Financial Accountant responsible for assisting in Finance functions of Zego Insurance Limited. Involvement includes financial statements, treasury management, and regulatory submissions.
About the role
- Head of Client Portfolio Management Operations for Nuveen managing client service and investment processes. Leading operational framework and improving efficiency as assets and client complexity grow.
Responsibilities
- Own the end-to-end operational framework supporting portfolio management and client servicing, including controls, exception management, and escalation protocols
- Define operating standards and service models aligned with investment processes and client expectations
- Establish controls, reporting, and governance to reduce operational risk and increase transparency
- Serve as the primary operational partner to Portfolio Managers on complex servicing and exception-related issues
- Project manage complex, cross-functional initiatives involving PMs, Engineering, Client Service, and Compliance
- Lead process design, documentation, and continuous improvement initiatives across PM servicing workflows
- Identify and prioritize opportunities for automation and tooling improvements; partner with technical teams to deliver scalable solutions
Requirements
- 5+ years of experience in asset management, investment banking, consulting, or financial services operations
- Direct or adjacent exposure to portfolio management or investment-related workflows, preferably in SMAs; a solid understanding on how markets work and how various instruments are traded
- Proven track record leading process improvement and cross-functional initiatives
- Strong executive communication skills and comfort partnering with senior investment professionals
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Finance Manager driving month - end close, reporting, and analysis for financial operations at Fiserv. Partnering with executives to provide insights and improve performance.
Manage a team providing financial and regulatory reporting for investment companies. Ensuring compliance and proper client servicing while assessing risks and directing issue resolution.
CFO overseeing financial aspects, strategic planning, and analysis for Corebridge's Life business. Collaborating with leadership while managing financial oversight and reporting.
Senior investment strategist at Vanguard responsible for client - facing investment strategies and collaboration with internal partners. Providing guidance and expertise on investment products and strategies across multiple platforms.
Analyst in Investment Research for a leading multi - asset investment house, focusing on macroeconomic analysis for capital markets and interest rate predictions.
Financial Specialist at L3Harris focusing on forecasting, budgeting and strategic planning. Involves coordinating financial reports, monitoring cost performance, and providing financial analysis.
Finance Intern contributing to Nucor's Accounting and Finance team in the manufacturing sector. Providing immersive experience in finance, accounting, and human resources.
Commercial Finance Manager driving insights in commercial finance at BAT. Collaborating with global teams to ensure financial delivery in Taiwan and Hong Kong while managing resource allocation.
Finance Intern conducting audits and ensuring compliance with BAT's distribution policies. Collaborating with sales representatives on inventory and account reconciliations while gaining exposure to industry practices.