
Investment Consultant – Hybrid, Moneyfarm
MoneyfarmGuide premium clients through portfolio reviews and financial planning at Moneyfarm. Support clients across phone, video, chat, and email as part of its digital wealth-management service.

EY je globalno podjetje za strokovne storitve, ki ponuja strokovno znanje s področij revizije, davkov, svetovanja in poslovnega svetovanja. Njegove ekipe organizacijam pomagajo pri reševanju zapletenih poslovnih izzivov, krepitvi zaupanja v finančno poročanje in trge ter uporabi podatkov in tehnologije za podporo preobrazbi.
Podjetje zagotavlja storitve, ki vključujejo svetovanje na področju korporativnih financ, strategijo transakcij in tehnološko svetovanje. EY sodeluje s strankami na področjih, kot so zdravstvo, pravne storitve, trženje, energetika, finance in javna uprava, pri čemer trajnost in inovacije usmerjajo številne njegove rešitve.

Guide premium clients through portfolio reviews and financial planning at Moneyfarm. Support clients across phone, video, chat, and email as part of its digital wealth-management service.

Prepare financial reports under US GAAP for a Tampa-based organization. Apply accounting guidance and reporting software to regulatory statements and financial reporting.

Research global capital markets assumptions for Capital Group’s multi-asset portfolios. Build quantitative models and develop investment recommendations for asset allocation and portfolio construction.

Configure CareSource healthcare systems, reimbursement designs and benefit updates, with responsibility for testing and regulatory changes. Support accurate claims processing and payment policy initiatives in this remote role.

Manage academic reporting, assessment, and accreditation systems at the University of Wisconsin Oshkosh. Build data integrations and dashboards to support academic decisions.

Oversee pharmacy benefit manager licensing, regulatory filings, and compliance reporting at CVS Health. Support audits, research regulatory issues, and advise teams on compliance matters.

Document and improve Operations Division workflows at Kroo, a UK digital bank. Identify risks, implement process changes and support better customer service.

Bring AI and automation into Huckberry’s retail operations by building analytical tools, prototypes, and workflows. Partner with finance and business teams to improve how they make decisions.

Manage client onboarding, data validation, and carrier platform setup for Sterling Brokers’ group benefits and retirement administration business in Canada.

Improve ICF’s federal Salesforce Grants Management application by leading requirements work, testing, documentation, backlog coordination, and user training.