- Fifth Third Bank, NA (Cincinnati, OH)
- …favorable tax status in Global Markets. + Partner with Securities Lending Agent and/or Investment Advisor on global activity, such as shares segregated due to ... sub-custodians. + Research causes for overdrafts and prepare claims to Investment Manager and/or Securities Lending agent as needed SUPERVISORY RESPONSIBILITIES:… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …firm for independent broker dealers and as a custodian for independent Registered Investment Advisor firms (RIAs). **Job Summary** The summer associate will gain ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …firm for independent broker-dealers and as a custodian for independent Registered Investment Advisor firms (RIAs). **Job Summary** The summer associate will ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more
- SUNY College of Environmental Science and Forestry (Syracuse, NY)
- …changes. + Engage with various professional support teams: Attorney, Accountant, Investment Advisor , Marketing contractor, Insurance agent, Printer, and others ... financial duties such as preparing and assessing financial reports and reviewing investment documentation. + Strong computer skills including but not limited to the… more
- Athene (New York, NY)
- …new solutions across the Defined Contribution (including Stable Value), Registered Investment Advisor , and International Retirement markets. With an ... across the globe. + Experience with Defined Contribution plans, Registered Investment Advisors, or International Retirement markets a plus. + Strong analytical,… more
- JPMorgan Chase (New York, NY)
- …focus on digitalizing product workflow tools and elevating the client and advisor experience. You will contribute to investment processes, trading execution, ... propositions for DAF products, with a focus on trading, investment , and digital client/ advisor experience. + Collaborate with digital product teams to develop… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …to forecast team revenue and income. * Performs research and analytics used in Investment Strategy white papers for financial advisor or client use. * ... experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when… more
- PNC (Pittsburgh, PA)
- …offerings. Specific responsibilities include: * Identify gaps/opportunities within the Investment Office's product/solution offering. * Convert advisor feedback, ... success. As a Product Manager Expert within PNC's Asset Management Group Investment Office organization, you will be based in Philadelphia, PA or Pittsburgh,… more
- JPMorgan Chase (New York, NY)
- …you will actively engage in maintaining and developing relationships between the investment team, the Client and Consulting Advisor teams. You will ... Come and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes… more
- US Bank (Tempe, AZ)
- …net asset value(s) and disseminate financial and performance information to the investment advisor and their investors. Acting 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