- Enverus (San Antonio, TX)
- …and our innovative solutions are reshaping the way energy is consumed and managed . By offering anytime, anywhere access to analytics and insights, we're helping our ... investment and sourcing, and help reduce costs by automating crucial business operations . Of course, this wouldn't be possible without our people, which is… more
- Bank of America (Dallas, TX)
- Managed Account Trading Operations Analyst Dallas, Texas;Addison, Texas **To proceed with your application, you must be at least 18 years of age.** ... + Mentoring + Research + Result Orientation **LOB Job Description:** As a Managed Account Trading Operations Analyst, the individual will be responsible… more
- Raymond James Financial, Inc. (Memphis, TN)
- …TN, corporate office._ Provides direction, leadership, and support for AMS UMA Trading Operations . Implements business plans and ensures policies and procedures ... coaching, development, and performance management. **Responsibilities:** + Oversee and manage day-to-day operations of AMS UMA Trading Operations group. +… more
- Raymond James Financial, Inc. (Memphis, TN)
- …experience to review and implement model portfolio overlays across multiple managed account platforms, utilizing various exchange-traded products. Under general ... ETFs, UCITs, and Mutual Funds. + General knowledge of managed account practices. + Principles of banking...+ Principles of banking and finance and securities industry trading and operations . + Financial markets and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …experience to review and apply model portfolio overlays on Mutual Fund/ETF (MF/ETF) managed account platforms using exchange-traded products. You will be working ... Skills, and Abilities:** **Knowledge of:** + General knowledge of managed account practices. + Principles of banking...+ Principles of banking and finance and securities industry trading and operations . + Knowledge of products,… more
- Raymond James Financial, Inc. (Memphis, TN)
- …work experience to review and implement model portfolio overlays on several managed account platforms using various exchange-traded products. Under general ... and responsibilities as assigned. **Skills:** + General knowledge of managed account practices. + Principles of banking...+ Principles of banking and finance and securities industry trading and operations . + Knowledge of products,… more
- Edward Jones (Tempe, AZ)
- …collaboration with internal business areas including Advisory, Compliance, Field Supervision, Trading , Service and Operations while also understanding the ... our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch… more
- Aegon Asset Management (Denver, CO)
- …Assist in the implementation of Transamerica, Exchange Traded Funds (ETF) and separately managed account (SMA) fund-related initiatives. + Lead the oversight of ... key distributor firms, financial advisors, and asset allocation and institutional trading partners. Partners with the business development team, PMO, wholesaling… more
- Regions Bank (Atlanta, GA)
- …Syndicated Loan Agency Services, Syndicated Loan Services, RSL Operations , RECM Operations , and Loan Trading Operations . These teams provide operational ... syndicated participation bought portfolio, FNMA, Freddie Mac, HUD, and loan trading portfolios. **Primary Responsibilities** + Manages a complex portfolio of… more
- T. Rowe Price (Baltimore, MD)
- …The Lead Portfolio Investment Analyst (PIA) resides within the TRPIM Investment and Trading Solutions Group and is a collaborative member of the TRPIM investment ... of the portfolio investment strategy and client requirements to oversee each account 's investment activities. This includes account customization, interpreting … more
- Wells Fargo (Charlotte, NC)
- …with you. **About this role:** Wells Fargo is seeking an Institutional Investment Operations Specialist within our Client Data and Onboarding Facilitation team as a ... part of Corporate Investment Banking Operations . Learn more about the career areas and business...Facilitation team, AML/KYC team, and a Client Data & Account Maintenance team. The Client Facilitation team will liaise… more
- Guardian Life (New York, NY)
- …Proficiency in Outlook, Microsoft Word, Excel, and PowerPoint + Experience in the managed account space, specifically with Envestnet and/or Orion + Experience ... internal partners on various functions including advisor as portfolio manager, multi- account /strategy proposals, and trading methodologies + Proactively and… more
- T. Rowe Price (Baltimore, MD)
- …compliance alerts in CRD to assess permissibility. When necessary, liaises with trading , legal, client operations and/or investment personnel by assisting with ... client-directed, internal investment, and operational restrictions ("Compliance Restrictions") for portfolios managed by T. Rowe Price. This position sits within the… more
- Raymond James Financial, Inc. (Chicago, IL)
- …**Knowledge of:** + Company's working structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and ... scheduling, and preparing for client meetings and learning all aspects of the operations of the team. If you understand that both collaboration and independent… more
- Arizona Public Service (Phoenix, AZ)
- …business units to develop a cohesive procurement strategy, taking into account system and customer needs, corporate goals, stakeholder interests, and regulatory ... requirements that relate to the electric utility business, utility power operations , federal and state regulatory principles, and risk management principles as… more
- TD Bank (Wilmington, DE)
- …predict credit risk across the lifecycle (eg, acquisition, existing account managements, collection). The Quantitative Analytics Specialist provides the quantitative ... overarching strategy in developing solutions across multiple functions or operations + Interprets internal/external business challenges and the industry environment,… more
- Charles Schwab (Southlake, TX)
- …Windows Environment + Release and Change management Technical Skills - Desired + APL Managed Account Platform (A product from Fiserv) + Tools: Source code ... This is a support position in WAM Engineering Technology Operations to support the systems for managed ...of providing Subject Matter Expert support to Portfolio Managers, Trading , Operations . The individual will be responsible… more
- Kestra Financial (San Antonio, TX)
- …all documentation and record-keeping meet compliance and regulatory standards. + Oversee trading , account transfers, and other operational tasks related to ... directly to the Financial Planner and manages the firm's client service operations , overseeing support staff and enhancing the client experience through proactive… more
- Fairview Health Services (Shoreview, MN)
- …with at least 10 years in executive-level roles + Expertise in PBM operations , managed care, pharmacy claims, rebate contracting, clinical programs, and ... for business growth, innovation, operational excellence, day to day operations , budgeting, legal and regulatory compliance, sales strategy and strategic… more
- Edward Jones (St. Louis, MO)
- …bank relationships for all credit and cash services. All firm settlements with trading partners and clearing houses, as well as all intercompany and interbank ... transfers are managed by the Treasury department, as are investing excess...cash positioning, manage reporting and transactional risks through bank account reconciliations, investing excess funds (both domestic and international),… more
