- Broadridge Financial Solutions (New York, NY)
- …- 5 years work experience in product management, portfolio accounting, or investment fund accounting. + Experience with hedge funds , CLO investment structures, ... syndicated loans, and master feeder fund structures + Deep understanding of asset classes, accounting...guided by the Service-Profit Chainthe idea that success is mutual , directly connecting employee engagement, client satisfaction, and the… more
- The Hartford (Wayne, PA)
- …on RIA's, Bank Trust and Private Wealth Groups + Position requires knowledge of the mutual funds market, and an existing network of RIA's in assigned territory. ... RIA Sales Consultant is responsible for directing sales efforts for Hartford Funds within the assigned geographic territory. This includes identifying and developing… more
- JPMorgan Chase (New York, NY)
- …registered investment advisors. These investment capabilities include US and non-U.S. mutual funds , separate accounts and alternative investments. + ... and practical knowledge in a rotational program that includes roles in Funds Management, Institutional Sales, and Marketing within our Asset Management Client Teams.… more
- Cherry Bekaert (Austin, TX)
- …record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning ... low as 14.24%, and unemployment rates as high as 31.2%. About The Innovate Fund (TIF): TIF serves the state of Georgia, North Carolina, South Carolina, Tennessee,… more
- Charles Schwab (Lone Tree, CO)
- …asset managers, we offer a focused lineup of competitively priced Exchange Traded Funds (ETFs), mutual funds and separately managed account strategies ... as a Portfolio Manager for our international equity ETFs and index mutual funds . **Key Responsibilities for this role include:** + Efficiently perform portfolio… more
- Neuberger Berman (TX)
- …the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds , SMAs, ETFs, and alternative investment strategies within the prescribed ... building ideas and services; maintain and grow assets in territory across mutual funds , SMAs, alternative investment products, and ETFs. + Develop and implement… more
- Charles Schwab (Westlake, TX)
- …+ Thorough knowledge of investment products and platforms including passive and active Mutual Funds , ETFs, CTFs, Money Market Funds , Charles Schwab ... design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments. + Ability to work independently with minimal… more
- BlackRock (New York, NY)
- …a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the ... (RMBS) markets on behalf of numerous Multi-Sector Fixed Income portfolios including SMAs, Mutual Funds , Closed End Funds , and ETFs. The team synthesizes the… more
- Cherry Bekaert (Boston, MA)
- …will have experience with middle market commercial clients, such as business development companies, mutual funds , hedge funds , private equity funds , and ... real estate funds , in the Financial Services industry. Your key responsibilities will include: + Execute the Firm and Audit Service Line vision, strategy, and goals for the Financial Services audit practice, as well as support other leaders in their… more
- Deloitte (Costa Mesa, CA)
- …of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds , investment partnerships, hedge funds , private ... K, and the tax compliance process for real estate funds , then we have an exciting opportunity for you...methodologies, and the tax compliance process for real estate funds - Experience working in a fast-paced, team environment… more