- JPMorgan Chase (New York, NY)
- …through JP Morgan affiliates. The Six Circles Trust within the Private Bank is a Mutual Fund Complex with assets of ~$90 billion. Job Summary: As a Private ... Bank Mutual Fund Administration, Assistant Treasurer, you will...various teams including Portfolio and Risk Management, Legal, Compliance, Product Development, Sales/Distribution, and Client Service . This… more
- JPMorgan Chase (New York, NY)
- Within the Asset Management Client Service division the Product Administration Team and has responsibility for supporting the overall management and oversight of ... in the investment management industry. + Technical and business knowledge of various Fund structures (eg, mutual collective investment and ETFs) and activities… more
- Guardian Life (Holmdel, NJ)
- …various types of commissions being reported (regular 12b-1's and mixed transactions) and product types ( mutual fund , variable annuity, variable life, ... to various internal departments such as Legal, Audit and Agency Accounting Services and Manager, Distribution Alliance **You have** + The ability to identify… more
- JPMorgan Chase (New York, NY)
- … Product Development team is responsible for designing, developing, and launching new mutual funds within the Six Circles fund complex, as well as supporting ... Product Development role. **Responsibilities** + Support the day-to-day product management of our $85B+ fund complex...among internal teams. + Support all phases of the product development life-cycle to launch new mutual … more
- JPMorgan Chase (New York, NY)
- …pension funds, and fund of funds. As an Investment Middle Office Service (IMOS) Product Development Associate within the Securities Services business, ... The Securities Services business provides middle office services ,...and administration for investment managers and asset owners, including mutual funds, hedge funds, private equity, real estate funds,… more
- Bank of America (Jersey City, NJ)
- …to in timely manner. Desired skills: + Five plus years Mutual Fund , ETF, SMA, Model Portfolios or financial services experience + Strong communication ... Product Specialist - ISG Managed Investments Pennington, New...the performance of a domestic discretionary or non-discretionary, advisory product , which may include managing a product … more
- Deloitte (New York, NY)
- …clients include the world's leading independent asset managers, diversified financial institutions, mutual funds, private fund advisers (hedge funds and private ... Financial Services Investment Operations Risk Management Senior Consultant Our...include the design and implementation of business strategies and product offerings, operating models or structural change management, technology… more
- Neuberger Berman (New York, NY)
- …, sales and/or customer service experience) + Working knowledge of 1940 Act Mutual Fund Industry preferred + Strong understanding of basic Equity and Fixed ... right candidate to deeply immerse themselves in the multifaceted world of our Mutual Fund and Investment Management Business, while gaining significant exposure… more
- JPMorgan Chase (New York, NY)
- …vehicles, including new fund launches, fund mergers, fund liquidations, fund restructures, mutual fund to ETF conversions, and life cycle events. ... Skills** + Bachelor's Degree + Minimum of 4 Financial Service Experience ( fund industry experience) + Project...Project Management experience required + Prior experience in Client Service , Operations or Business Management + Product … more
- JPMorgan Chase (New York, NY)
- Prime Financial Services Treasury Vice President Job Summary: As a Prime Financial Services Treasury Vice President within Global Equities, you will be tasked ... desks investments in Treasury Investments, Reverse Repurchase Agreements, and Money Market Mutual Funds + Oversee the liquidity of the business (eg review currency… more
- Broadridge Financial Solutions (New York, NY)
- …Solutions division is bringing a suite of data-driven technology solutions to mutual fund , retirement, insurance and asset management firms. Our clients ... difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service -Profit Chainthe idea that success is mutual , directly… more
- Deloitte (New York, NY)
- …clients include the world's leading independent asset managers, diversified financial institutions, mutual funds, private fund advisers (hedge funds and private ... which include the design and implementation of business strategies and product offerings, operating models or structural change management, technology and process… more
- Nuveen Investments (New York, NY)
- …Level** 8IC + Leverage TIAA and Nuveen resources as needed (eg, Investments, Product Specialists, etc.) + Coordinate field sales/ service activities with Nuveen ... The Defined Contribution Investment Only (DCIO) Sales job sells mutual funds, Collective Investment Trusts (CIT), sub-advised management and annuity products to… more
- Morgan Stanley (New York, NY)
- …Yearly review and analysis of investment management agreements, investment policy statements, mutual fund prospectus and SAI documents to interpret necessary ... of the largest global asset management organizations of any full- service securities firm, with more than 40 years of...requirements * Perform daily surveillance of separately managed accounts, mutual funds, and products subject to ERISA, 40 Act… more
- Marex (New York, NY)
- …via screen, voice and DMA, plus award-winning data, insights and analytics. The Prime Services department is a full- service Prime Broker providing services ... offices, mutual funds, etc. In addition, Prime Services provides trading execution services , clearing &...Services to affect change and grow our Prime Service division. + Must be able to multi-task and… more
- Morgan Stanley (New York, NY)
- …including: o Providing day-to-day advice and counsel to portfolio management, product development/management and sales teams o Reviewing and preparing registration ... statements/offering documents, proxy materials, documentation in connection with fund reorganizations and other business transactions for proprietary funds o… more
- JPMorgan Chase (New York, NY)
- …new laws and regulations. A strong knowledge of managed account products and services , including mutual funds, SMAs, ETFs, hedge funds, private equity, and ... role will require you to be an experienced compliance professional with product , operational, and regulatory knowledge in investment management programs. You will be… more
- Morgan Stanley (New York, NY)
- …Operations: eg Regulatory/Transaction Reporting, Equity/FID Portfolio Services , Client Onboarding, Fund Services , Transfer Agency Function, Mutual Funds, ... business outcomes. Morgan Stanley is an industry leader in financial services , known for mobilizing capital to help governments, corporations, institutions, and… more
- Morgan Stanley (Jersey City, NJ)
- …and product training meetings for assigned intermediaries and existing or prospective mutual fund shareholders and/or clients. * Work in conjunction with an ... Management (MSIM) is one of the largest global asset management organizations of any full- service securities firm, with more than 40 years of history, a presence in… more
- United Rentals (Little Ferry, NJ)
- …for the branch by renting equipment, selling equipment, advising the manager of product and service needs, and by providing exceptional customer service ... business as it pertains to specialty engineered rental products and services , including silenced diesel generators, large diesel, electric and hydraulic pumps,… more