- 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
- 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
- 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
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist within our Client Data and Onboarding Facilitation team as a ... industry related initiatives **Required Qualifications:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or… 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
- Citizens (Tarrytown, NY)
- …and research, while intimately focusing on each client's unique circumstances. The Investment Operations Sr. Manager will be responsible for effective and ... projects as assigned. The scope of responsibility will include Middle Office Operations and Business Support for Private Wealth Fiduciary (Omnibus) and RIA (Fully… more
- Lincoln Financial (Juneau, AK)
- …of Lincoln Financial (LF) investment positions to support strategic investment operations and initiatives. They also enhance departmental capability by ... **Requisition #:** 74763 **The Role at a Glance** The Analyst, Investment Accounting Operations will provide timely and accurate more complex investment … more