- Russell Tobin & Associates (Milwaukee, WI)
- What are we looking for in our Investment Operations Specialist ? Russell Tobin and Associates/Pride Global is currently seeking Investment Operations ... in Milwaukee, WI 53212 (Hybrid). Apply now, for immediate consideration Title: Investment Operations Specialist Pay Rate: $20/hour. to 22.37/hour. on… more
- Rose International (Milwaukee, WI)
- …Office applicationsPreferred Skills/Experience Some knowledge of trust and securities operational functions, systems, procedures, various products and/or services ... supported by the assigned area(s) Basic knowledge of regulatory and accounting principles Strong analytical, problem-solving, decision-making, and organizational skills Ability to perform multiple tasks concurrently and meet established deadlines in a dynamic… more
- City National Bank (Los Angeles, CA)
- **INVST OPERATIONS SECURITIES SPECIALIST ** **WHAT IS THE OPPORTUNITY?** The Securities Specialist will support responsibilities assigned to the Trust ... Minimum 4 years of experience with procedures, practices and regulations governing trust- securities operations . **Skills and Knowledge** + Ability to perform… more
- Principal Financial Group (Minneapolis, MN)
- **What You'll Do** Principal is seeking a ** Securities Operations Specialist II** to join our Principal Custody Solutions (PCS) team. If you enjoy working in ... problem-solving and communication skills, this may be the position for you! As a ** Securities Operations Specialist II** , you will perform a variety… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within our Tax Operations team as part of Corporate and ... Investment Banking Operations . The Wells Fargo CIB ...leads global CIB first-line customer tax activities. The lead specialist is expected to contribute to broader team focus… more
- TD Bank (New York, NY)
- …York, New York, United States of America **Hours:** 40 **Line of Business:** TD Securities **Pay Detail:** $150,000 - $200,000 USD TD is committed to providing fair ... works with a broad group of stakeholders such as Origination, Technology, Operations , Treasury, Funding, Change Delivery, Risk, etc. to deliver key strategic payment… more
- Randstad US (Minneapolis, MN)
- investment operations specialist . +...Specialist ! + Perform analysis on the valuations of securities held in the First American Funds + Prepare ... variety of operational duties within an assigned area of Investment Operations . + Researches and resolves operational...Bachelors Responsibilities + Perform analysis on the valuations of securities held in the First American Funds + Prepare… more
- Morgan Stanley (Seattle, WA)
- …amongst each other to process all tasks throughout the day. ABOUT THE ROLE The Investment Operations Specialist works closely with the team on ensure all ... its workforce (M/F/Disability/Vet). **Job:** **Asset/ Investment Management* **Title:** * Investment Operations Specialist - Parametric* **Location:**… 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
- Citigroup (Miami, FL)
- The IF Specialist Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects… more
- MyFlorida (Tampa, FL)
- …professional examination, regulatory or compliance work experience relating to securities dealers, investment advisers, financial institutions, financial ... (3) or more years of professional experience working in risk management, compliance, operations , or the front office of an investment adviser or broker-dealer.… more
- ElectriCities of North Carolina (Raleigh, NC)
- …all Power Agency and ElectriCities accounts. + Daily management of all monies and investment securities of both short-term and long-term funds for all NCEMPA ... Officer. + Direct the settlement of all purchases, sales and activities of investment securities between the Agencies' brokers/dealers and/or banks. + Process… more
- SMBC (White Plains, NY)
- …and buying channel strategies and operational procedures. Reporting to the Purchasing Operations Supervisor, the Purchasing Operations Specialist plays a ... and supporting purchase transactions through the Coupa system. The Purchasing Operations Specialist supports both internal stakeholders and suppliers with… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …Bancorp. Mitigate risk of loss and regulatory risk incurred by Fifth Third Securities . Responsible and accountable for risk by openly exchanging ideas and opinions, ... + Approves or rejects a subset of business processes including rollovers, securities and / or insurance transactions for the broker-dealer, investment … more
- Bank OZK (Little Rock, AR)
- Trust Operations Specialist II + Job ID: 14302 + Functional Area: Trust and Wealth + Position Type: Full-Time Regular + Experience Required: 1 - 3 Years + ... processing support for all cusip research and setup as requested by the Investment , Administrative, PHI and Operations departments. + Reconciles ex-date mutual… more
- Guardian Life (Holmdel, NJ)
- The Operations Sr Specialist will serve as the expert on all aspects of our managed account model management, trading platform, annuity operations as well as ... Account Proposals as well as our Digital strategy. The Operations Sr Specialist will intimately understand how...as point of contact for customer inquiries from our Investment Advisers, 3rd Party sponsors, and other internal Guardian… more
- Raymond James Financial, Inc. (Indianapolis, IN)
- …in all product areas over the long-term. We currently have an opportunity in our Investment Operations Department for a specialist who will be tasked with ... Reams Asset Management ("Reams"), an affiliate of Raymond James Investment Management, is a fixed income investment ...approved by Human Resources. * Experience with fixed income securities preferred * Experience with derivative securities … more
- Commerce Bank (Kansas City, MO)
- …compensation range for some roles. This compensation range is for the Senior Utility Specialist - Operations job and contemplates a wide range of factors that ... resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more… more
- JPMorgan Chase (Columbus, OH)
- …and estates, loans, mortgages, and deposits. **Job Summary** : As an SBL Sr Specialist within Wealth Management Operations , you will be supporting the JP Morgan ... for all aspects of the client experience, working closely with lending advisory, operations , risk, and finance. The Securities Based Lending (SBL) team is… more
- Wells Fargo (Charlotte, NC)
- …Wells Fargo is seeking a Buy-In Specialist as part of Corporate and Investment Banking (CIB) Operations . **In this role, you will:** + Monitor regulatory ... and achieve goals **Required Qualifications, US:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
