- Segal (Washington, DC)
- …to work across a broad spectrum of clients across the markets. The Associate will interact with attorneys, Fund Office professionals, clients and Segal ... The Opportunity: The Associate will work in both the technical and...owned, leading North American employee benefit, human resources, and investment management consulting firm with over 80 years of… more
- Fidelity TalentSource LLC (Ashburn, VA)
- …phone by answering questions about account balances, making withdrawals, transferring funds , identifying resources, and placing trades, while working from home and ... to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join… more
- DLA Piper (Washington, DC)
- …Let's see what we can achieve. Together. **Summary** DLA Piper's is seeking a mid-level associate to join its Investment Funds group. This position is open ... and international private equity, real estate, venture capital and hedge funds . + Experience with secondary transactions, structuring separately managed accounts and… more
- T. Rowe Price (Owings Mills, MD)
- …difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today ... for inbound client service requests. Responding to requests for mutual fund transactions, providing account information, and influencing client adoption of digital… more
- Morgan Stanley (Washington, DC)
- …traces its roots to Calvert Investments, which in 1982 launched the first mutual fund to avoid investment in companies doing business in apartheid-era South ... **Title:** * Investment Team Governance - Calvert Research - Senior Associate * **Location:** *District of Columbia-Washington DC* **Requisition ID:** *3257716* more
- UMB Bank (Washington, DC)
- …incumbents have good working industry knowledge of mutual funds , hedge funds , collective investment funds , ETF's, PE, real estate, interval/tender ... prospecting and calling on financial institutions in the mutual fund and alternative investment industries + Cross...tuition reimbursement; an associate wellbeing program; an associate emergency fund ; and various associate… more
- T. Rowe Price (Owings Mills, MD)
- …difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today ... to join us and grow your career with us. Fund Accounting Internship Program For 80 years, T. Rowe...For 80 years, T. Rowe Price has changed the investment management industry by delivering world-class service and guidance… more
- CrossBoundary (Washington, DC)
- Senior Associate - Washington, DC CrossBoundary Investment Advisory About the Firm CrossBoundary Group is a mission-driven investment and advisory firm that ... join our team in Washington, DC. As a Senior Associate you will identify and evaluate investment ...and donors + Strong financial modelling skills; experience in fund and project finance modelling preferred + Strong writer… more
- T. Rowe Price (Owings Mills, MD)
- …placement into Middle Office and Investment Liaisons, Performance and Analysis, Investment Compliance, Fund Administration and Tax Operations, and Fund ... difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today… more
- CareFirst (Owings Mills, MD)
- …of the plan assets. Knowledge of plan funding requirements of the pension plans, investment strategy for pension trust funds and investment options offered ... **Resp & Qualifications** **PURPOSE:** The Investment Consultant is responsible for the financial administration...indirectly on Federal health care programs. **PHYSICAL DEMANDS:** The associate is primarily seated while performing the duties of… more
- T. Rowe Price (Baltimore, MD)
- …difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today ... capital markets and economics. + The preferred candidate combines extensive investment and asset allocation knowledge with excellent communication skills and a… more
- CareFirst (Washington, DC)
- …diligence and presenting information to make recommendations on which investments to fund or decline. Engages with RFP content experts, coordinating the evaluation ... representatives, not-for-profit organizations and more) to shepherd authentic community and associate engagement as well as investments that align with the CareFirst… more
- CrossBoundary (Washington, DC)
- …in Africa at one of our CrossBoundary Advisory offices. As a Senior Associate you will identify and evaluate investment opportunities, conduct market ... Senior Associate CrossBoundary Group About the Firm CrossBoundary Group is a mission-driven investment and advisory firm that unlocks the power of capital for… more
- T. Rowe Price (Baltimore, MD)
- …Media and Telecommunication team including the Portfolio Manager of our Communication and Technology Fund + The Associate Analyst program is a three to five year ... difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today… more
- KPMG (Mclean, VA)
- **Business Title:** Senior Associate , International Tax **Requisition Number:** 114509 - 97 **Function:** Tax Services **Area of Interest:** **State:** VA **City:** ... KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG… more
- T. Rowe Price (Owings Mills, MD)
- …of contact for inbound participant service requests. Respond to requests for investment , mutual fund , and account information. Resolve complex account issues. ... are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can...with us. ABOUT THIS POSITION As a Workplace Sales Associate , you will play an integral role in the… more
- Fannie Mae (Washington, DC)
- …in 2018, Fannie Mae has invested over $4 billion in proprietary and multi-investor funds . As a valued colleague on our team, you will provide expert advice on ... be responsible for underwriting and closing investments through LIHTC proprietary funds , you will support overseeing customer network development and customer… more
- Morgan Stanley (Frederick, MD)
- …the request of the client and/or FA/PWA/team * Answering general non- investment related questions concerning client accounts, including relaying stock positions, and ... providing account balances (eg, funds due and margin debit) * Enter profile information...existing clients with details around their account information (eg, investment objectives, risk tolerance) * Accept or enter unsolicited… more
- Truist (Columbia, MD)
- …Advisors in servicing clients including preparing financial plans and conducting investment research. 2. Schedule and confirm client appointments, enter data in ... and answering of questions. 4. Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry… more
- Foresters Financial Services (Silver Spring, MD)
- Sales Support Associate Sales Silver Spring , Maryland Apply Description What we need: This role supports the Registered Financial Services Sales Representative's ... you will learn: + Products and services including Mutual Funds , Annuities and Life Insurance, + Retirement products including...as a leading provider of retail services to the investment programs of banks and credit unions. Through its… more
