- 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
- Principal Financial Group (Chicago, IL)
- …responsible for investment due diligence and manager oversight across Principal's global mutual fund , collective investment trust, UCIT and life insurance ... + Passion for the capital markets, with an understanding of investment vehicles ( mutual funds , ETFs, sub-advisory, etc) and knowledge of current economic and… more
- BlackRock (Boston, MA)
- …Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate ... preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external) + Strong financial services background with knowledge of… more
- BlackRock (New York, NY)
- …the successful completion of contract negotiations in support of the US open-end mutual fund , Retail Alternatives and Liquidity products lines. We manage the ... and highly detail-oriented + JD is required + Familiarity with mutual funds and alternatives products and related regulations + Change management experience… more
- T. Rowe Price (Baltimore, MD)
- …distribution of TRPIS/TRPA investment management strategies across multiple vehicles (ie, mutual funds , ETFs, and separately managed accounts) through registered ... and externally. + Advanced knowledge and understanding of T. Rowe Price mutual fund , ETF, and separately managed account vehicles. + Able to establish and… more
- Deloitte (Chicago, IL)
- …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 (Louisville, KY)
- …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
- Robert Half Accountemps (Boston, MA)
- …for separate accounts, commingled funds , ETFs, and mutual funds . * Oversee client and fund liquidations, terminations, in-kind contributions, and ... withdrawals, ensuring all processes align with internal policies and standards. * Collaborate with internal teams, including Relationship Managers, Product Development, and Investment teams, to define event requirements and gather necessary input. * Evaluate… more
- BlackRock (Boston, MA)
- …financial reporting, among others, to produce prospectuses and other regulatory filings for BlackRock mutual funds and exchange traded funds . The team leads ... the timely delivery of accurate and informative regulatory documentation from fund launch onward. The team accomplishes this by creating and implementing scalable… more
- MetLife (Bridgewater, NJ)
- …returns and all economic drivers. This candidate will also develop and maintain mutual fund strategy and fund -line ups, exploring cross-sell opportunities ... as leads development and implementation of new products. * Develops and maintains mutual fund strategy and fund line-up, explores and defines new cross-sell… more