Sentences with phrase «asset management activities»

(Maddron oversees seniors housing and healthcare investment and asset management activities for the firm.)

Mr. Grossman joined Citigroup after seven years with O'Connor Capital Partners, where he served as a Vice President responsible for investment and asset management activities for several of O'Connor's U.S. opportunity funds.

As managing director and a board member, he was specifically responsible for the investment and asset management activities of the company within CEE.

The owners of the Dampier to Bunbury natural gas pipeline have taken direct control of asset management activities that previously were run by Babcock & Brown Infrastructure subsidiary Westnet Energy.

Not exact matches

Held top - management positions in the international companies involved in financial assets trading and exchange market activities.

Further, the final rule defines a variety of investment education activities that fall short of fiduciary conduct, and makes clear that advisors do not act as fiduciaries merely by recommending that a customer hire them to render advisory or asset management services.

A sustained market rally and robust client activity in 2017 translated into a year of gains for Asia's private banks, whose combined assets under management (AUM)-- excluding China onshore — surged past US$ 2 trillion for the first time.

Marketing a fund investing in Bitcoin Futures will normally constitute Type 1 regulated activity (dealing in securities) and managing such a fund may constitute Type 9 regulated activity (asset management).

PNC also uses the marketing names PNC Institutional Asset Management ®, PNC Retirement Solutions ®, Vested Interest ®, and PNC Institutional Advisory Solutions ® for the various discretionary and non-discretionary institutional investment activities conducted through PNC Bank and through PNC's subsidiary PNC Capital Advisors, LLC, a registered investment adviser («PNC Capital Advisors»).

Specialising in alternative investments as well as in quantitative fields, Ludovic has worked in the hedge funds industry, credit advisory, portfolio leverage analysis, Basel regulatory capital requirements and lending activities, while liaising with group offices before developing new services from TCA Asset Management since 2011.

MIL HK is approved to engage in dealing in securities and asset management - regulated activities and may provide certain investment services to «professional investors» as defined in the Securities and Futures Ordinance («SFO»).

The publicly available paperwork includes dozens of pages of information about a firm, including its fee structure, total assets under management, other business activities, any disciplinary issues on record and more.

Companies involved in activities such as banking, consumer finance, investment banking and brokerage, asset management, insurance and investment, and real estate, including REITs.

The PNC Financial Services Group, Inc. («PNC») uses the marketing name PNC Institutional Asset Management ® for the various discretionary and non-discretionary institutional investment activities conducted through PNC Bank, National Association («PNC Bank), which is a Member FDIC, and through PNC's subsidiary PNC Capital Advisors, LLC, a registered investment adviser («PNC Capital Advisors»).

In order to demonstrate commitment to increased transparency within the financial industry, the Saxo Group has taken the initiative to publicise on a monthly basis key figures related to its activity, namely retail assets under management as well as daily average and monthly trading volumes.

Efficiently manage end - to - end software delivery with bi-directional integration that tracks distributed development activities at the asset level, no matter which management tools are in use.

MIL HK is approved to engage in dealing in securities and asset management regulated activities and may provide certain investment services to «professional investors» as defined in the Securities and Futures Ordinance («SFO»).

Roughly 523 million units of NEM were illegally redirected from the exchange early Friday, forcing management to suspend trading activity for all digital assets except bitcoin.

Scientists around the world conducting research into what actually exists in ocean depths, as well as: the impacts of fishing and other human activities on these deep unknown spaces and species; and what types of improved management options may help to conserve these natural assets (and their contribution to planetary and human wellbeing) for the long term.

Once an asset is deployed, Asset Management Software records all maintenance activity and enables the concerned authority to perform regular audits, right until asset retireasset is deployed, Asset Management Software records all maintenance activity and enables the concerned authority to perform regular audits, right until asset retireAsset Management Software records all maintenance activity and enables the concerned authority to perform regular audits, right until asset retireasset retirement.

Asset management is defined as «the coordinated activity of an organisation to realise value from assets».

As an intern, you will have the opportunity to work on a wide variety of matters such as: appropriations, fiscal law and financial management; acquisitions, financial assistance and public private partnerships; innovative financing; real property and asset management; information technology investment and capital planning; employee ethical conduct, conflicts of interest and political activities; equal employment opportunity and other civil rights matters; Federal personnel and employment; and alternative dispute resolution.

In what other line of activity could you put $ 10,000 in one year and ten years later (with only occasional checking in the meantime to be sure management continues of high caliber) be able to have an asset worth from $ 40,000 to $ 150,000?»

Deposits provides a relatively stable source of funding and liquidity, allowing the company to earn net interest spread revenues from investing this liquidity in earning assets through lending and Asset Liability Management (ALM) activities.

The Treasury and Other segment consists of corporate asset and liability management activities, including interest rate risk management and a foreign exchange business.

The implication is that much of the activity in asset management and security markets is not merely superfluous but wealth - destroying.

Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services.

Candace has significant investment experience in addressing Sun Life Financial's invested asset portfolio and other credit - related activities as well as the management of investment portfolios, investment teams and governance functions.

These included asset and portfolio management roles, investment governance, investment activities for merger and acquisitions transactions, and serving on the company's pension plan committees.

In the Fund's view, few U.S. corporations are going to go for as long as five years without being involved in resource conversion activities - mergers and acquisitions; changes of control; management buyouts; massive share repurchases; major financings, refinancings or reorganizations; sales of assets in bulk; spin - offs; investing in new ventures in other industries; and corporate liquidations.

I have noticed a lot of de-mutualization of insurance companies, a lot of M&A / consolidation activity, and obviously asset management (new competitors) has grown all over the place.

These activities complement Brookfield's core competencies and include global listed real estate and infrastructure equities, corporate high yield investments, opportunistic credit strategies and a dedicated insurance asset management division.

The Asset Management segment provides a broad array of investment management and advisory services by means of institutional portfolio management, mutual funds, asset securitization activity and other structured products, and proprietary investmAsset Management segment provides a broad array of investment management and advisory services by means of institutional portfolio management, mutual funds, asset securitization activity and other structured products, and proprietary inManagement segment provides a broad array of investment management and advisory services by means of institutional portfolio management, mutual funds, asset securitization activity and other structured products, and proprietary inmanagement and advisory services by means of institutional portfolio management, mutual funds, asset securitization activity and other structured products, and proprietary inmanagement, mutual funds, asset securitization activity and other structured products, and proprietary investmasset securitization activity and other structured products, and proprietary investments.

The Finance segment includes securities portfolio and asset and liability management activities.

One of the primary reasons ETFs are passively managed is because this management style requires very little trading activity, resulting in low asset turnover.

«At the time that Hempstead rendered its fairness opinion, and assuming a mid-2009 closing, our management estimated that our residual cash, after transfer of all of the operating assets and $ 3,000,000 in cash at closing of the Merger, drawn - down portion of the $ 1,000,000 line of credit, and various wind - down activities, would be approximately $ 14,000,000.»

In the ordinary course of its trading, brokerage, investment and asset management and financial activities, RBC and its affiliates may hold long or short positions, and may trade or otherwise effect or recommend transactions, for its own account or the accounts of its customers, in debt or equity securities or loans of the Company or any other company that may be involved in a transaction with the Company.

You can compile the basic facts about your business with this sheet, including the employer identification number (EIN), type of business, its main activity, management structure, list of employees, assets, loans, agreements, and insurance policies.

Advising a bank with the sale of its collective investment scheme management activities (asset deal)

It has a diversified business in terms of asset management, mutual funds, and insurances of all kinds, commercial finance and other such related financial activities.

Updates report to the management on audit results and asset utilization as well as recommend changes financial activities

Responsible for supporting day to day IT support activities for Accounts Payable, Fixed Assets, Accounts Receivable, Cash Management and General Ledger modules of Oracle applications.

Responsibilities include: * Provide accounting support to the Asset Management Team by assisting with fund cash transaction activities.

• Verify the accuracy of invoices and checks and post relevant information in predefined accounting databases • Prepare and submit invoices and handle payments • Coordinate cash and check deposit activities • Sort and enter accounts payable and receivable data into company database • Prepare and produce accurate financial statements such as balance sheets • Maintain record of assets and liabilities and complete and deposit tax returns • Reconcile bank statements and manage cashbook management on a daily basis • Issue and maintain records of petty cash • Audit accounts to ensure accuracy and address any discrepancies found during auditing procedures • Process refund requests and reconcile monthly statements • Post details of business transactions including received and disbursed funds • Type vouchers, invoices, bank drafts, checks and reports • Post cash receipts and expenses in designated accounts software • Report accounting discrepancies to supervisors and assist in resolving them and any issues that customers may have with their accounts • Compile and maintain financial records of the company by recording and summarizing data • Keep record of business transactions, compute costs and verify bills • Create statistical records by combining data and performing computations • Prepare payrolls and transfer employees» salaries to their accounts on a monthly or bi monthly basis • Manage day to day internal controls and arrange for purchase orders to be prepared

PROFESSIONAL EXPERIENCE BLUE APRON, Lanesville, IN (6/2011 to Present) E-commerce Associate • Work with ecommerce teams to develop detailed project plans for each project module assigned • Perform activities to handle dependencies, critical path analysis and contingencies • Develop milestone plans for each assigned project and ensure that proper project status is provided to project managers • Coordinate new product setups and issue POs to manage stock levels • Manage on - site shopping experience by ensuring proper product organization and site management • Collect, update and maintain on - site copy and product information • Research competitive landscapes in order to make recommendations for pricing and promotions • Gather resources and assets to create promotions and maintain promotional calendars

* Financial deadline reporting consistency, adherence to all GAAP conventions, office staff management, and all levels of financial activity: AR, AP, GL, Inventory, Payroll, Fixed assets, external and internal audit, banking relations, 401k and pension, insuranc...

Professional Experience U.S. Army (Orlando, FL) 11/2003 — 8/2010 Program Executive Office for Simulation, Training, & Instrumentation Software Asset Management — NCI Information Systems • Managed the Microsoft Access Software Database ensuring usage and licensing compliance • Assisted GFE / CAP asset management with receiving and shipping of valuable equipment • Maintained detailed inventory of government assets and tracked deployment into the field • Executed acquisition process, automated records, control systems, material substitution criteria as well as storage, issue, and disposal processes • Monitored and recorded computer workstation activities for security purposes • Authored and presented departmental reports to senior leadership and team members • Directed mail operations including gathering, sorting, and distribAsset Management — NCI Information Systems • Managed the Microsoft Access Software Database ensuring usage and licensing compliance • Assisted GFE / CAP asset management with receiving and shipping of valuable equipment • Maintained detailed inventory of government assets and tracked deployment into the field • Executed acquisition process, automated records, control systems, material substitution criteria as well as storage, issue, and disposal processes • Monitored and recorded computer workstation activities for security purposes • Authored and presented departmental reports to senior leadership and team members • Directed mail operations including gathering, sorting, and diManagement — NCI Information Systems • Managed the Microsoft Access Software Database ensuring usage and licensing compliance • Assisted GFE / CAP asset management with receiving and shipping of valuable equipment • Maintained detailed inventory of government assets and tracked deployment into the field • Executed acquisition process, automated records, control systems, material substitution criteria as well as storage, issue, and disposal processes • Monitored and recorded computer workstation activities for security purposes • Authored and presented departmental reports to senior leadership and team members • Directed mail operations including gathering, sorting, and distribasset management with receiving and shipping of valuable equipment • Maintained detailed inventory of government assets and tracked deployment into the field • Executed acquisition process, automated records, control systems, material substitution criteria as well as storage, issue, and disposal processes • Monitored and recorded computer workstation activities for security purposes • Authored and presented departmental reports to senior leadership and team members • Directed mail operations including gathering, sorting, and dimanagement with receiving and shipping of valuable equipment • Maintained detailed inventory of government assets and tracked deployment into the field • Executed acquisition process, automated records, control systems, material substitution criteria as well as storage, issue, and disposal processes • Monitored and recorded computer workstation activities for security purposes • Authored and presented departmental reports to senior leadership and team members • Directed mail operations including gathering, sorting, and distribution

Information Technology Security Manager — Duties & Responsibilities Manage IT security, customer service technicians, assets and finances, and client training Responsible for ensuring that multiple IT groups meet finance, audit, and compliance requirements Serve as primary point of contact for customer contracts, technical support, and end - user training Utilize interpersonal and technical skills as liaison between clients, technicians, and subcontractors Train large staffs ensuring they understand the brand and adhere to corporate policies and procedures Oversee the implementation of asset management processes and procedures Coordinate activities with desktop leads to ensure SOX compliance Validate asset information, manage defect reports, and submit correct action recommendations Design and implement enterprise - wide security protocols, mainframe / pc policies, & software / hardware packages Collaborate with department managers to identify and address security concerns through IT Security policies Reduce corporate information ricks through implementation of sensitive document control processes Utilize RACF and Windows / LAN measures to greatly improve user, administrator, and application security Establish and oversee regular system security audits for employers and clients Author and present added value reports, optimization reviews, and overall audit presentations Enhance employee productivity and accountability through the implementation of firewall and tracking software Perform all duties with positivity, professionalism, and integrity Consistently recognized and promoted for excellence in team leadership, customer service, and technical skills

Developed nomenclature, classification systems, and corporate office drawings for space management, churn activities, FF&E asset management, and work orders.

Accountant — Duties & Responsibilities Trained in corporate finance and accounting with a proven record of academic excellence Maintain proficiencies in industry accounting software including QuickBooks Online Pro and PTS Skilled in financial management and customer service best practices Oversee company payroll, P&L statements, credit cards, savings accounts and general ledger Provide exceptional customer service resulting in client loyalty and referrals Build and strengthen professional relationships with clients, vendors, and corporate partners Responsible for corporate cash flow, inventory, and other assets Create spreadsheets tracking sales, customer service, accounting, and other activities and data Author and present reports regarding corporate financial health, customer service operations, and sales Train junior team members ensuring they understand the brand and adhere to corporate protocols Perform all duties in a professional, positive, and timely manner