Portfolio Strategist Specialist
2 weeks ago
Overview: This position conducts detailed portfolio analysis for use in new business and existing client presentations. Assists in the preparation of client investment-related presentations, reports, and reviews. Facilitates trading activities by ensuring timely processing and follow-up. Answers inquiries and serves as a resource to strategists, partners and clients in order to support client retention and new business development. Responsibilities: Analysis - Sources, compiles, and analyzes data within client portfolios. Provides results of analysis for use in client presentations. Researches data associated with client and prospect investment inquiries.Business Support - Facilitates new business development efforts through a variety of administrative support tasks. Partners on the preparation of client investment-related presentations, reports, and reviews. Supports the development and delivery of written and graphic information.Portfolio Review - Reviews portfolios regularly to ensure compliance with all applicable policies and procedures. Reports on discrepancies, trends, and other important information to the appropriate parties. Partners with Investment Operations Group and Compliance.Trade Implementation - Answers inquiries regarding portfolio management trading systems. Ensure timely processing of trade-related activities. Qualifications: Bachelor's Degree and 1 years of experience in Financial Research, Data Analysis, or Financial Reporting OR High School Diploma or GED and 5 years of experience in Financial Research, Data Analysis, or Financial ReportingSkill(s): Ability to research investment information and calculate scenarios
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Durham, United States NetApp Full timeTitle: Senior Pre Sales Consultant/Global Technology Strategist (m/w/d) für SAP global Location: DE Requisition ID: 125713 .Dinge gestalten anstatt verwalten! Du willst ein Pionier sein und Neuland betreten, etwas formen und mit einem großartigen Team umsetzen? Dann lass uns reden :-)Deine RolleNetApp bietet Dir die Chance, als Global Technology...
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Loan Administration Specialist
1 week ago
Durham, United States Latino Community Credit Union Full timeThe Loan Administration Specialist provides ongoing support in the administration of vendors required for Consumer and Real Estate loans and the overall loan portfolio of LCCU. Collaborates with various teams, including vendor owners in Lending, Comp Specialist, Vendor, Skills, Lending, Real Estate, Banking, Business Services, Management
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Creative Specialist
4 weeks ago
Durham, United States Net2Source Inc. Full timeJob Title: Communications Channel & Creative Media SpecialistLocation: Research Triangle Park, NC 27709 (Hybrid work schedule with three mandatory in-office days: Tuesday, Wednesday and day of their choice.) Duration: 12 Months Shift: Monday-Friday 9am-4pm 40 hours per week. Job Summary We are seeking a highly creative, collaborative, and dynamic...
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Creative Specialist
1 month ago
Durham, United States Net2Source Inc. Full timeJob Title: Communications Channel & Creative Media SpecialistLocation: Research Triangle Park, NC 27709 (Hybrid work schedule with three mandatory in-office days: Tuesday, Wednesday and day of their choice.) Duration: 12 Months Shift: Monday-Friday 9am-4pm 40 hours per week. Job Summary We are seeking a highly creative, collaborative, and dynamic...
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Collections Specialist
2 weeks ago
Durham, United States Magnit Full timeWe are looking for an energetic, tenacious, and experienced resource for the position of collections specialist for our finance team in RTP. Our ideal candidate is a motivated problem-solver who can collaborate and communicate effectively with accuracy and an eye for detail. High-Level Responsibilities Manage collections for NetApp accounts/portfolios and...
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Collections Specialist
2 days ago
Durham, United States Magnit Full timeWe are looking for an energetic, tenacious, and experienced resource for the position of collections specialist for our finance team in RTP. Our ideal candidate is a motivated problem-solver who can collaborate and communicate effectively with accuracy and an eye for detail. High-Level Responsibilities Manage collections for NetApp accounts/portfolios and...
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Sr. IT Support Specialist
3 weeks ago
Durham, United States HUMACYTE GLOBAL INC Full timeJob DescriptionJob DescriptionSenior IT Support SpecialistPosition ProfileHumacyte, Inc. is bringing to market a once in a generation scientific technology platform, bioengineering readily available and universally implantable product opportunities focused on improving lives of patients and transforming the practice of medicine. Located in Durham, NC, the...
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Director of Homeowner Services
1 month ago
Durham, United States Habitat for Humanity Canada Full timeThis position is a senior leader within Habitat for Humanity of Durham [HFHD] and must represent the organization accordingly in all their interactions. This position’s primary responsibility is to implement all aspects of HFHD’s application process to fulfill the organization’s strategic plan and mission to increase families served. Additionally, to...
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Community Manager
3 weeks ago
Durham, United States Community Association Management, Limited Full timeJob DescriptionJob DescriptionThis position reports to the Director of Operations and works under the guidance of the Community Regional Manager for the assigned region. The Community Manager is an integral role within the organization and serves as a pillar for the Homeowners Associations we serve. The incumbent is responsible for effectively building and...
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Virtual Sales Account Manager
4 days ago
Durham, United States Juniper Networks Full timeJob DescriptionVirtual Sales Account Manager (VSAM) - Durham, NC (HYBRID ROLE)The Virtual Sales Account Manager will work a book of mid-market sized Service Provider accounts within the commercial segment. The Account Manager will develop a go-to-market strategy for their accounts with a focus on driving new customer logos and expanding Juniper portfolio...
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Finance Analyst, Global Security Sales
4 days ago
Durham, United States Cisco Full timeWhat You'll Do You will be a Finance Analyst supporting the Global Security Sales organization. The role will provide finance support, analytics, and reporting to a global team of finance professionals and senior sales leaders. Key activities include: * Reporting and forecasting of consistent metrics for recurring revenue and SaaS around AOV, iACV, ARR,...
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Finance Analyst, Global Security Sales
6 days ago
Durham, United States Cisco Full timeWhat You'll Do You will be a Finance Analyst supporting the Global Security Sales organization. The role will provide finance support, analytics, and reporting to a global team of finance professionals and senior sales leaders. Key activities include: * Reporting and forecasting of consistent metrics for recurring revenue and SaaS around AOV, iACV, ARR,...
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HR Enterprise Architect
2 days ago
Durham, United States The Select Group Full timeHR Enterprise Architect | Contract-to-Hire | Durham, NC (Hybrid)The Select Group is seeking an HR Enterprise Architect to join our top client in the education space for a contract-to-hire opportunity. This role will require the consultant to support 3 days per week on-site at their Durham, North Carolina office. Please review all the details below and apply...
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HR Enterprise Architect
2 days ago
Durham, United States The Select Group Full timeHR Enterprise Architect | Contract-to-Hire | Durham, NC (Hybrid)The Select Group is seeking an HR Enterprise Architect to join our top client in the education space for a contract-to-hire opportunity. This role will require the consultant to support 3 days per week on-site at their Durham, North Carolina office. Please review all the details below and apply...