- US Bank (Phoenix, AZ)
- …exchange listing documents and coordinates reporting needs for new Exchange Traded Funds ( ETF ), oversees daily production of required ETF files and serves as ... and answering any operational questions that arise for all ETF clients. Responsible for primary contact with fund clients...clients. Responsible for primary contact with fund clients during ETF launches and communication of daily ETF … more
- US Bank (Tempe, AZ)
- …both business and technology-based strategy goals. The role of the Mutual Funds Accounting ETF Process and Audit Oversight Specialist is to plan, monitor and work on ... project objectives of mitigating risk and increasing efficiency with ETF related processes. Opportunity to directly contribute to US...management and the teams tasked with the execution of ETF related processes and audits. Make sure to report… more
- Manulife (Tempe, AZ)
- …In this role you will develop a strong understanding of mutual funds, ETF 's, UCITS, 529 College Savings Plans and Separately Managed Accounts. As part of ... the requirements for this role, you will need to acquire the Series 7 and Series 66 securities licenses within 120 days of hire so that you can then begin your career as a licensed financial professional. We will cover all costs associated with acquiring these… more
- US Bank (Tempe, AZ)
- …with setting up new recons + Contact Clients/Broker for issues + Prepare Dummy ETF funds for correct pricing during the evening + If time allows, other projects ... or tasks will be given to the team. + Communicate with fund accounting teams daily to alert them of the status of their fund. The role offers a hybrid/flexible schedule, which means there's an in-office expectation of three (3) or more days per week. If… more
- BMO Financial Group (Scottsdale, AZ)
- …managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar ... products). Provides other solutions indirectly through referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning. + Implements business… more
- Manulife (Tempe, AZ)
- …Required to have solid understanding and expertise of mutual funds, ETF 's, UCITS, 529 College Savings Plans and Separately Managed Accounts. **Position ... Responsibilities:** + A portion of the day will consist of running and analyzing advisor portfolios to uncover opportunities and potential unforeseen issues. + This individual must have outstanding research and analytic capabilities. They must be able to… more