- JPMorgan Chase (New York, NY)
- The Role We are seeking an Associate/Vice President to join our Investment Specialist team which serves as the main point-of-contact for our clients, prospects, ... who are interested in markets and demonstrate intellectual curiosity regarding our investment offerings. Being proactive and anticipating the next steps are critical… more
- UMB Bank (Milwaukee, WI)
- …ensures accurate setup when new funds come to the company. As an **Alternative Investment Specialist ** , you will balance accounts to achieve complete accuracy. ... Use your detail-orientation to balance and review transactions for all alternative investment accounts to achieve complete accuracy. + Use your customer service… more
- Commonwealth of Pennsylvania (PA)
- Investment Accounting Specialist - PSERS Print (https://www.governmentjobs.com/careers/pabureau/jobs/newprint/5073861) Apply Investment Accounting ... like Philadelphia, Baltimore, and Washington DC DESCRIPTION OF WORK This Investment Accounting Specialist works in a section of the Office of Financial… more
- Truist (Dallas, TX)
- …functions. 1. Entry Level / 1 - 3 years in the role as an Investment Support Specialist /Fiduciary Support Specialist ; trust, investment , banking or ... Provides in-office client and advisor support interfacing with our affluent investment clients and centers of influence. Provide essential investment … more
- Wesleyan University (Middletown, CT)
- …and facilities. Reporting to the Director of Operations and Investments, the Investment Operations Specialist will work alongside an eight-person investment ... reporting, and analytical functions of a diversified, multi-asset class investment portfolio. The position will collaborate closely with external service… more
- Bank of America (San Antonio, TX)
- Investment Management Specialist San Antonio, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Antonio/ Investment -Management- Specialist \_25030384-2) **Job Description:** Merrill Wealth Management is… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo seeks an **Institutional Investment Operations Specialist ** for **The Structured Products Group (SPG)** Team in **Corporate & ... so does the need to support our businesses and partners. The **Institutional Investment Operations Specialist will** work to support complex deals, partner… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist within our Approval to Transact team as a part of Corporate ... Investment Banking Operations. Learn more about the career areas...internal stakeholders **Required Qualifications:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist within our Securities Tax Operations team as a part of ... Corporate Investment Banking Operations. Learn more about the career areas...risk **Required Qualifications, US:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or… more
- Citigroup (San Antonio, TX)
- …Wealth Management can provide strategies to help them meet their goals. As an Investment Account Support Specialist SAFE Act within Citi Wealth Investment ... Citi Personal Wealth Management (CPWM) provides investment services to clients with brokerage accounts in...for domestic and international clients who choose to make investment decisions on their own. In depth training and… more