- Athene (West Des Moines, IA)
- …+ Report directly to SVP Investment and Derivative Finance, who oversees Investment Finance, Derivative Accounting & Operations , Investment Valuation and ... an opportunity for a highly visible VP Head of Investment Finance. The VP will lead an investment...be a business partner with the 3rd party asset manager to ensure accurate, timely and efficient data is… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... ad hoc risk, analytics and liquidity reports + Collaborate with and support investment , products, and operations teams on risk, performance analytics and… more
- KeyBank (Depew, NY)
- **Location:** 1455 French Road, Depew New York **Job Summary** Within the Key Investment Services business, the Retail Investment Associate is responsible for ... will serve as a proactive member of the Key Investment Services Team by being an initial sales and...Perform customer service duties and assist in daily office operations , including obtaining new account and customer maintenance forms,… more
- CBRE (New York, NY)
- Investment Accounting Summer Intern 2026 (IA&R) Job ID 240853 Posted 20-Oct-2025 Service line Advisory Segment Role type Full-time Areas of Interest ... Investor Reporting, and Performance Measurement services to real estate investment companies, sovereign wealth funds, and other institutional investors in… more
- M&T Bank (Radnor, PA)
- …OJT responsibilities vary by department and are assigned by the department manager . The position may be responsible for additional projects as assigned by ... the department manager or Leadership Development Manager -MDP. **Department Description**...multiple departments including Sales, Compliance, Legal, Marketing, Risk, and Operations . You will gain insight into a wide range… more
- Citigroup (Jacksonville, FL)
- …loop process. + Handles all inquiries/requests related to banking and /or investment operations - including placing unsolicited securities trades (Series 7 ... to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in… more
- JPMorgan Chase (New York, NY)
- …be a member of the Multi-Asset and Portfolio Solutions team within Wealth Management Investment Solutions. The primary function of this role is to drive the internal ... the Product Owner Model, and support the prioritized needs of the Chief Investment Office (CIO). Responsibilities: Area Product Owners are business leads for a… more
- KeyBank (Denver, CO)
- **Location:** 3410 E 1st Avenue, Denver Colorado **Job Summary** Within the Key Investment Services business, this individual is responsible for assisting the Key ... Investment Services Sales Force in achieving sales goals, customer...Advisors. + Customer service duties, assist in daily office operations including: assisting with obtaining new account and customer… more
- Mizuho Corporate Bank (New York, NY)
- Responsibilities: Support direct team manager for all onboarding processes: + Compose KYC packages and perform due diligence on new clients based on risk rating ... the client and determine if sufficient based on regulation + Evaluate an Investment Advisor's organization structure as well as determine when full KYC Onboarding is… more
- Bank of America (Denver, CO)
- Credit Advisor, Global Wealth & Investment Management Denver, Colorado;San Francisco, California **To proceed with your application, you must be at least 18 years of ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Denver/Credit-Advisor--Global-Wealth Investment -Management\_25037156) **Job Description:** At Bank of America, we are… more