- City National Bank (Charlotte, NC)
- …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). Additionally, the...Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- … Accounting Section in the Accounting Department. This position is responsible for investment accounting transactions for a government pension fund with a fair ... School Employees Retirement System (www.lsers.net), among others 01 Do you have experience in Investment Accounting? + Yes + No 02 If you answered "Yes" to the above… more
- Charles Schwab (Bethesda, MD)
- …and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities + ... relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our… more
- Innovapptive (Houston, TX)
- …offices in Australia. We are backed by Tiger Global Management, a Global Marquee Fund with over $30 Billion of Assets Under Management (AUM). Tiger Global Management ... Recently in May 2023 Innovapptive raised a Series B investment led by Vista Equity Partners ("Vista"), a leading...led by Vista Equity Partners ("Vista"), a leading global investment firm focused exclusively on enterprise software, data and… more
- Vanguard (Malvern, PA)
- …matters related to Vanguard's Derivatives and Global Equities trading and investment activity. Responsibilities: + Draft & negotiate various legal documents for ... level of expertise in applicable areas of the law, Vanguard's business, the mutual fund industry, and the derivatives industry. + Maintain a high level of expertise… more
- Comerica (Detroit, MI)
- …market product offerings including Derivatives, Foreign Exchange trading, and Investment Banking. Depending on individual performance, some analysts are invited ... and services including Debt Capital Markets, Derivatives, Foreign Exchange and Investment Banking services. Lines of Business: Technology Life Sciences, Equity … more
- T. Rowe Price (Owings Mills, MD)
- …of contact for inbound participant service requests. Respond to requests for investment , mutual fund , and account information. Resolve complex account issues. ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...team and help our clients be successful in their investment and retirement planning! Responsibilities + Serve as the… more
- JPMorgan Chase (New York, NY)
- …collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm ... procedures + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual … more
- Capital One (Mclean, VA)
- …that enrich lives. Our teams include Communications, Community Impact and Investment , Community Finance, CRA Strategy and Program Management, the Government and ... well as, invest in low income housing credits through proprietary and multifund equity fund structures. In addition the team partners with other lines of business to… more
- Quality Technology Services, LLC (Ashburn, VA)
- …insights and processes to grow the portfolio and includes overall investment management including strategic business decisions, deal negotiation, and client ... knowledge, and for general business development purposes. + Write and prepare investment materials such as memorandums, presentations, and proposals for all type of… more