- Charles Schwab (Westlake, TX)
- …team that handles multiple functions within Mutual Fund Operations , including, but not limited too: Trading , Dividends, Sub Accounting and ... and transform the finance industry together. Our goal in Mutual Fund Operations (MFO) is...Experience with vendor relations or sub accounting relative to Mutual Funds + Complex problem-solving skills +… more
- Charles Schwab (Westlake, TX)
- …wide range of products, and professional staff. CMFO oversees key Mutual Fund Operations functions such as Trading , Dividends, Trade Corrections, ... primary priority is directing the day-to-day operations of the Clearing Mutual Fund Trading team and leading them through change and modernization. Key… more
- Charles Schwab (Westlake, TX)
- …candidate for this role to work on site in the specified location. Our goal in Clearing Mutual Fund Operations is to be the most admired and respected group ... offering; and the unparalleled professionalism of our employees. Our Mutual Funds Clearing team has built a...a cross-functional team that will handle multiple functions within Mutual Fund Operations . We provide… more
- Charles Schwab (Westlake, TX)
- …you'll play a vital role providing legal support for contracts related to exchange-traded funds and mutual fund product platforms. This includes assisting ... 4 days a week. As a **Paralegal in our Trading , Marketing, and Operations Legal Group** ,...Experience in the securities industry (large broker- dealer or mutual fund firm) or law firm, highly… more
- JPMorgan Chase (Plano, TX)
- … trading multiple product types with deep investment acumen across equities, mutual funds , derivatives, IRAs, wrap accounts, and employee benefit plans. + ... and fostering daily engagement. + Manage all aspects of team operations , including coaching, timekeeping, performance reviews, recognition, disciplinary actions, and… more
- Insight Global (Fort Worth, TX)
- …retirement strategies. The role ensures accurate processing of transactions for annuities, mutual funds , and managed accounts, conducts portfolio reviews and ... with Envestnet, Wealthscape, and eMoney Advisor platforms - Strong knowledge of annuities, mutual funds , and portfolio management principles - Ability to obtain… more
- Kestra Financial (San Antonio, TX)
- …of broker-dealer operations and investment products (equities, bonds, options, mutual funds , annuities, insurance, managed accounts). + Experience within an ... directly to the Financial Planner and manages the firm's client service operations , overseeing support staff and enhancing the client experience through proactive… more
- Charles Schwab (Southlake, TX)
- …strong understanding of Trade Life Cycle, trade workflows of Equity/ETF, Fixed Income and Mutual Funds + Be able to manage an outage incident, coordinating user ... vision of providing Subject Matter Expert support to Portfolio Managers, Trading , Operations . The individual will be responsible to improve and streamline… more
- US Bank (Houston, TX)
- …Skills/Experience - Basic understanding of syndicated bank loans, fixed income securities, securitization, trading or mutual funds - Ability to identify and ... Compile monthly, quarterly and annual payment and/or tax reports. Coordinates with operations teams to ensure correct payments are received and made. Perform quality… more
- Kestra Financial (Fort Worth, TX)
- …financial services products, including but not limited to: equities, bonds, options, mutual funds , annuities, insurance, and managed accounts * Previous ... will need high attention to detail as they execute on portfolio trading , data gathering, modeling, case design, scenario building, and plan and presentation… more