- Wesleyan University (Middletown, CT)
- …excellence in its programs, personnel, and facilities. Reporting to the Director of Operations and Investments, the Investment Operations Specialist will ... portfolio reporting, and document administration. Responsibilities Include: All aspects of investment operations , including: + Perform daily reconciliations of… more
- Kestra Financial (Columbia, MD)
- The Investment Operations person has responsibility for the efficient and effective operations . This includes the managing of client relations, investment ... + Record conversations and requests in SmartOffice + Process distribution requests Investment Operations Responsibilities + Maintain client records and notes in… more
- Texas Tech University (Austin, TX)
- **41059BR** **Extended Job Title:** Investment Operations Analyst **Position Description:** The Investment Operations Analyst will be responsible for ... Data Management, and Reporting, but will also include various other investment operational duties. **Requisition ID:** 41059BR **Travel Required:** Up to 25%… more
- Regions Bank (Hoover, AL)
- …into the careers section of the system. **Job Description:** At Regions, the Investment Operations Manager plays a critical role in overseeing day-to-day ... operations that support the execution of investment strategies and enables delivery of exceptional client service. This role requires a strong understanding of… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- Description Investment Operations Analyst Are you ready to launch or grow your financial services career in a fast-paced, dynamic environment? Our client, an ... investment firm in the Twin Cities, is seeking a detail-oriented Investment Operations Analyst to join their team and make an impact in structured security… more
- Wells Fargo (Charlotte, NC)
- …with you. **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist for our Shared Services Configuration team as part ... issues and achieve goals **Required Qualifications:** + 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
- City National Bank (Newark, DE)
- * INVESTMENT OPERATIONS SPECIALIST LEAD* WHAT IS THE OPPORTUNITY? The Investment Ops Specialist Lead will support responsibilities assigned to the Trust ... Operations team. Position will serve as a liaison between...mutual funds. * Coordinates with Account Officers, brokers and Investment Managers to arrange for settlement of securities. Contacts… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Institutional Investment Operations Specialist to join the Tax Operations team within Corporate & ... issues and achieve goals **Required Qualifications:** + 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
- Publicis Groupe (Chicago, IL)
- …Buy, Kellogg Company, McDonald's, Novartis, Samsung, Visa and more. **Overview** The Investment Operations Supervisor is responsible for supporting day-to-day ... investment operations for Digital Media across client teams. The Supervisor...clearing + Cultivate a team-focused mentality across the larger Investment Operations team + Responsible for management,… more
- BMO Financial Group (Chicago, IL)
- Provides support and service for the Investment Operations function of BMO's business stakeholders and customers. Executes and delivers on Investment product ... an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity. + Collaborates… more