- Wellington (Boston, MA)
- …marketing and product development best practices. **ROLE AND RESPONSIBILITIES** The Hedge Fund Investment Specialist will work as part of one or more product ... the investment teams and products under coverage. Over time, the Investment Specialist may also increasingly represent products externally to clients,… more
- JPMorgan Chase (New York, NY)
- …you with the opportunity to take your career to the next level. As an Investment Specialist in the Latin America Private Bank, you are responsible for helping ... and deepen and strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities** * Conduct investment reviews with… more
- New York State Civil Service (Albany, NY)
- …- Dormitory Authority of the State of New York Title Treasury & Investment Specialist II Occupational Category Financial, Accounting, Auditing Salary Grade NS ... the general supervision of the Manager, Investments, the Treasury & Investment Specialist II performs moderately difficult financial tasks distinguished… more
- JPMorgan Chase (Fort Worth, TX)
- …provide you with the opportunity to take your career to the next level. As an Investment Specialist in the US Private Bank, you will provide support to Investors ... deepening and strengthening existing client relationships. **Job Responsibilities** + Support investment reviews with clients to validate the clients' current … more
- Bank of America (Lincoln, RI)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Lincoln, Rhode Island **Job Description:** At Bank of America, we are guided by a ... central entry point into a fully licensed financial services career. **An Investment Specialist Trainee (responsibilities):** * Identifies clients' needs and… more
- Bank of America (Scranton, PA)
- Financial Service Representative- Retirement and Benefits Investment Specialist Pennington, New Jersey;Tampa, Florida; Scranton, Pennsylvania **Job ... America and Merrill. **Responsibilities:** + Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders… more
- Bank of America (Jacksonville, FL)
- Sr Registered Phone Rep- Retirement and Benefits Investment Specialist Pennington, New Jersey;Chandler, Arizona; Tampa, Florida; Jacksonville, Florida **Job ... Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and… more
- Bank of America (Pennington, NJ)
- Internal Investment Advisory Specialist Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... power to make a difference. Join us! **Job Description:** The Internal Investment Advisory Specialist (IIAS) will support Financial Advisors, Client Associates,… more
- Bank of America (Pennington, NJ)
- Investment Advisory Specialist Pennington, New Jersey **Job Description:** The Merrill Lynch Investment Advisory Program (IAP) combines the advice and ... single fiduciary program designed to help clients pursue meaningful outcomes. The Investment Advisory Specialist provides advice and guidance to Financial… more
- Mirador (Stamford, CT)
- …visit our website (https://miradorllc.com/career-opportunities). Summary of Position The Private Investment Operations Specialist will partner with wealth ... deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that… more
- Bank of America (New York, NY)
- Investment Management Specialist NEW YORK, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business… more
- Randstad US (Minneapolis, MN)
- investment operations specialist . + minneapolis , minnesota + posted june 14, 2024 **job details** summary + $23.10 - $23.11 per hour + temporary + bachelor ... + referenceAB_4554354 job details Our client is hiring for an Investment Operations Specialist ! + Perform analysis on the valuations of securities held in… more
- Truist (Dallas, TX)
- …to perform the essential functions. + 7+ years in the role as an Investment Support Specialist /Fiduciary Support Specialist , trust experience, investment ... centers of influence. Provide essential fiduciary support in the daily investment portfolio administration for the Wealth Management regional office. Provide… more
- Randstad US (Milwaukee, WI)
- investment operations specialist . + milwaukee , wisconsin + posted 8 days ago **job details** summary + $22.37 - $22.38 per hour + temporary + bachelor degree + ... job details A top banking company is looking for an investment operations specialist in Milwaukee, WI If you have experience in financial services/banking… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within our Client Data team as part of Corporate and ... Investment Banking (CIB) Operations. This position will report to...peer mentor **Required Qualifications:** + 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or… more
- Wells Fargo (Charlotte, NC)
- …It all begins with you. **About this role:** Wells Fargo is seeking an Institutional Investment Operations Specialist in FX Operations as a part of Corporate ... Investment Banking. **In this role, you will:** + Work...goals **Required Qualifications, US:** + 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or… more
- Equitable (Charlotte, NC)
- Investment Product Sales Specialist (Remote Possible) ( 230000Z3 ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED STATES-Remote ... will help unlock your potential? The key objectives of the Investment Product Sales Specialist are to build relationships with the Equitable Advisors field force… more
- PNC (Louisville, KY)
- …valued and have an opportunity to contribute to the company's success. As an Investment Management Solutions Specialist within the PNC Asset Management Group ... the manager's discretion. This position works as part of an investment service team in the AMG Investment Office reporting to the Investment Director for… more
- PNC (Philadelphia, PA)
- …and have an opportunity to contribute to the company's success. As an Investment Manager/Portfolio Research Specialist - Operational Due Diligence within PNC's ... Asset Management Group Investment Office organization, you will be based in Philadelphia,...at the manager's discretion. This position will focus on investment manager operational research and product management as well… more
- Santander US (New York, NY)
- CRM Data Analytics & Models Specialist - Corporate & Investment Banking New York, United States of America **SCIB is looking for a CRM DATA ANALYTICS & MODELS ... SPECIALIST , based in our NEW YORK CITY office.** **WHY...Do you want to join us? **Santander Corporate & Investment Banking (SCIB)** is Santander's global division that supports… more