- Publicis Groupe (New York, NY)
- …required for this position. **Responsibilities** + Work alongside the planning, investment , operations , finance, and reconciliation teams to execute the ... etc.) + Manage the tools, systems, and process that enable sound financial operations including planning/ investment team support and training + Build strong… more
- T. Rowe Price (Baltimore, MD)
- …to join its Trade Management Digital Assets team within Middle Office, Global Investment Operations . The successful candidate will play a critical role in ... work experience. Preferred: + 5+ years of relevant work experience within investment operations , custody, or related financial services role. + Demonstrated… more
- Regions Bank (West Palm Beach, FL)
- …CRM software o Proficiency in Microsoft Office (Excel, Word, PowerPoint, etc.) Trust Operations , Investment Operations , Wealth Management Operations and ... range of bank products and services (trust, insurance, deposits, credit, mortgage, investment , etc.) to affluent clients. This role is responsible for rendering an… more
- Deloitte (Charlotte, NC)
- …in Private Credit Operations , you'll leverage your deep expertise in investment operations , private credit instruments, and transactional processes to help ... Lead assessment and design of target operating models for private credit investment operations . + Support clients in building and enhancing operations … more
- Truist (Norfolk, VA)
- …& Health Insurance licenses 2. Sound working knowledge of holistic banking/ investment platforms, products, services, operations , and systems **General ... Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be… more
- Regions Bank (Memphis, TN)
- …analytical and problem-solving skills, including attention to detail Paralegal, Trust Operations , Investment Operations , Wealth Management Operations ... and Support experience are strongly preferred. This position is on Regions Bank's Private Wealth Management team. _This position may be filled at a higher level depending on the candidate's qualifications and relevant experience._ **Position Type** Full time… more
- Regions Bank (Houston, TX)
- …Degree or Technical School Certification **Additional Preferences** + Paralegal, Trust Operations , Investment Operations , Wealth Management Operations ... and Support leadership/supervisory experience are strongly preferred. + Previous experience managing a geographically dispersed team of at least 11 people is strongly preferred. This position is a part of Regions Bank's Private Wealth Management team.… more
- Regions Bank (Mobile, AL)
- …Good analytical and problem-solving skills, including attention to detail Paralegal, Trust Operations , Investment Operations , Wealth Management Operations ... and Support experience are strongly preferred. This position is on Regions Bank's Private Wealth Management team. _This position may be filled at a higher level depending on the candidate's qualifications and relevant experience._ **Position Type** Full time… more
- Wells Fargo (Minneapolis, MN)
- … Specialist as a part of the Regulatory Reporting Team within Wealth and Investment Management Operations . This team is responsible for is responsible for ... business (eg FINRA, SEC, OCC, etc.). In addition, the team will support Operations in the rollout of associated reporting changes, responses to regulators and audit.… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Portfolio Operations Analyst | Menlo Park | Hybrid | Up to $120K base + bonus + ... Draft content for newsletters, website, and events + Track investment pipeline and help coordinate deal closings + Identify...1-3+ years of audit, tax, fund accounting, or fund operations experience + MUST have financial services experience +… more