-
Senior Product Program Management Analyst
5 days ago
AAA Missouri Coppell, United States Full timeSenior Product Program Management AnalystWe have an opening for a Senior Product-Program Management Analyst. The Senior Product Analyst will be responsible for the overall development and management of assigned insurance product and programs. This includes monitoring and evaluati ...
-
Senior Financial Analyst
5 days ago
The LaSalle Group Garland, United StatesLaSalle Network has partnered with one of the fastest growing distribution companies in the nation, located in Garland, TX, seeking a contract-to-hire Senior Financial Analyst to join their growing team. The Senior Financial Analyst will work closely across all lines of business ...
-
Senior AR Analyst
6 days ago
Vaco Garland, United StatesSenior AR Analyst · Garland, TX · Growing and collaborative team is searching for an AR Analyst.? Ideal candidates will have a strong understanding of billing, collections, and process improvement, along with the desire to work in a fast-paced, growing company. · Responsibilit ...
-
Senior Corporate Tax Analyst
16 hours ago
Griffin Search Partners Irving, United StatesOur Global Fortune 100 Client based in Dallas is seeking a Corporate Tax Senior to assist in the preparation of the Company's tax provision, tax compliance and the consolidated US federal income tax return. Excellent career growth/paths available along with a hybrid work schedule ...
-
The Kraft Heinz Company Garland, United StatesHere at Kraft Heinz, we grow our people to grow our business, because we believe that great people make great companies. When you join our table, you can expect access to an array of holistic wellness benefits - and perks, including medical, dental a Financial Analyst, Manufactur ...
-
Senior Analyst
4 days ago
Toyota Plano, United StatesSenior Analyst – Internal Controls page is loaded · Senior Analyst – Internal Controls · Apply · locations · Plano, Texas · time type · Full time · posted on · Posted 3 Days Ago · job requisition id · Overview · Who we are · Collaborative. Respectful. A place to dream ...
-
Senior Analyst
1 day ago
Rishabh RPO Plano, United StatesJob Description · Job DescriptionSenior Analyst / Senior Accounting Analyst · Location: Plano, TX 75024 · Duration: 12 Months +, could be a possibility of extension · Pay rate: $66 Hourly · HYBRID Opportunity (3 to 5 times a month, normally on Wednesday) · Basic Details: · This ...
-
Senior Analyst
2 days ago
TalentBurst Plano, United StatesSenior Analyst · Plano, TX 75024 · Remote/On-site/Hybrid: Hybrid (3 to 5 times a month, normally on Wednesday) · Duration:12 months, could be a possibility of extension · Bachelor's degree: Mandatory in Accounting and related field · Overtime: 10% · Experience with Big 4 · ...
-
Senior Analyst
4 days ago
TalentBurst Plano, United StatesSenior Analyst · Plano, TX 75024 · Remote/On-site/Hybrid: Hybrid (3 to 5 times a month, normally on Wednesday) · Duration:12 months, could be a possibility of extension · Bachelor's degree: Mandatory in Accounting and related field · Overtime: 10% · Experience with Big 4 · ...
-
Senior Analyst
2 days ago
Intelliswift Plano, United StatesJob ID: Pay: $60-62 · Title: Senior Accounting Analyst · Location: Plano, TX (Hybrid) · Duration: 12-month contract with a possible extension · Job Description: · This position is a key member of the accounting team that ensures accurate preparation of financial information ...
-
Senior Analyst
22 minutes ago
Toyota North America Plano, United StatesOverview · Who we are · Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world's most admired brands, Toyota is growing and leading the future of mobility through innovative, high-quality sol ...
-
Senior Analyst
22 minutes ago
Toyota Plano, United StatesOverview Who we are · Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world's most admired brands, Toyota is growing and leading the future of mobility through innovative, high-quality soluti ...
-
Senior Analyst
5 days ago
Toyota Plano, United StatesOverview Who we are · Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world's most admired brands, Toyota is growing and leading the future of mobility through innovative, high-quality soluti ...
-
Senior Analyst
1 day ago
Toyota Plano, United StatesOverview Who we are · Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world's most admired brands, Toyota is growing and leading the future of mobility through innovative, high-quality soluti ...
-
Senior Analyst
2 days ago
Net2Source Inc. Plano, United StatesJob Summary: · What we're looking for: · This position is a key member of the accounting team that ensures accurate preparation of financial information and reports, timely completion of period close process and review of account reconciliations. · This position also assists int ...
-
Senior Analyst
3 days ago
Orangepeople Plano, United StatesThis position is a key member of the accounting team that ensures accurate preparation of financial information and reports, timely completion of period close process, and review of account reconciliations. This position also assists internal or external audit requirements and va ...
-
Senior Analyst
1 day ago
Net2source Plano, United StatesJob Summary: · What were looking for: · This position is a key member of the accounting team that ensures accurate preparation of financial information and reports, timely completion of period close process and review of account reconciliations. · This position also assists in ...
-
Senior Analyst
4 days ago
Toyota Plano, United StatesOverview Who we are · Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world's most admired brands, Toyota is growing and leading the future of mobility through innovative, high-quality soluti ...
-
Senior Analyst
3 days ago
Cordatus Capital Dallas, United StatesPosition: Senior Analyst / Associate · Professional Location: Dallas · Start Date: Immediate or Summer 2024 · Company Description · Founded in 2012, Cordatus Capital is a private investment firm based in Dallas, Texas. Cordatus is a flexible capital provider focused on – but not ...
-
Senior Analyst
2 days ago
Toyota Deutschland GmbH Plano, United StatesOverview · Who we are · Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world's most admired brands, Toyota is growing and leading the future of mobility through innovative, high-quality sol ...
Investment Operations Senior Analyst - Rowlett, TX, United States - Fisher Investments
Description
Are you a methodical thinker and motivated to guide others? As a Portfolio Evaluation Analyst at Fisher Investments, you'll use your expertise in portfolio management and passion towards affecting clients' financial lives.
The Opportunity:
As a Portfolio Evaluation Analyst, you have the opportunity to work under the guidance of our Investment Policy Committee (IPC) and make customized decisions to clients' asset allocations.
Our team evaluates each client's financial situations to ensure portfolios are optimally positioned to achieve long-term goals. During this process, you'll collaborate closely with other internal departments, including Research, Service, Sales and several other areas.You will take ownership and accountability, meet deadlines and produce high-quality customized portfolios, and observe feedback whenever possible. With the ability to provide clarity in an ambiguous environment while contributing rationale consistent with our investment philosophy.
The Day-to-Day:
Evaluate clients' investment goals and financial situations to produce optimal asset allocation and benchmark recommendations, while always prioritizing clients' interests
Partner with our Investment Counselors to help them navigate clients through nuanced financial situations and provide coaching towards portfolio recommendations
Provide direction and assistance for new and ad hoc projects to demonstrate our firm's commitment to bettering the investment universe
Review and create specialized solutions for clients and potential clients with unique financial and tax situations
Appraise the appropriateness of clients' and prospective clients' outside annuities
Occasionally engage with clients about portfolio evaluation matters to support Investment Counselors
Your Qualifications:
~ Series 65 (preferred) and Bachelor's degree or equivalent work experience
~5+ years experience working with investment and financial planning concepts
~ Understanding of extensive portfolio management practices
~ Collaborative approach with an emphasis on client focus
~ Consultative experience in the financial services industry
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:~100% paid medical, dental and vision premiums for you and your qualifying dependents
~ A 50% 401(k) match, up to the IRS maximum
~20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
~ Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
~$10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER