- 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
- 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
- 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
- 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
- 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
- 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 (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
- 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
- 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
- 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
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