- Wesleyan University (Middletown, CT)
- …and facilities. Reporting to the Director of Operations and Investments, the Investment Operations Specialist will work alongside an eight-person ... portfolio reporting, and document administration. Responsibilities Include: All aspects of investment operations , including: + Perform daily reconciliations of… more
- Wells Fargo (Charlotte, NC)
- …begins with you. **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist for our Shared Services Configuration team ... **In this role, you will:** + Serve as a specialist on Inventory Master data and work with internal...achieve goals **Required Qualifications:** + 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through… more
- City National Bank (Newark, DE)
- * 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
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Institutional Investment Operations Specialist to join the Tax Operations team within Corporate & ... issues and achieve goals **Required Qualifications:** + 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist within our Client Data and Onboarding Facilitation team ... industry related initiatives **Required Qualifications:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or… more
- Fifth Third Bank, NA (Chapel Hill, NC)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: The Franklin Street Partners Operations Specialist delivers quality day-to-day investment operations ... responsibilities including cash movement, income transactions, bond trading, client reporting and investment reporting. The Operations Specialist will liaise… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …to a broad platform of investment solutions. They are seeking a Trade Operations Specialist to support a high-performing Private Wealth team. You will be ... Fukumae on LinkedIn for quicker consideration. Job Title: Trade Operations Location: San Francisco, FiDi Salary: $65-95k + YE...Bonus We are partnering with a wealth management and investment firm offers a full range of financial services… more
- JPMorgan Chase (Portland, OR)
- Campbell Global is looking for an Executive Director level Investment Specialist to play a lead role in asset raising, business retention, and client service ... attributes including climate solutions. **Job Summary** As an Executive Director level Investment Specialist supporting Campbell Global, you will assist and… more
- Fifth Third Bank, NA (Franklin, TN)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Licensed Investment Support Specialist II provides office management support for registered ... environment with little exposure to dust, noise, temperature and the like. Licensed Investment Support Specialist II - Brentwood, TN LOCATION -- Franklin,… more
- JPMorgan Chase (New York, NY)
- …ultra-short duration, global bonds, structured products, mortgages and tax-aware strategies. As an Investment Specialist within the team, you will play a crucial ... marketing materials. Collaborating closely with portfolio managers, sales channels, other investment specialists, and internal support and operations groups, you… more
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