- Raymond James Financial, Inc. (St. Petersburg, FL)
- …related to mutual funds and Exchange Traded Funds (ETFs). The Associate retains significant latitude for autonomous decision-making and, as a participant, with ... **Job Summary** Under limited supervision, the Associate utilizes knowledge of finance and investment concepts obtained through education and work experience in… more
- UMB Bank (Milwaukee, WI)
- …9, 1099 MISC, FinCEN Forms 114 and 114a, etc.) + Preparation of calendar year mutual fund tax information for shareholder tax reporting + Preparation of ASC 740 ... and review of dividend memos + Work with the mutual fund 's independent auditors in their review...tuition reimbursement; an associate wellbeing program; an associate emergency fund ; and various associate… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Intermediate investment concepts, practices, procedures and industry regulations related to Mutual Fund trading activities. + Principles and practices of ... trading support to financial advisors and responds to inquiries regarding fund suitability, products and services. + Establishes and maintains periodic orders.… more
- BlackRock (New York, NY)
- …BlackRock's Financial Planning & Analysis department in Finance & Strategy, is seeking a senior Associate to join the team in New York. Partnering with various ... fund boards in the US and UK, enhancing understanding of BlackRock's mutual fund and ETF businesses, including profitability, economics of scale analytics… more
- JPMorgan Chase (Columbus, OH)
- …(eg, derivatives and structured products). + Technical and business knowledge of various Fund structures (eg, mutual collective investment and hedge funds) and ... + Management Reporting - prepare and review of required reporting to senior management, valuation committee, boards of trustees that highlight metrics on oversight… more
- Janus Henderson Investors (Denver, CO)
- …with your own, we would love to hear from you! Your opportunity The Senior Associate Director, Advisor Solutions sells investment products over the telephone ... strategic business relationships + Four years of experience in the mutual fund /financial services industry and/or training; or an equivalent combination of… more
- JPMorgan Chase (Portland, OR)
- …Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be...high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play… more
- JPMorgan Chase (New York, NY)
- …Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + ... us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business support to Financial… more
- Robert Half Finance & Accounting (New York, NY)
- …Robert Half Financial Services are currently recruiting for an ETF Portfolio Management Associate role for a $40+bn AUM Investment and Trading firm based in midtown ... Management or a Bank, with strong knowledge of ETFs, Mutual Funds, Index Funds, Equities, Fixed Income and Derivatives...4 days after settling in. The ETF Portfolio Management Associate will support all daily trading and portfolio management… more
- Ithaca College (Ithaca, NY)
- …professional with exceptional leadership skills to serve in a key role as Associate Vice President for Development in the Advancement Office. The new hire, who ... College high-end donors, including both alumni and parents. Additionally, the Associate Vice President for Development works closely with the advancement staff,… more