- Merck & Co. (North Wales, PA)
- …of HHDDA business processes such as the HHDDA project/ investment prioritization.The preferred candidate should have intellectual curiosity, entrepreneurial ... and decision driven presentations that will inform tactics and investment decisions made by the US OLT.The candidate must...made by the US OLT.The candidate must have demonstrated client and project management experience, having to manage multiple… more
- Personal Mini Storage (Los Angeles, CA)
- …projects, both operational and financial Qualifications 3-5 years of experience as an investment operations analyst or other applicable role in private credit ... with investment teams, Portfolio Construction & Risk Management, Marketing, Client Relations, Legal, Compliance, and externally with ESG research analysts and … more
- Merck & Co. (Durham, NC)
- …the anticipated demand for TICE BCG for the foreseeable future. This investment reaffirms our Company's longstanding commitment to producing this medicine for the ... work with constituent groups include but not limited to internal customers ( operations , technology and labs)Applies understanding and is able to anticipate the needs… more
- Merck & Co. (North Wales, PA)
- …including the ability to leverage data and metrics to guide investment decisions.Effective Communication: Outstanding written and verbal communication skills, with ... simply will play a key role in team and client interaction.User Advocacy and Drive for Results: The ability...to have a minimum of twelve (12) months of service in current position prior to applying for open… more
- Rose International (Milwaukee, WI)
- …proficient, Sense of urgencyNICE TO HAVE - Experience dealing with back-office operations and exposure to market finance through schooling is a plus.Minimum ... education requirements - Bachelor's Degree or at least 2 years of Operations Experience demonstrating working with numbers and to what capacity. Finance experience… more
- BCG Attorney Search (Boston, MA)
- …to work independently and collaboratively within a team environment.Proactive approach to client service and a commitment to delivering high-quality legal ... Mid-Level Investment Management Regulatory Associate AttorneyCompany name:BCG Attorney SearchExperience:2-10...of 1940, and significant experience advising clients with global operations across diverse sectors such as private equity, private… more
- BCG Attorney Search (Washington, DC)
- …to work independently and collaboratively within a team environment.Proactive approach to client service and a commitment to delivering high-quality legal ... Mid-Level Investment Management Regulatory Associate AttorneyCompany name: BCG Attorney...Act of 1940, and experience advising clients with global operations across diverse business sectors such as private equity,… more
- NAIOP SoCal (San Francisco, CA)
- InvescoSenior Director, Investment ManagementLocation(s): San Francisco, CaliforniaTime Type: Full timePosted: 30+ Days AgoJob Requisition ID: R-5844As one of the ... achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment … more
- HUB International (Dallas, TX)
- …with different functional teams within our business, including Investment Committees, Client Service and Operations . The successful candidate can expect ... Hub International in the areas of portfolio compliance and investment monitoring. HUB's Retirement and Private Wealth US Investments...4 to 6 years of relevant experience in the investment management industry and strong knowledge of investment… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …and building client loyalty? Are you considered a \u201Cgo-to person\u201D?\u00A0 If so, Client Service and Support may be right for you. The Team The ... Client Service and Support team is a...partners. The Expertise You HaveCollege Degree preferred2+ years customer service experience preferred2+ years brokerage operations or… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …and have an open-minded thought process You strive to provide a positive client -centered service attitude The Value You Deliver Meeting minimum productivity ... Brokerage Operations Representative Fidelity TalentSource is your destination for...requirements Providing quality customer service through accurate and timely processing of written requests… more
- Fidelity TalentSource LLC (Westlake, TX)
- …of assets, and account features. The Role The focus of the Brokerage Operations Representative is to provide outstanding customer service to Fidelity ... Brokerage Operations Representative Fidelity TalentSource is your destination for...brokerage accounts and all related features. Responsibilities include processing client 's requests received through various channels. You will not… more
- Amerantbank (Coral Gables, FL)
- The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are ... for giving support to WAs as they develop and service banking, investments and trust customers.Duties and responsibilities include:Provides...WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and… more
- TAL Life LTD (Boston, MA)
- …Private Markets' portfolio management teams and CIO offices, the various distribution and client facing teams, Investment Risk, Operations , Legal & ... fruition.Establish and maintain strong relationships with distribution, investment and operations teams to ensure client satisfaction and trust.Respond to … more
- TAL Life LTD (Boston, MA)
- …Private Markets' portfolio management teams and CIO offices, the various distribution and client facing teams, Investment Risk, Operations , Legal & ... fruitionEstablish and maintains strong relationships with distribution, investment and operations teams to ensure client satisfaction and trust.Respond to … more
- Wilmington Savings Fund Society (Wilmington, DE)
- …to support recordkeeping and payment history; and interface with Trust Operations Service Partners and other internal parties. Job Responsibilities:Knowledge ... management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment … more
- Ares Management Corporation (Los Angeles, CA)
- …is seeking an experienced Vice President of Treasury to join the Global Treasury Operations team within Investment Operations . This is an exciting ... opportunity to join a newly created group within Investment Operations and help establish a Core...and must be organized with a strong sense of client service and ability to meet multiple… more
- Fidelity TalentSource LLC (Westlake, TX)
- …and acting as a client advocate throughout the Fidelity organization. Client Experience (CE) (Smithfield/ Westlake): provides service and operational support ... early career program experience crafted to prepare individuals for a career in operations . Participants are placed in a full time position and assimilate into their… more
- ICONIQ Capital (San Francisco, CA)
- ….Ideal Candidate Background:3+ years of relevant professional services experience.Passion for investment management and client service .Excellent academic ... Do:Prepare client balance sheets and develop asset allocation analyses.Monitor client investment performance and manage quarterly portfolio reports, ensuring… more
- Transamerica Corporation (San Francisco, CA)
- …according to client objectives, understand all aspects of a property's investment strategy and pursue all available means to maximize cash flow and returns. ... (Aegon AM) is a leading global investor. Our 385 investment professionals manage and advise on assets of US...on assets of US $337 billion for a global client base of pension plans, public funds, insurance companies,… more
