- BlackRock (Princeton, NJ)
- …strategic objectives . Lead projects and initiatives related to process improvement in investment management and trade support functions across equity, ... Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and… more
- Lincoln Financial (Tallahassee, FL)
- …this opportunity. **Requisition #:** 74762 **The Role at a Glance** The Analyst, Investment Accounting Trade Operations will provide timely and accurate more ... securities research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic investment operations and… more
- City National Bank (Los Angeles, CA)
- …WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS Investment Advisory Program and ... in a variety of settings. WHAT WILL YOU DO? * Investment Advisory Program Account Administration* * Open Investment...CNB Trust Operations to open, fund, and provide ongoing support and service. * Ensure all CIP and KYC… more
- TD Bank (New York, NY)
- …the growing Fixed Income business **Qualifications:** + 5+ years' experience with MBS trade support and MBS product knowledge + Experience with Mortgage-Backed ... experiences enable us to provide critical infrastructure services that support and/or control the trading, investment , and...interfaces regularly with clients, front office, technology, finance, and trade support teams + A mindset of… 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 ... Fund Trades, Trust Settlements and Asset transfers. Additionally, can support functions not processed by SEI Private Trust Company...payments as well as in encouraging resolutions of failed trade securities. * Ability to deal with Investment… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …could be the perfect fit. Key Responsibilities + Ensure accuracy in daily investment operational tasks, including reporting, trade settlements, and resolving ... Description Investment Operations Analyst Are you ready to launch...products. This role covers end-to-end responsibilities in the operational trade lifecycle, including data flow, trade confirmations,… more
- T. Rowe Price (Baltimore, MD)
- …+ Uses some autonomy in decision-making to ensure operational readiness to support investment management activities for multiple low to moderately complex ... departmental initiatives such as new system development, testing, and working group support . The Investment Liaison organization emphasizes the opportunity to… more
- Wellington (Boston, MA)
- …business leader and project manager, serving as a change agent, rallying support for large-scale initiatives that transform Investment Platform processes via ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...be able to make and own key decisions, weighing trade -offs and then incorporating the context of the broader… more
- T. Rowe Price (Baltimore, MD)
- …asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset ... and in your community. Y ou'll enjoy resources to support your career path, as well as compensation ,...in ways that matter to you . Role Summary Investment Compliance is a dynamic team within Global … more
- Aflac (New York, NY)
- …As of year-end 2022, Aflac's total general account portfolio was $111 billion. The investment teams support GI's overall goals and objectives by providing market ... VP, Investment Compliance Manager The Company: Aflac Asset Mgt....and limits. + Conduct daily review and monitoring of pre- trade and batch portfolio compliance alerts with respect to… more