- Bank of America (New York, NY)
- …Platform * Respond to inquiries on existing funds from financial advisors and sales team * Maintain relationships with fund managers/administrators and develop ... Acts as a product representative and is responsible for negotiating operational fund onboarding requirements with fund managers and transfer agents. Has… more
- Lincoln Financial (Radnor, PA)
- …be doing** + Prepare and validate daily, monthly, and quarterly unit value and fund reports. + Ensure accuracy and consistency of performance and fund data ... internal documentation and reports. + Collaborate with internal teams such as Fund Accounting, Product Teams, and Marketing. + Support initiatives and projects to… more
- Point32Health (Canton, MA)
- …in maintaining and developing positive pro-business relationships with key Labor leaders and Fund Managers across MA, NH and ME and RI. This Position supports all ... Harvard Pilgrim Health Care marketing and sales activities concerning Labor-related new business acquisition and retaining and growing existing accounts and… more
- Hawkeye Community College (Waterloo, IA)
- …calculation of investment earnings; allocation of investment earnings to foundation fund accounts, and perform regular reconciliations. + Generates Foundation checks ... for approved account withdrawal reviewing for appropriateness with established fund guidelines and policies with appropriate approvals and proper nonprofit guidance.… more
- Lincoln Financial (Radnor, PA)
- …operations for the insurance company separate accounts and LVIP Trust mutual fund complex. Specifically, you will be responsible for placing trades prior to ... reconciliations, and LVIP transfer agency oversight. **What you'll be doing** As Fund Administration and Operations - Specialist you will gain experience in: *… more
- Robert Half Finance & Accounting (Stites, IL)
- …location. In this crucial role, you will be a primary contact for our fund board members, handle client inquiries, and manage revenue and expense projections. You ... and other regulatory filings. * Liaise with teams across the firm in sales , client service, legal, operations, and corporate finance on all fund -related… more
- PNC (CA)
- …updating models for the asset management team as needed, and advising the investor sales team on most beneficial fund structures. + Motivates and develops staff ... within PNC"s footprint will be considered. **Job Description** + Manages the fund modeling, forecasting and budgeting functions and understands the tax ramifications… more
- University of Utah (Salt Lake City, UT)
- …any time)** **Job Summary** The Assistant Director of Annual Giving is an annual fund officer that cultivates, asks and stewards donors to give to Utah Athletics ... drives, annual campaigns, and moves management. This role manages an annual fund portfolio of approximately 100 donors, conducts loyalty points outreach, and… more
- BlackRock (New York, NY)
- …innovations that drive progress. BlackRock's iShares is the largest Exchange Traded Fund (ETF) provider globally with over $4.3 trillion in assets under management. ... groups and FINRA staff to help ensure regulatory compliance of marketing and sales collateral, digital content, and market commentary. This position is part of… more
- Anderson Merchandisers (Washington, PA)
- …another project or position upon project completion **Essential Functions** + Building new sales floor fixtures as well as uninstalling existing fixtures + Moving of ... existing sales floor fixtures both basic and complex Installation of...Term Disability * Long Term Disability * Associate Assistance Fund * Anderson Cares Natural Disaster Fund … more