- Bank of America (Dallas, TX)
- Managed Account Trading Operations Analyst Dallas, Texas;Addison, Texas **To proceed with your application, you must be at least 18 years of age.** ... + Mentoring + Research + Result Orientation **LOB Job Description:** As a Managed Account Trading Operations Analyst, the individual will be responsible… more
- Raymond James Financial, Inc. (Memphis, TN)
- …TN, corporate office._ Provides direction, leadership, and support for AMS UMA Trading Operations . Implements business plans and ensures policies and procedures ... coaching, development, and performance management. **Responsibilities:** + Oversee and manage day-to-day operations of AMS UMA Trading Operations group. +… more
- Raymond James Financial, Inc. (Memphis, TN)
- …experience to review and implement model portfolio overlays across multiple managed account platforms, utilizing various exchange-traded products. Under general ... ETFs, UCITs, and Mutual Funds. + General knowledge of managed account practices. + Principles of banking...+ Principles of banking and finance and securities industry trading and operations . + Financial markets and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …experience to review and apply model portfolio overlays on Mutual Fund/ETF (MF/ETF) managed account platforms using exchange-traded products. You will be working ... Skills, and Abilities:** **Knowledge of:** + General knowledge of managed account practices. + Principles of banking...+ Principles of banking and finance and securities industry trading and operations . + Knowledge of products,… more
- Raymond James Financial, Inc. (Memphis, TN)
- …work experience to review and implement model portfolio overlays on several managed account platforms using various exchange-traded products. Under general ... and responsibilities as assigned. **Skills:** + General knowledge of managed account practices. + Principles of banking...+ Principles of banking and finance and securities industry trading and operations . + Knowledge of products,… more
- Edward Jones (Tempe, AZ)
- …collaboration with internal business areas including Advisory, Compliance, Field Supervision, Trading , Service and Operations while also understanding the ... our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch… more
- Aegon Asset Management (Denver, CO)
- …Assist in the implementation of Transamerica, Exchange Traded Funds (ETF) and separately managed account (SMA) fund-related initiatives. + Lead the oversight of ... key distributor firms, financial advisors, and asset allocation and institutional trading partners. Partners with the business development team, PMO, wholesaling… more
- Regions Bank (Atlanta, GA)
- …Syndicated Loan Agency Services, Syndicated Loan Services, RSL Operations , RECM Operations , and Loan Trading Operations . These teams provide operational ... syndicated participation bought portfolio, FNMA, Freddie Mac, HUD, and loan trading portfolios. **Primary Responsibilities** + Manages a complex portfolio of… more
- T. Rowe Price (Baltimore, MD)
- …The Lead Portfolio Investment Analyst (PIA) resides within the TRPIM Investment and Trading Solutions Group and is a collaborative member of the TRPIM investment ... of the portfolio investment strategy and client requirements to oversee each account 's investment activities. This includes account customization, interpreting … more
- Wells Fargo (Charlotte, NC)
- …with you. **About this role:** Wells Fargo is seeking an Institutional Investment Operations Specialist within our Client Data and Onboarding Facilitation team as a ... part of Corporate Investment Banking Operations . Learn more about the career areas and business...Facilitation team, AML/KYC team, and a Client Data & Account Maintenance team. The Client Facilitation team will liaise… more