- Morgan Stanley (San Francisco, CA)
- …for the Portfolio Management Group Implements decisions by using PM trading platforms or other Firm's online technologies to input trades Determines scope of ... POSITION SUMMARY: The Portfolio Management (PM) Associate Director is a vital...field relevant to the position required Advanced degree or professional certification or prior industry experience required Active Series… more
- Arootah (New York, NY)
- …trading positions, risk management, and the profitable operation of the company's trading activities by working closely with Portfolio and Risk Managers. ... Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services...policies and procedures, as well as broker evaluation and trading record keeping. Assist Portfolio Managers as… more
- State of Maryland (Baltimore, MD)
- …and more than 175,000 retirees and beneficiaries. The Agency is seeking an investment compliance professional to serve as Senior Compliance Analyst in the ... Division. The Senior Compliance Analyst reports directly to the Senior Compliance Manager. Under the direction of the Senior Compliance Manager, the… more
- Guardian Life Insurance Company (Bethlehem, PA)
- …as the expert on all aspects of our managed account model management, trading platform, annuity operations as well as all associated custody, clearance, and order ... Digital strategy. The Operations Specialist will intimately understand how our Portfolio Administration Technologies, Envestnet, Orion and our new digital partner,… more
- Chubb (Plainfield, NJ)
- …Description Chubb is currently seeking a highly motivated and outgoing business professional to join the organization in an Executive Life Sciences P&C Underwriter ... of up to $7M-$9M in premium across our Life Science Property & Casualty portfolio . Our target lines of business are Property, GL, Products Liability, Errors and… more
- Athene Holding Ltd. (West Des Moines, IA)
- …and the wider organization forward. Accountabilities: Work closely with Derivative Portfolio Management, Derivative Trading , Legal, Treasury, and Investment ... and affirmations, data management, investment accounting oversight, and derivative legal compliance . This role will demand the ability to balance production and… more
- State Street Corporation (Clifton, NJ)
- …investment funds that have closed end structures and a variety of portfolio investments. This opportunity uniquely offers candidates the opportunity to service ... capital events such as capital calls and distributions. Responsible for the portfolio and fund level accounting for numerous funds including the review and… more
- State Street Corporation (Boston, MA)
- …help you succeed in this role Sector investing sales, strategist or portfolio management experience The ability to discuss Sector investment concepts and articulate ... a variety of portfolio management approaches An understanding of the benefits of...7 years of investment experience CIMA, CFA or other professional designations preferred Current securities licenses (Series 7 and… more
- State Street Corporation (Burlington, MA)
- … construction, model-based portfolios, drift monitoring, tax optimization, pre-trade compliance , and rebalancing, trading , performance reporting workflows. Basic ... the solution after go-live. Provide assistance to other members of the Professional Services team and proactively develop and share best practices. Educate clients… more
- State Street Corporation (Clifton, NJ)
- …fund entities Preparing supporting work papers for financial statements, portfolio schedules and capital account allocations Preparing financial statements and ... client correspondences Calculating waterfalls and capital account allocations Ensuring compliance with legal documents Maintaining working relationship with all… more
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