- City National Bank (Los Angeles, CA)
- * INVESTMENT OPERATIONS SPECIALIST LEAD* WHAT IS THE OPPORTUNITY? The Investment Ops Specialist Lead will support responsibilities assigned to the ... Actions, Mutual Fund Trades, Trust Settlements and Asset transfers. Additionally, can support functions not processed by SEI Private Trust Company such as Document… more
- Bank of America (San Antonio, TX)
- …Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all ... to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist /Manager in any one of the teams specialized… more
- PPL Corporation (Providence, RI)
- …diverse communities today. Overview Rhode Island Energy is seeking a Electric & Gas Investment Planning & Management Specialist . In this role you will be a ... close working relationships with both internal and external stakeholders. Responsibilities + Support the Director, Electric & Gas Investment Planning &… more
- JPMorgan Chase (Portland, OR)
- Campbell Global is looking for an Executive Director level Investment Specialist to play a lead role in asset raising, business retention, and client service ... attributes including climate solutions. **Job Summary** As an Executive Director level Investment Specialist supporting Campbell Global, you will assist and… more
- JPMorgan Chase (New York, NY)
- Come and join our Alternatives Global Transportation team as an Investment Specialist . Our alternative strategies are designed to achieve specific client ... transportation, liquid alternatives and hedge funds. **Job summary** As an Investment Specialist in Global Transportation, you will actively engage… more
- JPMorgan Chase (New York, NY)
- …and the motivation to develop market opportunities. As the US Private Markets Investment Specialist , you will actively engage in maintaining and developing ... product development and sales/retention strategy. As a Managing Director, Private Market Investment Specialist within JP Morgan Asset Management, you will play… more
- Lincoln Financial (Radnor, PA)
- …the AVP, Retail Investment Specialist works closely with Alternative Investment Sales Specialists to support sales efforts and growth goals in ... Investment Strategies. **What you'll be doing** Private Markets Investment Support : + Be the subject matter...years minimum relevant work experience, ideally in either an investment management or investment specialist /product… more
- Lincoln Financial (Radnor, PA)
- …* Partner with Lincoln's sales teams and financial advisors as the dedicated investment specialist for Lincoln's variable subaccounts and indexed strategies. * ... Primarily via inbound telephone calls and/or emails, support stakeholders by responding to investment inquiries...and/or emails, support stakeholders by responding to investment inquiries and presenting and communicating 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 ... endowment. The primary objective of the endowment is to provide enduring support for the University's academic mission by generating a sustainable and reliable… more
- PNC (Pittsburgh, PA)
- …and have an opportunity to contribute to the company's success. As an Investment Manager/Portfolio Research Specialist - Defined Contribution Plans within PNC's ... internal systems, and vendor systems to create reports and other information that support Fiduciary Investment Services to Defined Contribution Plan clients. You… more