- 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
- Bank of America (New York, NY)
- …to the firm's delivery of a high-quality platform of equity investment vehicles ( mutual funds , separately managed accounts, active ETFs. etc.). Focus areas may ... primary manager due diligence; both initial and ongoing on mutual fund and separate account vehicles. Primary...* Working knowledge of Excel, Word, Power Point * MBA , MS, JD, or CFA preferred Must have a… more
- Cherry Bekaert (Dover, DE)
- …record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning ... unemployment rates as high as 31.2%. About The Innovate Fund (TIF): TIF serves the state of Georgia, North...Finance, Accounting, Economics or related field + CPA license, MBA , JD, LLM, Master's Degree (other field related certifications… more
- BlackRock (San Francisco, CA)
- …The successful candidate will possess a strong knowledge of equity markets, the mutual fund or ETF marketplace, investment management and global economics. They ... of clients including wealth managers, private banks, family offices, pension funds , and official institutions. The candidate must have exceptional communication… more
- JPMorgan Chase (New York, NY)
- …registered investment advisors. These investment capabilities include US and non-U.S. mutual funds , separate accounts and alternative investments. + ... knowledge in a rotational program that includes roles in Funds Management, Institutional Sales, and Marketing within our Asset...Skills:** + Pursuing a Bachelor's or Master's degree (No MBA ). + Attending a college/university in the US +… more
- The Hartford (Wayne, PA)
- …on RIA's, Bank Trust and Private Wealth Groups + Position requires knowledge of the mutual funds market, and an existing network of RIA's in assigned territory. ... RIA Sales Consultant is responsible for directing sales efforts for Hartford Funds within the assigned geographic territory. This includes identifying and developing… more
- Janus Henderson Investors (Denver, CO)
- …included knowledge of key regional distribution practices and investment product structures-e.g., mutual funds , CITs, SMAs, UCITs, SICAVs, OEICs, Unit Trusts and ... ETFs, separate/seg accounts, hedge fund structures, etc. + Experience managing people, teams, complex...+ Experience managing people, teams, complex projects + CFA, MBA or equivalent work experience Supervisory responsibilities + One… more
- Vanguard (Charlotte, NC)
- …CIMA, CFP, CFA, CAIA. MBA preferred. + Wholesaling experience selling mutual funds and/or ETFs required. + Bachelor's degree in finance, Business, ... + Product Knowledge: Gain in-depth understanding of our product offerings, including mutual funds , ETFs, and other investment solutions. + Client Relationship… more
- Charles Schwab (Walnut Creek, 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. **What's in it for you** At Schwab, we're committed to empowering our employees' personal and… more
- Charles Schwab (Lone Tree, CO)
- …or investment consulting + Strong understanding of investment products (eg, mutual funds , ETFs, SMAs, alternatives) and advisory platforms **Preferred ... Qualifications:** + MBA or CFA a plus + Exceptional organizational and communication skills with a strong attention to detail and consistency + Proven ability to… more