Strategic Investment Analyst (3(38))
Captrust
CAPTRUST is seeking a 3(38) Investment Analyst to work with Financial Advisors, client services, and firm clients on investment projects and deliverables. You will manage projects, review materials for accuracy, and help identify efficiencies in processes affecting defined contribution plans. The role requires a four-year degree and at least 6 years of relevant experience, with knowledge of ERISA and tools like Bloomberg, Morningstar Direct, and Investment Metrics. #J-18808-Ljbffr Captrust
- Overview WHO are we looking for? CAPTRUST is seeking a 3(38) Investment Analyst, who will work with our Financial Advisors, client services... .../advisors Assist with defined contribution or firm-level strategic projects; collaborate intra- and interdepartmentally to drive...SuggestedTemporary workWork experience placementLocal areaFlexible hours
$91k - $185.9k
...managing the delivery of investment advisory and employee education... ...solutions include 3(21) investment advice or 3(38) investment management, fiduciary... ...plan• Chartered Financial Analyst (CFA) Designation is... ...offerings or experiences meet strategic goals. Develops product-...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeLocal area- Ryder System, Inc. is seeking a Senior Financial Analyst in Raleigh to lead financial planning, forecasting and evaluation of strategic initiatives. You will provide analytical support to Senior Financial Management and Logistics leaders, driving insights to improve cost...Suggested
- ...Strategic Sourcing And Contract Negotiation Negotiates, processes contracts and works with BU customers to streamline requirements/needs... ...clear business needs, and set long term product strategies 3. Execute operationally complex sourcing activities 4. Develop...SuggestedContract work
- MJ Morgan Group is seeking a Senior Financial Analyst to dig into the numbers and drive strategic decisions. You will partner with leaders across the business to understand performance, identify opportunities, and translate data into actionable insights. The ideal candidate...Suggested
- ElectriCities of North Carolina Inc. is seeking a Rate Analyst based in Raleigh, NC. This role is responsible for analyzing rates, providing... ...analytical and presentation skills. Applicants should have over 3 years of experience in rate development and financial analysis,...
- Grifols in RTP, NC seeks a Plasma Strategy Sr. Analyst to support the Plasma Procurement division’s strategic agenda. You will translate data into insights, prepare... ...business acumen, and excellent communication, with 3-5 years in strategy consulting or corporate strategy...
- ...product team managing the delivery of investment advisory and employee education... ...plans. Key advisory solutions include 3(21) investment advice or 3(38) investment management, fiduciary education... ...plan. Chartered Financial Analyst (CFA) Designation is strongly preferred...Work at officeLocal area
$100k - $120k
...build-to-rent (BTR) projects and select investment opportunities. The associate will contribute... ...records and documentation. Recommend strategic or capital improvements to enhance long-term... ..., or related field (Master’s preferred) 3-5+ years of combined acquisitions, investment...Work at officeRemote work- ...Of: Professional Services seeks a mid-level Corporate Associate (3-5 years PQE) to join its transactional practice in Philadelphia... ...to complex mergers and acquisitions, financings, and other strategic business transactions, with opportunities to work directly with...
- The Senior FP&A Analyst role at Coda Search Staffing in North Carolina leads enterprise-... ...&A team. You will drive business cases, investment approvals, depreciation forecasting, and... ...investment performance analysis to ensure strategic alignment and strong financial returns....
- ...The North Carolina Investment Authority (NCIA) is a new independent state agency, governed by a Board of Directors chaired by the State... ...excited to announce we are seeking to fill a full-time Investment Analyst on the Real Assets team based on‑site in Raleigh, NC. NCIA...Full timeLive inWork at officeRemote workRelocation package1 day per week
$103.1k - $154.7k
...Fisher's global footprint, and invest in innovation. How you will... ...: As the Senior Financial Analyst for the Industrial Business Unit... ..., product launches, and strategic initiatives Develop deal models... ...Experience Minimum of 3-5 years of business and Finance...Temporary workWork at office$80k - $110k
...Sr. Financial Analyst Sr. Financial Analyst Values & Innovation At Under Armour,... ...ensure the company achieves its financial & strategic goals. This role is responsible for key... ...administration, accounting/finance, or economics • 3-5 years of relevant experience in...Full timeWork at officeLocal areaRemote workRelocation$80.8k - $120k
...comparison. · Involvement in the strategic planning process, assessment of strategic investments and decision support. Proven... ...functionally with other financial analysts and managers on special projects... ...or similar related field · 3 to 5 years+ of relevant work experience...Work experience placementLocal areaRemote work$100k
...Relay Senior Financial Analyst Relay is the Intelligent System of... ...best work of your life (BWIML), investing in your growth through L.I.T.,... ...strong academic record and 2–3 years of experience in a... ...work across the full breadth of strategic finance, from partnering with...Temporary workWork at officeFlexible hoursShift work- ...Senior Financial Analyst Location - North Raleigh About the Role A private... ...financial models and analyses to support strategic initiatives and decision-making Assist... ..., Economics, or related field ~3 years of FP&A, financial analysis, or corporate...For contractorsWork at officeLocal area
$116.2k - $229.1k
...macroeconomic impacts) to support strategic and operational decisions • Collaborating with actuarial, investments, underwriting, claims, and... ...transformation, or business finance • 3+ years of experience within... ...(CPA), Chartered Financial Analyst (CFA), or Certified Management...Local areaVisa sponsorship$46.99k - $122.4k
...CVS Health Financial Analyst We're building a world of health around every individual... ...complex financial models to support strategic decision-making, investment analysis, and business planning.... ...questions. Minimum Requirements: ~3-5 years work experience within...Full timeWork experience placement$121.5k - $143k
...Associate Consultant, Strategic Transformation About Chartis Chartis comprises 1,000 professionals who value working for a purpose-driven... ...contributor to the team. Our project teams usually consist of 3-4 members and client engagements often span 3-6 months in...Full timeWork at office$205k - $340k
...Student loan refinancing options and access to a student loan concierge servicePaid Time Off (Generally, paid time off is undefined with 3-4 weeks usually acceptable)Addiction ResourcesParental Leave (24 weeks of which 12 are paid; short-term disability may provide...Full timeTemporary workLocal areaRemote work- ...UNC Chapel Hill is hiring a Financial Analyst to provide financial, operational, and analytical... ...activity across fund types, and support strategic financial planning and decision-making in... ...include a bachelor's degree with 3-4 years experience in financial analysis...Permanent employmentFull time
$78.6k - $103.2k
...Meet the Team The GSSO Security Financial Analyst is a highly visible and critical role... ...Sales Specialists Organization, supporting $3.5B of bookings annually. You will play a... ...based sales performance elements such as strategic sales objectives, Cisco may pay 0% up to...Full timeTemporary workWork at officeLocal areaFlexible hours2 days per week- ...Senior Actuarial Analyst Our not-so-secret sauce. Award-winning, inclusive, Top... ...Advisors, and clinical specialists to develop strategic approaches that align with client... ...development opportunities Hybrid work – minimum 3 days in office Charitable...Permanent employmentWork at officeLocal areaFlexible hoursNight shift
- ...Carolina at Chapel Hill is seeking a Financial Analyst to provide financial, operational, and... ...activity across fund types, and support strategic planning with a Divisional Finance... ...position requires a bachelor's degree with 3-4 years of financial analysis or budgeting...
- We're looking for a Senior Financial Analyst who enjoys digging into the \"why\" behind the... ..., identify opportunities, and support strategic decisions that drive growth. The right person... ...to work comfortably with large datasets. 3 years of Big Four or comparable public...
- Pitney Bowes, 4 days in Shelton, CT hybrid role, is seeking a Benefits Analyst to support and administer financial benefit plans. You will collaborate with HR, Finance, and external vendors to ensure compliant, accurate, and accessible information and resources for employees...
$300k - $400k
...management across cybersecurity, while supporting the institution's strategic objectives. This role will serve as the Risk Oversight Leader... ...delivery of independent assessments and continuous monitoring; 3) Provide guidance to senior leaders across the company on critical...Full timePart timeWork experience placementShift workDay shift- ...McLennan Agency Description: Actuarial Analyst Our not-so-secret sauce. Award-... ...clinical and benefit advisors to develop strategic approaches for our clients based on... ...opportunities Hybrid work, minimum of 3 days in local office Charitable contribution...Permanent employmentWork at officeLocal areaFlexible hoursNight shift
- Infosys Limited seeks a seasoned GRC professional to strengthen governance, risk and compliance programs for our US-based financial services clients. You will partner with business and technology teams to document end-to-end processes, controls, and risk narratives while...
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