- Robert Half Finance & Accounting (Philadelphia, PA)
- …client asset allocations * Conduct due diligence on investment mutual funds, ETF 's, separate account managers, and hedge funds * Prepare and coordinate materials ... for client meetings * Compile quarterly tax projections * Handle account creation and maintenance * Manage money movement including wire transfers and journals * Maintain and update the database regularly * Conduct ad hoc project management * Assist in… more
- T. Rowe Price (Owings Mills, MD)
- …hiring a Managing Legal Counsel to support T. Rowe Price's growing exchange-traded fund ( ETF ) business. The position will be a member of the 1940 Act Regulatory ... Oversight team in Owings Mills, MD. Role Summary Provides expert legal counsel supporting T. Rowe Price's 1940 Act products and business areas, under the direction of Managing Legal Counsel. Viewed as a trusted internal resource capable of using experience and… more
- Neuberger Berman (New York, NY)
- …+ In-depth understanding of equities, fixed income, derivative, mutual fund, ETF , SMA, and Alternative asset classes and structure client solutions that ... may incorporate multiple underlying asset types. + Partner within internal sales and analytical teams to build effective pipeline and capacity planning metrics. + In partnership with internal product teams, oversee applicable service provider relationships. +… more
- Neuberger Berman (TX)
- …development skills; existing RIA relationships a plus + Strong fixed income/ ETF background with a fundamental understanding of alternatives desired + Ability ... to effectively communicate and position complex financial instruments and investment processes + Comfortable working in a fast-paced, dynamic, evolving environment; capacity and ability to adjust to multiple demands and shifting priorities + Strong… more