- Geode Capital Management (Boston, MA)
- …asset classes, including commodities and options, for registered funds, commingled pools and separately managed accounts . Geode currently manages over $1.5 ... agreements Prepare and distribute client invoices; follow up on outstanding accounts receivable Review monthly financial statements for accuracy and completeness… more
- Manulife (Boston, MA)
- …and expertise of mutual funds, ETF's, UCITS, 529 College Savings Plans and Separately Managed Accounts . **Individual Responsibilities:** + A portion of ... classes for the Investments sales desk. + Act as Fund/Firm/Separate Account /Marketing Liaison. Relay a positive attitude about department initiatives and stand… more
- Manulife (Boston, MA)
- …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 licenses and will provide… more
