- 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
- CrossBoundary (Washington, DC)
- …CrossBoundary Advisory CrossBoundary Advisory, part of CrossBoundary Group, is a leading investment advisor focused on unlocking private capital in underserved ... markets. We have advised on US$12+ billion of closed transactions across agriculture, health, education, manufacturing, ICT, infrastructure, and clean power. Our clients include governments, development finance institutions, foundations, private equity firms,… more
- 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
- 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
- Amalgamated Bank (New York, NY)
- …number of accounts opened, new customer contacts, units sold, referrals to Financial Advisor , investment /insurance revenue goal and dollar value of all products ... for an in-depth financial review with the dedicated Financial Advisor . This role will be called upon to work...sold, as assigned by the Investment Program Manager and/or Branch Manager Responsibilities behind the… more