- City of Lakeland (Lakeland, FL)
- …Employer 15.39% Deferred Compensation 457 Plan: A voluntary plan that is invested in mutual funds . The Employees' Pension Board performs the due diligence on the ... mutual funds . Employees may reallocate their account at any time. Maximum contribution for 2025 is $23,500; employees age 50 or older can also add a "catch-up"… more
- City of Lakeland (Lakeland, FL)
- …Employer 15.39% Deferred Compensation 457 Plan: A voluntary plan that is invested in mutual funds . The Employees' Pension Board performs the due diligence on the ... mutual funds . Employees may reallocate their account at any time. Maximum contribution for 2025 is $23,500; employees age 50 or older can also add a "catch-up"… more
- City of Lakeland (Lakeland, FL)
- …Employer 15.39% Deferred Compensation 457 Plan: A voluntary plan that is invested in mutual funds . The Employees' Pension Board performs the due diligence on the ... mutual funds . Employees may reallocate their account at any time. Maximum contribution for 2025 is $23,500; employees age 50 or older can also add a "catch-up"… more
- BlackRock (Chicago, IL)
- …financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is ... across the entire breadth of each of BlackRock's solution sets (ETFs, Mutual Funds , SMA, Alternatives, Models). + **Sales Analyst** : This is an entry-level… more
- Janus Henderson Investors (Denver, CO)
- …snacks and all employee Happy Hours Must have skills + Knowledge of mutual fund /financial industry products and services + Excellent interpersonal and customer ... or internal sales role and two years of experience in the mutual fund /financial services industry and/or training; or an equivalent combination of education,… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …management, custody, employee benefit and individual retirement accounts including: + Security and mutual fund trade processing and settlement. + Security and ... mutual fund income processing. + Reconciliation of assets to various custodians. + Account disbursements and bill payments. + Account deposits. + Production and… more
- Umpqua Bank (Tacoma, WA)
- …+ Service clients through researching and resolving problems. + Provide quote information and mutual fund trade entry. Equity trades can be entered by Series 7 ... licensed employees. Accept unsolicited mutual fund and money market investment direction from clients. Series 7 licensed employees provide limited… more
- AT Still University (Mesa, AZ)
- …knowledge of estate plans/bequests, corporate & foundation giving, and annual fund strategies. + Represent the University at conventions, campus activities, certain ... regarding the law associated with 501(c)3 organizations and general fund -raising principles is required. + Should know how to...or employment in its programs and activities. In demonstrating mutual respect for all members of the ATSU community,… more
- JPMorgan Chase (New York, NY)
- …and corporate-backed sectors + **Public Finance Investor** clients include asset managers, mutual funds , money market funds , insurance companies, ... corporations, hedge funds , high net worth individuals, and retail investors The public finance banking digital platform analyst will work closely with banking, technology, syndicate and debt capital markets teams to deliver data-oriented solutions used… more
- Cleveland Research Company (Cleveland, OH)
- …in the equity research business with institutional money managers as our primary client base ( mutual funds , hedge funds , pension funds ). We are mainly ... focused on uncovering fundamental business inflection points via rigorous digging in the channel that serve as a foundation for our company and industry forecasts. Our clients find value from getting in front of key themes and trends that lead to faster and… more