- Wesleyan University (Middletown, CT)
- …and facilities. Reporting to the Director of Operations and Investments, the Investment Operations Specialist will work alongside an eight-person ... portfolio reporting, and document administration. Responsibilities Include: All aspects of investment operations , including: + Perform daily reconciliations of… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within the Funding Operations team as a part of ... serve as a peer mentor **Required Qualifications:** + 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist within our Approval to Transact team as a part of ... other internal stakeholders **Required Qualifications:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or… more
- The Hartford (Hartford, CT)
- …theirs, too. Join our team as we help shape the future. HIMCO - Business Operations Specialist Hartford Investment Management Company (HIMCO) is a team of ... Specialist , Business Operations - VKSPH1 We're...years of relevant experience preferred + Fundamental understanding of investment products and securities operations + Basic… more
- JPMorgan Chase (Portland, OR)
- Campbell Global is looking for an Executive Director level Investment Specialist to play a lead role in asset raising, business retention, and client service ... attributes including climate solutions. **Job Summary** As an Executive Director level Investment Specialist supporting Campbell Global, you will assist and… more
- Rolls-Royce (Indianapolis, IN)
- Job Description Job Title: Technical Specialist - Investment Casting Working Pattern: Onsite Working location: Indianapolis, IN Why Rolls-Royce? Rolls-Royce is ... technical expertise by senior capability leadership. May be a specialist with depth and/or breadth of knowledge in their...root cause analysis + Develop new, and refine existing investment casting product to reduce scrap, rework, and manufacturing… more
- JPMorgan Chase (New York, NY)
- …ultra-short duration, global bonds, structured products, mortgages and tax-aware strategies. As an Investment Specialist within the team, you will play a crucial ... marketing materials. Collaborating closely with portfolio managers, sales channels, other investment specialists, and internal support and operations groups, you… more
- JPMorgan Chase (New York, NY)
- The Role We are seeking an Associate/Vice President to join our Investment Specialist team which serves as the main point-of-contact for our clients, prospects, ... who are interested in markets and demonstrate intellectual curiosity regarding our investment offerings. Being proactive and anticipating the next steps are critical… more
- UMB Bank (Milwaukee, WI)
- …ensures accurate setup when new funds come to the company. As an **Alternative Investment Specialist ** , you will balance accounts to achieve complete accuracy. ... of Institutional Banking, the **Transfer Agency** **team** balances the work that the operations team processes. All balancing must be done daily and accurate to the… more
- Vanguard (Malvern, PA)
- …Order Management Systems preferred. + Strong working knowledge of mutual funds and investment operations or investment systems. + Professionalism in managing ... Controls Team is hiring! Core Responsibilities Situated alongside the Investment Management Group (IMG), we are a team with...and learn from all groups in and surrounding the Investment Management Group. The ideal candidate will possess a… more
- Vanguard (Malvern, PA)
- …Proactively identifies and resolves issues. . Ability to support daily investment operations activities (reconciliation, corporate actions, etc.) and understand ... Indexing (VPI) provides professional portfolio management services to Registered Investment Advisor (RIA) firms and wealth managers who service individuals,… more
- JPMorgan Chase (Columbus, OH)
- …monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports over 1 ... Private Bank and US Wealth Management. **Roles and Responsibilities:** + ** Investment Implementation Portfolio Management:** + Monitor, invest, manage, and trade… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- Description Robert Half is looking for a Senior Operations Specialist to join our client's team in the Philadelphia area. This Senior Operations ... and resolve reconciliation issues in real time. Requirements The ideal Senior Operations Specialist candidate should have a Bachelor's degree or equivalent… more
- CBRE (Los Angeles, CA)
- …a matrix structure. + Proven experience in Client Care/Client Relations/Investor Relations/Product Specialist role within an investment management firm. + Prior ... Investor Relations Director, CBRE Investment Management Job ID 230030 Posted 02-Sep-2025 Service line REI Segment Role type Full-time Areas of Interest Investment… more
- Adecco US, Inc. (Pennington, NJ)
- Adecco is assisting a local client in recruiting for ** Operations Specialist (Level III)** positions in **Pennington, NJ** and **Dallas, TX** . This is a great ... operations and meet the qualifications below, apply now! **Responsibilities for an Operations Specialist include but are not limited to:** + Support billing… more
- Wells Fargo (Charlotte, NC)
- …role:** Wells Fargo is seeking a Wells Fargo is seeking a Senior Securities Operations Specialist for our Operational Risk Services Team. The team sits within ... Computing Tools (EUCT) policy support. As a Senior Securities Operations Specialist , you will play a key...Operations + Apply deep knowledge of **Mutual Funds Operations and/or Alternative Investment Operations **… more
- Neuberger Berman (New York, NY)
- Neuberger Berman is seeking a Derivative Security Master/Valuations & Middle Office Operations Specialist to support the firm's derivative life cycles and ... execution for alternatives, derivatives, and hedge fund strategies. Additionally, the specialist will assist in designing and implementing process improvements for… more
- Nuveen Investments (Minneapolis, MN)
- …Nuveen. For more information, please visit our website at www.winslowcapital.com. As the Trading Operations Specialist , you will be a key member of the ... operations and investment teams supporting trade processes, data management, client reporting and portfolio management analytics. Responsibilities include trade… 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 Operations ... to incoming and outgoing wire transfers. * Responsible for processing investment transactions and reconciling account information; * Reviewing system records and… more
- Wells Fargo (St. Louis, MO)
- Wells Fargo is seeking a **Securities Operations Specialist ** in Business Operations in Alternative Investments as part of Transactions & Processing ... support initiatives and identify opportunity for process improvements within Securities Operations + Review and analyze basic or tactical functional operational… more
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