- Lumen (Columbus, OH)
- …the oversight of its own Board of Directors. CIM is looking for an Investment Operations Analyst with strong analytical, communication, and technology skills to ... service providers and investment managers. Reporting to the Director of Investment Operations , the Analyst will be part of the Investment Operations… more
- University of Washington (Seattle, WA)
- …internal compliance reports. **Special Projects and Other Duties (15%)** * Manage investment operations projects. * Participate in operational due diligence of ... excitement, artistic pursuits and natural beauty. The University of Washington Investment Management Company (UWINCO) manages over $8.5 billion of endowment,… more
- Principal Financial Group (Des Moines, IA)
- …Investors is the perfect opportunity to gain real world experience in the investment management industry. **Our Investment Operations Extended Internship ... exposed to or be responsible for: + Collaborate with other teams in Investment Operations to complete tasks and develop solutions. + Work with data consumers and… more
- Cleveland Clinic (Beachwood, OH)
- Investment Operations Analyst I Join the Cleveland Clinic team where you will work alongside passionate caregivers and provide patient-first healthcare. You will ... reporting, b) investment analytics and data governance and c) investment operations and operational due diligence. **A caregiver in this position works days,… more
- Kestra Financial (Columbia, MD)
- The Investment Operations person has responsibility for the efficient and effective operations . This includes the managing of client relations, investment ... + Record conversations and requests in SmartOffice + Process distribution requests Investment Operations Responsibilities + Maintain client records and notes in… 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 ... Settlements + Investigations **Required Qualifications:** + 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or… more
- Randstad US (St. Paul, MN)
- jr. investment operations analyst. + st paul , minnesota + posted 4 days ago **job details** summary + $21.90 - $22 per hour + temporary + bachelor degree + ... within the investment space. The main focus of the Jr. Investment Operations Analyst is to provide investment and financial portfolio servicing support… more
- CNO Financial Group (Carmel, IN)
- …position is bonus eligible. CNO Financial Group's **40|86 Advisors** are hiring an ** Investment Operations Analyst** to work with 40|86 traders and portfolio ... related to security positions and/or security analytic data. **As an Investment Operations Analyst,** **your responsibilities will include:** + Monitoring… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within its Shared Services Output Management team as a part of ... and external audits. **Required Qualifications, US:** + 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
- Robert Half Finance & Accounting (Chicago, IL)
- …fills this role is expected to be promoted quickly. Job Purpose The Investment Operations Associate will be responsible for organizing and processing manager ... technically sound with knowledge of financial markets and some knowledge of investment management operations . * Support Financial Reporting managers as needed… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within its Client Maintenance team as a part of Corporate ... as a peer mentor **Required Qualifications, US:** + 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
- Wells Fargo (Charlotte, NC)
- …begins with you._ **About this role:** Wells Fargo is seeking an Institutional Investment Operations Associate. The Approval to Transact (A2T) & Regulatory Due ... daily responsibilities **Required Qualifications, US:** + 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist **In this role, you will:** + Identify, research and resolve ... issues and achieve goals **Required Qualifications:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
- US Bank (St. Paul, MN)
- …more years of related experience Preferred Skills/Experience - Advanced knowledge of the investment operations within the assigned area - Thorough knowledge of ... variety of operational duties supporting the US Bancorp Investments Brokerage Operations Life Events department. Researches and resolves operational exceptions, some… more
- Regions Bank (Fort Lauderdale, FL)
- …the careers section of the system. **Job Description:** At Regions, the RIS Investment Operations Specialist provides operational support, such as reporting and ... customer account maintenance, within the Investment Services division to advisors, clients, and internal partners. **Primary Responsibilities** + Collects, logs, and… more
- TEKsystems (Fort Worth, TX)
- …Applying detailed industry/product knowledge and functional expertise, a Licensed Investment Operations Representative will: Processing various account update ... including money movements and miscellaneous operations request for managed, brokerage, and direct at fund accounts. Resolve and respond to advisor/client inquiries… more
- Vanguard (Malvern, PA)
- …serve as the primary risk partner for the leadership of Vanguard's critical investment operations that work with portfolio management functions to facilitate ... frameworks to support effective risk guidance and oversight of Vanguard's investment and fund operations globally. In this role you will lead risk activities,… more
- Broadridge Financial Solutions (Newark, NJ)
- …the way, come join the Broadridge team. Broadridge is hiring! Were seeking an Operations Analyst with Investment Accounting experience to join our stellar team! ... established procedures Qualifications: + 2+ years experience working as an Operations Analyst + Experience in financial industry required- Investment Accounting… more
- Principal Financial Group (Seattle, WA)
- …has an opportunity for an Investment Performance Analyst to join our Investment Operations team. In this role, you'll support performance measurement and ... finance, economics or business + 2+ years professional experience in investment /mutual fund operations or related field + Understanding of financial markets, … more
- FM (Waltham, MA)
- …other Public and Private Markets PM's, the Asset Allocation, Strategy group, and Investment Operations . This key role will also collaborate in helping manage ... outlook to the broader portfolio. The role will closely work with investment operations , legal, tax and other support functions to ensure a seamless… more
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