Analysis Sources, compiles, and analyzes data within client portfolios. Provides results of analysis for use in client presentations. Researches data associated with client and prospect investment inquiries. Business Support Facilitates new business development efforts through a variety of administrative support tasks. Partners on the preparation of client investment rela

Performing comprehensive and in depth company and industry research while incorporating the team's valuation discipline to identify attractive investment opportunities using internal, sell side, and other external information sources. A component of this job would involve facets of portfolio management and portfolio operations in onboarding client accounts using the firm'

The primary location of this position is the main Cullowhee, NC campus. Reporting to the University Controller, the University is seeking an organized, detail oriented individual to lead various activities of the Financial Reporting and Regulatory Compliance unit within the University Controller's office. The individual will perform professional accounting duties involvin

U.S. Regulatory Relations ("RBC RR") is RBC's primary point of contact and coordination for domestic and foreign regulators in the United States. Working together as a collaborative team operating across RBC's consolidated U.S. operations ("CUSO"), RBC RR provides support and advice in relation to regulatory exams, inquiries, investigations, and oversees the ongoing monit

as assigned. The ideal candidates will have Bachelor's degree in Business Administration or related field 1 3 years of experience in a relationship management position with an investment firm. Strong attention to detail Ability to multitask Strong written and verbal communication Experience using Salesforce and proficiency with Microsoft Office Suite Vaco values a diverse

Sales Promotes investment and securities products through sales outreach and calling efforts to mass affluent clients or prospects. Consults with clients and prospects to determine their financial needs. Provides a solution from the Bank's offered products, or refers them to banking partners as appropriate. Client Service Facilitates client retention and satisfaction by e

Sales Promotes investment and securities products through sales outreach and calling efforts to mass affluent clients or prospects. Consults with clients and prospects to determine their financial needs. Provides a solution from the Bank's offered products, or refers them to banking partners as appropriate. Client Service Facilitates client retention and satisfaction by e