- Janus Henderson Investors (Denver, CO)
- …monitoring and challenging investment risk across firm's fixed income portfolios, including mutual funds , ETFs, and institutional mandates. You will partner ... risk associated with the firm's seed capital investments in new or existing funds . + Collaborate with traders to implement hedge instruments such as Treasury… more
- Neuberger Berman (New York, NY)
- …Ability to take initiative and meet clear deadlines + Familiarity with High Net Worth, Mutual Fund , UCITS, SMA, and Sub-advised business lines is a plus + ... addressing inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable gifting, account performance, trade activity, asset transfers,… more
- City National Bank (Jersey City, NJ)
- …qualified investment advisory accounts is a plus. * Advise on issues relating to mutual funds , fund -related agreements, and regulatory filings. * Work with ... Bank and its registered investment adviser, broker-dealer, and registered investment fund subsidiaries and affiliates with respect to wealth management products and… more
- Equitable (New York, NY)
- …discussions with the broker dealer related to the group's model portfolios and retail mutual fund complex The base salary range for this position is $80,000 ... presentations and presentations to the independent Board of Trustees of the Funds , including the annual 15(c) contract renewal process + Helping to identify,… more
- BlackRock (New York, NY)
- …world meet their goals with a range of products that include separate accounts, mutual funds , iShares(R) (exchange-traded funds ), and other pooled investment ... CIO businesses within MASS, providing quantitative analysis and insights on BlackRock funds to OCIOs and solutions-builders in MASS. The role will also involve… more
- BlackRock (New York, NY)
- …a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the ... treasury departments and retail investors, with portfolio types spanning separate accounts, mutual funds , ETFs and closed end funds . The disparate nature of… more
- BlackRock (Princeton, NJ)
- …the successful completion of contract negotiations in support of the US open-end mutual fund , Retail Alternatives and Liquidity products lines. We manage the ... and highly detail-oriented + JD is required + Familiarity with mutual funds and alternatives products and related regulations + Change management experience… more
- BMO Financial Group (Urbandale, IA)
- …client needs and provides solutions though the sales of managed products and services (eg mutual funds , mutual fund wrap accounts, ETF wrap accounts, ... insurance, annuities, retirement savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales, joint appointments,… more
- BlackRock (Atlanta, GA)
- …Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate ... preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external) + Strong financial services background with knowledge of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through work experience to review and apply model portfolio overlays on Mutual Fund /ETF (MF/ETF) managed account platforms using exchange-traded products. You ... and operations. + Knowledge of products, including equities, ETFs, and Mutual Funds . + Financial markets and investment products and services. + Mathematical… more