- City National Bank (Los Angeles, CA)
- …Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's ... Capital Markets, Registered and Unregistered Fund Vehicles, Support Functions (Operations, Compliance, Risk)Thrives in a...and business impact. * Possesses working knowledge of the Investment Advisers Act of 1940, the Investment … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to evaluate proposed change orders, and verify whether design and cost support the investment objectives of the fund . + Assist with preconstruction investment ... professional team that provides expertise and analysis for affordable housing investment and asset management activities. For investments representing moderate risk… more
- Nelnet (Lincoln, NE)
- …assist the team with product innovation, scenario planning, prospective investor outreach, fund diligence, and investor reporting. Each investment has unique ... is a corporate taxpayer with a strong appetite and investment capacity for various tax credits, especially renewable energy... capacity for various tax credits, especially renewable energy investment tax credits. As this portfolio has grown, tax… more
- Citigroup (New York, NY)
- …Securities Finance encompasses the Agency Securities Lending (ASL), Directed Agent Investment Services (DAIS), and Collateral products within the Execution Services ... execute transactions for leading global institutional investors including Sovereign Wealth Funds , Pension Funds , Insurance Companies, ETF Issuers, and Mutual… more
- Mille Lacs County (Milaca, MN)
- …GAAP, GASB, state and federal reporting requirements, and County policies. 5. Manage investment of County funds to optimize returns within established risk ... $0 N/A $1,099.58 Employees may choose to contribute additional funds to their HSA each year, up to the...year unless there is a qualifying life event. All funds must be used by claims deadline. FSA Medical/Health… more
- JPMorgan Chase (San Francisco, CA)
- …concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds ) will also be a plus. As the Executive Director, Wealth ... when engaging with clients, which involves familiarizing yourself with the various investment , banking, and lending products and platforms available to our advisors… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- Investment Central, a specialized department at the Raymond James home office, provides exceptional service to Raymond James' clients. Although we operate as a home ... Execute client-directed trades across various product types (equities, mutual funds , options, fixed income, and alternative investments). + **Proactive… more
- Charles Schwab (Naples, FL)
- …including mutual funds , exchange-traded funds (ETFs), money market funds , collective investment trusts (CITs), and Separately Managed Accounts (SMAs). ... The overall SAM team embodies our firm's commitment to providing client-centric solutions that help Schwab clients achieve their financial goals. The SMA Billing team plays a critical role in helping our clients achieve their financial goals by performing… more
- Cadmus (Des Moines, IA)
- …focus on the Drinking Water or Clean Water State Revolving Loan Funds . Successful candidates will have experience leading projects or administering programs in ... particularly the Drinking Water and Clean Water State Revolving Funds (DW and CWSRF), with an emphasis on program...metrics to evaluate these programs, particularly under the Infrastructure Investment and Jobs Act (IIJA). + Participate in business… more
- Bank of America (Atlanta, GA)
- …will primarily be focused on the sales, marketing and education of hedge funds , private equity offerings and real asset solutions available on the Alternative ... Bank portfolio construction process with respect to alternative investments, including hedge funds , private equity, and real assets. + Creating and executing a… more