- PIMCO (Newport Beach, CA)
- …asset management or financial services. Strong understanding of investment products (eg, mutual funds , ETFs, SMAs) and financial markets. Proven success in ... Qualifications Bachelor's degree in Marketing, Finance, Business, or related field; CFA, CAIA or MBA preferred. 7-10 years of experience in product marketing, within… more
- Charles Schwab Inc. (Los Angeles, CA)
- …of traditional investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds , fixed income assets) and investment strategy. Excellent oral ... and written communication skills. Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc. Self-motivated and ability to travel part-time, or as needed to successfully manage the region.… more
- JCC Association (Long Beach, CA)
- …Task Coordination between the Senior Directors responsible for Marketing, Membership, Fund Development, and Operations management for key events, including the ... Experience in data-driven decision-making. Preferred Qualifications: Advanced degrees such as an MBA , MPA, or other relevant graduate degrees. Degrees in law, social… more
- EVPassport (Santa Monica, CA)
- …in the EV charging sector. It is backed by a large institutional fund committed to deploying infrastructure capital over the long-term. This, combined with the ... strategy in accordance with relevant external factors Qualifications: Bachelor's degree, required; MBA or advanced degree, a plus 10+ years of experience in… more
- BlackRock (New York, NY)
- …1940 Act Registered Fund Compliance team, focusing on multiple product lines including mutual funds , closed-end funds and ETFs. The role will support ... Assist in development of compliance program for 1940 Act funds , including providing support for new product development and...understandable way. + Bachelor's degree required; law degree or MBA welcome. For New York, NY Only the salary… more
- Thrivent Financial (Minneapolis, MN)
- …knowledge of insurance products, asset/wealth management, fee-based planning, mutual funds and securities. Preferred: + MBA , Master's degree in related ... work and or CFP(R). + PROSCI Change Certification. + Series 6, 63, 7 and/or 24. + Experience collaborating with partners to create advice and planning content and collateral to enhance the client and advisor experience. Pay Transparency Thrivent's long-term… more
- City National Bank (New York, NY)
- …of CNR Director of Business Affairs, assist in the operations of the affiliated family of mutual funds , closed end funds and private funds , including ... a role requiring complex problem solving * Investment Management experience preferred * Experience with mutual funds , closed end funds and private funds … more
- JPMorgan Chase (New York, NY)
- …emerging market debt. Our solutions are available to individual clients through our active mutual fund and ETF offerings as well as institutional clients. Our ... New York, Los Angeles, and San Francisco. + **Hedge Funds :** We manage hedge fund portfolios for...JPMorgan Asset Management. Clients access MAS's strategies through active mutual funds , model portfolios, and custom institutional… more
- Citigroup (Boston, MA)
- …area or equivalent work experience, MBA is a plus + 10+ years mutual fund (or equivalent) financial reporting experience and fund administration ... oversees production of various Securities and Exchange Commission ("SEC") filings within the Mutual Funds space including Forms N-PORT, N-MFP, and N-CEN. The VPs… more
- KeyBank (Brooklyn, OH)
- …compliance, or asset management + Strong understanding of investment products, including mutual funds , SMAs, and alternative investments + Proficiency with risk ... of a diverse range of investment products-including equities, fixed income, alternative funds , and managed solutions-offered by Key Private Bank. As part of the… more
- Equitable (New York, NY)
- …discussions with the broker dealer related to the group's model portfolios and retail mutual fund complex The base salary range for this position is $80,000 ... presentations and presentations to the independent Board of Trustees of the Funds , including the annual 15(c) contract renewal process + Helping to identify,… more
- Bank of America (New York, NY)
- …to the firm's delivery of a high-quality platform of equity investment vehicles ( mutual funds , separately managed accounts, active ETFs. etc.). Focus areas may ... primary manager due diligence; both initial and ongoing on mutual fund and separate account vehicles. Primary...* Working knowledge of Excel, Word, Power Point * MBA , MS, JD, or CFA preferred Must have a… more
- Cherry Bekaert (Dover, DE)
- …record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning ... unemployment rates as high as 31.2%. About The Innovate Fund (TIF): TIF serves the state of Georgia, North...Finance, Accounting, Economics or related field + CPA license, MBA , JD, LLM, Master's Degree (other field related certifications… more
- BlackRock (New York, NY)
- …The successful candidate will possess a strong knowledge of equity markets, the mutual fund or ETF marketplace, investment management and global economics. They ... of clients including wealth managers, private banks, family offices, pension funds , and official institutions. The candidate must have exceptional communication… more
- JPMorgan Chase (New York, NY)
- …registered investment advisors. These investment capabilities include US and non-U.S. mutual funds , separate accounts and alternative investments. + ... knowledge in a rotational program that includes roles in Funds Management, Institutional Sales, and Marketing within our Asset...Skills:** + Pursuing a Bachelor's or Master's degree (No MBA ). + Attending a college/university in the US +… more
- The Hartford (Wayne, PA)
- …on RIA's, Bank Trust and Private Wealth Groups + Position requires knowledge of the mutual funds market, and an existing network of RIA's in assigned territory. ... RIA Sales Consultant is responsible for directing sales efforts for Hartford Funds within the assigned geographic territory. This includes identifying and developing… more
- Janus Henderson Investors (Denver, CO)
- …included knowledge of key regional distribution practices and investment product structures-e.g., mutual funds , CITs, SMAs, UCITs, SICAVs, OEICs, Unit Trusts and ... ETFs, separate/seg accounts, hedge fund structures, etc. + Experience managing people, teams, complex...+ Experience managing people, teams, complex projects + CFA, MBA or equivalent work experience Supervisory responsibilities + One… more
- Vanguard (Charlotte, NC)
- …CIMA, CFP, CFA, CAIA. MBA preferred. + Wholesaling experience selling mutual funds and/or ETFs required. + Bachelor's degree in finance, Business, ... + Product Knowledge: Gain in-depth understanding of our product offerings, including mutual funds , ETFs, and other investment solutions. + Client Relationship… more
- Charles Schwab (Walnut Creek, CA)
- …of traditional investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds , fixed income assets) and investment strategy. + Excellent ... oral and written communication skills. + Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc. **What's in it for you** At Schwab, we're committed to empowering our employees' personal and… more
- Charles Schwab (Lone Tree, CO)
- …or investment consulting + Strong understanding of investment products (eg, mutual funds , ETFs, SMAs, alternatives) and advisory platforms **Preferred ... Qualifications:** + MBA or CFA a plus + Exceptional organizational and communication skills with a strong attention to detail and consistency + Proven ability to… more
