- Edward Jones (St. Louis, MO)
- …and Guided Solutions investment advisory platforms, including 12 Bridge Builder mutual funds and the Edward Jones Money Market Fund . Advisory Solutions has ... the management of the Bridge Builder mutual funds and Edward Jones Money Market Fund ,...the Job: + Finance or Accounting bachelor's degree and/or MBA preferred + Successful progress towards completion of the… more
- Wellington (Needham, AL)
- …of 30 June 2021, we serve as a trusted adviser to institutional clients and mutual fund sponsors in 65 countries. Our innovative investment solutions are built ... broad array of products ranging from traditional long only funds to alternative strategies, including hedge funds ...customization to meet our clients' unique needs. The **InvesTech Fund Treasury & Custody Team** is responsible for managing… more
- Edward Jones (St. Louis, MO)
- …and Guided Solutions investment advisory platforms, including 12 Bridge Builder mutual funds and the Passport Money Market Fund . Advisory Solutions has over ... Bridge Builder fund complex comprises 12 multi-sub-adviser mutual funds with approximately $150 billion in...the Job:** + Finance or Economics Bachelor's degree and/or MBA preferred + CFA or actively pursuing CFA designation… more
- Edward Jones (St. Louis, MO)
- …and Guided Solutions investment advisory platforms, including 12 Bridge Builder mutual funds and the Passport Money Market Fund . Advisory Solutions has over ... Bridge Builder fund complex comprises 12 multi-sub-adviser mutual funds with approximately $150 billion in...need ** + Finance or Accounting bachelor's degree and/or MBA preferred + 2-4 years of working experience preferred.… more
- BlackRock (New York, NY)
- …a variety of product structures, including individual and institutional separate accounts, mutual funds , and other pooled investment vehicles, and the ... debt, public securities, and multi-manager investing, executed through commingled funds and separately managed accounts. BlackRock Infrastructure Solutions is the… more
- Bank of America (New York, NY)
- …will contribute to the firm's delivery of a high-quality platform of investment vehicles ( mutual funds , separate accounts, ETFs, etc.) with a focus on active ... primary manager due diligence; both initial and ongoing on mutual fund and separate account vehicles. Primary...Bloomberg + Bachelor's degree or equivalent experience required + MBA , MS, JD, or CFA preferred + Must have… more
- Wellington (Boston, MA)
- …include public funds , central banks, insurance entities, endowments, foundations, mutual fund sponsors, retirement plan sponsors - both defined benefit ... Tracing its roots to the founding of the Wellington Fund in 1928, the original Wellington Management Company was...knowledge, particularly in the fixed income asset class. An MBA or CFA, or progress toward these qualifications, is… more
- Equitable (New York, NY)
- …discussions with the broker dealer related to the group's model portfolios and retail mutual fund complex + Preparation of regular and ad-hoc reporting for ... and evaluate business optimization opportunities + Assisting with the implementation of fund launches, mergers, and restructurings to optimize fund profitability… more
- Mizuho Corporate Bank (New York, NY)
- …front office trading activities. Underlying Asset Manager counterparty accounts may include Pension Funds , Mutual Funds , Sovereign Wealth funds . ... and mentor junior staff Qualifications + 10+ of financial institution and asset manager/ funds analysis and due diligence experience + Strong knowledge of all capital… more
- T. Rowe Price (Owings Mills, MD)
- …marketing strategies affiliated with T. Rowe Price products, including, but not limited to, mutual funds and ETFs. + Coordinate with other product partners to ... ability to educate our clients on the value of T. Rowe Price fund capabilities. Responsibilities: Omni-Channel Marketing Strategy + Develop and oversee omni-channel… more
- Charles Schwab (Lone Tree, CO)
- …experienced asset managers, SAM offers a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve ... external positioning and messaging + Engage in research on funds , industry, and competitive trends + Work with legal...management experience required + Bachelor's degree or equivalent required, MBA preferred + Series 7 license preferred + Solid… more
- Citigroup (DE)
- …and utilizing both internal and external investment managers including equities, fixed income, mutual funds , ETFs, private equities, hedge funds and real ... years of experience + Experience in estate or trust management and administration. MBA or JD desired + Strong knowledge and proven technical proficiency in legal,… more
- Thrivent Financial (WI)
- …FAs. + In-depth knowledge of advice, insurance products, asset/wealth management, fee-based planning, mutual funds , and securities. + FINRA Series 7, 63/65 or 66 ... advanced NPG practices into their area. Role Requirements + College degree, MBA and/or other related advanced education preferred. + Demonstrated experience (5+… more
- Aristotle Capital Management (Denver, CO)
- …Wirehouse - Wealth Management channels: highly desired + Working knowledge of SMA, UMA, mutual funds : required + Proactive phone work: required + Proven track ... strong academic background: required + Advanced/Master's degree or professional certificate (CFA, CFP, MBA ): desired + Series 7: required + Series 63 or 66: required… more
- Charles Schwab (Sacramento, CA)
- …of traditional investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds , fixed income assets) and investment strategy. + Excellent ... oral and written communication skills. + Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc. + Self-motivated and ability to travel part-time, or as needed to successfully manage the region.… more
- Principal Financial Group (Seattle, WA)
- …growing dividends. Edge has roots dating back to 1939, managing one of the first mutual funds in the country. **Edge's philosophy and process is based on the ... research or portfolio management **Skills That Will Help You Stand Out** + MBA or CFA designation, or progress towards + Strong Excel, Bloomberg, database, and… more
- Motion Recruitment Partners (Atlanta, GA)
- …and risk management. o Knowledge of Asset Management Industry, financial markets and Mutual funds . Work Experience / Knowledge: o 3-5-year experience in asset ... independently and as a team member Formal Education: o Bachelors degree or MBA from one of the reputed institutions. Working Conditions: o Normal office environment… more
- TD Bank (New York, NY)
- …+ Manages actively and passively managed investment-grade strategies which include mutual funds , institutional portfolios, SMAs, and UMAs + Effectively ... partners **Education & Experience:** + Must have a bachelor's degree and CFA, MBA desirable + 5+ years of fixed income portfolio or investment analysis experience… more
- Charles Schwab (Orlando, FL)
- …Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock ... (CWS), CFA or CFP highly preferred + Professional designations/certifications (eg, CFP, CFA, MBA , CHFC, CPWA) highly preferred + Active & valid FINRA Series 7… more
- United Rentals (Stamford, CT)
- …or Finance or comparable work experience required + CPA/CMA designation or MBA preferred + Public and/or private accounting experience preferred + Excellent PC ... we also offer: + Paid Parental Leave + United Compassion Fund (http://jobs.unitedrentals.com/creative/culture) + Employee Discount Program + Career Development &… more