- Raymond James Financial, Inc. (St. Petersburg, FL)
- …other constituents; maintaining frequent contact with current as well as prospective fund managers; and supporting financial advisors with requests related to ... mutual funds and Exchange Traded Funds (ETFs). The Associate...autonomous decision-making and, as a participant, with respect to fund manager interactions. In addition to being a key… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …detailed product approval memos and recommendations, conducting meetings and conversations with fund managers to determine the investment merits and risk profile of ... a fund and/or asset class that currently comprises a large...in decisions to relating to the presentation of a fund for inclusion/removal from the Recommended list. As part… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …investment concepts, practices, procedures and industry regulations related to Mutual Funds. + Intermediate mathematical skills including addition, subtraction, ... multiplication, division, percentages, fractions, averages and balancing sufficient to complete settlement. + Principles and practices of customer relations and communications. + Excel, Word, Outlook and other applications as needed. + MS Office sufficient to… more
- KeyBank (Brooklyn, OH)
- …Mutual Funds Receipts & Distributions Senior Specialist** helps manage the movement of mutual fund investments in, out, and between accounts at Key Bank. ... Key Private Bank and Investment Advisory services. This job includes: + **Receiving mutual fund assets:** Take action when new accounts are opened, making sure … more
- Raymond James Financial, Inc. (Southfield, MI)
- **Key Responsibilities** + Own the end-to-end mutual fund operations function, including governance of securities master and trading restrictions; trade ... Product Setup & Platform Readiness: Partner with internal stakeholders on open end mutual fund platform. Oversee onboarding of new mutual funds and share… more
- Charles Schwab (Westlake, TX)
- …candidate for this role to work on site in the specified location._ Clearing Mutual Fund Operations (CMFO) aims to lead the industry through excellent customer ... wide range of products, and professional staff. CMFO oversees key Mutual Fund Operations functions such as Trading, Dividends, Trade Corrections, Contracts, Sub… more
- US Bank (Milwaukee, WI)
- …The Mutual Funds Specialist will serve as a liaison between GFS Mutual Fund clients and financial intermediaries in the areas related to electronic ... experience - Basic knowledge of financial industry - Familiarity with Mutual Fund systems and processes - Well-developed customer service skills - Ability… more
- US Bank (Boston, MA)
- …dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. ... equivalent experience - One to two years of experience in a mutual fund related or brokerage industry position **Preferred Skills/Experience** - Solid knowledge… more
- Charles Schwab (Lone Tree, CO)
- …3 years of experience within the Financial Services industry, particularly in the Mutual Fund /ETF space Preferred Qualifications: + Experience with global market ... Corporation. SAM delivers a wide variety of products including mutual funds, exchange-traded funds (ETFs), money market funds, collective...financial goals. It is the goal of the SAM Fund Services team to actively contribute to the success… more
- BlackRock (San Francisco, CA)
- …agency processes. + Integrate digital asset custody and transfer agency operations into existing mutual fund and ETF workflows. ** Fund Administration & Board ... to industry advocacy and regulatory engagement. **Qualifications** + Deep understanding of mutual fund and ETF structures, including operational mechanics and… more