Join Forvis Mazars as Manager/Senior Manager in Corporate Finance. Focused on M&A, fund raising, and corporate finance services with a team - oriented approach.
About the role
- Operations Intern aiding Guggenheim's Investment Management Operations team with various tasks. Involvement in Trade Operations, Data Services, Loan Operations, and Portfolio Management efforts.
Responsibilities
- Assist team members with the performance of their operations duties
- Gain an overall understanding of the operational workflow that is used to support the firm’s investment process
- Assist on projects with one or multiple teams from Trade Operations, Data Integrity, Reporting, Loan Operations, Accounting and Portfolio Management
- Assist to ensure that all positions are accurate and reconciled with custodians and other external parties as well as across multiple internal systems
- Daily assessment of the Data Integrity Group’s suite of reports
- Learn about nuances of Bank Loan asset class and assist in setup, trade settlement and reconciliation
- Perform daily reconciliations to ensure that the portfolio management and investment accounting systems accurately reflect investment positions and cash levels
- Assist with the compilation and organization of documentation and data
Requirements
- Currently enrolled in a 4-year undergraduate program, and have completed at least two years
- Pursuing a degree in Finance, Economics, Accounting, or Business relevant field
- Desire to learn about Finance, Investment Management and Operations
- Strong problem-solving skills
- Exceptional communication skills
- Team oriented with the ability to work well with diverse groups
- Proficiency in all Microsoft products with a particular emphasis on Excel
Benefits
- Health insurance
- 401(k)
- Professional development
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Senior Financial Analyst linking internal Sales and Finance teams for Beer Sales at Constellation Brands. Facilitate financial planning, reporting, analysis, and decision support within the organization.
Investment Company Secretary in legal affairs offering quality services to investment trusts while ensuring compliance and efficient operations. Collaborating with boards for strategic oversight and corporate governance.
Financial Advisor Associate working with an experienced advisor to build a personal book of business and assist clients in achieving their financial goals
Join Luminor as a Financial Data Systems Specialist, ensuring reliability in banking data processes. Work hands - on with database maintenance and collaborate with teams for reporting systems.
Investment Consultant at Mercer focusing on Endowment and Foundation clients. Working with investment strategies and advising clients on growth investment practices.
Investment Consultant providing client - facing investment solutions for Healthcare clients at Mercer. Collaborating with internal teams and mentoring junior colleagues in a hybrid work environment.
Vice President leading Mastercard's Open Finance Data solutions across Europe. Overseeing product development and strategic planning in a dynamic fintech environment.
Leitender IT Finance & HR Verantwortlicher im digitalen Transformations - Team bei Walter. Fokus auf IT - Strategie, SAP Integration und Teamleitung.
Senior Planning/Budget Analyst at CACI supporting budgeting and program management processes. Requires strong analytical skills and the ability to communicate complex information effectively.