- Neuberger Berman (New York, NY)
- …separately managed institutional accounts, private wealth management services, 40 Act Mutual Funds, UCITS Funds, and Private Funds. Investment management strategies ... wealth management, trust company, sales distribution and supervision, client reporting, fund governance, compliance, operations, risk, branch exams, etc. + Work… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with company policies and procedures. * Oversees management of the RJ Trust Managed Mutual Fund Model portfolios. * Review and if prudent, approve portfolio ... Description** **Job Summary:** Under limited direction from a senior level manager , uses specialized knowledge and skills obtained through experience, specialized… more