- 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
- Citigroup (Miami, FL)
- …and official checks. + Accurate and timely execution of alternative investments/ mutual funds subscriptions, redemptions, structured notes, capital markets or ... maturity reports, etc. + Receive, authenticate and execute customer instructions on funds transfers, execute requests for internal, domestic and foreign funds … more
- Principal Financial Group (Washington, DC)
- …relationships within the channel covering our ETF's, Separately Managed Accounts, Mutual Funds , Private capabilities. **Other responsibilities will include:** + ... shareholder/broker communications and integration of campaigns with broker dealers and fund wholesaling teams. + Highest level of integrity and presentation skills.… more
- Vanguard (Malvern, PA)
- …Fixed Income Order Management Systems preferred. + Strong working knowledge of mutual funds and investment operations or investment systems. + Professionalism ... and educational backgrounds ranging from buy- and sell-side trading to banking risk to fund compliance to law. We work directly with IMG to mitigate risk failures… more
- Manulife (Tempe, AZ)
- …updates to registered representatives. Required to have working knowledge and expertise of mutual funds , ETF's, UCITS, 529 College Savings Plans and Separately ... of training classes for the Investments sales desk. + Act as Fund /Firm/Separate Account/Marketing Liaison. Relay a positive attitude about department initiatives and… more
- Insight Global (Seal Beach, CA)
- …accounting experience, with experience being a Sr. Accountant * Experience in investment fund accounting ( mutual funds , private equity, etc.) or whole ... loan accounts/mortgages * Expertise in Excel functions and looking at large data sets * Experience dealing with large transaction environment (journal entries up to 1000 lines) * Bachelor's degree in Accounting, Finance, or a similar field * Excellent… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Strong data entry skills while maintaining high accuracy + Understanding of investments (ie mutual funds , stable value) + Very high attention to detail + ... Raymond James Fiduciary programs. + Work with recordkeepers on initiating/validating required fund changes with regard to Fiduciary Program. + Assist with Financial… more
- Janus Henderson Investors (New York, NY)
- …Must have skills + Minimum 5-10 years account management experience in the mutual fund /financial services industry required + Bachelor's Degree or equivalent ... services industry and investment products in general, including stocks, bonds, funds , annuities, 401K plans, pension plans + Strong organizational skills with… more
- Metropolitan Council (Minneapolis, MN)
- …below: + Guaranteed monthly retirement income through Minnesota State Retirement System pension fund + Opportunity to save additional funds for retirement on a ... Labor Relations Officer to review matters brought forward for arbitration when no mutual agreement has been reached in the grievance process. Work closely with union… more
- JPMorgan Chase (Jersey City, NJ)
- …Bank. + Assist the legal team overseeing JP Morgan Wealth Management proprietary mutual funds . **Required Qualifications, Capabilities, and Skills:** + Minimum 5 ... Act of 1940 and/or Part 9 bank fiduciary. + Experience in preparing fund disclosure documents and board meeting materials. + Strong negotiation skills. + Experience… more