- Bank of America (Fairfield, CT)
- Investment Management Specialist Fairfield, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and… more
- Morgan Stanley (West Conshohocken, PA)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/ Investment Management * **Title:** *Portfolio Specialist - ... Morgan Stanley Investment Management (MSIM) is one of...public and private markets. The Hedge Fund Solutions Portfolio Specialist will work alongside the AIP Hedge Fund Solutions… more
- JPMorgan Chase (New York, NY)
- …regions, sectors, styles and the market cap spectrum. The International equity investment specialist role sits within the International Equity business. JPMorgan ... the world. **Job Summary** The primary function of the investment specialist role is to represent ...capabilities and skills** + 2+ years of experience in investment management + Series 7 & 63… more
- JPMorgan Chase (New York, NY)
- …across 3,500 branches and 20 offices. As an Executive Director, Investment Product Specialist in JP Morgan Wealth Management , you will be expected to present ... The JP Morgan Wealth Management (USWM) business is focused on helping investors...on capital markets as well as investment solutions and work collaboratively with field leadership to… more
- Bank of America (Los Angeles, CA)
- …Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all ... relationships. He or she provides specialized support as a Specialist /Manager in any one of the teams specialized roles...the teams specialized roles of Business Development, Wealth Planning, Investment Management , or Business Management … more
- Fifth Third Bank, NA (Columbus, OH)
- …Fifth Third Bank. GENERAL FUNCTION: The Licensed Investment Support Specialist II provides office management support for registered securities ... representatives (eg, Investment Executives, or Wealth Management Advisors). Responsible and accountable for risk by openly...exposure to dust, noise, temperature and the like. Licensed Investment Support Specialist II LOCATION -- Columbus,… more
- Morgan Stanley (Minneapolis, MN)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/ Investment Management * **Title:** *Operations Associate, Documentation Specialist - ... services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than… more
- JPMorgan Chase (New York, NY)
- …and tax-aware strategies. As an LDI (Liability Driven Investing) Fixed Income Investment Specialist within the Global Fixed Income, Currency and Commodities ... Deep understanding of the end-to-end process for client on-boarding including negotiating Investment Management Agreements, Fee Schedules, Client Reporting and … more
- T. Rowe Price (New York, NY)
- …a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on ... your career with us. POSITION PURPOSE: The primary role of the Fixed Income Investment Specialist (IS) - Insurance Solutions is to partner with our dedicated… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... development best practices. **ROLE AND RESPONSIBILITIES** The Hedge Fund Investment Specialist will work as part of...Management is one of the world's largest independent investment management firms. We serve as a… more
- Occidental Petroleum (Houston, TX)
- Title: Community Investment & Strategy Specialist Location: United States-Texas-Houston Other Locations: United States *Description* Occidental is an ... are committed to using our global leadership in carbon management to advance a lower-carbon world. Visit oxy.com for...and motivated individual to fill the position of Community Investment & Strategy Specialist within our Community… more
- Bank of America (Towson, MD)
- …Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business ... Investment Manager Specialist Towson, Maryland **Job... Investment Office (CIO) philosophy, proprietary planning, and investment management tools + Monitors, analyzes, and… more
- JPMorgan Chase (New York, NY)
- …of study plus 5 years of experience in the job offered or as Investment Specialist , Business Developer, Asset Allocation Funds Analyst, Market Trader, Global ... of study plus 7 years of experience in the job offered or as Investment Specialist , Business Developer, Asset Allocation Funds Analyst, Market Trader, Global… more
- PNC (Philadelphia, PA)
- …Manager/Portfolio Research Specialist - Operational Due Diligence within PNC's Asset Management Group Investment Office organization, you will be based in ... at the manager's discretion. This position will focus on investment manager operational research and product management ...on investment manager operational research and product management as well as working closely with other members… more
- Lincoln Financial Group (Columbus, OH)
- …**The Role at a Glance** This role will provide timely and accurate investment and derivatives data accounting and reporting for the General Account Invested Assets ... on a Statutory, GAAP, Management , and Tax basis. S/he will be responsible to...and proper accounting treatment of Lincoln Financial Groups (LFG) investment positions to support strategic investment operations… more
- US Tech Solutions (Conshohocken, PA)
- …(AIS) team in support of Investment Teams (the Teams) within Client Investment Management . AIS currently supports 300+ investment vehicles that utilize ... providing regular daily support and responding to numerous ad-hoc requests from investment management , investors and other internal and external stakeholders +… more
- Neuberger Berman (New York, NY)
- **Position Overview:** The Investment Communications Team (ICT) serves as the primary contact for investment teams, offering comprehensive support for their ... deliver a diverse set of high-quality, compelling materials that accurately represent our investment teams, products, and the firm. We are looking for an experienced… more
- Noblis (Atlantic City, NJ)
- …Summary documentation and Exhibit 53. + Facilitate the coordination and integration of investment decision information for presentation to FAA management and the ... **.** **Apply for this job** Make a Referral (https://jobs-noblis.icims.com/jobs/23613/ investment -planning-and-analysis- specialist -%e2%80%93-multiple-levels/job?mode=apply&apply=yes&in\_iframe=1&hashed=1374629770) **Connect With Us!** Want to… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an **Institutional Investment Operations Specialist ** for the **Foreign Exchange (FX) Operations** team within the ... Corporate & Investment Banking (CIB) Operations organization. **In this role, you...experience, education **Desired Qualifications:** + Bachelor's degree in finance, Management , Accounting and/or Economics + Experience in Financial Services… 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
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