- JPMorgan Chase (Jersey City, NJ)
- Join JPMorgan's Portfolio Administration Team and play a pivotal role in ensuring client satisfaction and operational excellence. Be part of a team that values ... precision, collaboration, and innovation. As a Portfolio Administration Team Lead, you will work...provide oversight and leadership for the delivery of PA services to clients. You will ensure that client needs… more
- SMBC (Jersey City, NJ)
- …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client… more
- Raymond James Financial, Inc. (Paramus, NJ)
- …and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and ... papers for Financial Advisors. + Assists with preparation of presentations, portfolio /equity analyses, and proposals for High Net Worth and institutional clients… more
- SMBC (Jersey City, NJ)
- …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client… more
- SMBC (Jersey City, NJ)
- …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client… more
- SMBC (Jersey City, NJ)
- …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializing in supporting high-net-worth families and private business ... * Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and...visits. * Educates client on the functions of various securities markets and the principal factors that affect them.… more
- US Bank (Hackensack, NJ)
- …(GAAP). Records trade information, income/expense activity and applies valuation of securities in the portfolio accounting system. Enters and reconciles ... Accountants work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end… more
- Guardian Life (Holmdel, NJ)
- …our Digital strategy. The Operations Specialist will intimately understand how our Portfolio Administration Technologies, Envestnet, Orion and our new digital ... in a fast-paced environment where best in class customer service is your standard. You are patient, empathetic, detail...3 or more years of extensive industry experience + Securities license preferred (Series 7 or 6) + Knowledge… more