- City National Bank (Newark, DE)
- ** INVESTMENT OPERATIONS SECURITIES SPECIALIST ** **WHAT IS THE OPPORTUNITY?** The Securities Specialist will support responsibilities assigned to ... the Wealth Management Operations team. **Banking and Investment Services Division**...years of experience with procedures, practices and regulations governing trust- securities operations . **Skills and Knowledge** + Ability… more
- Morgan Stanley (New York, NY)
- …highest rank in the industry in quality and service. As part of the Restricted Securities Specialist Team you will devote your time to performing due diligence ... is a leading global financial services firm providing a wide range of investment banking, securities , investment management and wealth management services.… more
- City National Bank (Los Angeles, CA)
- ** INVESTMENT OPERATIONS SPECIALIST LEAD** **WHAT IS THE OPPORTUNITY?** The Investment Ops Specialist Lead will support responsibilities assigned to ... 8 years of experience with procedures, practices and regulations governing trust- securities operations . **Skills and Knowledge** + Requires interpretation and… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within our Tax Operations team as part of Corporate and ... Investment Banking Operations . The Wells Fargo CIB ...leads global CIB first-line customer tax activities. The lead specialist is expected to contribute to broader team focus… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist to join our Client Facilitations team as part of Corporate ... Capital Markets flows (Institutional Securities sales and trading and/or investment banking) in operations , risk management, client service, or… more
- Fifth Third Bank, NA (Effingham, IL)
- …Support Specialist I provides office management support for registered securities representatives (eg, Investment Executives or Wealth Management Advisors). ... viewing of CRT screen. + Minimal travel may be required. #LI-JS1 Licensed Investment Support Specialist I LOCATION -- Effingham, Illinois 62401 Fifth Third… more
- Comerica (Frisco, TX)
- Investment Portfolio and Hedging Specialist The Investment Portfolio and Hedging Specialist assists the Portfolio Manager and Director in the management ... of fixed income securities portfolio, a major provider of liquidity and interest...for supporting the Treasurer in their involvement with the Investment Subcommittee which oversees various Comerica's retirement plans. Position… more
- Commerce Bank (Kansas City, MO)
- …facets of Securities Processing. As a Wealth Management Senior Utility Specialist , you will gain visibility to many different levels of leadership by assisting ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...roles. This compensation range is for the Senior Utility Specialist - Operations job and contemplates a… more
- SMBC (White Plains, NY)
- …and buying channel strategies and operational procedures. Reporting to the Purchasing Operations Supervisor, the Purchasing Operations Specialist plays a ... and supporting purchase transactions through the Coupa system. The Purchasing Operations Specialist supports both internal stakeholders and suppliers with… more
- Bank OZK (Little Rock, AR)
- Trust Operations Specialist II + Job ID: 13464 + Functional Area: Trust and Wealth + Position Type: Full-Time Regular + Experience Required: 1 - 3 Years + ... processing support for all cusip research and setup as requested by the Investment , Administrative, PHI and Operations departments. + Reconciles ex-date mutual… more
- Morgan Stanley (Alpharetta, GA)
- …**Job:** **Production Management and Operational Support* **Title:** *NetBackup Operations Specialist * **Location:** *Georgia-Alpharetta* **Requisition ... global financial services firm providing a wide range of investment banking, securities , investment management...in a global team under the umbrella of Backup operations . The Enterprise Computing NetBackup Operations Level… more
- Raymond James Financial, Inc. (Indianapolis, IN)
- …in all product areas over the long-term. We currently have an opportunity in our Investment Operations Department for a specialist who will be tasked with ... Reams Asset Management ("Reams"), an affiliate of Raymond James Investment Management, is a fixed income investment ...approved by Human Resources. * Experience with fixed income securities preferred * Experience with derivative securities … more
- Commerce Bank (Kansas City, MO)
- …compensation range for some roles. This compensation range is for the Senior Utility Specialist - Operations job and contemplates a wide range of factors that ... resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more… more
- Huntington National Bank (Columbus, OH)
- Description Summary: The Huntington Securities , Inc. (HSI) Broker Dealer Operations Analyst II is responsible for supporting institutional broker dealer ... operations including client onboarding, asset movement, trade settlement, and...+ Provide operational support for To Be Announced (TBA) securities including monitoring ongoing collateral requirements, trade settlement, and… more
- Neuberger Berman (Chicago, IL)
- **Summary:** The Neuberger Berman Operations Team is responsible for all aspects of operational support associated with our high net worth and institutional asset ... + Responsible for set up, maintenance and review of securities in trading and accounting systems, leverage subject matter...and documenting of process flows across multiple functions within Operations . + Identify and manage the resolution of data… more
- US Bank (St. Paul, MN)
- …**Job Description** The Asset Data Services Set Up team is hiring a Custody Operations Specialist 2 responsible for the operational support and processing of ... sizes established by clients for various purposes. Accountable for setting up securities , general account and asset level maintenance with some level of supervision.… more
- Manulife (Boston, MA)
- …Arrangement** Hybrid **Job Description** Manulife Private Markets is a $68.1B1 investment platform, offering strategies in Private Equity, Private Credit, Real ... success in private assets has been driven by a long-term focus, a risk-conscious investment philosophy and in-house sector expertise. We look to innovate and be a… more
- US Bank (St. Paul, MN)
- …**_Department: Wealth, Corporate, Commercial and Institutional Banking (WCIB) Operations - Custody Operations_** Responsible for the operational support ... and processing of Wealth Management & Investment Services (WMIS) client accounts and products of various...by clients for various purposes. Accountable for setting up securities , general account and asset level maintenance with some… more
- MUFG (New York, NY)
- …to obtaining eligibility with all vendors. Capital Market Group Primary Desk: Investment Grade, High Yield, Equities, Private Placements / Project Finance, and ... Advisory. Securitized Products Primary Desk: Asset Backed Securities , Collateralized Loan Obligations, and Pass-Through Notes. **Major Responsibilities:** + Obtain… more
- Raymond James Financial, Inc. (Burlington, VT)
- …* Transmits and receives messages with home office. * Processes securities transactions, including transmitting orders, cancellation and correction of orders and, ... General office practices, procedures, and methods. * Financial services industry investment concepts, practices and procedures. * Operating standard office equipment… more