Senior Investment Analyst: Client-Focused, Multi-Asset
AON PLC
NFP, an Aon company, is seeking a Senior Investment Analyst to join the investment team and act as a subject-matter expert in investment analysis. The role focuses on analysis and delivering recommendations to clients, with an annual performance bonus based on regional goals. Senior Analysts may pursue new business opportunities and may earn commissions if licensed. The position requires extensive experience in retirement plan investment analysis, strong communication skills, and the ability to #J-18808-Ljbffr AON PLC
$126k - $180k
NFP, an Aon company, seeks a Senior Investment Analyst in Charlotte, NC. This... ...member of the investment team, focused on investment analysis and... ...presenting recommendations to clients. The base salary range is $... ...and vehicles across asset classes, preparing investment...SeniorAsset$138k - $223k
...to the Head of Manager Research/Asset Allocation, the Director, Sr. Investment Research Analyst, is a key leadership role within... ...is expected to have an immediate focus on supporting the investment... ...advisors, portfolio managers, and clients. Responsible for conducting in-...SeniorAssetWork experience placementWork at officeImmediate startFlexible hours$126k - $180k
...professional for the position of Senior Investment Analyst. This role acts as a key... ...matter expert, primarily focused on investment analysis and... ...investment recommendations to clients. This salaried position... ...investment vehicles across multiple asset classes. Prepare clear,...SeniorAssetWork at office- NFP, an Aon company, in Charlotte, NC, is seeking a Senior Investment Analyst to serve as a subject matter expert on investment analysis and to communicate recommendations to clients and committees. This salaried role includes an annual performance bonus and opportunities...Senior
$125k
...execution and the delivery of investment banking products and services to clients and prospects. Perform... ...and less experienced Analysts. Responsibilities... ...sectors, as identified by senior bankers, to target certain... ...and relationships across asset classes and markets throughout...SeniorAssetTemporary workSummer internship- Senior Associate, Client Accounting Services GreerWalker is a prominent accounting and advisory firm... ...balance sheet accounts such as fixed assets, prepaid expenses, accruals, debt, revenue... ...with Microsoft Excel. Ability to multi‑task and to work independently with minimal...SeniorAssetFull timeContract workWork at office
- ...Client Service Senior Associate Be a trusted advisor to our Commercial Bank clients... ...Join one of our focus groups aimed at Innovation and... ...and today we are a leader in investment banking, consumer and small... ...transaction processing and asset management. We offer a competitive...SeniorAssetWork experience placementWork at office
$50k
...involved in exciting programs with various clients. This position will get a broad view of... ...onsite distribution Develop and maintain asset management including signage, printed... ...talent is uniquely distributed, and we’re focused on developing inclusive teams that can bring...SeniorAssetWork at officeLocal areaFlexible hoursWeekend work3 days per week- At Barings, we are as invested in our associates as we are in our clients. We recognize those who work... ...opportunities. Title: Senior Associate, Client Portfolio... ...subject matter experts, focusing on business development,... ...the goal of growing assets under management. For more...SeniorAssetTemporary workWork experience placementFlexible hours
$159.97k - $188.2k
...Day One. Job Description The Senior Credit Underwriter is a key member... ...regarding credit/asset management. Complete quarterly... ...virtual and in-person prospect/client calling activities. Basic Qualifications... ...C&I transactions. Team-focused attitude to work with partners...SeniorAssetTemporary workLocal area- ...Senior Investment AnalystNovant Health is seeking a Senior Investment Analyst to join us! The Investment Analyst Senior position is a part of the Novant Asset Management Company's Public Markets Team and supports efforts related to the Public Markets portfolios (e.g.,...SeniorAsset
- Apex Group is seeking a Client Service Manager - Middle Office Loan services, Vice President, to lead asset administration and cash/position reconciliation for its loan operations... ...client service delivery. The role requires senior experience in loan administration, strong...SeniorAssetWork at office
$155.6k - $306.8k
...protect the firm’s assets and reputation.... ...Guidance and Support to Senior Business Leaders... ...with a primary focus on reducing and mitigating... ...the business, and clients (where applicable)... ...a fast paced, multi-task environment... ...through our own investments, commitments, and...SeniorAssetContract workFor subcontractorWork at officeLocal area$65k - $80k
...with a passion for building meaningful client relationships? Join our team as a Client... ...fairly, and to give them the best chance for investment success." In this role, you’ll be the... ..., from joining Vanguard to inheriting assets. Your support will take the complexity off...SeniorAsset$125k - $175k
...innovative, outcome-oriented investment strategies and... ...better outcomes for their clients.We are expanding our investment... ...alongside our multi-asset, SMA, and ETF solutions. As Senior Investment Consultant -... ..., bringing a relentless focus on what matters to clients...SeniorAssetFull timeWork at officeRemote workFlexible hours$100k - $150k
...work EisnerAmper is seeking a Senior to join our National Tax Office... ...environment, while providing clients with exceptional services. This... ...accounting methods, digital assets, and other matters Assist with... ...employees have the flexibility to focus on the work they want to do...SeniorAssetFull timeWork at officeLocal area- 2027 Investment Banking Summer Analyst (Charlotte, NC) 2027 Investment Banking... ...$226.4 billion in assets as of December 31, 2... ..., and institutional clients. Capital Markets &... ...structured mentorship, and senior leadership.... ...Capital Markets team focuses on the origination,...AssetPermanent employmentFull timeSummer workInternship
$70k - $100k
...Senior Tax Accountant Our member firm is hiring for their office... ...part of a collaborative, client-focused team. This opportunity is ideal... ...individuals' U.S. federal and multi-state income tax returns.... ...bank reconciliations, fixed assets, prepaids and accruals, etc....SeniorAssetTemporary workFor contractorsInternshipWork at office- ...Senior Vice President, Institutional Sales... ...Globally-recognized investment management... ...Financial Services Asset Management Consulting... ...States, with a focus on both defined benefit... ...direct sales to multi-employer plans,... ...targets, and overseeing client retention and...SeniorAsset
$62k - $81k
...registeredAs an OCIO Operations Analyst, you will be... ...aspects of trading OCIO client portfolios including trade... ...equity managers, asset management firms, custodian... ...teams. In addition to the investment operations support,... ...organizational skills and multi-tasking capabilities....AssetRemote workFlexible hours$116k - $231k
...Senior Project Manager (Water)HDR's Water Business Group... ...solutions for valued clients? That's the culture you... ...and distribution, asset management, program and... ...and delivery of large, multi-disciplinary engineering... ...engineering reports with a focus on quality and clarity....SeniorAssetFull timeContract workTemporary workPart timeWork at office$124k - $335k
...our people in tax services focus on providing advice and guidance to clients on tax planning,... ...increased efficiencies. As a Senior Manager you are to lead large... ...for building trust with multi-level teams and stakeholders... ..., handling proprietary assets, or collaborating closely...SeniorAssetFull timeH1b- ...highly motivated Senior Water Resources Engineer... ...directly with clients and public agency... ...support staff on multi-disciplinary projects... ...our most valuable asset is our staff. For... ...and integrity, focused client care, and commitment... ...employees, AMT invests in programs and...SeniorAssetFull timeTemporary workWork at officeLocal areaRelocation packageFlexible hours
- Novant Asset Management Company (NAMCO) is hiring an experienced Investment Analyst Sr (Private Markets) to oversee an existing portfolio across private equity, private credit, real estate and real assets. You will underwrite new fund investments, perform due diligence...SeniorAsset
$145.84k - $218.76k
...Governance Foundation Sr Lead Analyst is responsible for... ...a Capital Markets-focused finance and risk professional... ..., often at a senior level. Developed communication... ...Citigroup, its clients and assets, by driving compliance... ...develops and delivers multi-mode communications that...SeniorAssetFull timeWork at office- ...at the heart of our clients’ organizations so... ...happen by chance. We invest in training and... ...Banking Consulting Senior Manager may include... ...initiatives with a focus on long-term client... ...expertise in digital assets and emerging financial... ...organizational, multi-tasking, and time-management...SeniorAssetFull timeLive inWork at officeLocal area
$30 - $35 per hour
...Senior Marketing Specialist Lighthouse Technology... ...is partnering with our client to fill their Senior Marketing... ...compelling creative assets optimized for multiple... ...efforts Lead multi-channel marketing efforts... ...marketing experience with focus on campaign development...SeniorAssetContract work2 days per week1 day per week$45.05 - $55.06 per hour
...for a Sr Private Placement Ops Analyst I to join our Fixed Income... ...operational execution for private investments across the full lifecycle,... ...cash movements with a focus on accuracy and timeliness. Maintain... ...or middle office roles in asset management, hedge funds, or investment...SeniorAssetHourly pay- ...actively seeking a talented Sr Alternative Investments Operations Analyst I to join our Fixed Income Ops team,... ...and related cash movements with a focus on accuracy and timelinessMaintain... ...operations or middle office roles in asset management, hedge funds, alternative...SeniorAssetFlexible hours
- ...communities they care about. We focus on exceeding... ...financial planning and investment knowledge through practice... ...preparing for and in client meetings documenting task... ...is the world’s largest multi-family office and non-... ...Corient Holdings Inc. Client assets include all assets of...SeniorAssetPermanent employmentTemporary workWork at officeFlexible hours
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