- AssetMark, Inc. (Concord, CA)
- …and mutual fund business; experience with developing ETF, mutual funds and managed accounts programs is highly desired Excellent analytical/conceptual ... revenue growth. Develop a strategic plan for the proprietary mutual fund business, evaluating growth potential and...in Excel and PowerPoint are required. Bachelor's degree required. MBA and CFA preferred Compensation: The Base Salary range… more
- Korn Ferry Executive Search (Paramus, NJ)
- …Health System. A 501 (c) (3) charitable organization, its purpose is to raise funds that support the programs and services of The Valley Hospital, Valley Medical ... Auxiliary was a major catalyst in the founding of the hospital, raising funds and establishing community support years before the hospital opened. Today's Auxiliary,… more
- The Hartford Financial Services Group, Inc. (Hartford, CT)
- …assets under management. These assets are managed on behalf of institutions, sub-advised mutual funds and non-affiliated insurance companies. HIMCO is also a ... Business or Technology Advanced degree or professional designations such as PMP or MBA a plus Well-developed skills in project management demonstrated in large scale… more
- Charles Schwab Inc. (San Francisco, CA)
- …of traditional investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds , fixed income assets) and investment strategy. Excellent oral ... and written communication skills. Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc. more
- BlackRock (New York, NY)
- …1940 Act Registered Fund Compliance team, focusing on multiple product lines including mutual funds , closed-end funds and ETFs. The role will support ... Assist in development of compliance program for 1940 Act funds , including providing support for new product development and...understandable way. + Bachelor's degree required; law degree or MBA welcome. For New York, NY Only the salary… more
- Thrivent Financial (Minneapolis, MN)
- …knowledge of insurance products, asset/wealth management, fee-based planning, mutual funds and securities. Preferred: + MBA , Master's degree in related ... work and or CFP(R). + PROSCI Change Certification. + Series 6, 63, 7 and/or 24. + Experience collaborating with partners to create advice and planning content and collateral to enhance the client and advisor experience. Pay Transparency Thrivent's long-term… 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
- JPMorgan Chase (New York, NY)
- …emerging market debt. Our solutions are available to individual clients through our active mutual fund and ETF offerings as well as institutional clients. Our ... New York, Los Angeles, and San Francisco. + **Hedge Funds :** We manage hedge fund portfolios for...JPMorgan Asset Management. Clients access MAS's strategies through active mutual funds , model portfolios, and custom institutional… more
- Citigroup (Boston, MA)
- …area or equivalent work experience, MBA is a plus + 10+ years mutual fund (or equivalent) financial reporting experience and fund administration ... 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… more
- KeyBank (Brooklyn, OH)
- …compliance, or asset management + Strong understanding of investment products, including mutual funds , SMAs, and alternative investments + Proficiency with risk ... of a diverse range of investment products-including equities, fixed income, alternative funds , and managed solutions-offered by Key Private Bank. As part of the… more
