• Mutual Fund Account Services…

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …**Job Summary:** Under general supervision, will apply comprehensive knowledge of mutual fund position maintenance by processing networking requests received ... * Basic investment concepts, practices, procedures and industry regulations related to Mutual Funds * Basic mathematical skills including addition, subtraction,… more
    Raymond James Financial, Inc. (10/03/24)
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  • Senior Administrative Analyst

    City and County of San Francisco (San Francisco, CA)
    …Annually Under the supervision of the Associate Vice Chancellor of Finance and Administration , the 1823 Senior Administrative Analyst will plan, organize and ... of budget-related documents as it pertains to Departmental and Associated Student Funds . 13. Analyze existing and proposed administrative policies and procedures… more
    City and County of San Francisco (11/05/24)
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  • Account Transfers Specialist | St.…

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …and industry regulations related to multiple transfer processes and products ( mutual funds , alternative investments, annuities, etc.). * Principles and ... internal/external clients and departments, and contra parties (other broker/dealers, funds , insurance/annuity providers, etc.) on complex issues and questions… more
    Raymond James Financial, Inc. (11/07/24)
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  • Financial Planning Analyst

    Robert Half Finance & Accounting (Philadelphia, PA)
    …* Monitor and update client asset allocations * Conduct due diligence on investment mutual funds , ETF's, separate account managers, and hedge funds ... The successful candidate will be responsible for providing support with daily account administration , investment proposal, and performance review preparation, as… more
    Robert Half Finance & Accounting (10/10/24)
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  • Assistant Director, Finance (Grants)

    MetroLink (Los Angeles, CA)
    …of experience supervising a team in a finance department in environment that uses grant funds and/or is an enterprise fund . + A combination of training, with a ... plans, and assignments. + Participate in the preparation and administration of assigned departmental budget; submit recommendations and monitor...a finance department in an environment that uses grant funds and/or is an enterprise fund . How… more
    MetroLink (10/21/24)
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  • Financial Planning Analyst

    Robert Half Finance & Accounting (Philadelphia, PA)
    …basis * Monitor and update client asset allocations * Conduct due diligence on investment mutual funds , ETF's, separate account managers, and hedge funds ... of their clients. The successful candidate will be responsible for daily account administration , investment proposal preparation, and performance review, along… more
    Robert Half Finance & Accounting (10/10/24)
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  • Public Safety & Homeland Security Staff Analyst…

    The City of Houston (Houston, TX)
    …is to lead and develop strategies for needs analysis, development, and administration of a region-wide training and exercise program. Duties include but are ... to deliver trainings to regional partners and facilitate associated administrative tasks (eg, identifying training space, socializing training opportunities with… more
    The City of Houston (10/26/24)
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  • Purchasing Manager

    City of Lakeland (Lakeland, FL)
    …. The Employees' Pension Board performs the due diligence on the mutual funds . Employees may reallocate their account at any time. Maximum contribution for ... + Benefits + Questions GENERAL DESCRIPTION OF CLASS Professional and responsible administrative work of complex large volume purchasing of goods, services, equipment… more
    City of Lakeland (10/23/24)
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  • Wealth Management Analyst - Potential for Hybrid…

    HUB International (Bethesda, MD)
    …and provide investment screening in advance of firm's Investment Committee meetings + Analyze mutual funds and ETF's for inclusion in model portfolio + Maintain ... will be responsible for preparing client reviews and providing administrative support to the advisor's to ensure our clients...mutual fund and ETF recommended lists +… more
    HUB International (10/22/24)
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  • Sub-Advised Client Service Analyst

    Neuberger Berman (New York, NY)
    …This includes substantial interaction with the firm's intermediary sales, legal, compliance, fund administration , account administration , performance ... right candidate to deeply immerse themselves in the multifaceted world of our Mutual Fund and Investment Management Business, while gaining significant exposure… more
    Neuberger Berman (11/05/24)
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  • Airport Maintenance and Property Manager

    City of Lakeland (Lakeland, FL)
    …. The Employees' Pension Board performs the due diligence on the mutual funds . Employees may reallocate their account at any time. Maximum contribution for ... college or university with major coursework in Real Estate, Airport Management, Business Administration , or a related field. + Eight (8) years of experience in… more
    City of Lakeland (10/21/24)
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  • Client Service Sr. Analyst - C12 - Miami- Hybrid

    Citigroup (Miami, FL)
    …and official checks. + Accurate and timely execution of alternative investments/ mutual funds subscriptions, redemptions, structured notes, capital markets or ... Opening. + Review and send all completed documents to intermediaries involved in account administration . + Understanding of credit process as required for basic… more
    Citigroup (10/29/24)
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  • Airport Facilities Coordinator

    City of Lakeland (Lakeland, FL)
    …. The Employees' Pension Board performs the due diligence on the mutual funds . Employees may reallocate their account at any time. Maximum contribution for ... college or university with major coursework in Real Estate, Airport Management, Business Administration , or a related field. + Two years of experience in property… more
    City of Lakeland (10/30/24)
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  • Trust Officer

    Citigroup (DE)
    …and utilizing both internal and external investment managers including equities, fixed income, mutual funds , ETFs, private equities, hedge funds and real ... determine the appropriateness of the request; review and update information for each account for the annual administrative review which includes 13 major… more
    Citigroup (10/22/24)
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  • Assistant Trust Officer

    Citigroup (DE)
    …and utilizing both internal and external investment managers including equities, fixed income, mutual funds , ETFs, private equities, hedge funds and real ... determine the appropriateness of the request; review and update information for each account for the annual administrative review which includes 13 major… more
    Citigroup (10/04/24)
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  • Accountant

    Thrivent Financial (Appleton, WI)
    This job performs various accounting activities in support of the Bank, Mutual Funds , Insurance, Tax, and Corporate Accounting; requiring experienced, ... assists with various project assignments. Incumbents may be cross-trained in tax, mutual fund , corporate and financial reporting disciplines. + Basic knowledge… more
    Thrivent Financial (09/18/24)
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  • HR Specialist or HR Analyst - Employee Engagement…

    City of Lakeland (Lakeland, FL)
    …. The Employees' Pension Board performs the due diligence on the mutual funds . Employees may reallocate their account at any time. Maximum contribution for ... university with major course work in Human Resources, Business Administration , Industrial/Organizational Psychology, Leadership Development, Organizational Development, or a… more
    City of Lakeland (10/10/24)
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  • Park Development Officer

    City of Long Beach (Long Beach, CA)
    …Manager and City Clerk. The City Manager is responsible for the efficient administration of all City departments, excluding those under the direction of a separately ... by a FY 2024 total budget of approximately $3.3 billion with a General Fund budget of $719 million. More than 6,000 full and part-time employees support municipal… more
    City of Long Beach (10/24/24)
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  • Grants & Finance Manager

    New York Genome Center (New York, NY)
    …excellence within the New York Genome Center ("NYGC"). This role oversees the administration of grants and sponsored research for the New York Genome Center, serving ... also manage NYGC programs, sequencing contracts and large initiative funds . The role will serve as an adviser to...and help setup spending plans that will maximize restricted fund spending. The incumbent will liaise with departmental counterparts… more
    New York Genome Center (09/29/24)
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  • Credit Analyst Intermediate (3-6 years)

    Robert Half Accountemps (Columbus, OH)
    …to enhance knowledge and skills related to financial institutions, securities, mutual funds , derivatives, fixed income, and wealth management. Requirements ... Underwriting, and Collateral Management. * Knowledgeable in Equities, Analytical Skills, Securities, Mutual Funds , Derivatives, and Fixed Income. * Experience in… more
    Robert Half Accountemps (10/28/24)
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