- Edward Jones (St. Louis, MO)
- …and Guided Solutions investment advisory platforms, including 12 Bridge Builder mutual funds and the Passport Money Market Fund . The Edward Jones Advisory ... Bridge Builder fund complex comprises 12 multi-sub-adviser mutual funds with approximately $150 billion in...Position Requirements: + Finance or Economics Bachelor's degree and/or MBA preferred + CFA or actively pursuing CFA designation… 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
- Medical Mutual of Ohio (Brooklyn, OH)
- Founded in 1934, Medical Mutual is the oldest and one of the largest health insurance companies based in Ohio. We provide peace of mind to more than 1.6 million ... including stop loss, as well as Medicare Advantage, Medicare Supplement, and individual plans. Medical Mutual ' s status as a mutual company means we are owned by… more
- JPMorgan Chase (New York, NY)
- …emerging market debt. Our solutions are available to individual clients through our active mutual fund and ETF offerings as well as institutional clients. Our ... New York, Los Angeles, and San Francisco. + **Hedge Funds :** We manage hedge fund portfolios for...JPMorgan Asset Management. Clients access MAS's strategies through active mutual funds , model portfolios, and custom institutional… more
- Edward Jones (St. Louis, MO)
- …their financial goals. From branding and communication to the actual stocks, bonds and mutual funds offered, your work will have a significant impact not only ... risk oversight for our Advisory model portfolios, discretionary client accounts, Bridge Builder mutual funds , sub-adviser funds , Asset Allocation models, and… 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 ... BlackRock's US registered product line up, which includes ETFs, mutual funds , closed end funds ,...policy and procedures design and testing, regulatory implementation and fund boards of directors. **Role and Impact** We are… more
- Broadridge Financial Solutions (New York, NY)
- …compliance needs and manage critical communications to shareholders. It serves banks, brokers, mutual funds , retirement funds , and corporate issuers helping ... to boost advisor and fund manager productivity, enable corporate governance, digitize operations, and...+ 15+ years of applicable experience + CFA or MBA preferred #LI-LR Compensation Range: The salary range for… 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
- Tradeweb (New York, NY)
- …and SEC compliance. **Qualifications** + 10-15 years of experience in FP&A, Mutual Fund Distribution, Asset Management, Investment Banking, Strategy, Management ... - including the world's largest banks, asset managers, hedge funds , insurance companies, wealth managers and retail clients --...Management to negotiate distribution fees paid to ICD by fund companies and partners + Serve as the primary… more
- Wellington (Boston, MA)
- …include public funds , central banks, insurance entities, endowments, foundations, mutual fund sponsors, retirement plan sponsors - both defined benefit ... Role** **THE COMPANY** Tracing its roots to the founding of the Wellington Fund in 1928, the original Wellington Management Company was incorporated in 1933.… 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
- Morgan Stanley (Purchase, NY)
- …research on a wide range of investment strategies, including separately managed accounts, mutual funds , UCITs, exchange-traded funds and private vehicles in ... and attribution. * Prepare written research reports and commentaries on fund managers and market trends impacting alternative investment strategies. * Present… more
- T. Rowe Price (Baltimore, MD)
- …distribution of TRPIS/TRPA investment management strategies across multiple vehicles (ie, mutual funds , ETFs, and separately managed accounts) through registered ... + Advanced knowledge and understanding of T. Rowe Price mutual fund , ETF, and separately managed account...+ Professional designations such as CFA, CFP, CIMA, or MBA FINRA Requirements FINRA licenses are required and will… more
- JPMorgan Chase (New York, NY)
- …registered investment advisors. These investment capabilities include US and non-U.S. mutual funds , separate accounts and alternative investments. + ... knowledge in a rotational program that includes roles in Funds Management, Institutional Sales, and Marketing within our Asset...Skills:** + Pursuing a Bachelor's or Master's degree (No MBA ). + Attending a college/university in the US +… more
- Generac Power Systems (Waukesha, WI)
- …allocation of resources for maximum ROI. Experience developing and managing Marketing Development Funds or Co-Op Fund programs and budgets preferred. + Track and ... agencies and creative vendors building plans, negotiating agreements, and optimizing mutual success. + Collaborate with internal teams to align channel marketing… 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
- Broadridge Financial Solutions (Newark, NJ)
- …looking for someone with a wealth of experience in Loan Processing within funds administration, who also brings exceptional leadership skills and a knack for driving ... Qualifications: + 5+ years of experience in Loan Processing, credit operations, or funds administration, with a strong focus on global loan processing. + Proven… more
- Broadridge Financial Solutions (New York, NY)
- …- Bachelors degree in business, Finance, Information Technology, or a related field. An MBA or relevant advanced degree is a plus - Proven experience as a product ... experience in investment management - Comprehensive understanding of intermediary-sold fund distribution - Subject matter expertise in asset management distribution… more
- Charles Schwab (Lone Tree, CO)
- …as well as third-party product marketplaces (Alternative Investments, Managed Accounts, Mutual Funds , ETFs, Structured Products, Fixed Income, Annuities & ... champion initiatives across multiple departments + Bachelor's degree required; MBA and/or equivalent post- MBA level experience a plus In addition to the salary… more