- Columbia Bank (Greenwood Village, CO)
- …Equity trades can be entered by Series 7 licensed employees. Accept unsolicited mutual fund and money market investment direction from clients. Series 7 licensed ... employees provide limited decision-making investment decisions. + Coordinate and assist Financial Advisor(s) with...related field is required. + Must be familiar with investment concepts and terminology, including investment vehicles,… more
- BlackRock (Princeton, NJ)
- …to drive the positioning and go-to-market strategy for BlackRock's suite of mutual funds and iShares ETFs within the US Wealth Advisory (USWA) business. This role ... space. **Key Responsibilities:** + Lead the cross-product marketing strategy for mutual funds and ETFs, with a strong emphasis on digital-first engagement. +… more
- Bank of America (Fort Myers, FL)
- …achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual ... funds , banking, and managed money solutions; Engage and share...must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must… more
- Neuberger Berman (Chicago, IL)
- …across a wide range of products, including Corporates, Mortgages, Treasuries, Mutual Funds , Private Placements, Bank Loans, TBAs, and other Structured Products. This ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $538… more
- JPMorgan Chase (New York, NY)
- JP Morgan's Corporate & Investment Bank is a global leader across banking, markets, and investor services. The world's most important corporations, governments, and ... of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk, and extends liquidity… more
- Boston University (Boston, MA)
- …commitments (headroom) over time. + Design and implement analytical tools for financial investment scenarios, based on available funds over time. + Develop and ... (5-year) financial resource plans with portfolio modeling to contribute to well-informed investment decisions by the CARB-X Executive Team and CARB-X funders. +… more
- Neuberger Berman (New York, NY)
- …including inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable gifting, account performance, trade activity, asset transfers, ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $538… more
- BlackRock (San Francisco, CA)
- …Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is to deliver One ... entire breadth of each of BlackRock's solution sets (ETFs, Mutual Funds , SMA, Alternatives, Models). **Primary Responsibilities:** + Develop deep relationships… more
- Stanford University (Stanford, CA)
- …with assessing daily cash position, determining daily cash balances available for investment , and executing funds movements including wire, ACH transfers, and ... to i) evaluate the University's short and long-term cash, financing, and investment needs, ii) conduct affordability studies, and iii) establish the University's… more
- Stanford University (Stanford, CA)
- …with assessing daily cash position, determining daily cash balances available for investment , and executing funds movements including wire, ACH transfers, and ... hoc reports: + evaluate the University's short and long-term cash, financing, and investment needs, + conduct affordability & debt capacity studies, and + complex… more