Public Funds Advisory Director
United Cerebral Palsy of Georgia
United Cerebral Palsy of Georgia is seeking a Director of Advisory Services to enhance the Public Funds division through business development and manage client relationships. The role requires a self-motivated professional with strong communication and analytical skills, based in Ohio or the Midwest. Candidates should have a Bachelor’s degree in a related field and a minimum of 5 years’ experience in finance or investment management. This is a full-time hybrid position with opportunities to expand client relationships. #J-18808-Ljbffr
- ...Meeder has been managing short and intermediate term fixed income public sector portfolios for over 30 years, serving more than 350... ...The short term and fixed income portfolios including money market funds, local government investment pools (LGIPS) to customized separately...SuggestedTemporary workWork at officeLocal area
- ...information, and age (40 or over). Category Business Development Role Overview The Director of Advisory Services will partner with existing client relationships as well as work to expand the Public Funds division through new business development. This individual will identify...SuggestedFull time
- Position: Investment Advisor in Public Funds Location: Dublin, OH Job Id: 177 # of Openings: 1 Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 1...Suggested
$61.5k - $110k
...Credit Officer/Underwriter working with moderate to complex loans and documentation preferred Or Experience in Commercial Credit or public accounting preferred Ability to perform financial analysis, assess risk, review documentation, coordinate loan closings and...SuggestedInterim roleWork at officeRemote workMonday to Friday- ...Reviews all documentation and disbursements to ensure all funds have been disbursed properly. Orders project inspections and... ...questions from groups of managers, clients, customers, and the general public. Ability to work with mathematical concepts such as...SuggestedFull timePart timeWork at office
- A leading firm in financial management is seeking an Investment Advisor focused on Public Funds to enhance its division. The ideal candidate will be responsible for business development and relationship management, requiring significant experience in the public sector...
- ...Tech Advisory Senior Manager Industry Applications-RES professionals design, implement and deploy packaged software solutions that... ...systems integration experience involving on-premises technology and public cloud platforms. Strong presentation skills with a high...
- ...Credit Officer/Underwriter working with moderate to complex loans and documentation3-5 years of experience in Commercial Credit or public accountingAbility to perform financial analysis, assess risk, review documentation, coordinate loan closings and administer construction...Interim roleWork at office
- Essential Functions, Duties and Responsibilities Job Summary The Fund Manager will be responsible for monitoring, managing, and... ...corporation based in Columbus, Ohio, that works with private and public developers to create affordable housing opportunities. Since its...Work experience placementWork at officeLocal area
- ...The Senior Fund Accountant will provide high-level operational support for the Meeder Funds and Mutual Funds Service Co. Additionally, they will assist the Director of Fund Accounting and other personnel as needed. Primary Responsibilities Manage the daily workflow of...Work at office
$238.95k - $286.74k
...over 550,000 active, inactive,and retired public-school teachers, and university faculty... ...Summary: Under the direction of the director, International Equity, manage the Europe,... ...objectives of International Equity and the total fund. Develop and implement strategy for...Casual workMonday to Friday- Works closely with assigned Relationship Managers to manage a large and or complex portfolio of Corporate Banking clients. Oversees, along with Relationship Manager(s), receipt and ongoing review of client financial statements and reporting packages. Ensures credit quality...Immediate startRemote workNight shift
$103.7k - $126.88k
Commitment to Internal Control: This position is required to possess a comprehensive understanding of and adhere to the system of internal controls associated with the fundamental duties and responsibilities of the role. This includes compliance with SOX and all other...Contract workWork at officeAfternoon shift- Rea, a leading advisory and accounting firm, is hiring a Manager for Client Advisory Services in Dublin, Ohio. This role focuses on building strong client relationships, providing guidance to junior team members, and ensuring high-quality financial reporting and compliance...
$110k - $350k
...Top 50 Best of the Best Firms by Inside Public Accounting. These accolades highlight how... ...years of experience performing forensic advisory, litigation support or valuation-related... ...Advisory Manager, Senior Manager, Director or Executive- level hire to support the...Work at office$125k - $255k
...of processes and systems.***Client Experience & Market Positioning***• Collaborate with Sales, Relationship Management, and Client Advisory teams to understand client needs and translate them into product enhancements.• Develop value propositions, competitive...Work at officeRemote workWork from homeFlexible hours$55k - $120k
...to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Title: Associate Manager. Fund Accountant/Lead Fund Accountant Location: Denver, CO; Chicago, IL; Dallas, TX; Dublin, OH; Boston, MA ; Waltham, MA | (hybrid)...Ongoing contractContract workWork experience placement$96k - $181k
A financial services company is seeking an Associate on the Public Finance team. The role involves analyzing and executing transactions within investment banking, focusing on technical analysis and financial modeling. Candidates should have a Bachelor's Degree and at least...$134k - $224k
CFA Institute in Columbus, Ohio seeks an individual for Client Advisory Services focusing on client portfolio management. Responsibilities encompass client communications, reporting, and advisory services. Candidates should have a Bachelor’s Degree in finance or a related...- What You'll Be Doing The Sr. Commercial Real Estate Portfolio Manager is responsible for the management and support of an existing corporate borrower portfolio. This position will include some origination activity on both existing and new borrowers. The Sr. Portfolio Manager...
- ...Position: Chief Investment Officer, Funds and Portfolios Meeder’s advice and product suite... ...Investment Department associates including Director of Research, all tactical-related Portfolio Managers and Analysts and the Advisory Consulting Portfolio Management Team Participate...Temporary work
- Job Description Job Summary The Intellectual Property Portfolio Manager, a key member of the Global Intellectual Property department, will play a crucial role in fostering collaboration between the legal and engineering teams to safeguard Vertiv's intellectual ...Temporary work
- ...Associate Director – Franchise The Associate Director – Franchise is responsible for the management of a portfolio of commercial loans within the Franchise division. Primary responsibilities include underwriting quality, portfolio monitoring and portfolio administration...Work at officeRemote workWork from homeFlexible hours
- A regional banking institution in Dublin, Ohio is looking for a skilled Treasury Management Sales Officer. The role involves outside sales of business deposit accounts and Treasury products while building client relationships. Candidates should have a Bachelor's degree ...
$105.56k - $247.9k
...and consulting firms in the country and consistently recognized as a Great Place to Work ( , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We...Work experience placementLocal areaRemote work$62.8k - $103.4k
RSM US LLP, based in Columbus, Ohio, is looking for an ERP security & controls specialist to join their Business Application Risk practice. Ideal candidates will have 1-2 years of experience in IT audit or as a business analyst and a strong understanding of ERP systems ...- Cardinal Health, Inc. is seeking a Portfolio Manager to support the management of the Digital Solutions portfolio. This role involves effective resource allocation, operational efficiency, and collaboration with various stakeholders. The ideal candidate will have a Bachelor...
$52.5k - $87.5k
...Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management Competencies Coaching Others, Customer Experience Management.,...Full timeTemporary workPart timeWork experience placementWork at office- ...The Ultimus Group in Columbus, Ohio is hiring for the position of Fund Accountant I. This role involves performing fund valuation processes, ensuring transactions are recorded accurately, and forecasting cash for fund advisors. Responsibilities include daily reconciliations...Work at office
$43k - $82.59k
...The UMB Registered Fund team , which manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients. As the Fund Accountant I , you are responsible for all functions related to the daily calculation...Work at officeLocal areaRemote workMonday to FridayFlexible hours
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