Requirements: Bachelor’...Contract workTemporary workWork at office
- JOB SUMMARY The Performance Analytics Analyst is responsible for developing, maintaining, and analyzing operational performance reporting across Clinical Services. This role supports KPI governance, dashboard development, trend analysis, root-cause investigations, and performance...
- Ampere is seeking a Finance FP&A Analyst for a 6-7 month contingent staff augmentation on the Management Reporting Team, based in Portland, Oregon. The role centers on financial close, forecasting, and reporting cycles, with an emphasis on controls and processes. It is...Contract work
$33.17 - $34.62 per hour
#DECS-003 - Financial Analyst Department: Decision Support... ...Time (32hrs/wk.); Non-exempt Reports to: Decision Support Manager... ...injustice by partnering with clients to meet their economic and... ...costs and improve financial performance. Identify trends, advise and...Hourly payFull timeWork experience placementWork at officeFlexible hoursAfternoon shift- ...thinking Senior Financial Analyst to join our Finance... ...AI-driven workflows. Reporting directly to finance leadership... ...revenue streams, and investment opportunities. P&L & Trend Analysis: Perform deep-dive analyses on... ...Optimization, Client Retention Economics) that...Work at officeRemote workWork from homeHome officeFlexible hoursShift work
- Our client is an energy transition company focused on developing, constructing, and owning large scale... ...The organization is backed by a major global investment firm. Role Overview Our client is seeking a Financial Reporting Accountant to support financial reporting and...Work at officeLocal area
$168k - $240k
...in many locations and travel will be required as needed by our clients. Who You’ll Work WithIn today’s world, fast beats slow, and the... ...thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays,...Temporary workWork at officeLocal areaImmediate start$215k - $290k
...transactions across a variety of industries while developing strong client relationships and taking on meaningful responsibility on deal... ...and for employees who need reasonable accommodations to perform the essential functions of their positions due to a disability...Full timeLocal areaFlexible hours$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- ...is seeking a Financial Analyst to join our team. This... ..., analysis, and reporting across our operations... ...including valuation, performance tracking, and scenario... ...institutional and government clients under the J.P. Morgan... ...today we are a leader in investment banking, consumer and...
- ...accessible to all.The Contracts Analyst is responsible for supporting... ...analyses and develops reports across complex data sets requiring... ...and works with internal clients to implement approved recommendations... ...review and analysis; performs contracts risk analyses; makes...Full timeContract workWork at officeRemote workShift workNight shift2 days per week3 days per week1 day per week
$40 - $45 per hour
...detail-oriented Financial Accounting Analyst II for our client in Portland, OR! Financial Accounting... ...Treasury Compliance & Reporting (40%) Develop and update treasury-related... ...(15%) Analyze institutional debt, investments, trustee funds, and cash balances...Local areaRemote work$33.66 - $38.09 per hour
...AZAD Technology Partners as a Financial Analyst and 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 committed...Hourly payWork experience placementLocal area2 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
- ...to receive an alert: Finance Analyst - Kiewit Bridge and Marine... ...assist with preparing a financial reporting package for project... ...initiative. We depend on our high-performing operations support professionals... ...Understands intercompany and client billing process workflow,...Full timeInternshipRelocationWeekend work
$19 - $23 per hour
...culture every day! The Finance Analyst Intern role is focused on... ...assist with preparing a financial reporting package for project... ...initiative. We depend on our high-performing operations support professionals... ...Understands intercompany and client billing process workflow,...Full timeTemporary workSummer workInternshipWork at officeRemote workRelocationWeekend work$69k - $93k
...Financial Planning and Analysis (FP&A) Analyst is responsible for supporting the financial... ...budgeting & projections, and ad hoc reports for data requests. This is a remote or hybrid... ...employee productivity and overall firm performance. Compile and deliver supporting...Work experience placementInternshipWork at officeRemote workFlexible hoursShift work- ...platform optimizes solutions for our clients by providing end-to-end investment services, from investment property... ...a close-knit, dynamic team. Perform complicated financial modeling and... ...analyze legal documents and third-party reports as part of the due-diligence...Immediate start
$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$100.4k - $197.9k
...life insurance and annuity clients on actuarial modernization,... ...product development, financial reporting, modeling, and adjacent... ...individual and organizational performance. Deloitte is committed... ...as well as through our own investments, commitments, and actions across...Local areaVisa sponsorship$148.2k - $292.3k
...analytical experience to help clients evaluate business issues,... ...including analysis of return on investment for medical management initiatives... ...liabilities, including work performed in connection with Deloitte &... ...Develop presentations, reports, and recommendations for senior...Local areaVisa sponsorship
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