Investment Analyst — Plan Analytics & Due Diligence (Hybrid)
Bolton Partners, Inc.
Bolton Partners, Inc. is seeking an Analyst in Towson, MD to support Bolton's Investment Consulting Group. You will prepare and review performance reports for defined contribution and defined benefit plans and assist with plan reviews, provider RFPs, and fee benchmarking studies. Collaborate with consultants, sponsors, recordkeepers, custodians, and administrators while building research skills for manager due diligence. #J-18808-Ljbffr Bolton Partners, Inc.
- Bolton is seeking an Analyst to support the Investment Consulting Group (ICG) in Towson, MD. You will prepare... ...contribution and defined benefit plans, assist with plan reviews, provider... ...help with data gathering for manager due diligence, and grow within a collaborative, quality...Suggested
- ...Partners-Inc is seeking a Senior Analyst within its Investment Consulting Group in Towson... ...investment research, due diligence, and client service for institutional retirement plans, collaborating with the... ...This role requires strong analytical, organizational, and communication...Suggested
- ...for leading the firm's Investment Department by... ...60+ member financial planning firm headquartered in... ...investment research and due diligence process, ensuring recommendations... ...management Strong analytical skills Strong... ...Additional Benefits Hybrid Work Flexibility Medical...SuggestedWork at office
- Bolton seeks a Senior Analyst for its Investment Consulting Group in Towson, MD. The role combines investment... ...service for institutional retirement plans, reporting to the CIO and... ...plan sponsors and service providers. Hybrid work and growth opportunities are offered...Suggested
$97k - $110k
...helping people look forward and plan for the best life possible... ...insurance, retirement, and investment solutions help people make... ...SummaryAs our Senior Analytical Reporting Analyst - ALM & Power BI Development... ...sourcesWorking Conditions:Hybrid (Tuesdays, Wednesdays & Thursdays...SuggestedFull timeContract workWork at officeRemote workWorldwideVisa sponsorship- T. Rowe Price is seeking an FP&A Analyst to join the Global Distribution FP&A team in Owings... ...and reporting to support the Retirement Plan Services business, with both on-site and... ...degree, 2+ years of experience, and strong analytical/modeled skills. Collaboration with...Remote work1 day per week
- ...is seeking an Institutional Client Analyst to support the Client Solutions... ...Responsibilities include providing analytical support, assisting with due diligence requests, and contributing to content... ...competitive compensation and a hybrid work environment. #J-18808-Ljbffr...
$133k - $200k
...identify and actively invest in opportunities to help... ...institutions, and retirement plan sponsors. We take an... ...AI Solutions Analyst plays a pivotal role in... ...processing, integration, and analytics, with demonstrable proficiency... ...role is eligible for hybrid work, with up to one...Full timeLocal areaRemote workWork from home1 day per week$95k - $110k
...identify and actively invest in opportunities to help... ...institutions, and retirement plan sponsors. We take an... ...Portfolio Investment Analyst (PIA) resides within... ...transactionsMonitor portfolio analytics and generate and run... ...role is eligible for hybrid work, with up to one day...Full timeLocal areaRemote workWork from home1 day per week$95k - $110k
...identify and actively invest in opportunities to help... ...institutions, and retirement plan sponsors. We take an... ...Portfolio Investment Analyst (PIA) resides within... ...asset portfoliosStrong analytical and problem-solving skills... ...role is eligible for hybrid work, with up to one day...Full timeLocal areaRemote workWork from home1 day per week- EisnerAmper seeks a Senior to join our National Tax Office in a hybrid role. You will research and analyze federal income tax issues,... ...to firm-wide alerts, assist with trainings, and support due diligence for M&A transactions. A JD is required; a Tax LL.M. is a plus,...Work at office
$90.23k
...journey. Where your co-workers are invested in you and your success.... ...seeking a Senior Financial Analyst to join our Corporate FP&A Team... ...This role supports financial planning and analysis projects and... ...as required. #LI-LP2 #LI-HYBRID Skills & Abilities • Advanced...Work experience placementH1b$70k - $85k
...Financial Analyst (FP&A) At Anne Arundel Dermatology we give exceptional... ...to support financial planning, budgeting, forecasting, and... ...upon years of experience Hybrid position- Mon-Wed in office.... ...modeling techniques. · Excellent analytical and problem-solving skills...Full timeTemporary workPrivate practiceWork at office- ...leads, refer to partners, review goals with clients, and build financial plans using brokerage products, including investments and banking solutions. The role emphasizes regulatory due diligence, collaborative teamwork, and a commitment to client service. #J-18808-Ljbffr...
$80k - $95k
...Job Title: Senior Analyst... ...Department: Investment Consulting Group (... ...employer retirement plans. The team supports... ...analysis and manager due diligence while serving as a primary analytical and operational resource... ...and holidays ~ Hybrid telework arrangements...Full timeLocal areaRemote workNight shift$144k - $261k
...identify and actively invest in opportunities to help... ..., and retirement plan sponsors. We take an active... ...marketing materials, due diligence, meeting support,... ...selling skillsStrong analytical and problem-solving skills... ...generous retirement plan Hybrid work schedule Health...Full timeContract workLocal areaRemote work$150k - $225k
...identify and actively invest in opportunities to help... ...institutions, and retirement plan sponsors. We take an... ...Investment Analyst role in the Multi-Asset... ...Researchers on the team build analytical frameworks and conduct... ...FlexibilityThis role is eligible for hybrid work, with up to one...Full timeLocal areaRemote workWork from homeWorldwide1 day per week$100k - $150k
...income tax Assist with Federal domestic tax due diligence in connection with M&A transactions... ..., and/or C corporations Strong analytical and writing skills Strong proficiency with... ...their careers in a fulfilling way. A hybrid between a general tax practice and a hyper...Full timeWork at officeLocal area$91k - $151.6k
...opportunity that can be hybrid within the Fulton Bank... ...and training to other analysts and loan officers within... ...principles (Required)Excellent analytical and problem-solving... ...by established due dates. This includes but... ...incentive compensation plan subject to individual and...Full timeTemporary workWork experience placementWork visaFlexible hours- Bolton is seeking a Senior Analyst in Towson, MD to support the Investment Consulting Group with investment research and client service for institutional retirement plans. You will conduct due diligence, prepare memorandums, and interact with plan sponsors, recordkeepers...
- ...manage all phases of middle-market M&A transactions, including due diligence, drafting and negotiating transaction documents, and... ...corporate law experience is a plus. Strong drafting, negotiation, analytical, and organizational skills. Ability to manage associate-...Work at officeImmediate start
$61.2k - $125.5k
...managers for all matters related to the due diligence, documentation, perfection, closing and... ...detail. Exceptional problem-solving and analytical abilities, coupled with strong organizational... ...in an incentive compensation plan, with any such payment based upon company...Work experience placementInterim roleWork at office$80k - $100k
...Senior Accountant (Hybrid) $80,000 - $100,000 Cockeysville, MD Hybrid Senior... ...Assist with budget preparation and financial planning processes. Perform month-end, quarter... ...levels of employees. Superior analytical and problem-solving skills. Strong knowledge...Work at officeLocal areaRemote work$110k - $130k
...NYSE:HLI) is a global investment bank with expertise... ...Description Financial Analysts in the Business... ...and perform business due diligence and execute M&A transactions... ...in the marketing and planning of engagements... ...is required Strong analytical capabilities and excellent...Worldwide- ...looking to hire a Media Monitoring & Analytics Specialist immediately in a Hybrid (50/50) capacity at our Global... ...McCormick’s Incentive Bonus (MIB) Plan/ McCormick’s Sales Incentive Bonus... ...caregiver support Retirement and investment programs including 401(k) and profit...Permanent employmentImmediate start
$90k - $120k
...direct or supporting strategic planning and consulting advice to... ...term (including acquisition due diligence) Maximizes the profitability... ..., analyze, and/or present analytical models Relationship Management... ...our colleagues work in a "hybrid" style, with a mix of remote...Temporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours$115k - $130k
...Oppenheimer) is a leading middle-market investment bank and full service broker-dealer.... ...department is actively looking for an Analyst to join the Industrials Group in our Baltimore... ...and communicationManaging client due diligence processesConducting extensive financial...Full timePart timeImmediate start$100k - $160k
...identify and actively invest in opportunities to help... ...institutions, and retirement plan sponsors. We take an... ...Senior Portfolio Analyst (PA) serves as a subject... ...validating outputs to ensure analytical rigor, accuracy,... ...FlexibilityThis role is eligible for hybrid work, with up to one...Full timeLocal areaRemote workWork from home1 day per week$107k - $194k
...identify and actively invest in opportunities to help... ...institutions, and retirement plan sponsors. We take an... ...Portfolio Construction Analyst serves as the chief... ...requires a mix of strong analytical skills and verbal and... ...FlexibilityThis role is eligible for hybrid work, with up to one...Full timeWork experience placementLocal areaRemote workWork from home1 day per week- ...Title: Financial Analyst Location: Baltimore,... ...Duration: 12 Months - Hybrid *** REQUIRED: 2-5... ...and services to the Investment Banking, Securities,... ...monthly & quarterly due diligence packs that are presented... ...with strong analytical, technology (Excel and...Work experience placementWork at officeWorldwide
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