NewAccounting Manager (Investments and Funds) JobotAccounting Manager (Investments and Funds)Cape Saint Claire, MD$110,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A minimum of 5 years of experience in a similar role, with a focus on Real Estate Fund Accounting, Investment Fund Accounting, and Partnership Accounting.
Research Analyst Sands Capital Management, LLCResearch AnalystArlington, VA$200,000–$250,000 / yearFull timeExecute discrete projects to assess and analyze relevant companies’ strengths and weaknesses relating to their business models, growth drivers, industry trends, competitive advantages, financial strength, management team/execution, and historical operating track record using the Firm’s investment criteria as a guide. 4 years of experience in job offered or related experience in roles such as Research Analyst, Investment Analyst, Investment Research Analyst, Asset Management Analyst, Equity Analyst, Equity Research Analyst, Investing Analyst, and Research Associate.
Investment Analyst Pennington Partners and CoInvestment AnalystBethesda, MarylandThe Investment Analyst will be responsible for the performance reporting generation and analysis of client investment portfolios, asset allocation, due diligence of public and private investments, and the bridge between the investment team and the firm's advisory technology. Working knowledge of global security types including equities, loans, bonds, OTC securities, alternative investments, etc.
Investment Analyst - Airports Division (Trainee) P16 FERROVIAL AIRPORTS HOLDING US CORPInvestment Analyst - Airports Division (Trainee)Washington, District of ColumbiaWe are seeking a highly motivated and detail-oriented Investment Analyst Trainee to join Ferrovial Airports U.S. Corporate Development team-a dynamic, diverse, and high-performing team focused on shaping the future of airport infrastructure. This role offers an excellent opportunity for a recent graduate or an early-career professional with 0-1 years of experience to build expertise in airport investment, corporate development, and strategic analysis while contributing to impactful projects.
Multi-Asset Senior Portfolio Investment Analyst – TRPIM T. Rowe PriceMulti-Asset Senior Portfolio Investment Analyst – TRPIMBaltimore, MD$95,000–$110,000 / yearWork with internal systems designed for portfolio management and trade modeling Coordinate with the analysts, portfolio managers, traders, compliance and legal on portfolio and security transactions Monitor portfolio analytics and generate and run accurate orders through the trade cycle Determine accurate interest rate and currency hedging information, and other related daily portfolio functions. $95,000.00-$110,000.00 for the location of: Maryland, Colorado, Washington and remote workers $95,000.00-$110,000.00 for the location of: Washington, D.C. $95,000.00-$110,000.00 for the location of: New York, California Placement within the range provided above is based on the individual’s relevant experience and skills for the role.
NewMulti-Asset Senior Portfolio Investment Analyst - TRPIM T. Rowe Price Group IncMulti-Asset Senior Portfolio Investment Analyst - TRPIMBaltimore, MD$95,000–$110,000 / yearPortfolio Modeling: Partner directly with the portfolio management team on the day-to-day modeling of the strategy through exposure monitoring, trade allocations and cash flow management. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors.
Investment Analyst HR Team IncInvestment AnalystDCMaintaining relationships with the custodian bank and investment managers, including opening and closing of investment manager accounts, ongoing communications with investment advisors and investment managers, and participation in investment manager account reviews. Assisting in the maintenance of the Plans' private equity tracking system, including commitments and processing capital calls, recording distributions and monitoring performance for alternative assets (private equity, infrastructure, hedge fund investments, etc.).
NewAirports Investment Analyst Trainee Ferrovial Agroman SAAirports Investment Analyst TraineeWashington, DC$68,000–$85,000 / yearThis role is ideal for recent graduates or early-career professionals looking to build expertise in airport investment and corporate development. Responsibilities include conducting market research, developing financial models, and collaborating with team members on various projects.
Senior Analyst, Marketing Investment & Planning GEICO GENERAL INSURANCE COMPANYSenior Analyst, Marketing Investment & PlanningBethesda, MD$100,450–$157,850 / yearThis role reports to the Director of Investment Strategy and partners with Product Owners, Channel Owners, and Finance/FP&A to manage annual and quarterly budgets, oversee purchase workflows, improve forecast accuracy, and deliver insights on variances, risks, and cost efficiency. Manage monthly, quarterly, and annual rhythms within the Marketing org to enable transparent budget management across the team holding budget managers accountability for reforecasts and identification of risks and opportunities for spend optimizations.
Investment Analyst WellSpan HealthInvestment AnalystMDInstructs web cash and trade orders in Northern Trust as requested and needed for cash liquidity, rebalancing, or invoice payment purposes if the OCIO cannot perform these tasks and requested and approved by the SVP-Treasury and Finance, or the CFO. Essential Functions: Manages the company investment portfolio to support the Outsourced Chief Investment Officer (OCIO) by maintaining compliance with the investment management policy and aligning strategies and key performance metrics with senior management.
NewInvestment Banking Senior Analyst | Industrials Houlihan LokeyInvestment Banking Senior Analyst | IndustrialsWashington DC, District of ColumbiaWith uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey hires Analysts to work specifically as part of industry aligned teams, assisting with a variety of investment banking services and transactions.
Investment Analyst – SMID Cap Generalist – T. Rowe Price Associates T. Rowe PriceInvestment Analyst – SMID Cap Generalist – T. Rowe Price AssociatesBaltimore, MarylandAs a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. Conduct primary research on companies and industry by researching, reading financial statements and market data, interviewing management teams, and visiting companies to gain a deep understanding of companies within the SMID space.
Investment Analyst - SMID Cap Generalist - T. Rowe Price Associates T. Rowe Price Group IncInvestment Analyst - SMID Cap Generalist - T. Rowe Price AssociatesBaltimore, MD$175,000–$275,000 / yearAs a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. Conduct primary research on companies and industry by researching, reading financial statements and market data, interviewing management teams, and visiting companies to gain a deep understanding of companies within the SMID space.
Investment Planning Research Analyst, bilingual Korean Cesna RecruitmentInvestment Planning Research Analyst, bilingual KoreanWashington, DC$60,000–$78,000Identify and evaluate potential investment, partnership, and M&A opportunities in the U.S. · Prepare business and investment reports primarily in Korean for corporate headquarters; compose English versions as required. · Excellent report-writing skills with professional fluency in Korean (primary) and communication skills in English.
2027 CIB Investment Banking Analyst Program - Early Careers Wells Fargo & Co2027 CIB Investment Banking Analyst Program - Early CareersWashington, DC$90,000–$150,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Financial Analyst, Lateral Investment DLA Piper LLP (US)Financial Analyst, Lateral InvestmentVA$88,383–$117,111 / yearWhile the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties. The Strategic Finance Analyst is eager to use modern tools, analytics, and (as appropriate) machine learning techniques to analyze data, generate insights, monitor lateral performance, and automate existing processes, such as lateral investment analysis.
Investment Analyst The HR TeamInvestment AnalystWashington, DCMaintaining relationships with the custodian bank and investment managers, including opening and closing of investment manager accounts, ongoing communications with investment advisors and investment managers, and participation in investment manager account reviews. Assisting in the maintenance of the Plans' private equity tracking system, including commitments and processing capital calls, recording distributions and monitoring performance for alternative assets (private equity, infrastructure, hedge fund investments, etc.).
Investment Analyst RangeInvestment AnalystMcLean, VirginiaIn this role, you will play a critical part in building out a best-in-class investment management offering by supporting portfolio construction, manager and vehicle research, and market analysis, while guiding members toward their investment goals. You’ll work directly with senior investment leadership to translate macro views and strategic asset allocation decisions into thoughtful research, execution, and ongoing analysis.
Senior Analyst, AI Investment Analytics Cvent, Inc.Senior Analyst, AI Investment AnalyticsTysons Corner, VAFounded in 1999, Cvent delivers a comprehensive event marketing and management platform for marketers and event professionals and offers software solutions to hotels, special event venues and destinations to help them grow their group/MICE and corporate travel business. With more than 100 AI initiatives spanning Sales, Marketing, Client Services, IT, Finance, HR, and Legal, we are hiring two high-caliber FP&A professionals to lead financial governance and value realization across our AI portfolio.
Investment Analyst - Metals and Mining T. Rowe Price Group IncInvestment Analyst - Metals and MiningBaltimore, MD$180,000–$300,000 / yearAs a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes.
Investment Analyst: Chemicals T. Rowe Price Group IncInvestment Analyst: ChemicalsBaltimore, MD$180,000–$300,000 / yearAs a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes.
Investment Analyst – Metals and Mining T. Rowe PriceInvestment Analyst – Metals and MiningBaltimore, New YorkAs a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes.
Investment Sales Senior Analyst Cbre ValuationInvestment Sales Senior AnalystWashington, DCCompile analysis and internal and external collateral into offering memorandums for seller clients, proofread content, ensure appropriate branding, and approve materials for final distribution. Compile information for the creation of marketing campaigns for sale of properties to include customized property information materials, comparable market analysis, and market and industry research.
Investment Risk Senior Analyst - Fixed Income Franklin Resources IncInvestment Risk Senior Analyst - Fixed IncomeBaltimore, MD$155,000–$160,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Experience, Education & Certifications: • Bachelor's degree in finance, Economics, Mathematics, Statistics, Engineering, or related quantitative discipline required; advanced degree (MBA, MS in Quantitative Finance, Financial Engineering, Data Science, or similar) preferred.
NewInvestment Banking Senior Analyst | Industrials Houlihan Lokey Europe GmbHInvestment Banking Senior Analyst | IndustrialsWashington, DCWith uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey hires Analysts to work specifically as part of industry aligned teams, assisting with a variety of investment banking services and transactions.
Executive Director, Investment Business Analysis Reinsurance Group of America IncExecutive Director, Investment Business AnalysisMD$126,710–$188,840 / yearThe Executive Director partners closely with Investment leaders, Technology, Data, and Architecture teams to ensure solutions are fit for purpose and ready for adoption. The Executive Director, Investment Business Analysis is a senior delivery and functional leader responsible for overseeing business analysis execution across major investment initiatives.
Senior Associate, Investments Anchor Health PropertiesSenior Associate, InvestmentsArlington, VirginiaThis role sits above the analyst level and below the SVP, functioning as the operational engine of the deal team — responsible for leading underwriting, managing due diligence, advancing debt processes, and supporting business development across Anchor's healthcare real estate platform. From ground-up outpatient development to targeted investment strategies and day-to-day management of complex medical office portfolios, we bring deep expertise, a relationship-driven mindset, and an unwavering commitment to improving healthcare access and outcomes through the built environment.
Vice President / Senior Vice President, Investments Anchor Health PropertiesVice President / Senior Vice President, InvestmentsArlington, VAFrom ground-up outpatient development to targeted investment strategies and day-to-day management of complex medical office portfolios, we bring deep expertise, a relationship-driven mindset, and an unwavering commitment to improving healthcare access and outcomes through the built environment. This role is a key growth driver for Anchor's national platform, responsible for generating new business, cultivating client and capital relationships, and providing leadership to Analysts, Associates, Managers, and regional team members.
Clearsight Investment Banking Associate Regions Financial CorpClearsight Investment Banking AssociateMcLean, VARequirements Bachelor's degree Four (4) years of experience Skills and Competencies Ability to think strategically Proficient in Microsoft Office (Excel, Word, Outlook, etc.) Strong analytical and quantitative skills Strong verbal, written communication, and organizational skills Strong work ethic and self-motivation Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law.
Project - Consultant, Foreign Investment Review Analyst Deloitte Touche Tohmatsu LtdProject - Consultant, Foreign Investment Review AnalystArlington, VAJoin our team of strategic advisers and architects, differentiated by our industry depth to collaborate with leading solution providers and leverage your experience in strategy, process design, technology enablement, and operational services to enable heart-of-the-business solutions. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Investment & Strategy Analyst NTT Global Data Centers AmericasInvestment & Strategy AnalystWashington DCRemoteDevelop sensitivity analyses on key assumptions such as rental pricing, development cost or power delivery timing for business case performance along with conducting performance analyses for alternative scenarios to data center development such as hold & flip. This position will work closely with Investment Director and key stakeholders from the Product, Front End Planning, Power and Business Case teams to request and fine tune assumptions for the Business Case modeling.
Associate, Tax Equity Renewable Energy Investment Banking BDO USA PCAssociate, Tax Equity Renewable Energy Investment BankingDC$125,000–$175,000 / yearThe firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors. BDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank that focuses on sellside advisory, acquisition advisory, capital raising and board advisory services.
Executive Assistant to Investment Team Ultimate Staffing ServicesExecutive Assistant to Investment TeamBaltimore, Maryland$85,000–$100,000We are seeking an experienced Executive Assistant to the Investment Team to support a group of investment professionals at a small, fast‑paced investment firm. Prior experience in investment management, hedge funds, or financial services strongly preferred.
Investment Banking Vice President Diversified Industrials D.A. Davidson & Co.Investment Banking Vice President Diversified IndustrialsDCThe Vice President is expected to translate Director and Managing Director wishes into achievable tasks, assign projects to Associates and Analysts, and see these projects through to completion, be a coach to junior bankers, and build relationships with potential clients. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
Analyst III: Health Co-Investment Policy, Audit, & Expenditure Analyst Na Ali'i Consulting & Sales, LLC.Analyst III: Health Co-Investment Policy, Audit, & Expenditure AnalystWashington, D.C.$90,000–$100,000 / yearThe Nakupuna Companies use a market-based compensation strategy to ensure that our employees are compensated within applicable market ranges commensurate with multiple factors, including but not limited to the individual’s particular combination of education, knowledge, skills, competencies, and experience, as well as contract-specific affordability, organizational requirements, and position location. The Office of Program Transition and Supply Chain (PTSC) leads the Department of State’s health systems transition planning on behalf of the Bureau of Global Health Security and Diplomacy (GHSD).
Tax Senior, Tax Analysis & Debt Investments Deloitte Touche Tohmatsu LtdTax Senior, Tax Analysis & Debt InvestmentsVACalculate and/or review taxable income on equity and derivative investments including wash sales, QDI & DRD, REIT & RIC reallocations, PFICs, constructive sales, straddles, section 1256, swaps, and other items using Deloitte's proprietary security trading analysis platform. You'll oversee asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources.
Practice Lead, Finance and Investment (Build and Scale a New Practice) Palladium Global Holdings IncPractice Lead, Finance and Investment (Build and Scale a New Practice)DCOur more than 2,100 staff worldwide work as trusted advisors across diverse contexts, combining deep technical expertise, implementation techniques, and innovative technology to deliver locally informed, client-focused solutions that help organisations achieve measurable, sustainable impact. About Palladium: Operating in over 50 countries, Palladium is a global consulting and implementation company working in partnership with governments, businesses, investors, and communities to design and deliver solutions that create lasting positive impact.
Sr. Analyst, Investment Liaison Strategic Support T. Rowe Price Group IncSr. Analyst, Investment Liaison Strategic SupportBaltimore, MD$87,000–$148,000 / yearOperating within Investment Liaison Strategic Services (ILSS), part of the Shared Services organization in Global Investment Operations (GIO), this role plays a key leadership role in shaping operating models, enhancing service delivery, and aligning capabilities with evolving business and investment needs. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors.
Associate Director, Investment (Program/Budget) U.S. Department of DefenseAssociate Director, Investment (Program/Budget)Washington, DC$186,207–$228,000 / yearThe Associate Director, Investment (Program/Budget) is responsible for the review of the military and the Defense Agency budgets, budget execution and apportionment requests related to research, development, testing, and procurement programs for all items of hardware and equipment, including for land warfare, ships, aircraft, missiles, related electronic equipment, major electronic systems, major space programs, sundry support equipment, and major strategic systems. The Under Secretary of War (Comptroller)/Chief Financial Officer (USW(C)/CFO) is responsible for carrying out the functions assigned to the Department of War in law or regulation, including the responsibilities assigned by Public Law 101-576, the "Chief Financial Officers Act of 1990" (CFO Act).
Investment Management Finance Product Controller Morgan StanleyInvestment Management Finance Product ControllerBaltimore, MD$70,000–$120,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Includes management reporting across the business segments (ISG, WM & IM) and cross-functional roles with end-to-end product oversight, including Wealth Management products.
Investment Specialist RangeInvestment SpecialistMcLean, VirginiaBut we’re looking for more than just an investment operations rockstar - we’re looking for someone who is passionate about the markets and is able to quickly digest market news and help distill and disseminate it to our planning team as well as our members. Our ideal candidate has strong interpersonal skills and years of experience managing the operational workload of a private wealth management business.
Director, Energy Policy & Investment, Power & Utilities Capstone DCDirector, Energy Policy & Investment, Power & UtilitiesDCAs a senior member of Capstone's energy research team, the Director will guide research priorities, mentor junior analysts, and collaborate across policy verticals to deliver integrated insights at the intersection of politics, regulation, and financial markets. The Director will play a central role in shaping Capstone's intellectual leadership in the energy transition, translating complex regulatory and legislative developments into actionable investment strategies for institutional investors.
Investment Risk Manager - Equities Franklin Resources IncInvestment Risk Manager - EquitiesBaltimore, MD$175,000–$190,000 / yearWorking closely with portfolio managers and senior stakeholders, the group combines deep technical expertise with sound judgment to identify key drivers of risk, distinguish long-term structural exposures from short-term market movements, and continuously enhance the firm's risk framework and analytical capabilities, including the implementation of advanced risk systems such as Aladdin. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program.
Investment Risk Manager - Liquidity Franklin Resources IncInvestment Risk Manager - LiquidityBaltimore, MD$175,000–$190,000 / yearWorking closely with portfolio managers and senior stakeholders, the group combines deep technical expertise with sound judgment to identify key drivers of risk, distinguish long-term structural exposures from short-term market movements, and continuously enhance the firm's risk framework and analytical capabilities, including the implementation of advanced risk systems such as Aladdin. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program.
Associate Vice President, Investments - Airport Infrastructure Realterm Logistics (US)Associate Vice President, Investments - Airport InfrastructureAnnapolis, MDThis position works cross-functionally with Investments, Asset Management, Construction Management, Airport Affairs, Capital Markets, Legal, and other teams to advance projects from initial identification through closing, development, stabilization, and transition to ongoing operations. Realterm offers several career fields such as Accounting, Asset Management, Capital Markets and Investor Relations, Construction, Finance, Investments, Leasing, and Property Management that make working here unique, challenging, stimulating, and rewarding.
ASSOCIATE DIRECTOR, PRIVATE INVESTMENT REPORTING Cresset Capital Management LLCASSOCIATE DIRECTOR, PRIVATE INVESTMENT REPORTINGReston, VA$100,000–$120,000 / yearAdvanced fund accounting and operational knowledge in reporting across the universe of private capital investments (e.g., private equity, private debt, structured credit, real estate, hedge funds, and other open- and closed-ended fund structures). Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
Software Engineer Manager, Tax Analysis & Debt Investments (TARDI) Deloitte Touche Tohmatsu LtdSoftware Engineer Manager, Tax Analysis & Debt Investments (TARDI)McLean, VA$142,425–$237,375 / yearAs a Manager on the National Federal Tax Services - TARDI team, you will be responsible for: Partnering with business stakeholders and engineering teams to translate tax, financial, and operational requirements into user stories, acceptance criteria, functional specifications, and delivery plans. Within NFTS, the Tax Analysis & Information Reporting for Debt Investments (TARDI) practice helps clients address complex tax planning, reporting, and compliance considerations associated with corporate and government debt, mortgage-backed securities, and asset-backed securities.
Finance & Investment Funds Pursuits & Directories Sr Manager DLA Piper LLP (US)Finance & Investment Funds Pursuits & Directories Sr ManagerReston, VA$146,349–$232,701 / yearActs as project manager throughout the pitch and proposal response lifecycle including, but not limited to: facilitating opportunity assessments; tracking opportunities; developing project plans; organizing and conducting kick-off calls with lawyers and colleagues; gathering and drafting relevant content; coordinating with client pricing, BD and other business professional colleagues; incorporating competitive intelligence to tailor responses; and ensuring high quality/error free proposals are submitted. The Finance & Investment Funds Pursuits & Directories Sr Manager, working in collaboration with and in support of the firm's strategic initiatives, ss a member of the Business Development's Pursuit team, the Transactions Pursuits & Directories Manager has a primary responsibility for assisting the Firm win new business through the development of compliant, on-time, best-in-class and client-centric formal RFP responses and pitch response.
Financial Planning Service Desk, Analyst/Associate, Global Investment Office Morgan StanleyFinancial Planning Service Desk, Analyst/Associate, Global Investment OfficeBaltimore, Maryland$70,000–$85,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. This person will report to the team manager and leverage Morgan Stanley’s state-of-the-art financial tools with experienced Financial Advisors, helping them develop their business and increase client engagement.
Operations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA)) Atlantic Union Bankshares CorpOperations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA))McLean, VAAdvanced proficiency with Microsoft Office Suite, with a strong emphasis on Excel (complex formulas, pivot tables, data manipulation, and workflow optimization). Position Accountabilities Trading & Portfolio Operations Serve as the primary equity trader for the firm, executing trades accurately and efficiently across client accounts.