Investment Analyst (Hybrid) Report & Due Diligence
Bolton & Company
Bolton is seeking an Analyst to support the Investment Consulting Group (ICG) in Towson, MD. You will prepare performance reports for defined contribution and defined benefit plans, assist with plan reviews, provider searches, and fee benchmarking, and collaborate with consultants and clients to deliver high-quality work. You will build investment research skills, help with data gathering for manager due diligence, and grow within a collaborative, quality-focused team. #J-18808-Ljbffr Bolton & Company
- Bolton is seeking an Analyst in Towson, MD to support the Investment Consulting Group by preparing performance reports for retirement plans and assisting with plan reviews, RFPs... ...senior staff with data gathering and manager due diligence in a #J-18808-Ljbffr SocketSuggested
- Bolton-Partners-Inc is seeking a Senior Analyst within its Investment Consulting Group in Towson, MD. The... ...supports investment research, due diligence, and client service for institutional... ...record in investment operations and reporting. #J-18808-Ljbffr Bolton-Partners-IncSuggested
- ...responsible for leading the firm's Investment Department by developing... ...'s investment research and due diligence process, ensuring... ...reviews, value-add internal reports, and coordination with other... ...firm Additional Benefits Hybrid Work Flexibility Medical, Dental...SuggestedWork 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... ...budget, forecast, and ad-hoc reporting to leadership. The... ...as required. #LI-LP2 #LI-HYBRID Skills & Abilities • Advanced...SuggestedWork experience placementH1b- 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,...SuggestedWork at office
$97k - $110k
...worldwide. Our insurance, retirement, and investment solutions help people make the most of... ...SummaryAs our Senior Analytical Reporting Analyst - ALM & Power BI Development you will be... ...multiple system sourcesWorking Conditions:Hybrid (Tuesdays, Wednesdays & Thursdays in the...Full timeContract workWork at officeRemote workWorldwideVisa sponsorship- ...Maryland is seeking an Institutional Client Analyst to support the Client Solutions Group.... ...analytical support, assisting with due diligence requests, and contributing to content generation... ...offers competitive compensation and a hybrid work environment. #J-18808-Ljbffr...
- Bolton seeks a Senior Analyst for its Investment Consulting Group in Towson, MD. The role combines investment... ...for institutional retirement plans, reporting to the CIO and collaborating with... ...plan sponsors and service providers. Hybrid work and growth opportunities are...
$128k - $165k
...worldwide. Our insurance, retirement, and investment solutions help people make the most of... ...leadership in the consolidation, analysis, and reporting of insurance financial results. Partners... ...than 10%)Working ConditionsThis is a hybrid position requiring three days (Tuesday-...Full timeContract workWork at officeRemote workWorldwideRelocation package$97k - $122k
...worldwide. Our insurance, retirement, and investment solutions help people make the most of... ...Description SummaryPerforms accounting, financial reporting and analysis functions within the... ..., work location designation (in-office, hybrid, remote) and operational needs. Salary...Full timeContract workWork experience placementWork at officeRemote workWorldwide$97k - $129k
...Our insurance, retirement, and investment solutions help people make... ...Description SummaryThe Lead Financial Analyst is responsible for the U.S.... ..., analysis and financial reporting of assigned legal entities... ...location designation (in-office, hybrid, remote) and operational...Full timeContract workWork experience placementWork at officeRemote workWorldwide$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$70k - $85k
...Financial Analyst (FP&A) At Anne Arundel Dermatology we give exceptional care - to our... ...00 depending upon years of experience Hybrid position- Mon-Wed in office. During peak... ...Managers with preparing financial forecasts, reports, Ad Hoc analysis, and company growth...Full timeTemporary workPrivate practiceWork at office$144k - $261k
...Price, we identify and actively invest in opportunities to help... ...capacity, marketing materials, due diligence, meeting support, administrative support, client reporting, and marketing allowances—to deliver... ...A generous retirement plan Hybrid work schedule Health and wellness...Full timeContract workLocal areaRemote work$80k - $95k
...Job Title: Senior Analyst Employment Type... ...Department: Investment Consulting Group (ICG)... ...analysis and manager due diligence while serving as a primary... ...expert on performance reporting, preparing monthly, quarterly... ...off and holidays ~ Hybrid telework arrangements...Full timeLocal areaRemote workNight shift$55k - $65k
...Analyst The Analyst supports Bolton's Investment Consulting Group (ICG) by preparing and reviewing performance reports for defined contribution and defined benefit... ...manager research and due diligence—an ideal opportunity... ...off and holidays Hybrid telework arrangements...Work at officeLocal areaRemote work$80k - $95k
...Description Job Title: Senior Analyst Employment Type: Full-... ..., Exempt Department: Investment Consulting Group (ICG)... ...analysis and manager due diligence while serving as a... ...expert on performance reporting, preparing monthly,... ...time off and holidays Hybrid telework arrangements...Full timeLocal areaRemote workNight shift- McCormick & Company, Inc. seeks a Financial Reporting Analyst to support annual and quarterly SEC filings from its Global Headquarters in Hunt Valley, MD. The role reports to the Assistant Controller and requires strong accounting and financial analysis skills within a...
$100k - $150k
...trainings in federal income tax Assist with Federal domestic tax due diligence in connection with M&A transactions Basic Qualifications: 3+... ...the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized firm, our...Full timeWork at officeLocal area- ...and seasonings industry, is seeking a full-time Senior Financial Analyst, Global Commercial Finance . This new hire will work at the... .... The Senior Financial Analyst, Global Commercial Finance will report to a Finance Director, Global Marketing. McCormick & Company,...Full timeTemporary workWork at officeLocal area
- 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...
$75k - $95k
...Institutional Client Analyst will play a critical support... ...on data analysis, due diligence requests, presentation... ...of the quantitative investment landscape and the regulatory... ..., attribution reports and other items as required... ...employees. We offer a hybrid work environment for...$95k - $105k
...join our Technical Accounting and Financial Reporting team. In this key role, you will be... ...a focus on customer service and delivery due dates. What we offer ~ A culture... ...applicable state law; and a 2 remote days hybrid schedule ~401k for all team members 1...Local areaRemote work- McCormick & Company, Inc., a global leader in the spice, flavor, and seasonings industry, is seeking a full‑time Financial Reporting Analyst . This new hire will work at Global Headquarters , located in Hunt Valley, MD . The Financial Reporting Analyst will report to an...Full time
$61.2k - $125.5k
...managers and pricing managers for all matters related to the due diligence, documentation, perfection, closing and funding, and thus must... ...manager to consistently identify, assess, manage, monitor and report risks of all types. Essential Duties And Responsibilities Manage...Work experience placementInterim roleWork at office$175k - $200k
...Advisory is an independent investment management and strategic advisory... ...Managers and Research Analysts to align trading strategies... ...trading systems, workflows, and reporting toolsStay current on global... ...investor requests including RFPs, due diligence, and quarterly...Full timeContract workTemporary workH1bWork at officeWorldwideFlexible hoursNight shiftAfternoon shiftEarly shift$91k - $151.6k
Senior Commercial Credit Analyst Job Locations: US-PA-Lancaster | US... ...career opportunity that can be hybrid within the Fulton Bank... ...and offer insights and detailed reporting of the findings concerning credit... ...are completed by established due dates. This includes but is not...Full timeTemporary workWork experience placementLocal areaWork visaFlexible hours- ...experience considered a plus. Responsibilities Support and manage all phases of middle-market M&A transactions, including due diligence, drafting and negotiating transaction documents, and coordinating closings. Draft, review, and negotiate purchase...Full timeWork at officeImmediate start
$90k - $120k
...the policy term (including acquisition due diligence) Maximizes the profitability of the client... .../proposals, client advocacy reports, client service plans and schedules Coordinates... ...majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person...Temporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours$133k - $200k
...T. Rowe Price, we identify and actively invest in opportunities to help people thrive in... ...clients globally.The Investment AI Solutions Analyst plays a pivotal role in realizing that... ...Work FlexibilityThis role is eligible for hybrid work, with up to one day per week from...Full timeLocal areaRemote workWork from home1 day per week
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