- Wesleyan University (Middletown, CT)
- …excellence in its programs, personnel, and facilities. Reporting to the Director of Operations and Investments, the Investment Operations Specialist will ... portfolio reporting, and document administration. Responsibilities Include: All aspects of investment operations , including: + Perform daily reconciliations of… more
- Stanford University (Stanford, CA)
- Investment Operations Analyst, School & Department Funds **Stanford Management Company, Stanford, California, United States** Finance Post Date Sep 10, 2025 ... University's investable endowment assets. SMC is seeking an organized and detail-oriented Investment Operations Analyst, School & Department Funds (SDF).The SDF… more
- Principal Financial Group (Des Moines, IA)
- …Management is the perfect opportunity to gain real world experience in the investment management industry. **Our Investment Operations Extended Internship ... exposed to or be responsible for: + Collaborate with other teams in Investment Operations to complete tasks and develop solutions. + Work with data consumers and… more
- Kestra Financial (Columbia, MD)
- The Investment Operations person has responsibility for the efficient and effective operations . This includes the managing of client relations, investment ... + Record conversations and requests in SmartOffice + Process distribution requests Investment Operations Responsibilities + Maintain client records and notes in… more
- The Cigna Group (Bloomfield, CT)
- …SUMMARY** Our Corporate Owned Life Insurance (COLI) organization is looking for a ** Investment Operations Director** to lead all Investment Product ... separate accounts and ~50 funds. Primary business contact with external investment managers, guarantors, custodians and providers of financial futures and… more
- Thrivent Financial (Auburn, WA)
- …the Christian community and nonprofit organizations. Position summary: The Director of Investment Operations position will oversee and direct the investment ... of client service needs with team members. The Director of Investment Operations reports to and is employed/contracted by the Financial Advisor. Thrivent… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- Description Investment Operations Analyst Are you ready to launch or grow your financial services career in a fast-paced, dynamic environment? Our client, an ... investment firm in the Twin Cities, is seeking a detail-oriented Investment Operations Analyst to join their team and make an impact in structured security… more
- Wells Fargo (Charlotte, NC)
- …begins with you. **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist within our Client Valuation team as a part ... issues and achieve goals **Required Qualifications:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
- Wells Fargo (Charlotte, NC)
- …all begins with you. **About this role:** Wells Fargo is seeking an Institutional Investment Operations Associate within our Client Data and Onboarding team as ... adhere to all policies **Required Qualifications:** + 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
- Wells Fargo (Charlotte, NC)
- …begins with you. **About this role:** Wells Fargo is seeking an Institutional Investment Operations Specialist within our Client Data and Onboarding Facilitation ... industry related initiatives **Required Qualifications:** + 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or… more
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