- 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
- Broadridge Financial Solutions (New York, NY)
- …as well as associated solutions targe ting Asset Manage r , Asset Owner, Hedge Fund , Private Credit secto rs . The ideal candidate will report to the head ... in the asset management industry with a specific focus on alternatives- hedge funds and private credit. Collaborative market engagement: + Partner with sales and… more
- Huntington National Bank (Detroit, MI)
- …Development of additional strategies Due Diligence Activities a. Procedure 16 oversight for Mutual Funds and ETF's i. Comply with stated procedures ii. ... Fixed Income Strategies iii. Diversified Strategies iv. Open Architecture: 1. Fund Managed Accounts 2. Huntington Dynamic Portfolio v. Huntington Outcome Portfolios… more
- Boston University (Boston, MA)
- …from softballs to software at BU. These gifts are then deployed to fund research, provide emergency student assistance, pay for travel to academic conferences, and ... the Director of Annual Giving is responsible for overseeing the Annual Funds omni-channel marketing efforts including direct mail, e-mail, social, digital, video,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Essential Duties and Responsibilities** + Directly supports the Cash Sweeps and Money Market Mutual Fund product heads to manage and enhance the offering and ... as a broad set of industry-leading, third-party Money Market Funds . The cash offering is leveraged by clients of...ensure regulatory compliance. + Oversee and manage bank and fund company contract management. + Execute the operational rollout… more
- PNC (Cleveland, OH)
- … fund commentary * Leadership & training of co-workers * Experience with mutual funds , CIT's or other investments used by Defined Contribution plans * ... investment due diligence processes for our FIS Investment platform, write and review fund commentary, update internal and external vendor systems, as well as prepare… more
- BlackRock (San Francisco, CA)
- …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
- Broadridge Financial Solutions (Denver, CO)
- …be expanding our team! We are actively seeking a Financial Analyst to join the CIT Fund Accounting team in Denver or Phoenix . This is an excellent opportunity to be ... performers. In this role you will focus on daily fund valuations which requires a deep understanding of the...guided by the Service-Profit Chainthe idea that success is mutual , directly connecting employee engagement, client satisfaction, and the… more
- JPMorgan Chase (Columbus, OH)
- …and client retention, including: + Prospect, close business, build relationships and promote JPMorgan mutual funds + Answer incoming phone calls to the JPMorgan ... Funds Financial Advisor Services desk regarding Funds products and services + Create client presentations; develop prep and follow up materials for client… 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