- Bank of America (New York, NY)
- …+ Investment product knowledge (ie, 401K, Options, Annuities, Tax, Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) ... Support Staff, and the Market's Operations functions where responsibilities include Funds /Securities Receipt & Processing, Wire & Order and Document Control where… more
- Charles Schwab (Naples, FL)
- …arm of the Charles Schwab Corporation. SAM delivers a wide variety of products including mutual funds , exchange-traded funds (ETFs), money market funds , ... collective investment trusts (CITs), and Separately Managed Accounts (SMAs). The overall SAM team embodies our firm's commitment to providing client-centric solutions that help Schwab clients achieve their financial goals. The SMA Billing team plays a critical… more
- BlackRock (New York, NY)
- …and overcome challenges with a range of products that include separate accounts, mutual funds , iShares(R) (exchange-traded funds ), and other pooled ... and executive management at leading insurance companies, pension plans, sovereign wealth funds and investment firms. + Exposure to senior leaders in the FIG,… more
- JPMorgan Chase (Newark, DE)
- …+ Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds , exchange traded funds , structured notes, hedge ... funds , and separately managed accounts + Review and trade portfolios, manage orders and execute trades across managed account business including the following: + Monitoring client activity such as: new account initial investing and phase in's, monitoring… 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
- JPMorgan Chase (Columbus, OH)
- …of investment solutions utilized within Wealth Management Advisory Solutions (WMAS), including mutual funds , exchange-traded funds , structured notes, hedge ... funds , and separately managed accounts. + Perform account oversight for model drift and strategy deviation. + **Client and Internal Relationship Management:** + Manage internal client relationships with Solutions Product Teams and Investors. + Collaborate… more
- JPMorgan Chase (Jersey City, NJ)
- …including but not limited to Money Market Funds , Brokered CDs, Ultrashort Bond Funds , Mutual Funds , Treasuries and short duration Fixed Income, Managed ... Bond Ladders, etc. + Partner with key subject matter experts within broader Investments and Solutions organization to foster cross collaboration, idea sharing and client deepening opportunities **Required qualifications, capabilities, and skills** + Series 7,… more
- JPMorgan Chase (Columbus, OH)
- …+ Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds , exchange traded funds , structured notes, hedge ... funds , and separately managed accounts + Maintain knowledge of each account's unique requirements and sensitivities + Review and trade portfolios, manage orders and execute trades across managed account business including the following: New account initial… more
- Columbia Bank (Greenwood Village, CO)
- …+ 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
- Boston University (Boston, MA)
- …constituencies respond to outreach and engagement efforts; ensure materials for the fund are consistent with messaging and branding for the university. + Collaborate ... members collaborate on solicitation strategies and outreach efforts for the annual fund and make unrestricted giving part of all relevant gift conversations;… more