• Investment Operations Specialist

    Wesleyan University (Middletown, CT)
    …excellence in its programs, personnel, and facilities. Reporting to the Director of Operations and Investments, the Investment Operations Specialist will ... portfolio reporting, and document administration. Responsibilities Include: All aspects of investment operations , including: + Perform daily reconciliations of… more
    Wesleyan University (08/01/25)
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  • Investment Operations Analyst,…

    Stanford University (Stanford, CA)
    Investment Operations Analyst, School & Department Funds **Stanford Management Company, Stanford, California, United States** Finance Post Date Sep 10, 2025 ... University's investable endowment assets. SMC is seeking an organized and detail-oriented Investment Operations Analyst, School & Department Funds (SDF).The SDF… more
    Stanford University (09/12/25)
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  • Investment Operations Extended…

    Principal Financial Group (Des Moines, IA)
    …Management is the perfect opportunity to gain real world experience in the investment management industry. **Our Investment Operations Extended Internship ... exposed to or be responsible for: + Collaborate with other teams in Investment Operations to complete tasks and develop solutions. + Work with data consumers and… more
    Principal Financial Group (09/04/25)
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  • Investment Operations

    Kestra Financial (Columbia, MD)
    The Investment Operations person has responsibility for the efficient and effective operations . This includes the managing of client relations, investment ... + Record conversations and requests in SmartOffice + Process distribution requests Investment Operations Responsibilities + Maintain client records and notes in… more
    Kestra Financial (09/08/25)
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  • Investment Operations Director…

    The Cigna Group (Bloomfield, CT)
    …SUMMARY** Our Corporate Owned Life Insurance (COLI) organization is looking for a ** Investment Operations Director** to lead all Investment Product ... separate accounts and ~50 funds. Primary business contact with external investment managers, guarantors, custodians and providers of financial futures and… more
    The Cigna Group (09/26/25)
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  • Director Of Investment Operations

    Thrivent Financial (Auburn, WA)
    …the Christian community and nonprofit organizations. Position summary: The Director of Investment Operations position will oversee and direct the investment ... of client service needs with team members. The Director of Investment Operations reports to and is employed/contracted by the Financial Advisor. Thrivent… more
    Thrivent Financial (09/24/25)
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  • Director of Dedicated Planning & Investment

    Thrivent Financial (Auburn, WA)
    …of Thrivent Financial. Position summary: The Director of Dedicated Planning & Investment Operations position will oversee the planning department including all ... service needs with team members. The Director of Dedicated Planning & Investment Operations reports to and is employed by Approach Path Financial Advisors.… more
    Thrivent Financial (09/24/25)
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  • Investment Operations Securities…

    City National Bank (Newark, DE)
    * INVESTMENT OPERATIONS SECURITIES SPECIALIST SENIOR* WHAT IS THE OPPORTUNITY? The Senior Securities Specialist 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
    City National Bank (10/12/25)
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  • Investment Operations Analyst…

    Raymond James Financial, Inc. (Indianapolis, IN)
    …all product areas over the long-term. We currently have an opportunity in our Investment Operations Department for an Analyst who will be responsible for ... **Job Summary:** Reams Asset Management ("Reams"), an affiliate of Raymond James Investment Management, is a fixed income investment management firm located in… more
    Raymond James Financial, Inc. (08/27/25)
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  • Investment Operations Associate

    Robert Half Finance & Accounting (Houston, TX)
    …fit for your career growth. Responsibilities: * Perform administrative duties to support investment operations and ensure team efficiency. * Analyze and organize ... located in the Galleria area of Houston, TX, is seeking a Bilingual Investment Operations Associate to join their team. If you are a proactive, detail-oriented… more
    Robert Half Finance & Accounting (09/17/25)
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