- The Hartford (Hartford, CT)
- …a timely and accurately manner. Reconcile and resolve breaks for financial reporting and investment management needs. + Prepare and instruct high value cash ... CFA a plus. + 5+ years of experience in Investment Management Operations or Middle Office roles....Operations or Middle Office roles. + Broad understanding of securities processing and settlement practices across Fixed Income and… more
- TD Bank (Hartford, CT)
- …for each relationship + Accountable for positive net growth in assets under management + Accountable for referring Investment only clients to Relationship ... investment goals and objectives and develop a diversified investment plan and strategy + Extensive Client management...and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered… more