- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an **Institutional Investment Operations Specialist ** for the **Foreign Exchange (FX) Operations ** team ... Settlements + Investigations **Required Qualifications:** + 2+ years 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 ** for the **Foreign Exchange (FX) Operations ** team ... Settlements + Investigations **Required Qualifications:** + 4+ years 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 (DTC Team Lead) as part of Corporate and Investment ... issues and achieve goals. **Required Qualification:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
- Randstad US (Milwaukee, WI)
- investment operations specialist . + milwaukee , wisconsin + posted september 10, 2024 **job details** summary + $21.42 - $21.43 per hour + temporary + ... + Performs a variety of operational duties within an assigned area of Investment Operations . + Researches and resolves operational and/or accounting exceptions,… more
- Randstad US (Cincinnati, OH)
- investment operations specialist . + cincinnati , ohio + posted september 9, 2024 **job details** summary + $22.55 - $22.56 per hour + temporary + bachelor ... autonomy. + Performs a variety of operational duties within an assigned area of Investment Operations . Skills + Banking Operations + Operations + … more
- Wells Fargo (New York, NY)
- …begins with you. **About this role:** Wells Fargo is seeking a Senior Lead Institutional Investment Operations Specialist within our Tax Operations team ... expertise to leadership **Required Qualifications, US:** + 7+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within the Wells Fargo Securities (WFS) Customer Due ... as a peer mentor **Required Qualifications, US:** + 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
- Regions Bank (Knoxville, TN)
- …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,… more
- UMB Bank (Milwaukee, WI)
- …Agency, which is one of the main services we offer our clients. As an Alternative Investment (AI) Operations Specialist I, you will process all documents for ... Fund Services team at UMB is a nationally respected investment services provider offering a broad array of services...administrators, insurance companies and other financial services providers. The Operations Specialist role is a part of… more
- Fifth Third Bank, NA (Chapel Hill, NC)
- …Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The FS Operations Specialist delivers quality day-to-day investment operations ... responsibilities including cash movement, income transactions, bond trading, client reporting and investment reporting. The Operations Specialist will liaise… more
- Robert Half Finance & Accounting (Chicago, IL)
- …fix that. A high-End Investment firm is seeking an Accounting Operations Specialist . Perks include including above market pay-rates, top-tier health ... benefits, plenty of work from home flexibility, and other unique perks that their top competitors can't to provide. Responsibilities: * Monitor firm accounts and post daily cash receipts, including bank deposits, lockbox deposits, electronic transfers and… more
- PNC (Pittsburgh, PA)
- …We are all united in delivering the best experience for our customers. As an Operations Specialist within PNC's Investment Organization, you will be based in ... Cleveland, OH or Pittsburgh, PA. The position will primarily be located at the 1900 E. 9th Street or The Tower at PNC Plaza locations. **Job Description** + Executes complex transactions/processes utilizing standard procedures. May have specific responsibility… more
- PNC (Philadelphia, PA)
- …and have an opportunity to contribute to the company's success. As an Investment Manager/Portfolio Research Specialist - Operational Due Diligence within PNC's ... investment firm operational research, prime brokerage experience, trade execution / operations , investment accounting, or investment products audit.… 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
- Thrivent Financial (Minneapolis, MN)
- …departments including Product Management, Marketing, Digital Experience, Sales, Compliance, Legal, Investment Accounting, Investment Operations , and ... of asset management marketing analysis, strategies & plans for Thrivent's investment products, with an emphasis on mutual funds, variable portfolios and… more
- Noblis (Atlantic City, NJ)
- …a Referral (https://jobs-noblis.icims.com/jobs/23613/ investment -planning-and-analysis- specialist ... forefront of aviation technology. **Description** Noblis is seeking highly skilled Investment Planning and Analysis Specialists to support the Federal Aviation… more
- Vanguard (Malvern, PA)
- …leaders and crew drive faster, stronger, risk-informed decisions. The Fixed Income Investment Risk Analyst will provide investment risk management expertise and ... analysis across fixed income funds in a global environment. Fixed Income Investment Risk Analyst: + Develops, implements, and maintains an effective and efficient… more
- HUB International (Scottsdale, AZ)
- …navigate risk and manage the complexities of insurance. **Summary** The Retirement & Investment Operation Specialist is an integral member of the Retirement ... reporting systems. + Use established procedures in place to update client investment data within monitoring & reporting software application + Assist and sometimes… more
- CBRE (New York, NY)
- …verbal and written + Experience working within a Client Care/Business Development/product specialist function in an investment management firm desired + VBA, ... Associate, Client Care - CBRE Investment Management Job ID 176731 Posted 26-Aug-2024 Service line REI Segment Role type Full-time Areas of Interest Investment … more
- Emory Healthcare/Emory University (Atlanta, GA)
- …academic community. **Description** Reporting to the Chief Operating Officer, the Director, Investment Administration is a specialist role focused on providing ... critical audit and tax oversight and support to Emory Investment Management. All Operations employees function as a member of a broader operations team and… more