Investment Funds Specialist

Investment Funds SpecialistManagement Business Solutions is seeking a highly skilled Investment Funds Specialist to join its rapidly expanding team in Charlotte. This position requires a solid background in investment management and fund formation, with SEC experience being highly preferred.Candidate Profile:JD from a top-tier law school with a strong...

Job Summary:We are seeking a highly skilled and customer-focused Investment Client Care Specialist to join our team at Truist Inc. As a key member of our Investment Client Care team, you will be responsible for providing exceptional service support to our clients via phone, ensuring their needs are met and exceeded.Key Responsibilities:Provide service...

Investment Performance SpecialistAt BCI - Brokerage Consultants Inc, we are seeking an experienced Investment Performance Specialist to join our Performance/Analytics Team. The ideal candidate will have a strong background in performance measurement and investment systems, with excellent analytical and problem-solving skills.Key Responsibilities:• Maintain...

Alston & Bird is seeking an accomplished Securities Paralegal to join our Investment Funds practice group in one of our East Coast offices. The ideal candidate will have a strong background in transactional securities, with a minimum of 5-10 years of experience in preparing and filing Form IDs with the SEC, as well as experience working with state examiners...

Job Title: Analyst, Investment StewardshipJob Summary:Dimensional Fund Advisors is seeking a highly motivated and detail-oriented Analyst, Investment Stewardship to join our Portfolio Management Group. The successful candidate will assist with the operational workflows involved in proxy voting, portfolio company engagement, and related reporting.Key...

Performance Analyst RoleBCI - Brokerage Consultants Inc seeks a skilled Investment Performance Specialist to join our Performance/Analytics Team. The ideal candidate will possess expertise in performance measurement, investment systems, and GIPS compliance.Key Responsibilities: Maintain the integrity of portfolio/composite/index performance data Ensure...

**Real Estate Investments Specialist**We are seeking a highly skilled Real Estate Investments Specialist to support the acquisition, analysis, and management of real estate investments. The ideal candidate will have a strong understanding of real estate finance, market trends, and investment strategies.**Key Responsibilities:**Conduct thorough market...

About this role:Wells Fargo is seeking an Institutional Investment Operations Specialist to join the Client Onboarding Facilitation Team within Corporate Investment Banking Operations. This role is responsible for leading complex initiatives in operational and customer service for lifecycle support of institutional trade flow functions, including client...

Job SummaryAs a key member of our team, you will provide exceptional service support to our self-directed brokerage clients and Financial Advisor assigned account holders. Your primary focus will be on delivering timely and accurate assistance, leveraging your product knowledge and client service skills to drive customer satisfaction.Key...

Job Summary:The Senior Fund Accountant will play a key role in the accounting, reporting, and financial control functions for the single-family real estate investments at Quarterra. This position requires a strong understanding of accounting principles, financial analysis, and regulatory compliance.Key Responsibilities:• Assist with the monthly, quarterly,...

Job Title: Real Estate Fund AccountantLocation: Charlotte HQ, Charlotte, NCDepartment: FinanceAbout Us:Grubb Properties is a vertically integrated real estate company with a commitment to fostering trust and collaboration for collective success. Guided by our core principles of respect, integrity, customer focus, continuous improvement, and creating...

Job SummaryThe Associate General Counsel – Real Estate and Impact Investing is a key member of the HFHI Legal Department, reporting to the Deputy General Counsel, International. This attorney will focus on finance and real estate issues and programs relevant to our U.S.-based Habitat for Humanity affiliates. The primary function of the role is to provide...

Job SummaryBarings is seeking a highly skilled Financial Operations Specialist to join our Global Client Operations team. This individual will be responsible for providing financial oversight and support to our clients and internal teams. The ideal candidate will have experience in fund accounting, financial analysis, and portfolio management.Key...

Job Title: Production Support SpecialistWe are seeking a skilled Production Support Specialist to join our team at Collabera. As a key member of our Global Wealth and Investment Management business line, you will be responsible for providing top-notch application support for trading and order entry platforms.Key Responsibilities:Monitor and troubleshoot...

Financial Management and Control:As a key member of the Beacon Hill team, the Financial Management Specialist will be responsible for managing project finances, ensuring accurate and timely invoicing, and maintaining compliance with lender and funding entity requirements.Financial Reporting and Analysis:The Financial Management Specialist will prepare...

At SMBC, we are seeking a highly skilled Loan Documentation Specialist to join our team. As a key member of our commercial lending operations, you will be responsible for performing operational processing and support to commercial lending, focused on monitoring and servicing commercial and business loan transactions.The ideal candidate will have a basic...

Asthma & Allergy Specialists, an affiliate of SENTA Partners, is seeking a skilled Allergist to provide comprehensive treatment for asthma, allergy, and related pulmonary conditions in multiple offices across the metro-Charlotte area.With three convenient locations in and around the metro Charlotte area, Asthma & Allergy Specialists offers a collaborative...

Charlotte-Mecklenburg Schools is seeking a highly skilled Financial Operations Specialist to join their team. This role is responsible for performing intermediate clerical and bookkeeping work in examination, analysis, and verification of accounting records in a school setting.Job SummaryThe Financial Operations Specialist will be responsible for maintaining...

Job Title: Quality AssuranceLocation: RemoteDuration: 6 months ContractJob Description:We are seeking a highly skilled Quality Assurance Specialist to join our team at TalentBridge. As a Quality Assurance Specialist, you will be responsible for ensuring the accuracy and quality of commercial loan data.Key Responsibilities:Quality Assurance of data elements...

Operations Finance SpecialistWe are seeking an experienced Operations Finance Specialist to join our Consumer Direct Interaction team within Electrolux NA.As an Operations Finance Specialist, you will drive profitable growth of Aftermarket Sales and Services by ensuring operational excellence and cost management across the Aftermarket Supply Chain.You will...