- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and work experience. * Three (3) or more years' experience in financial services / operations including one (1) year as team lead or leadership experience in a ... Summary** Provides direction, leadership and support for assigned department in Operations . Implements business plans and ensures policies and procedures are… more
- T. Rowe Price (Baltimore, MD)
- …to explore the opportunity to join us and grow your career with us. Scope The Lead Portfolio Investment Analyst (PIA) resides within the TRPIM Investment and ... Group and is a collaborative member of the TRPIM investment process. The primary purpose of the Lead...groups within the firm including investments, client service, and operations . May be involved in client presentations and/or due… more
- BlackRock (New York, NY)
- …**About this Role** We are looking for a Vice President to join the Investment Infrastructure Team within SMA Solutions. The Investment Infrastructure team ... **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across… more
- M&T Bank (Wilmington, DE)
- …tools - GIT, Jenkins and Maven. + Functional Knowledge - Asset and Investment Management: + Understanding of the product, operations , and technological needs ... We are looking for a manager of our Investment Management Technology Team motivated by solving technical...nature of the business, the resource will own and lead both, the development of inhouse built applications as… more
- Aristotle Capital Management (Newport Beach, CA)
- …Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio ... long-term financial goals with active portfolio management using our research-driven investment framework. Aristotle attracts and retains talented investment … more
- BlackRock (Princeton, NJ)
- …Sales, Research, Operations , Marketing and COO. Key Responsibilities: + Help lead key projects and execution on commercial priorities + Coordinate and manage ... **About this role** **About BlackRock SMA Solutions** BlackRock SMA Solutions helps...helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity,… more
- Morgan Stanley (Seattle, WA)
- …day responsibility for client contracts in the retail Separately Managed Account ( SMA ) business, including drafting and reviewing standard investment management ... global financial services firm providing a wide range of investment banking, securities, wealth management and investment ...on what's important to them and their clients. A leader in custom solutions for more than 30 years,… more
- BlackRock (Sausalito, CA)
- **About this role** **About BlackRock SMA Solutions** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or ... investment exposures across direct indexing, fixed income, active equity,...collaborative Client Contract Associate to support our growing Client Operations and Client Experience Management teams based in Princeton,… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Securities Operations Representative in Business Operations as part of Transactions & Processing division. ... staff + Address compliance and corporate governance issues for the department + Lead or participate in projects + Collaborate and consult with peers, colleagues and… more
- Bank of America (Jersey City, NJ)
- …such as enrollment docs, contract, disclosure documents, and procedure manuals, partner with Operations and other ad hoc issues The Investment Solutions Group is ... more than $500B in AUM, 800+ strategies and 150+ Investment Managers across the platform. Responsibilities: + Lead...to resolution. + Assist in the maintenance of both SMA and Model inbox and ensure correspondence is responded… more
- JPMorgan Chase (Jersey City, NJ)
- …Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, ... opportunity for you to work in the Asset Management Operations team to partner with the Business to provide...trades for discretionary strategies, (b) ensuring the accuracy of investment data used within the portfolio implementation process, (c)… more
- NJEDA (Camden, NJ)
- …and provid es support for small businesses, and driv es redevelopment and investment in communities . + Interfaces with various Economic Growth and Community ... memos, and emails) and oral presentation skills + Ability to work on sma ll project teams tackling complex and challenging work + Ability to communicate… more