- Navy Federal Credit Union (Reston, VA)
- …for current/new clients + Focus consulting for products and services supported by Registered Investment Advisory Firm in support of current market/ industry ... of hire) + Appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm + Willingness to pursue CFP, ChFC, or CLU… more
- Robert Half Technology (Boston, MA)
- …is seeking a qualified Tier 1 IT Support Analyst to join a Boston-based investment management firm , offering support across a range of hardware and ... software systems within their investment management firm . This role involves providing.... This role involves providing first level technical IT support to users, troubleshooting issues, and offering solutions under… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Jeff Abrams at Robert Half is partnering with an outstanding investment firm in search of a Senior Tax Analyst. This role presents a remarkable ... Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Half Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. ... finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Half Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. ... finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position… more
- Neuberger Berman (Chicago, IL)
- …the content creation process. The ICT serves as the primary liaison for investment teams, providing comprehensive product support for their marketing and ... diverse array of compelling materials that accurately represent our investment teams, products, and the firm . **Responsibilities:**...mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats… more
- Neuberger Berman (New York, NY)
- …NB Alternative support teams. + Conduct guideline oversight for each investment opportunity and perform post- investment review on a quarterly basis, ... investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 750-plus investment...mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats… more
- Morgan Stanley (Purchase, NY)
- Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth ... with a particular focus on private market impact products and impact-first investment opportunities. The Impact Associate will support on impact product… more
- Edward Jones (St. Louis, MO)
- …tactical asset allocation models, and SMA equity portfolios to ensure alignment with investment objectives and risk framework. + Support research and enhance ... accounts to investment objectives and risk parameters. + Monitoring and support derivative risk management program for Bridge Builder mutual funds and sub… more
- Morgan Stanley (New York, NY)
- …traders. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls ... committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Other* **Title:** * Investment Management Derivative Trade Support Director (AVP)*… more
- Neuberger Berman (Chicago, IL)
- …and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 750-plus investment professionals and ... LLC** **Neuberger Berman** is an independent, employee-owned, global asset management firm , serving the financial needs of institutions and individual investors… more
- JPMorgan Chase (Newark, DE)
- … Investment Office.** T/CIO Global Operations is part of the Treasury/Chief Investment Office (T/CIO) which is responsible for firm wide asset and ... 's structural interest rate risk, primarily through a global investment portfolio. + Managing the firm 's funding...office provides transaction analysis, P&L and risk, and project support to the T/CIO desks which execute transactions and… more
- Morgan Stanley (West Conshohocken, PA)
- …AIS. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and ... a Director in IM Operations to oversee transactions for multiple investment types, including alternative investments, public investments, and derivatives, held… more
- Wellington (Boston, MA)
- …clients, prospects, and consultants * Working directly with private equity teams to support and articulate the investment process and portfolios with clients and ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...been investing in private markets since 2003, and the Firm launched its first dedicated private equity fund in… more
- BMO Financial Group (IL)
- …-Provide customized, comprehensive service to clients in the mass market segment - Support service requests based on investment solutions from a product ... 10 am - 7 pm Central Time** The BMO Investment Services (BIS) Investment Service Specialist's primary...business partners within the bank. **70%: Service Oriented Client Support ** -Service incoming phone calls and emails from clients… more
- Wellington (Boston, MA)
- …the rest of the firm effectively and efficiently. **INFRASTRUCTURE & SUPPORT ** Ensuring that the Investment Research platform has the necessary ... infrastructure and support to achieve its investment objectives and meet our fiduciary and regulatory responsibilities: * Ensuring necessary infrastructure and … more
- T. Rowe Price (New York, NY)
- …difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today ... Role Summary The primary role of the Fixed Income Investment Specialist (IS) - Insurance Solutions is to partner...Solutions will also partner closely with portfolio specialists who support our insurance clients to represent our overall insurance… more
- BlackRock (New York, NY)
- …the firm -wide sharing of market knowledge and perspectives. Good investment decisions arise from integrating research with portfolio management. A global ... preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and… more
- CrossBoundary (ME)
- … Advisor About the Firm Founded in 2011, CrossBoundary is a mission-driven investment firm committed to unlocking the power of capital for sustainable growth ... long term presence in the region. CrossBoundary is an investment firm . As an Investment ...investment opportunities, conduct macroeconomic market assessments, and provide investment transaction support . Investment Advisor… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Raymond James Due Diligence teams to obtain information needed from fund sponsors. Provide support and material to IFS Investment Committee and to the Due ... due diligence meetings on third party managers and service provider operational support , internal controls, trade processing, investment process, etc. + Analyze… more