• Client Service Associate

    Robert Half Finance & Accounting (Walnut Creek, CA)
    …7 and 66 licenses (preferred but not required) + Experience in a Registered Investment Advisor (RIA) environment + Comfort with automation tools or scripting for ... business processes Note: Excited about this role? We'd love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christan (JC) del Rosario - let's explore how this opportunity could be the right fit for your next career move. Robert Half… more
    Robert Half Finance & Accounting (08/04/25)
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  • Wealth Management Manager II - Investments

    Trustco Bank (Albany, NY)
    …and processing all activities related to Wealth Management clients serving as investment advisor on assigned accounts and developing new business. Examines ... events and conditions that impact client's accounts and addresses an actionable item. **ESSENTIAL DUTIES AND RESPONSIBILITIES** include the following. Other duties may be assigned by the supervisor and/or Trustco Bank's Board of Directors. + Executes purchases… more
    Trustco Bank (08/03/25)
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  • Anti-Money Laundering Investigator-Capital Markets

    CIBC (Chicago, IL)
    …knowledge of Capital Markets products, experience working at a Trust Company, Investment Advisor or Institutional Brokerage with experience in trade surveillance ... and familiarity with federal securities laws and SEC/FINRA regulations. + **You have a Bachelor's degree/diploma** in Finance, Accounting, Business, or a related field, or equivalent job experience in banking preferred. + **You're a certified professional.**… more
    CIBC (08/02/25)
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  • Alternative Investments Accountant

    US Bank (Hackensack, NJ)
    …Calculate net asset value(s) and disseminate financial and performance information to the investment advisor and their investors + Act as primary fund accountant ... on multiple relationships, ensures all fund accounting functions are in completed in accordance with Generally Accepted Accounting Principles (GAAP) + Records trade information, income/expense activity and applies valuation of securities in the portfolio… more
    US Bank (07/30/25)
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  • Fund Accounting Associate Analyst 2

    Citigroup (Tampa, FL)
    …records through review of reconciliation reports + Communicate cash position to the investment advisor as well as research cash and funding holdings differences ... with custodian + Help process, balance, and reconcile shareholder activity with transfer agent + Calculate daily net asset value and market value of portfolio holdings + Provide support on audits and review work for adherence to procedures and compliance… more
    Citigroup (07/25/25)
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  • Compliance Analyst

    Robert Half Finance & Accounting (Boston, MA)
    …At least 2-5 years of compliance or risk management experience for a broker-dealer or investment advisor is required, along with a FINRA Series 7, 24, and 63/66 ... licenses. This role requires candidates to demonstrate strong interpersonal skills, confidentiality, and proficiency in compliance-related monitoring systems, and travel may be required for branch exams. Please send your resume to Thatiane Abrantes. Thank you!… more
    Robert Half Finance & Accounting (07/24/25)
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  • Senior Associate, Corporate Finance (San Antonio,…

    Affinius Capital (San Antonio, TX)
    …Corporate Finance assists with the financial accounting and reporting of the company's investment advisor business and related entities. This role will provide ... strong analytical and accounting support to the team and management relating to the preparation, review, and analysis of the corporate-level financial information in accordance with Generally Accepted Accounting Principles. **_Essential Duties May Include:_**… more
    Affinius Capital (07/22/25)
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  • Fund Accounting Associate Analyst - Hybrid

    Citigroup (Columbus, OH)
    …records through review of reconciliation reports + Communicate cash position to the investment advisor as well as research cash and funding holdings differences ... with custodian + Help process, balance, and reconcile shareholder activity with transfer agent + Calculate daily net asset value and market value of portfolio holdings + Provide support on audits and review work for adherence to procedures and compliance… more
    Citigroup (05/21/25)
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  • Director New Markets Product Development

    Athene (New York, NY)
    …the retirement crisis. + Experience with Defined Contribution plans and/or Registered Investment Advisor channel a plus. + Strong presentation and communication ... skills. + Actuarial certification (FSA, ASA) or progress towards a plus. $174,533.60 - $261,800.40 USD Annual Annual Salary for this role is market competitive. Actual salary for all roles will be based upon geographic location, work experience, education,… more
    Athene (05/10/25)
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  • Associate Vice President - Pension Benefit…

    Lilly (Indianapolis, IN)
    …& Governance** + **Partner with executives and Board of Directors** as trusted advisor on investment matters, including regular Fund Advisory Committee meetings ... Benefit Investments Team within Global Treasury. Reporting to the Treasurer, the Chief Investment Officer leads a team of ten professionals, and is responsible for… more
    Lilly (07/15/25)
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