- Russell Tobin & Associates (Milwaukee, WI)
- What are we looking for in our Investment Operations Specialist ? Russell Tobin and Associates/Pride Global is currently seeking Investment Operations ... in Milwaukee, WI 53212 (Hybrid). Apply now, for immediate consideration Title: Investment Operations Specialist Pay Rate: $20/hour. to 22.37/hour. on… more
- City National Bank (Los Angeles, CA)
- **INVST OPERATIONS SECURITIES SPECIALIST ** **WHAT IS THE OPPORTUNITY?** The Securities Specialist will support responsibilities assigned to the Trust ... Minimum 4 years of experience with procedures, practices and regulations governing trust- securities operations . **Skills and Knowledge** + Ability to perform… more
- Principal Financial Group (Minneapolis, MN)
- **What You'll Do** Principal is seeking a ** Securities Operations Specialist II** to join our Principal Custody Solutions (PCS) team. If you enjoy working in ... problem-solving and communication skills, this may be the position for you! As a ** Securities Operations Specialist II** , you will perform a variety… more
- Randstad US (Minneapolis, MN)
- investment operations specialist . +...Specialist ! + Perform analysis on the valuations of securities held in the First American Funds + Prepare ... variety of operational duties within an assigned area of Investment Operations . + Researches and resolves operational...Bachelors Responsibilities + Perform analysis on the valuations of securities held in the First American Funds + Prepare… more
- TD Bank (New York, NY)
- …York, New York, United States of America **Hours:** 40 **Line of Business:** TD Securities **Pay Detail:** $150,000 - $200,000 USD TD is committed to providing fair ... works with a broad group of stakeholders such as Origination, Technology, Operations , Treasury, Funding, Change Delivery, Risk, etc. to deliver key strategic payment… more
- Lincoln Financial Group (Columbus, OH)
- …of Lincoln Financial Groups (LFG) investment positions to support strategic investment operations and initiatives. **What you'll be doing** * Collaborates ... **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… more
- Citigroup (Miami, FL)
- The IF Specialist Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects… more
- MyFlorida (Tampa, FL)
- …professional examination, regulatory or compliance work experience relating to securities dealers, investment advisers, financial institutions, financial ... (3) or more years of professional experience working in risk management, compliance, operations , or the front office of an investment adviser or broker-dealer.… more
- SMBC (White Plains, NY)
- …and buying channel strategies and operational procedures. Reporting to the Purchasing Operations Supervisor, the Purchasing Operations Specialist plays a ... and supporting purchase transactions through the Coupa system. The Purchasing Operations Specialist supports both internal stakeholders and suppliers with… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …Bancorp. Mitigate risk of loss and regulatory risk incurred by Fifth Third Securities . Responsible and accountable for risk by openly exchanging ideas and opinions, ... + Approves or rejects a subset of business processes including rollovers, securities and / or insurance transactions for the broker-dealer, investment … more
- Bank OZK (Little Rock, AR)
- Trust Operations Specialist II + Job ID: 14302 + Functional Area: Trust and Wealth + Position Type: Full-Time Regular + Experience Required: 1 - 3 Years + ... processing support for all cusip research and setup as requested by the Investment , Administrative, PHI and Operations departments. + Reconciles ex-date mutual… more
- Raymond James Financial, Inc. (Indianapolis, IN)
- …in all product areas over the long-term. We currently have an opportunity in our Investment Operations Department for a specialist who will be tasked with ... Reams Asset Management ("Reams"), an affiliate of Raymond James Investment Management, is a fixed income investment ...approved by Human Resources. * Experience with fixed income securities preferred * Experience with derivative securities … more
- Commerce Bank (Kansas City, MO)
- …compensation range for some roles. This compensation range is for the Senior Utility Specialist - Operations job and contemplates a wide range of factors that ... resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more… more
- JPMorgan Chase (Columbus, OH)
- …and estates, loans, mortgages, and deposits. **Job Summary** : As an SBL Sr Specialist within Wealth Management Operations , you will be supporting the JP Morgan ... for all aspects of the client experience, working closely with lending advisory, operations , risk, and finance. The Securities Based Lending (SBL) team is… more
- Morgan Stanley (New York, NY)
- …a global financial services leader with three core businesses - Institutional Securities , Wealth Management, and Investment Management. Morgan Stanley Wealth ... delivering comprehensive financial planning advice and related services, including investment management, brokerage, lending, deposits, and cash management through… more
- Citizens (Johnston, RI)
- …in our Contact Center. Candidates will be part of an integrated Investment Operations workforce and collaborate with departments responsible for ... $220.4 billion in assets as of March 31, 2024.Citizens Securities Inc. helps its customers reach their potential by...The role of Wealth Management - Brokerage Client Service Specialist provides candidates with an introduction into the world… more
- Raymond James Financial, Inc. (Sarasota, FL)
- …* Transmits and receives messages with home office. * Processes securities transactions, including transmitting orders, cancellation and correction of orders and, ... General office practices, procedures, and methods. * Financial services industry investment concepts, practices and procedures. * Operating standard office equipment… more
- Federal Reserve System (Philadelphia, PA)
- …Jersey, and Delaware. The Large and Foreign Banking Organizations (LFBO) risk specialist has strong knowledge of risk management practices related to financial risks ... and governance and controls at large financial institutions. The risk specialist participates in a variety of supervisory activities for firms generally having an… more
- CalSTRS (Sacramento, CA)
- Job Posting: Senior Release & Environment Management Specialist State Teachers' Retirement System JC-438056 - Senior Release & Environment Management Specialist ... is seeking a motivated individual to work as an Information Technology Specialist II on the Solution Services/Release Management Team. The Enterprise IT Solutions… more
- System One (Pittsburgh, PA)
- Position Title: Security Specialist Position locations/flexible work by preference: Pittsburgh, Dallas, Cleveland, Strongsville, Birmingham; Duration: 6 Months plus ... data management issues. Job Responsibilities: * Set up, update and maintain securities in all asset classes (fixed income products, equities, options, OTC… more
