- Principal Financial Group (Des Moines, IA)
- …US equity strategies with $68 billion in assets under management! Aligned Investor's primary funds are the Principal MidCap Fund and Principal Blue Chip Fund ... on specific investments. + Demonstrate a proven grasp of Aligned Investor's investment philosophy by consistently incorporating it into the equity research process.… more
- Principal Financial Group (Des Moines, IA)
- …portfolio exposures to ensure Asset Allocation viewpoints are correctly reflected within investment products + Analyze internal and external funds via industry ... who is primarily responsible for designing, implementing, and monitoring multi-asset fund -of- fund products. Principal Asset Management, a subsidiary of Principal… more
- Thrivent Financial (Minneapolis, MN)
- …custodial relationships. + Engages regularly with internal and external legal counsel regarding investment and fund legal issues. + Ensures timely and accurate ... Private Asset Operations Analyst is a multi-discipline role which encompasses investment , operational and accounting knowledge in support of Thrivent's Private… more
- Binghamton University (Binghamton, NY)
- …the university's finance student clubs (ie, Binghamton University Finance Society, the Binghamton Investment Fund , and Women in Finance). + Provide guidance to ... connections between the student clubs and finance professionals/alumni. Binghamton Investment Fund Club Advising: + Mentor students...such as CFA or CFP. + Familiarity with student-managed investment funds or stock market simulations. Visa… more
- Charles Schwab (Lone Tree, CO)
- …analysis related to domestic and foreign tax issues affecting various product and investment types, fund qualification and compliance matters as well as develop ... is primarily responsible for all tax matters relating Schwab's proprietary mutual funds , exchange-traded funds (ETFs), and alternative products. The Tax Team… more
- BlackRock (New York, NY)
- …that include separate managed accounts, mutual funds , iShares (exchange traded funds ), and other pooled investment vehicles. BlackRock also offers risk ... **About this role** **BlackRock** is a global leader in investment management, risk management and advisory services for institutional...solutions in the form of 40 Act and UCITS funds , an actively managed ETF, and over 100 separate… more
- Citigroup (New York, NY)
- … management. + Prior experience investing in private equity or real estate investment funds ; particularly with evergreen investment strategies. + Superior ... our global wealth client base. The position will focus on evergreen (semi-liquid) investment strategies including tender offer funds , interval funds ,… more
- Truist (Lumberton, NC)
- …description:** Mid-level position to contribute to the success of Investment Portfolio Operations, Corporate Funding Operations or Collateral Management Operations. ... a $75+ billion fixed income portfolio, $75+ billion funding portfolio, pledged investment securities and pledged loans. Contribute to the achievement of the… more
- Neuberger Berman (New York, NY)
- …portfolio management and post-trade execution for alternatives, derivatives, and hedge fund strategies. Additionally, the specialist will assist in designing and ... and both internal and external Portfolio Managers. + Work closely with fund administrators to provide support and oversight for derivative valuations. + Perform… more
- Mendocino County Sheriff's Office (Ukiah, CA)
- …audits, reconciliations and appraisals of the accounting and financial systems, accounts, funds and related activities to ensure accuracy and that adequate internal ... administration software, improvement and testing. + Reconciles and records monthly investment transactions. + Prepares annual budget in coordination with the… more