- Citigroup (Columbus, OH)
- …area or equivalent work experience, MBA is a plus * 10+ years mutual fund (or equivalent) financial reporting experience and fund administration ... timely * Demonstrate an advanced understanding of investment types, mutual funds , ETFs, and financial markets and...financial statement disclosures * Understand the applicable sections of mutual fund Registration Statements (SEC Form N-1A)… more
- BlackRock (Atlanta, GA)
- …1940 Act Registered Fund Compliance team, focusing on multiple product lines including mutual funds , closed-end funds and ETFs. The role will support ... Assist in development of compliance program for 1940 Act funds , including providing support for new product development and...understandable way. + Bachelor's degree required; law degree or MBA welcome. For New York, NY Only the salary… more
- JPMorgan Chase (New York, NY)
- …emerging market debt. Our solutions are available to individual clients through our active mutual fund and ETF offerings as well as institutional clients. Our ... New York, Los Angeles, and San Francisco. + **Hedge Funds :** We manage hedge fund portfolios for...JPMorgan Asset Management. Clients access MAS's strategies through active mutual funds , model portfolios, and custom institutional… more
- Charles Schwab (Chicago, IL)
- …changes and news events affecting the investments made by the Schwab Money Market funds , Mutual Funds , ETFs, and Separately Managed Accounts (SMAs) advised ... analysis and make security credit assessment for money market, mutual funds , ETFs, and SMAs. + Monitor...firm's credit risk processes and procedures, including the Schwab Fund Board and other firm-wide committees + Oversee the… more
- KeyBank (Brooklyn, OH)
- …compliance, or asset management + Strong understanding of investment products, including mutual funds , SMAs, and alternative investments + Proficiency with risk ... of a diverse range of investment products-including equities, fixed income, alternative funds , and managed solutions-offered by Key Private Bank. As part of the… more
- Cherry Bekaert (Austin, TX)
- …record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning ... unemployment rates as high as 31.2%. About The Innovate Fund (TIF): TIF serves the state of Georgia, North...Finance, Accounting, Economics or related field + CPA license, MBA , JD, LLM, Master's Degree (other field related certifications… more
- The Hartford (Wayne, PA)
- …on RIA's, Bank Trust and Private Wealth Groups + Position requires knowledge of the mutual funds market, and an existing network of RIA's in assigned territory. ... RIA Sales Consultant is responsible for directing sales efforts for Hartford Funds within the assigned geographic territory. This includes identifying and developing… more
- JPMorgan Chase (New York, NY)
- …registered investment advisors. These investment capabilities include US and non-U.S. mutual funds , separate accounts and alternative investments. + ... knowledge in a rotational program that includes roles in Funds Management, Institutional Sales, and Marketing within our Asset...Skills:** + Pursuing a Bachelor's or Master's degree (No MBA ). + Attending a college/university in the US +… more
- Charles Schwab (Lone Tree, CO)
- …asset managers, we offer a focused lineup of competitively priced Exchange Traded Funds (ETFs), mutual funds and separately managed account strategies ... to serve as a Portfolio Manager for our international equity ETFs and index mutual funds . **Key Responsibilities for this role include:** + Efficiently perform… more
- BlackRock (New York, NY)
- …and overcome challenges with a range of products that include separate managed accounts, mutual funds , iShares (exchange traded funds ), and other pooled ... solutions in the form of 40 Act and UCITS funds , an actively managed ETF, and over 100 separate...content. **Experience/Qualifications:** + BA/BS required; advanced degrees or certifications ( MBA , CFA, CAIA, CIMA) preferred. + Holder of Series… more
- Charles Schwab (Westlake, TX)
- …products and third-party product marketplaces (Alternative Investments, Managed Accounts, Mutual Funds , ETFs, Structured Products, Fixed Income, Annuities ... + Dynamic relationship building, partnership, and collaborative skills + MBA and/or equivalent post- MBA level experience a plus **What's in it for you**… more
- Pegasystems (Boston, MA)
- …how we engage, enable, and scale our marketing with partners to drive mutual success and deliver exceptional business outcomes for Pega, Partners and shared clients. ... + Align with the partner team to maximize Marketing Development Funds (MDF) through strategic marketing initiatives + Deliver executive-level reporting and… more
- Charles Schwab (Chicago, IL)
- …of traditional investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds , fixed income assets) and investment strategy. + Excellent ... oral and written communication skills. + Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc. + Self-motivated and ability to travel part-time, or as needed to successfully manage the region.… more
- Jackson National Life Insurance Company (Nashville, TN)
- …projects as assigned. **Knowledge, Skills and Abilities** + Expertise in annuities, mutual funds , and other investment related sales strategies. + Expertise ... **Bachelor's Degree required.** **Advanced degree or certification, including JD, LLM, CFP, MBA , CPA, CIMA, CAIA or CFA required.** **8+ years experience in… more
- BlackRock (New York, NY)
- …Index Linked Annuities, Life Insurance, and retail investment products such as ETFs and mutual funds . As a top-five manager of retail insurance assets, the team ... + Travel required: 30-50% **Key Qualifications** + Undergraduate degree required; CFA, MBA , or CIMA strongly preferred. + Minimum of 5 years of experience… more
- Thrivent Financial (MI)
- …FAs. + In-depth knowledge of advice, insurance products, asset/wealth management, fee-based planning, mutual funds , and securities. + FINRA Series 7, 63/65 or 66 ... advanced NPG practices into their area. Role Requirements + College degree, MBA and/or other related advanced education preferred. + Demonstrated experience (5+… more
- Principal Financial Group (Kansas City, MO)
- …Bachelor's degree required; MBA preferred. + 10+ years of investment or mutual fund operations (or related field) experience, including 5+ years in ... leadership. + Deep knowledge of investment products, securities processing, and related technology. + Strong understanding of investment markets, securities, and performance measurement techniques. + Proven leadership skills with the ability to build, lead,… more
- Wellington (Boston, MA)
- …including dedicated bank loan client portfolios, CLO collateral pools, a 40 Act mutual fund , and bank loan allocations within our multi-sector FI approaches. ... growth mindset; and * Undergraduate degree with a strong academic record; MBA /CFA preferred. **LOCATION** This position will be based in Wellington's Global… more
- HCA Healthcare (Reston, VA)
- …care in Northern Virginia. At the helm is Dr. William A. Cooper, MD, MBA - a nationally recognized cardiothoracic surgeon, decorated US Army veteran, and seasoned ... coverage and leaves of absence) + Employee Health Assistance Fund that offers free employee-only coverage to full-time and...to have predictability in your schedule + Culture of mutual respect and collaboration among all surgical staff +… more
- First National Bank of Omaha (Minneapolis, MN)
- …and accessible advice. - Lead investment committees, including Asset Allocation, Mutual Fund , Investment Committees and participate in additional committees ... degree** in Business Administration, Finance, Economics, or a related field ( MBA preferred). + **20+ years** of experience in investment management, including… more