- WSFS Bank (Wilmington, DE)
- …assist Administration in performing all tasks necessary for proper administration of trust, investment management , custody of IRA accounts as well as account and ... personnel in providing high level service delivery to trust, agency, investment management clients, advisors, intermediaries/centers of influence, other… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …for assets across the approximately $2 trillion worth of assets under management , including actions cumulatively affecting securities worth in excess of ... and currency transactions with brokers and custodian banks, and providing daily cash estimates to Trading. It is also responsible for coordinating corporate action… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- …agreement review, private placement memorandum review, economic theories, investment principles, cash management , securities trading, and investment ... of Private Markets, Chief Investment Officer, Deputy Chief Investment Officer, executive management , or the TRSL Board of Trustees Interested applicants also… more
- MassMutual (Springfield, MA)
- …strong interpersonal skills and have a continuous improvement mindset. **The Impact:** As a Cash & Securities Management Consultant, you will need to have ... for the Company. This includes assisting in onboarding new managers and investment types, relationship management , customer support, calculation of forecast and… more
- Nuveen Investments (Charlotte, NC)
- …**Required Qualifications:** + 3 years of applicable experience working in the securities industry, working for an investment adviser or broker-dealer. + ... + 5 years of applicable experience working in the securities industry, working for an investment adviser...employment. + Bachelor's Degree + Proven knowledge of relevant securities laws, regulatory compliance, risk management and… more
- JPMorgan Chase (Plano, TX)
- …across a range of Securities Services products, which include: Custody, Cash & Liquidity, Collateral Management , Accounting, Transfer Agency, Investment ... **Role Description:** As the Head of Billing Operations for Securities Services you will lead a global team of...levels of the firm to optimize product and technology investment to improve the platform + Represent the team… more
- Commerce Bank (Kansas City, MO)
- … management services including financial planning, estate and tax planning, investment management , private banking and trust administration services. Our ... client + Cross train on appropriate functions within the securities processing area to assist during periods of high...education and experience required + 3+ years finance or investment management experience preferred For individuals applying,… more
- Wells Fargo (Charlotte, NC)
- …Capital Markets flows (Institutional Securities sales and trading and/or investment banking) in operations, risk management , client service, or ... **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist to join our Client Facilitations team as part of Corporate and … more
- MassMutual (Springfield, MA)
- …meetings and other discussions that analyze and track system issues and changes in securities across the investment data ecosystem. + Participate in or review ... for various investment types. + Review new investment transactions for securities , partnerships, LLCs, and...to determine if taxable or non-taxable. + Analyze tax cash flows on structured securities to achieve… more
- T. Rowe Price (Baltimore, MD)
- …a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on ... Analyst is responsible for highly complex processes within cash management and serve as subject matter...asset management firm focused on delivering global investment management excellence and retirement services that… more
- CalSTRS (Sacramento, CA)
- …programs including Treasury Inflation Protected Securities , RMS Long Duration Treasuries, Cash Management , Securities Lending and Currency Management ... and/or analyzing Commercial Mortgage-Backed Securities and agency Mortgage-Backed Securities + Knowledge of investment principles + Strong understanding… more
- MassMutual (Boston, MA)
- …role in leading a collaborative and inclusive culture by working closely with Investment Management . + Actively participate in the implementation of the ... in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well… more
- ADP (Wilmington, DE)
- **ADP is hiring an Investment Accountant.** + _Are you an experienced accountant, highly skilled in investments and securities ?_ + _Are you looking to join a ... Well, this may be the role for you. As Investment Accountant, you will play an important role in...to portfolio managers and Corporate Treasury department each morning. Cash positions include beginning cash balance, … more
- Morgan Stanley (New York, NY)
- …global financial services firm providing a wide range of investment banking, securities , investment management and wealth management services. The ... and needs is an important part of our culture. Morgan Stanley's Institutional Securities Group (ISG) is a remarkably broad and diversified business. We provide… more
- Iowa Department of Administrative Services (Des Moines, IA)
- …related to the investment of state funds, the state pension funds and cash management . The Investment Officer will assist the Chief Investment ... daily management and oversight of the State's cash management process and pension systems. This...cash managements and the State's pension systems. The Investment Officer will assist with managing the Invest in… more
- Cabrera Capital Markets, LLC (Chicago, IL)
- …institutional brokerage services for municipal bonds, global equities, taxable fixed income securities , preferred equities, and cash management services. The ... portfolio managers clients + Oversee multi-billion order flow of investment grade securities in fixed income capital...offerings and pitch trade ideas to the company's portfolio management clients based on a deep understanding of mandate… more
- Morgan Stanley (Purchase, NY)
- …and investment advisory, financial and wealth planning, credit and lending, cash management , annuities and insurance, retirement and trust. Global ... employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management * **Title:** *WM Investment Solutions - GIMA Alternative… more
- CalSTRS (Sacramento, CA)
- …Investments Branch. This includes pre-settlement and post-trade portfolio controls, trade and cash flow management , portfolio setup and onboarding, and total ... Job Posting: Investment Officer II, Investment Operations State...one of the Best Places to Work in Money Management by the Pensions & Investments magazine for the… more
- HUB International (Scottsdale, AZ)
- …and giving financial advice. + Advising strategies for clients in insurance coverage, investment planning, cash management , and other areas to help ... + Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred). + Life and...providing property and casualty, life and health, employee benefits, investment and risk management products and services.… more
- Cabrera Capital Markets, LLC (Chicago, IL)
- …institutional brokerage services for municipal bonds, global equities, taxable fixed income securities , preferred equities, and cash management services. The ... Position: Vice President - Investment Banking Location: Onsite in Chicago, IL Founded...finance, operations and legal professionals as well as senior management within Cabrera Capital Markets. Duties & Responsibilities: +… more
