- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the entire life cycle of structured investments, including initial product setup, pre- trade suitability review and checks, ongoing reporting and support, and ... members or Management as appropriate. + Manages pricing and trade execution for the RJ SI Platform with various...and clients. + Monitors and maintains incoming order flow, trade blotters, trading inventories, daily reports, and error accounts… more
- Citigroup (Tampa, FL)
- …Suite. + Particular emphasis is on Excel and using spreadsheets for balancing and reporting . + Relevant experience in trade processing a plus **Education:** + ... incremental income on their portfolio securities. The services provided include: trade execution, trade settlement, collateral management, cash re-investment,… more
- Spindrift (Seattle, WA)
- …selling + Monitor retail activities through in-field work time and review of analytic reporting + Abide by company trade spend policies and efficiently work ... inventories + Represent the Company at local and regional trade shows & events to promote product sales. Build...customers' business to effectively forecast regional sales growth Manage Trade Spend & Field Activation + Call on Category… more
- NTT America, Inc. (Atlanta, GA)
- …commodity asset class. + Strong understanding of commodities trading processes, including trade settlement, reconciliation, cash flows, and reporting . + Good ... platform to support commodity trading operation + Collaborate with operations and trade support teams to understand requirements and translate them into technical… more
- Insight Global (Charlotte, NC)
- …existing trades, and monitor settlement. Additionally, the role involves tracking, reporting , and resolving trade /price discrepancies between customers, trading, ... and sales desks. This position requires strong collaboration with Back Office/Middle Office Operations, Cash Management, Sales & Trading, Credit/Risk Management, and Capital Markets Documentation teams, ensuring an open flow of communication and timely… more
- City of New York (New York, NY)
- …Member Services Representative in the Bureau of Health Services (BHS) within World Trade Center Health Program (WTCHP). Reporting directly to the immediate ... supervisor, the successful candidate will: Answer member telephone inquiries regarding the WTC Medical Program, schedule WTC exams and assist members and providers with WTC authorizations. Follow protocols to provide correct answers, to log standardized… more
- Weeks Marine (Houston, TX)
- …lists and outreach strategies. + Represent the company at industry events and trade organization functions. + **Internal Collaboration & Reporting ** + Work ... closely with "Get Work" teams and other departments to ensure cohesive messaging and exposure. + Provide timely and accurate reports on business opportunities, customer activities, and market trends. + Analyze strategic clients and opportunities, offering… more
- University of Pennsylvania (Philadelphia, PA)
- …Monitors and participates in training and talent management programs. Job Duties: Reporting to the Trade Manager provides direct oversight for operational ... and maintenance decisions involving staff and contractor deployment, assigning and scheduling work, resource leveling, and overall team building among assigned workforce. This labor force will be comprised primarily of, but not limited to HVAC trades. Work… more
- Robert Half Finance & Accounting (Boston, MA)
- …Overview: The Operations Associate will handle key operational functions, including trade support, settlements, due diligence requests, reporting , and ... take ownership in a lean, high-performing environment. Key Responsibilities: Daily trade capture and settlement oversight Responding to investor and consultant due… more
- Principal Financial Group (Des Moines, IA)
- …infrastructure. You'll be responsible for account administration, account reconciliation, reporting , transaction management and/or trade support activities as ... reports to ensure readiness for trading, reconciliation, settlement and/or the client reporting process. Identify and resolve issues associated with client data, … more