• Senior Analyst, Private Credit Operations

    Wellington (Boston, MA)
    …of 30 June 2024, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are ... including private investment valuation and operations, investment product and fund services, legal & compliance, tax , and...product and fund services, legal & compliance, tax , and information technology to develop and integrate private… more
    Wellington (06/06/25)
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  • Payroll Manager

    Focus on the Family (Colorado Springs, CO)
    …Social Security + Interfaces with officials from government, banking, insurance carriers, mutual fund custodians, and software providers on issues relating to ... agencies. This position also ensures compliance with GAAP, ECFA, Payroll Tax , and other payroll related legal requirements. Essential Duties/Responsibilities: +… more
    Focus on the Family (07/19/25)
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  • Investment Relationship Officer

    City National Bank (Los Angeles, CA)
    …asset servicing, and client account maintenance. Process money market transfers, fixed income, mutual fund , and equity trades and provide technical support for ... CNS Investment Operations and CNB Trust Operations to open, fund , and provide ongoing support and service. Ensure all...Systems for brokerage accounts preferred. * Knowledge of Equities, Mutual Funds, Fixed Income, IRA's, and 529 Plans preferred.… more
    City National Bank (07/16/25)
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  • Asset Management Products Summer Analyst Program

    JPMorgan Chase (New York, NY)
    …emerging market debt. Our solutions are available to individual clients through our active mutual fund and ETF offerings as well as institutional clients. Our ... New York, Los Angeles, and San Francisco. + **Hedge Funds:** We manage hedge fund portfolios for institutional and high net worth individuals, offering a broad range… more
    JPMorgan Chase (07/13/25)
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  • Trade Coordinator, Associate

    JPMorgan Chase (Columbus, OH)
    …supports single manager and multi-manager advisory strategies, multi-strategy solutions as well as mutual fund advisory products for PB, CWM, JPMA, and JPMPA ... Portfolio Manager directed model changes, investing new accounts, cash flows, tax harvesting, and other client-directed activities. The Portfolio Management Group… more
    JPMorgan Chase (07/12/25)
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  • Asset Management Trading Associate - Freedom…

    Raymond James Financial, Inc. (Memphis, TN)
    …through work experience to review and apply model portfolio overlays on Mutual Fund /ETF (MF/ETF) managed account platforms using exchange-traded products. You ... workflow, ensuring timely processing of trade requests. + Perform tax loss harvesting. + Perform a variety of report...operations. + Knowledge of products, including equities, ETFs, and Mutual Funds. + Financial markets and investment products and… more
    Raymond James Financial, Inc. (07/11/25)
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  • VP, Retail Investment Prod Strategy

    Lincoln Financial (Radnor, PA)
    …and thought leadership in the development of a market leading and profitable Fund Management line-up. They will lead teams that are responsible for continuous ... candidate: + Experience with retail investment product strategy, specifically with traditional mutual funds and alternative evergreen funds, and being able to create… more
    Lincoln Financial (07/24/25)
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  • Senior Counsel- Legal & Wealth Management

    City National Bank (Jersey City, NJ)
    …investment advisory accounts is a plus. * Advise on issues relating to mutual funds, fund -related agreements, and regulatory filings. * Work with senior ... Bank and its registered investment adviser, broker-dealer, and registered investment fund subsidiaries and affiliates with respect to wealth management products and… more
    City National Bank (07/04/25)
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  • SS&CO Private Bank Settlement Support…

    Bank of America (Dallas, TX)
    …Pierce and Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative ... and interest payments for the Private Bank. The team facilitates foreign tax residency certification, dividend reinvestment and favorable foreign tax withholding… more
    Bank of America (07/23/25)
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  • Emergency Management Operations Coordinator (Civil…

    Spokane County (Spokane, WA)
    …is an estimate based upon full-time base compensation, median retirement fund contributions, and current employer-paid health and related benefit contribution rates ... Assist the Deputy Director in the development and maintenance of Mutual Aid Agreements (MAAs) and municipal-level service contracts. Provide leadership and… more
    Spokane County (06/04/25)
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