- Lincoln Financial (Radnor, PA)
- …manager selection, portfolio construction, asset allocation, or risk management. + Experience in mutual funds . + Experience in manager/ fund research and risk ... $174B, $92B of which is Lincoln's proprietary variable insurance trust mutual funds . You will regularly interact with senior management, Lincoln Variable… more
- Janus Henderson Investors (Denver, CO)
- …you! Your opportunity + Prepare, review, and assist Sales with US mutual fund distribution agreements for clients investing through third-party intermediaries, ... contribution advisory programs and direct retail investments. + Manage intermediary mutual fund distribution contracts, including drafting updates, revisions and… more
- Commerce Bank (Kansas City, MO)
- …staff and processes associated with clearance and settlement of stocks, bonds, and mutual fund trades, in both foreign and domestic markets. Essential Functions ... associated with clearance and settlement of stocks, bonds, and mutual fund trades, in both foreign and...settlement of various types of securities instruments, Stocks, Bonds, Mutual Funds , Alternative Assets, and knowledge of… more
- Citigroup (Boston, MA)
- …oversees production of various Securities and Exchange Commission ("SEC") filings within the Mutual Funds space including Forms N-PORT, N-MFP, and N-CEN. The VPs ... regulations + Demonstrate an advanced understanding of investment types, mutual funds , ETFs, and financial markets and...work experience, MBA is a plus + 10+ years mutual fund (or equivalent) financial reporting experience… more
- The Hartford (Wayne, PA)
- …group of funds within an asset class (Fixed Income and Multi-Asset) across Hartford Funds ' mutual fund and ETF complex. This role will provide the ... as a subject matter expert for a subset of mutual funds /ETFs within the Fixed Income and...enhancements of investment tools and processes to monitor markets, fund performance, investment risks, and competitors + Collaborate with… more
- Bloomberg (Skillman, NJ)
- …sourcing their portfolio holdings. You will be responsible for a list of accounts, covering all fund types from Mutual Funds to ETPs. You will engage with ... products. We source this information through establishing and maintaining strong relationships with fund houses globally, and other content partners in the funds … more
- Citigroup (Boston, MA)
- …and external client inquiries + Demonstrate an advanced understanding of investment types, mutual funds , and financial markets and serve as a resource for ... financial statement disclosures + Understand the applicable sections of mutual fund Registration Statements (SEC Form N-1A) relating to financial statement… more
- The Chicago Community Trust (Chicago, IL)
- …external investment consultant to launch a new impact-focused pool for donor advised funds . Support the search and selection process for new additions to our impact ... internally approve impact investment ideas for advisor-managed donor advised funds . Cultivate relationships with impact investment managers and other mission-driven… more
- City National Bank (New York, NY)
- …of CNR Director of Business Affairs, assist in the operations of the affiliated family of mutual funds , closed end funds and private funds , including ... a role requiring complex problem solving * Investment Management experience preferred * Experience with mutual funds , closed end funds and private funds … more
- UMB Bank (Kansas City, MO)
- …team that assists with the processing of incoming and outgoing wires for mutual fund clients. Within the Trust Operations environment, this team interacts ... the Trust Operations team provides trading support for our mutual fund and trust customers. These Securities...You will be responsible for trading money markets and mutual funds for UMB customers through payments… more