82 intermediate financial analyst jobs found

Fidelity Investments Job Description: Abandoned Property Analyst The Role The objective of this role is to facilitate reconciliation, file reports and remittance of property to the states for those customers that are lost. The Expertise and Skills You Bring A bachelor's degree is required. 1-3 years' work experience in the brokerage, mutual fund or financial services industry is preferred. Intermediate level of Microsoft Office suite (Excel, PowerPoint, Word) skills preferred. Attention to detail and accuracy. Basic math skills; reconciliation experience preferred. Computer proficiency, knowledge of, or ability to learn, internal Fidelity programs (XTRAC, FBSI, CDV, etc.). Knowledge of brokerage/OSG preferred. Prepare reconciliation spreadsheets for each state related to abandoned property. Reconcile state accounts and produce reporting records as necessary for each state. Communicate with state administrators or their agents to obtain...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Provide systems analysis support for interfacing business and computer application systems. Develop or modify procedures to solve complex business problems considering client needs, application capabilities and...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Manage and drive construction, implementation, and maintenance of highly complex Risk Management, Risk Reporting, Pricing, Securitization, and Market Analytics solutions and tools for the Mortgage Trading...

Transamerica Job Family Actuarial About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees...

Mitsubishi Electric US POSITION SUMMARY: The Mitsubishi Electric US Heating and Air Conditioning division designs and manufactures heat pump systems and controls for the North American market. We are looking for summer interns interested in working with us on a potentially annual basis. The essential functions of the position include, but are not limited to the following: Pursuing bachelor's degree in Analytics or related fields. A college student with at least 1 year of school completed. Must be able to work 40 hours a week in our Suwanee, GA office, Monday through Friday for a summer internship. Duties include translating technical findings into clear and concise recommendations or data visualizations for non-technical audiences; support ad hoc requests and provide timely insights for informed decision-making. Training may include: Partner with business stakeholders to understand objectives, needs, processes, and challenges Advanced Excel:...

FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. Your Team's Impact FactSet's Deep Sector Oil & Gas team delivers critical fundamental analysis and sector-specific content to a diverse client base including investment banks, private equity firms, commodity traders, oil and gas producers, and midstream operators. We drive innovation and shape market-relevant analytics for current...

Wellington Management About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role Tracing our roots to 1928, we are one of the world's largest independent investment management firms. With over US$1.3 trillion in assets under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in more than 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all...

Lincoln Property Company The Senior Property manager leads all aspects of a single asset or portfolio of commercial, industrial, and/or retail properties and coordinates all marketing, operations, and financial activities per client and/or company requirements. Essential Duties and Responsibilities: Respond to tenant needs, ensuring that administrative and building technical staff resolve problems promptly; ensure that services are provided in compliance with policies, procedures, and regulations as well as contractual obligations and standards; coordinate tenant move-ins and move-outs, and "walk-through" spaces with tenants and tenant improvement department; maintain vacant spaces in "tour ready" condition; ensure teams assigned to tenant onboarding activities properly document and communicate with tenants timely and appropriately; follow up with tenants to ensure a successful transition. Coordinate and lead daily and long-term activities of the team; establish work...

Lincoln Property Company The Property Manager leads all aspects of a single asset or portfolio of commercial, industrial, and/or retail properties and coordinates all marketing, operations, and financial activities per client and/or company requirements. Essential Duties and Responsibilities: Ensure that services are provided consistent with policies, procedures, and regulations as well as contractual obligations and standards. Coordinate and lead daily and long-term activities of the team; establish work schedules, assign tasks, and cross-train staff; establish and track deadlines to meet client and company objectives; elevate team performance through subject matter expertise and suggestions to improve systems, processes, and procedures; provide formal coaching, mentoring, supervision, and guidance; recruit and hire new team members; monitor training and development of staff; develop and deliver performance reviews. Direct, review, and approve vendor invoice payments...

Lincoln Property Company The Property Manager leads all aspects of a single asset or portfolio of commercial, industrial, and/or retail properties and coordinates all marketing, operations, and financial activities per client and/or company requirements. Essential Duties and Responsibilities: Ensure that services are provided consistent with policies, procedures, and regulations as well as contractual obligations and standards. Coordinate and lead daily and long-term activities of the team; establish work schedules, assign tasks, and cross-train staff; establish and track deadlines to meet client and company objectives; elevate team performance through subject matter expertise and suggestions to improve systems, processes, and procedures; provide formal coaching, mentoring, supervision, and guidance; recruit and hire new team members; monitor training and development of staff; develop and deliver performance reviews. Direct, review, and approve vendor invoice payments...

Wespath Manager, Systemic Well-Being Location: 1901 Chestnut Ave Glenview, Illinois, 60025 United States Category: Benefit Plans Date Needed by: 5/4/2026 Recognized nine times as a Chicago's Best and Brightest Companies to Work For and eight times as a National Best and Brightest Companies to Work For, Wespath Benefits and Investments (Wespath) is seeking an individual who is passionate about clergy well-being to join our organization in a new partially grant funded role of Manager, Systemic Well-Being . Serving The United Methodist Church (UMC) for over a century; Wespath cares for those who serve by providing benefits to clergy and lay employees. This also includes more than a decade of work and research examining the physical, emotional, financial, social and spiritual dimensions of the clergy who serve the UMC. Wespath recently committed to partnering with Garrett Evangelical-Theological Seminary's Faith Leadership Collaborative to lead the development of a...

Redwood Credit Union Redwood Credit Union is looking for an Electronic Services Specialist II, who will provide technical expertise in administration of payment and item processing for Redwood Credit Union. Under limited supervision, perform a wide variety of semi-routine accounting, regulatory compliance, clerical, product quality control and technical duties of moderate complexity. This intermediate level position is responsible for fraud prevention, recovery, and daily operations for area of responsibility. Key Responsibilities Member Service: * Provide superior service that meets RCU Service Standards and Values to Members and team members of Redwood Credit Union. * Responsible for one or two critical areas of payment processing. * Manage and implement regulatory compliance for area of responsibility. * Review, process exceptions in compliance with regulations, balance reports and create return files to the Federal Reserve Bank; work directly with FRB to resolve...

Lincoln Property Company The Senior Property manager leads all aspects of a single asset or portfolio of commercial, industrial, and/or retail properties and coordinates all marketing, operations, and financial activities per client and/or company requirements. Essential Duties and Responsibilities: Respond to tenant needs, ensuring that administrative and building technical staff resolve problems promptly; ensure that services are provided in compliance with policies, procedures, and regulations as well as contractual obligations and standards; coordinate tenant move-ins and move-outs, and "walk-through" spaces with tenants and tenant improvement department; maintain vacant spaces in "tour ready" condition; ensure teams assigned to tenant onboarding activities properly document and communicate with tenants timely and appropriately; follow up with tenants to ensure a successful transition. Coordinate and lead daily and long-term activities of the team; establish work...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Loss Mitigation Workout Closing Specialist is responsible for managing the closing process of loan workout packages, ensuring compliance with investor, insurer, state, federal, and CFPB guidelines. This role involves coordinating with various teams, maintaining accurate records, and providing exceptional customer service to ensure a seamless and efficient loss mitigation process. Additionally, the Workout Completion Specialist oversees the quality control of borrower-executed documents, ensuring that approved workout terms amortize and cure delinquencies. They manage the finalization of workout terms in...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary: The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in the day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager I will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications. While in this role,...

Lincoln Property Company The Assistant Property Manager supports the Property Manager(s) and others in managing all aspects of a single property or portfolio of commercial, industrial, or retail properties including marketing, operations, and financial activities in the Rock Hill, Fort Mill and surrounding areas. Essential Duties and Responsibilities: Ensure services are provided consistent with policies, procedures, regulations, and contractual obligations and standards. Review and recommend approvals for accurate payment of vendor invoices following the terms of the management agreement, LPC policies, and property management approval authorization limits. Assist Property Manager(s) in preparing and delivering timely, accurate, and complete monthly reports and budget packages according to client requirements. Assist in collecting data and/or drafting tenant rent and Common Area Maintenance (CAM) reconciliations or Escalation (OpX) recovery charges. Assist, and...

Lincoln Property Company As an experienced Property Manager within Corporate Advisory & Solutions you will lead all aspects of a single asset or portfolio of commercial, industrial, and/or retail properties and coordinate all marketing, operations, and financial activities per client and/or company requirements. Essential Duties and Responsibilities: Ensure that services are provided consistent with policies, procedures, and regulations as well as contractual obligations and standards. Coordinate and lead daily and long-term activities of the team; establish work schedules, assign tasks, and cross-train staff; establish and track deadlines to meet client and company objectives; elevate team performance through subject matter expertise and suggestions to improve systems, processes, and procedures; provide formal coaching, mentoring, supervision, and guidance; recruit and hire new team members; monitor training and development of staff; develop and deliver performance...

University of Michigan How to Apply A cover letter is required for consideration for this position and should be attached as the first page of your resume. The cover letter should address your specific interest in the position and outline skills and experience that directly relate to this position. Job Summary The Department of Physical Medicine and Rehabilitation (PM&R) seeks a highly motivated and enthusiastic Research Administrator Senior/Intermediate to work closely and proactively with our faculty to provide pre- and post-award administration. This position also provides backup support to the Staff Advisor (Human Resources). The successful candidate must be motivated with a positive attitude and a strong commitment to exceptional customer service and attention to detail. This position will report to the Research Administration Senior Manager. PM&R's research enterprise currently has 75 active faculty, collaborating with 24 UM (University of Michigan) or...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary: The Account Manager II is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires day to day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager II will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary: The Account Manager II is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires day to day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager II will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with...