- Citizens (Johnston, RI)
- …with departments responsible for opening/maintaining brokerage accounts, performing trades for equity/ fixed income /mutual fund clients and assisting clients with ... money movements. Candidates will also participate in actions to efficiently carry out day-to-day Operations by assisting internal clients including, but not limited to, Financial Advisors, Sales Assistants, Risk-Management and Compliance. Primary… more
- MetLife (Whippany, NJ)
- …* Basic knowledge of middle/back-office operations, investment products (eg, fixed income securities), SEC/FINRA regulations Equal Employment ... Opportunity/Disability/Veterans If you need an accommodation due to a disability, please email us at ###@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife… more
- JPMorgan Chase (Chicago, IL)
- …terminology, capital markets history and economic indicators, along with equity, fixed income , international, emerging markets, currency and alternative asset ... classes + Excellent written and verbal communication skills + Drive to exceed activity requirements and manage multiple territory priorities + Ability to tell the \"JPM alternatives story\" clearly, concisely, and in a compelling way + Bachelor's degree… more
- JPMorgan Chase (New York, NY)
- …leading investment solutions. Our wide array of financial strategies - equity, fixed income , cash management, currency, asset allocation, and alternative asset ... classes - allow investors to find strategies to help navigate dynamic markets. Our renowned value-added tools assist clients in realizing their retirement objectives by getting invested, staying invested, and investing with less emotion. **Job Summary:** As an… more
- M&T Bank (Wilmington, DE)
- …skills and proficiency in Microsoft Office Suite to support a team of 20 Fixed Income professionals. This role offers a unique opportunity to deepen your ... knowledge of the investment management industry and capital markets. **Primary Responsibilities:** + Assist with preparation of investment materials and other collateral used for client and prospect presentations. + Proficient in creating and editing… more
- JPMorgan Chase (Chicago, IL)
- …division offers investment management across all major asset classes including equities, fixed income , alternatives, multi-asset and money market funds. For ... individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. **Job Summary** As a part of the Workplace Retirement team, you are responsible for… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …expense submissions, and communication handling. + Process equity, mutual fund, and fixed - income trades for brokerage clients; work within custodial platforms, ... CRM systems, and APX portfolio management tools. + Support account maintenance, paperwork, and follow-up with custodians and internal departments. Requirements + 3+ years of client service experience, ideally within a RIA or wealth management firm. +… more
- JPMorgan Chase (Columbus, OH)
- …software and methodologies + Strong knowledge of investment products, including equities, fixed income , and derivative securities, and their markets + ... Understanding of the complex regulatory environment and the flow from account opening to post-trade monitoring **Preferred Qualifications, Capabilities, and Skills** + Prior experience supporting trading desks, trading applications, and trading controls Chase… more
- First Horizon Bank (Charlotte, NC)
- …consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable US Bank. More information is available at www.FirstHorizon.com. **Benefit Highlights** * Medical with wellness incentives, dental, and vision * HSA… more
- Nuveen Investments (Dallas, TX)
- …with risk management systems and platforms **KNOWLEDGE AREAS:** + Strong understanding of fixed income and equity markets, with real assets knowledge a ... significant plus + Exposure to private markets (Private Equity, Infrastructure, Real Estate, Private Credit) + Understanding of global markets and multiple economic sectors + Familiarity with insurance company regulatory frameworks (RBC, etc.) \#LI-CS1 Related… more