The Portfolio Analyst actively supports the client relationship team in managing client investment accounts and coordinating delivery of solutions to the individuals, families, trusts, and foundations they serve. This role is responsible for analyzing, structuring, implementing and monitoring investment strategies for clients based their values, goals, and risk parameters

The essential functions of the job include, but are not necessarily limited to, the following Proactive outreach to generate appointments for sales conversations Sales conversations to understand banking needs and financial goals Open deposit accounts and originate loans (including real estate secured loans) Identify referrals for wealth, mortgage and business/commercial

Supports the Financial Management Directorate and FM Business Solutions Office (FMZ). Assists the government with financial management operations. Monitors and coordinates program resource allocations. Supports Government representatives at meetings. Supports the Geospatial Intelligence Financials (GEO F) and Organization Requirements and Budgeting Information Tool (ORBIT

The Accounting Associate will provide support to the Accounts Receivable, Accounts Payable or another sub functional team within the Finance department, by processing transactions according to functional and departmental timeliness and accuracy standards, communicating effectively with both internal and external customers, and handling day to day tasks that will assist ma

Gain a financial and operational understanding of the business, including its mission, products, services, clients, initiatives, employees, etc. Ensure reporting accuracy and compliance with internal and external policies Monitor and make recommendations to optimize pricing, packaging and sales guidelines Use deep quantitative analysis and tools to monitor pricing and mak

Supports the Financial Management Directorate and FM Business Solutions Office (FMZ). Assists the government with financial management operations. Monitors and coordinates program resource allocations. Supports Government representatives at meetings. Supports the Geospatial Intelligence Financials (GEO F) and Organization Requirements and Budgeting Information Tool (ORBIT

Risk Management Analyst Job Locations US VA Leesburg | US AZ Chandler | US Remote Job ID 2023 3239 Category Other Worker Category Regular Full Time[F] Company Overview Iridium is an award winning and innovative satellite communications company with bragging rights to the only network that offers voice and data connectivity anywhere in the world. For over 20 years, Iridium

Review documentation for all new commercial accounts and risk rate accounts per the Bank's risk rating criteria. Independently investigate alerts generated by the Bank's AML monitoring system and determine if the activity is reasonable or potentially suspicious. Document the research performed clearly and concisely and elevate activity that may warrant a SAR filing. Revie

Supports the Financial Management Directorate and FM Business Solutions Office (FMZ). Assists the government with financial management operations. Monitors and coordinates program resource allocations. Supports Government representatives at meetings. Supports the Geospatial Intelligence Financials (GEO F) and Organization Requirements and Budgeting Information Tool (ORBIT

Government of the District of Columbia Office of the Chief Financial Officer (OCFO) Payroll Technician $49,959.00 $70,595.00 The Office of the Chief Financial Officer (OCFO) whose mission is to enhance the fiscal and financial stability, accountability and integrity of the Government of the District of Columbia is in search of a Payroll Technician. This position is locate

Sr. Residential Construction Loan Administrator Job Locations US VA Virginia Beach Requisition ID 2024 20189 Location Name Bonney Road County Virginia Beach City Position Type (Portal Searching) Full Time FLSA Status Non Exempt Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our com

Preparation and analysis of the monthly legal entity financial statements that are reported to Corporate Headquarters Preparation and analysis of quarterly analysis schedules by product area as reported to Corporate Headquarters Responsible for the on going development of US Division management reporting model distributed internally to leadership team. Preparation and on

Senior Competitive Intelligence Manager Senior Competitive Intelligence Manager Senior Competitive Intelligence Manager Req ID FY24|S&M|#5515 Location(s) Atlanta, Georgia, USA; Austin, Texas, USA; Baltimore, Maryland, USA; Boston, Massachusetts, USA; Boulder, Colorado, USA; Charleston, South Carolina, USA; Charlotte, North Carolina, USA; Chicago, Illinois, USA; Dallas, Te

Performs all regular duties associated with the preparation, generation, and distribution of the VersAbility Resources' payroll. Prepares various reports. Primary Duties Maintain financial records and provide assistance as directed by Sr. Finance Manager or designee, in all financial activities. Maintain financial records and provide assistance as directed by the Chief Fi

Your role in helping us shape the future As Senior Corporate Strategy Analyst, you will play an integral role as part of the Corporate Strategy team, leading high impact projects to support the company's transformation and expansion. The Corporate Strategy team supports all Intelsat business units and leads numerous efforts across the organization focusing on, but not lim