- Janus Henderson Investors (Denver, CO)
- …to have skills + Post-secondary education preferred + Experience in financial services/ mutual fund industry preferred Supervisory responsibilities + No Potential ... for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses Compensation information The base salary range for this position is $45,000-$50,000. This range is estimated for this role.… more
- Wellington (Boston, MA)
- …including dedicated bank loan client portfolios, CLO collateral pools, a 40 Act mutual fund , and bank loan allocations within our multi-sector FI approaches. ... The ideal candidate will have experience managing institutional bank loan portfolios with a conservative, bottom-up style. The portfolio manager will also work within our broader Leveraged Credit team to help drive the expansion of our Leveraged Credit… more
- T. Rowe Price (Owings Mills, MD)
- …of contact for inbound client service requests. Responding to requests for mutual fund transactions, providing account information, and influencing client ... adoption of digital capabilities + Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients. + Develop and maintain proficient knowledge of T. Rowe Price products and services + Demonstrate a… more
- JPMorgan Chase (Columbus, OH)
- …capabilities, and skills** + Knowledge of the Asset Management industry and mutual fund structures + Strong Microsoft Office application skills with ... a focus on Excel JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP… more
- Janus Henderson Investors (Denver, CO)
- …and privacy regulations (including GDPR) preferred. + Experience in the mutual fund /financial services or information technology industries preferred. ... Supervisory responsibilities + No Potential for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses Compensation information The base salary range for this position is… more
- JPMorgan Chase (Houston, TX)
- …Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + ... Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP… more
- Bank of America (Phoenix, AZ)
- …for the Automated Investment (Sweep) product including the high-risk process of the Mutual Fund Trades, wires, and financial entries. 1099, 1042 reporting and ... Form W-9 and W-8 validation is heavily emphasized. The candidate is the first point of contact for inquiries from business partners and clients via email or phone channel. **Responsibilities:** + Responsible for reading, analyzing and/or determining the… more
- Vanguard (Charlotte, NC)
- …solutions. + Confidence in discussing portfolio allocation, investment cost basis, asset location, and mutual fund trade basics. How We Will Support You + Fully ... paid training and coaching to help you obtain required licenses. + Dedicated onboarding to Vanguard's Advice & Wealth Management business and working model. + Access to development resources, mentorship, and corporate learning opportunities-including support… more
- Charles Schwab (Indianapolis, IN)
- …the securities industry, including the basic principles of equity, option, and mutual fund transactions + Robust communication, influencing and client engagement ... skills + Desire to be part of a supportive and collaborative team + Shown success navigating multiple computer applications \#Campus **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work,… more
- Eliassen Group (Westlake, TX)
- …great teammate + Experience in the financial services industry, preferably in the Mutual Fund environment, is a plus. _Skills, experience, and other compensable ... factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range._ _W2 employees of Eliassen Group who are… more