- 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 ... and operations. + Knowledge of products, including equities, ETFs, and Mutual Funds . + Financial markets and investment products and services. + Mathematical… more
- BMO Financial Group (Beaver Dam, WI)
- …client needs and provides solutions though the sales of managed products and services (eg mutual funds , mutual fund wrap accounts, ETF wrap accounts, ... insurance, annuities, retirement savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales, joint appointments,… more
- Cherry Bekaert (Dover, DE)
- …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
- JPMorgan Chase (New York, NY)
- …+ Strong product knowledge and understanding of vehicle types including separate accounts, mutual funds , ETFs, and commingled pension trust funds + ... the role you will work across stakeholders to lead the implementation of client/ fund lifecycle changes and grow your skills within the team. **Job Responsibilities**… more
- Cherry Bekaert (Denver, CO)
- …will:** + Review federal and multi-state tax returns; experience with flow-through entities, Hedge Funds , Fund of Funds , and High New Worth individuals is ... that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that… more
- Broadridge Financial Solutions (New York, NY)
- …for someone with extensive experience in software sales to the alternatives/ hedge fund market including private credit. You will be part of a highly collaborative ... in achieving/exceeding revenue goals/quota in selling software to private markets (hedge funds and private credit firms) + Build and execute territory and… more
- Deloitte (Dallas, TX)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... + Previous Big 4 experience or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Experience working in a fast-paced, team… more
- Deloitte (Cincinnati, OH)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... + Previous Big 4 experience or large CPA firm equivalent + Knowledge of fund accounting and general ledger accounting The wage range for this role takes into… more
- BlackRock (New York, NY)
- …The successful candidate will possess a strong knowledge of equity markets, the mutual fund or ETF marketplace, investment management and global economics. They ... of clients including wealth managers, private banks, family offices, pension funds , and official institutions. The candidate must have exceptional communication… more
- IT Veterans (Springfield, VA)
- …Qualifications: + Experience with DoD or Government Agency budget execution processes ( funds control, fund transfers, travel orders, credit card purchases). + ... Knowledge of fund execution policies for principal DoD and Intelligence Community...LLC, we are committed to providing an environment of mutual respect where equal employment opportunities are available to… more
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