- 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
- Bank of America (Jacksonville, FL)
- …age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Transaction-Management-Ops-Analyst Alternative-Investments- Trading Operations ... Transaction Management Ops Analyst - Alternative Investments Trading & Operations Jacksonville, Florida **To...+ Oral Communications + Prioritization + Problem Solving + Account Management + Analytical Thinking + Coaching + Written… 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
- 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
- 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
- Aflac (New York, NY)
- …preparation of summary materials. + Rotate through select investment functions (eg, trading , portfolio management, and investment operations ) to understand how ... has primary investment and asset management responsibility for Aflac's general account consisting of public, private, and growth assets (including strategic… more
- World Insurance Associates, LLC. (Ramsey, NJ)
- …retirement plan and wealth management clients by managing day-to-day inquiries, coordinating account operations , and ensuring accurate and timely execution of ... maintain a high-touch service model while expanding capacity. + Oversees daily model trading and rebalancing for all managed portfolios, ensuring accuracy and… more
- Experian (New York, NY)
- …data collaboration ecosystem, providing thought leadership on data curation, supply-side trading , and managed service proposals/RFPs. + Drive go-to-market ... standards. Team Leadership + Lead and inspire global teams across Data Strategy, Trading & Curation, Account Intelligence, and Business Intelligence. + Build… more
- Raymond James Financial, Inc. (Deerfield, IL)
- …**Knowledge of:** + Company's working structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and ... scheduling, and preparing for client meetings and learning all aspects of the operations of the team. If you understand that both collaboration and independent… more