- City National Bank (Los Angeles, CA)
- * INVESTMENT OPERATIONS SECURITIES SPECIALIST SENIOR* WHAT IS THE OPPORTUNITY? The Senior Securities Specialist will support responsibilities ... 3 years of experience with procedures, practices and regulations governing trust- securities operations . *Skills and Knowledge* * Requires interpretation and… more
- Commerce Bank (Kansas City, MO)
- …of the compensation range for some roles. This compensation range is for the Senior Securities Specialist - Wealth Operations job and contemplates a wide ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...+ Research and make informed decisions related to Worthless Securities + Monitor various pricing and asset set-up reports… more
- Citigroup (Jersey City, NJ)
- …perspectives, maintaining a balanced and fresh viewpoint. **Job Family Group:** Operations - Transaction Services **Job Family:** Securities and Derivatives ... **Organization Overview:** Markets Operations represents the evolution and transformation of ...& Collateral Optimization Program for Markets is a multi-year investment initiative with a clear transformation objective. The successful… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Institutional Investment Operations Specialist within the Shared Services centralized Client Data & Account ... issues **Required Qualifications, US:** + 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through...subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist **In this role, you will:** + Identify, research and ... issues and achieve goals **Required Qualifications:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a… 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
- Bloomberg (New York, NY)
- …clients **You'll need to have:** - 5+ years of trading, portfolio management, securities valuations or research experience within the Investment Grade Corporate ... Office, CBBT and BGN. We price over 2.9 million securities across all fixed income asset classes, including thinly...analyze complex structures which allow them to make thoughtful investment decisions, which ultimately creates more value for the… more
- Federal Home Loan Bank of Boston (Boston, MA)
- …the Bank's Investment , funding, member, correspondent services activities. Lead Bank Operations Specialist provides guidance and direction for multiple Bank ... Senior or Lead Bank/Treasury Operations Specialist Location Boston Apply Now...include some combination of the following: Capital Market and Investment Management Operations (eg transaction management, collateral… more
- Deloitte (Columbus, OH)
- Manager/ Specialist Master, Operations & Technology Transformation, Insurance, Guidewire Integration & Configuration What we do Operations and Technology ... largest in the world, serving over 90% of Fortune 500 banking, insurance, securities , investment management, and real estate companies. Candidate profile The… 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
- PNC (Pittsburgh, PA)
- …have an opportunity to contribute to the company's success. As an Accounting Specialist Senior within PNC's Capital Markets Finance organization, you will be based ... PNC Capital Markets forward. PNCCM is registered as a securities broker and dealer, and we provide support to...provide support to the business that offers corporate finance, investment banking and advisory services for our clients. You… more
- Deloitte (Columbus, OH)
- Manager/ Specialist Master, Operations and Technology Transformation, Guidewire Data Architect What we doOur Operations and Technology Transformation team ... largest in the world, serving over 90% of Fortune 500 banking, insurance, securities , investment management, and real estate companies. Recruiting for this role… more
- Federal Reserve Bank (Cincinnati, OH)
- …first shift hours Monday-Friday 7am-3:30pm** **Organizational Expectations** : As a cash operations specialist as part of the paying and receiving team ... in the cash operations area, you will ensure the appropriate circulation of...children) may not own shares of mutual funds, unit investment trusts or ETFs that have a policy, as… more
- Bank OZK (Little Rock, AR)
- …processing s upport for all cusip research and setup as requested by the Investment , Administrative, PHI and Operations departments . + Reconciles ex-date mutual ... for the Trust and Wealth Division related to certain accounting and securities transactions to include recording (data entry), balancing, reconciling, and reporting… more
- Federal Reserve Bank (Cleveland, OH)
- …+ Basic math and problem solving + Basic knowledge of cash operations and the prescribed operating procedures, safety, security, and compliance and/or production ... children) may not own shares of mutual funds, unit investment trusts or ETFs that have a policy, as...or your spouse/domestic partner or minor child own such securities and would not be willing or able to… more
- Morgan Stanley (Purchase, NY)
- …is a leading global financial services firm providing a wide range of investment banking, securities , investment management and wealth management services. ... As an Ultra High New Worth (UHNW) Rule 10b5-1 Specialist under EFS this position will be responsible for...optical considerations. * Ability to recognize needed enhancements in operations that could improve efficiencies, or decrease risk. *… more
- MetLife (Whippany, NJ)
- …in this position requires establishing relationships with our Institutional Client Group, Investment teams, Operations and Legal & Compliance teams, as well ... in relevant investment areas such as fixed maturity and equity securities , mortgages, and real estate * Accountable for the updating of marketing collateral… more
- SMBC (Jersey City, NJ)
- …SMBC Nikko Securities America, Inc, a registered broker dealer, provides investment securities and other financial services to corporate and institutional ... SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130… more
- SMBC (New York, NY)
- …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- Federal Reserve Bank (Philadelphia, PA)
- …and central Pennsylvania, southern New Jersey, and Delaware. Job Summary: A Specialist possesses and applies comprehensive knowledge of credit and risk management to ... and procedures relating to the Credit and Risk Management business line and associated operations . + Prepares and presents in meetings and other forums with Bank and… more