Investment Accountant I
2 weeks ago
Assists with the preparation of timely and accurate GAAP work papers and supporting schedules to satisfy all investment accounting requirements for internal and external audits. Compiles financial information for joint ventures to ensure compliance w Accountant, Investment, Accounting, Total Rewards, Financial
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Investment Accountant I
6 days ago
Charlotte, North Carolina, United States Nuveen Full timeInvestment Accountant IThe Reporting & Investment Accountant I helps to ensure that investment accounting policies and procedures are correctly applied to financial transactions. Working under close supervision as an entry-level position, this job works with asset management, portfolio management and acquisition/disposition teams, and assists with preparing...
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Senior Investment Accountant
1 month ago
Charlotte, United States Oliver James Full timeJob Overview: Oliver James is seeking a highly motivated and detail-oriented Investment Accountant to join the finance team at a leading financial services company. The ideal candidate will have a strong background in investment accounting, with a focus on insurance assets and liabilities. This role requires expertise in statutory and GAAP accounting...
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Investment Operations Specialist
1 month ago
Charlotte, United States Horizon Investments Full timeJob DescriptionJob DescriptionWe are seeking a highly organized and detail-oriented Investment Operations Specialist to join our dynamic team at Horizon Investments. In this crucial role, you will support our investment management operations by handling account openings, managing trading operations, and overseeing brokerage services. This position is ideal...
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Real Estate Investment Accountant II
6 days ago
Charlotte, North Carolina, United States Nuveen Full timeInvestment Accountant IIThe Investment Accountant II ensures that investment accounting policies and procedures are correctly applied to accounting records. Under general supervision, this job works directly with asset management, portfolio management and acquisition/disposition teams. Key Responsibilities and DutiesMay prepare certain SEC filings. Prepares...
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Sr Real Estate Investment Accountant
6 days ago
Charlotte, North Carolina, United States Nuveen Full timeThe Senior Investment Accountant ensures that investment accounting policies and procedures are correctly applied to financial transactions. Under minimal supervision, this job works directly with asset management, portfolio management and acquisition/disposition teams. This job leads a team to prepare month end closing reports and subsidiary quarterly...
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Senior Real Estate Investment Accountant
6 days ago
Charlotte, North Carolina, United States Nuveen Full timeThe Senior Investment Accountant ensures that investment accounting policies and procedures are correctly applied to financial transactions. Under minimal supervision, this job works directly with asset management, portfolio management and acquisition/disposition teams. This job leads a team to prepare month end closing reports and subsidiary quarterly...
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Investment Banking Analyst I
7 hours ago
Charlotte, United States Raymond James Financial Incorporated Full timeJob Summary Analysts are given a high level of responsibility as members of a specific industry or product-focused team. Analysts formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Analysts are expected to work on...
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Associate Director, Investment Sourcing
5 days ago
Charlotte, United States Global Endowment Management Full timeWe are seeking an Associate Director of Investment Sourcing, who will work across asset classes on GEM’s Investment Team. The Associate Director will report to and work closely with GEM’s Director of Investment Sourcing, as well as other members of the Investment Team, to source and evaluate prospective investments for the GEM portfolio, and to lead...
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Director, Impact Investments
6 days ago
Charlotte, United States Global Endowment Management Full timeThe Impact Director helps lead, develop, and oversee GEM’s impact platform by supporting the integration of impact considerations in client strategy, portfolio design, operations, communications, and the investment selection and oversight process; engaging internal and external stakeholders to build GEM’s brand, inform GEM’s impact offerings, and...
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Retirement Plan Investments
6 days ago
Charlotte, North Carolina, United States Bank of America Full timeJob Description:Role Summary:This investment management role is part of the Retirement Plans Investments (RPI) team which is predominately focused on managing the assets/investments of the Bank of America retirement plans that include defined benefit plans, 401(k) plans and deferred comp plans. The scale of the task of managing these asset pools is evidenced...
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Investment Analyst
6 days ago
Charlotte, United States Waverly Advisors LLC Full timeWaverly Advisors primary goal is to serve our clients, one another, and our communities. We arent your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our...
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Investment Analyst
5 days ago
Charlotte, United States Waverly Advisors LLC Full timeWaverly Advisors primary goal is to serve our clients, one another, and our communities. We arent your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our...
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Investment Analyst
6 days ago
Charlotte, United States Waverly Advisors, LLC Full timeWaverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting...
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Investment Analyst
5 days ago
Charlotte, United States Waverly Advisors, LLC Full timeWaverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting...
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Investments Operations Consultant
2 weeks ago
Charlotte, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
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Investments Operations Consultant
2 weeks ago
Charlotte, North Carolina, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
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Investments Operations Consultant
2 weeks ago
Charlotte, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
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Investments Operations Consultant
3 days ago
Charlotte, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
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Senior Analyst, Investment Grade
6 days ago
Charlotte, United States Barings Full timeAt Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We...
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Accountant I Accounts Receivable
2 weeks ago
Charlotte, United States Cedar Fair Full timeOverview: Cedar Fair is seeking an Accountant I - Accounts Receivable (AR). This entry-level position is part of a team responsible for ensuring all functions of the Revenue Accounting Shared Accounting Services are completed timely, consistently, and accurately. This hourly full-time position will report directly to the AR Manager or AR Supervisor and work...