- US Bank (Milwaukee, WI)
- …with their experience.** Responsible for the analysis and processing of a variety of complex mutual fund transaction requests for mutual fund companies ... rebooking trades due to pricing errors. Processes conversions, de-conversions and fund liquidations. Researches shareholder requests to ensure compliance with SEC,… more
- Morgan Stanley (Purchase, NY)
- …group is seeking a highly motivated professional to join the team as an ETF/ Mutual Fund Generalist to support the Product Development teams, perform data ... diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *TIPs ETF/ Mutual Product Management Specialist -AVP* **Location:** *New York-Purchase*… more
- US Bank (St. Paul, MN)
- …and/or financial industry Preferred Skills/Experience * Thorough knowledge of trust administration, mutual fund products, and sales * Thorough knowledge of ... excel at-all from Day One. **Job Description** The Global Fund Custody Onboarding team provides dedicated support to Global...opportunity available to join this team. As an onboarding specialist , you will work directly with clients to manage… more
- Charles Schwab (Austin, TX)
- …helping us "challenge the status quo" and transform the finance industry together. Mutual Fund Technology group is looking for a talented technologist ... responsible for applications managing trading, clearing, and reporting of mutual fund trades at Schwab. These applications are mission critical to achieving our… more
- BlackRock (Boston, MA)
- …pricing, yields, portfolio characteristics, historical figures, tax implications, and other mutual fund specific information. + Assist customers with accessing ... preferred + 1+ years of experience or recent graduate + Desire to learn mutual fund industry from ground up (some knowledge of industry is a plus) + Ability… more
- Morgan Stanley (Boston, MA)
- …visit www.calvert.com Calvert Research and Management has approximately $36.5 billion of mutual fund and separate account assets under management as of ... to Calvert Investments, which in 1982 launched the first mutual fund to avoid investment in companies...PURPOSE* We are seeking a Fixed Income ESG Research Specialist who is passionate about the impact company behavior… more
- City National Bank (Los Angeles, CA)
- …Bank and SEI Private Trust Company for such transactions as Corporate Actions, Mutual Fund Trades, Trust Settlements and Asset transfers. Additionally, can ... **INVESTMENT OPERATIONS SPECIALIST LEAD** **WHAT IS THE OPPORTUNITY?** The Investment...responded to. + Resolves problems and discrepancies related to mutual fund transactions, including but not limited… more
- Equitable (Charlotte, NC)
- …and small group settings - in person and virtually + Managed account, mutual fund , and brokerage experience **Preferred Qualifications:** + Experience working ... Investment Product Sales Specialist (Remote Possible) ( 230000Z3 ) **Primary Location**...services supported are advisory and brokerage accounts - including mutual funds, equities, fixed income, third party managed accounts,… more
- US Tech Solutions (Jersey City, NJ)
- …3 Days Working in the office Global Support of all alternative fund transactions: Help facilitate clients wanting to buy/transfer alternative investments by ... supporting four internal client bases: Mutual Funds Trading Desks (NYC/London), Mutual Funds Transfer Desk (NJ), MF Corporate Actions (NJ), and MFS… more
- Aegon Asset Management (Cedar Rapids, IA)
- …retirement plans, individual retirement accounts, and investment products , including mutual funds, annuities, stable value solutions, as well as investment ... Do Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by… more
- MyFlorida (Tallahassee, FL)
- PROGRAM SPECIALIST IV - DOE - 48001140 Date: May 24, 2024 Location: TALLAHASSEE, FL, US, 32399 The State Personnel System is an E-Verify employer. For more ... No: 828291 Agency: Department of Education Working Title: PROGRAM SPECIALIST IV - DOE - 48001140 Pay Plan: SES...the Division of Public Schools on program/curriculum issues of mutual interest/responsibility. * Serves as the Division's liaison to… more
- Robert Half Finance & Accounting (Richmond, VA)
- …Responsibilities: * Perform account reconciliations between multiple bank accounts and mutual fund transfer agent records, ensuring accuracy and efficiency. ... * Monitor and manage mutual fund cash payment queues, performing reconciliation to verify completion with appropriate parties. * Act on exceptions that occur in… more
- Georgetown Univerisity (Washington, DC)
- …intellectual inquiry and making a difference in the world. Requirements Acquisition Specialist - Lauinger Library - Georgetown University Job Overview Under the ... general supervision of the Unit Head of Acquisitions, the Acquisitions Specialist at Lauinger Library is responsible for acquiring library resources selected by… more
- Ace Hardware (Syracuse, NY)
- We are looking for a Retail Execution Specialist - I that will assist in executing retail projects to help drive new business. This role will also be responsible for ... 80% travel required **Essential Functions of the Retail Execution Specialist I role:** The demands described here are representative...help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation + Ace invests in… more
- T. Rowe Price (Colorado Springs, CO)
- …contact for inbound participant service requests + Respond to requests for investment, mutual fund , and account information. Resolve complex account issues + ... with us. ABOUT THIS POSITION As a Senior Sales Specialist , you will play an integral role in the...will identify and qualify high-value participants to a Retirement Specialist or Financial Consultant who will deliver enhanced personalized… more
- Charles Schwab (New York, NY)
- …front end application and managing trading, clearing, and reporting of equity, options, mutual fund , contingents and fixed income trades at Schwab. These ... + 2 years' experience in trading different product types such as equity, options, mutual funds, fixed income + 2 years of experience in handling applications in… more
- United Rentals (Charlotte, NC)
- …rental provider, **come build your future with United Rentals!** As a **Digital Sales Specialist ,** you'll be a crucial part of the team to help exceed the ... we also offer: + Paid Parental Leave + United Compassion Fund (http://jobs.unitedrentals.com/creative/culture) + Employee Discount Program + Career Development &… more
- United Rentals (Columbia, MS)
- …rental provider, **come build your future with United Rentals!** As the Logistics Specialist - Matting Solutions you will lead the customer experience from initial ... we also offer: + Paid Parental Leave + United Compassion Fund (http://jobs.unitedrentals.com/creative/culture) + Employee Discount Program + Career Development &… more
- United Rentals (Charlotte, NC)
- **_Great company. Great people. Great opportunities._** As a Credit Specialist at United Rentals, your ability to assess, negotiate and collect on open account ... we also offer: + Paid Parental Leave + United Compassion Fund (http://jobs.unitedrentals.com/creative/culture) + Employee Discount Program + Career Development &… more
- Quality Technology Services, LLC (Overland Park, KS)
- …to grow your career! (https://vimeo.com/727409140/ff26de87d4) The **Senior Billing Specialist ** is responsible for facilitating the timely preparation, processing ... invoices. One must be skilled in developing a cohesive mutual relationship with our customers and internal partners from...Gift Program + QTS Scholarship for Employee Dependents + QTS Crisis Fund + Wellness Program + Tuition Reimbursement… more