• Investment Operations

    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
    Kestra Financial (06/09/25)
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  • Investment Operations Analyst

    Texas Tech University (Austin, TX)
    **41059BR** **Extended Job Title:** Investment Operations Analyst **Position Description:** The Investment Operations Analyst will be responsible for ... Data Management, and Reporting, but will also include various other investment operational duties. **Requisition ID:** 41059BR **Travel Required:** Up to 25%… more
    Texas Tech University (06/13/25)
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  • Institutional Investment Operations

    Wells Fargo (Charlotte, NC)
    …It all begins with you. **About this role:** Wells Fargo is seeking an Institutional Investment Operations Associate to join our Cash Management Team as a part ... issues and achieve goals **Required Qualifications:** + 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
    Wells Fargo (07/09/25)
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  • Senior Investment Operations Analyst

    Thrivent Financial (Minneapolis, MN)
    …them live the life they want today-and tomorrow. Job Summary The Senior Investment Operations Analyst performs 'middle office' functions (trade and corporate ... and experience required. + Minimum 5 years experience with institutional investment operations required. + CFA, CPA or master's degree preferred. Other Critical… more
    Thrivent Financial (05/13/25)
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  • Investment Operations Analyst

    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
    Robert Half Finance & Accounting (07/05/25)
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  • Senior Institutional Investment

    Wells Fargo (Charlotte, NC)
    …begins with you. **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist in Capital Markets as part of Corporate ... Tri-Party repo obligations. **Required Qualifications:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or… more
    Wells Fargo (07/11/25)
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  • Investment Operations Specialist…

    City National Bank (Los Angeles, CA)
    * INVESTMENT OPERATIONS SPECIALIST LEAD* WHAT IS THE OPPORTUNITY? The Investment Ops Specialist Lead will support responsibilities assigned to the Trust ... Operations team. Position will serve as a liaison between...mutual funds. * Coordinates with Account Officers, brokers and Investment Managers to arrange for settlement of securities. Contacts… more
    City National Bank (07/02/25)
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  • Senior Institutional Investment

    Wells Fargo (Charlotte, NC)
    …Join us! **About this role:** Wells Fargo is seeking a **Senior Institutional Investment Operations Specialist** for **The Structured Products Group (SPG)** Team ... does the need to support our businesses and partners. The **Senior Institutional Investment Operations Specialist** will work to support complex deals, partner… more
    Wells Fargo (07/12/25)
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  • Institutional Investment Operations

    Wells Fargo (Charlotte, NC)
    Wells Fargo is seeking an Institutional Investment Operations Specialist in Capital Markets as part of Corporate Investment Banking. This team's primary ... Tri-Party repo obligations. **Required Qualifications:** + 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or… more
    Wells Fargo (07/10/25)
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  • Investment Operations Associate…

    Robert Half Finance & Accounting (New York, NY)
    Description Robert Half Financial Services are currently recruiting for an Investment Operations Associate role, for a boutique wealth management firm based in ... midtown Manhattan New York. Our client requires 2+ years investment operations or client services experience within wealth management or private banking.… more
    Robert Half Finance & Accounting (06/26/25)
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