- Principal Financial Group (Des Moines, IA)
- …economics or business. + 2+ years of professional or intern experience in investment/ mutual fund operations. + Knowledge of financial services and investment ... to grow your career in investment operations? If so, join Principal as an Associate , Investment Operations! As an Associate , Investment Operations on our team,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …related to mutual funds and Exchange Traded Funds (ETFs). The Associate retains significant latitude for autonomous decision-making and, as a participant, with ... **Job Summary** Under limited supervision, the Associate utilizes knowledge of finance and investment concepts obtained through education and work experience in… more
- UMB Bank (Milwaukee, WI)
- …9, 1099 MISC, FinCEN Forms 114 and 114a, etc.) + Preparation of calendar year mutual fund tax information for shareholder tax reporting + Preparation of ASC 740 ... and review of dividend memos + Work with the mutual fund 's independent auditors in their review...tuition reimbursement; an associate wellbeing program; an associate emergency fund ; and various associate… more
- BlackRock (New York, NY)
- …BlackRock's Financial Planning & Analysis department in Finance & Strategy, is seeking a senior Associate to join the team in New York. Partnering with various ... fund boards in the US and UK, enhancing understanding of BlackRock's mutual fund and ETF businesses, including profitability, economics of scale analytics… more
- TIAA (Charlotte, NC)
- …4+ years of public/private investment taxation experience. + CPA preferred. + Mutual Fund /RIC compliance experience strongly preferred. Experience with Business ... reporting functions. + Will work closely with junior and senior members of the Finance/Accounting team. + Assisting with...+ Knowledge of private credit and traditional private equity fund taxation. + Proficient in Microsoft Excel. + Highly… more
- Janus Henderson Investors (Denver, CO)
- …with your own, we would love to hear from you! Your opportunity The Senior Associate Director, Advisor Solutions sells investment products over the telephone ... strategic business relationships + Four years of experience in the mutual fund /financial services industry and/or training; or an equivalent combination of… more
- JPMorgan Chase (San Francisco, CA)
- …Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be...high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play… more
- JPMorgan Chase (Houston, TX)
- …Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + ... us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business support to Financial… more
- Vanguard (Charlotte, NC)
- …solutions. + Confidence in discussing portfolio allocation, investment cost basis, asset location, and mutual fund trade basics. How We Will Support You + Fully ... paid training and coaching to help you obtain required licenses. + Dedicated onboarding to Vanguard's Advice & Wealth Management business and working model. + Access to development resources, mentorship, and corporate learning opportunities-including support… more
- Robert Half Finance & Accounting (New York, NY)
- …Robert Half Financial Services are currently recruiting for an ETF Portfolio Management Associate role for a $40+bn AUM Investment and Trading firm based in midtown ... Management or a Bank, with strong knowledge of ETFs, Mutual Funds, Index Funds, Equities, Fixed Income and Derivatives...4 days after settling in. The ETF Portfolio Management Associate will support all daily trading and portfolio management… more
- University of Washington (Seattle, WA)
- …**Information School** (iSchool) is seeking an **Executive Assistant to the Associate Dean for Research** (ADR) to provide complex, confidential administrative ... concerns, and lead by taking actions that exemplify the Associate Dean for Research and the iSchool's core leadership...the iSchool, we create an environment that fosters appreciation, mutual respect, and engagement among and between members of… more
- Boston University (Boston, MA)
- ** ASSOCIATE DIRECTOR, STEWARDSHIP PROJECT MANAGEMENT, Development & Alumni Relations, Donor** **Job Description** ** ASSOCIATE DIRECTOR, STEWARDSHIP PROJECT ... a community. Now, our Donor Relations & Stewardship team is looking for an Associate Director who will serve as the operational and strategic lead for the… more
- Johns Hopkins University (Washington, DC)
- …Reporting to the Dean of the School of Government and Policy and the Associate Vice President for Development of the Johns Hopkins University, we are seeking an ... leadership position works jointly with the Dean, the SOGP senior leadership team, and other leaders within Johns Hopkins...of the mission and vision of the school. The Associate Dean will plan and conduct all aspects of… more
- Michigan State University (East Lansing, MI)
- Working/Functional Title Associate /Full Professor Tenure System Position Summary The Michigan State University Board of Trustees approved in 2014 the Academic ... Competitiveness Fund (ACF) to provide resources for hiring tenure system...globally. We are looking to hire a mid- or senior -level tenure track faculty member who is a national… more
- T. Rowe Price (San Francisco, CA)
- …these developments into process or policy changes. + Leads and/or spearheads non- mutual fund client opportunities. + Partners with various internal groups ... all. Benefits We value your goals and needs, at work and in life. As an associate , you'll be supported with resources , benefits , and work-life balance so you can… more
- T. Rowe Price (Baltimore, MD)
- …and relevant experience AND + 5+ years of total relevant work experience Preferred: + US Mutual Fund , Common Trust Fund , Canadian Pooled Fund , and/or ... Price's overall strategy of North American commingled investment vehicles including US Mutual Funds, Common Trust Funds, Canadian Pooled Funds, and Interval Funds.… more
- T. Rowe Price (Owings Mills, MD)
- …with business partners to support the continued expansion of the firm's mutual fund business, including enhancing written compliance procedures and internal ... Preferred: + Knowledge and understanding of Investment Company and Adviser Acts, Mutual Fund and ETF compliance regulations, programs and best practices… more
- UMB Bank (Kansas City, MO)
- …an Associates degree **_Bonus Points if you:_** + You have Money Market/ Mutual Fund processing or securities services experience **Compensation Range:** ... lead and provide guidance and direction to our Money Market/ Mutual Funds & Asset Review team. This role will...tuition reimbursement; an associate wellbeing program; an associate emergency fund ; and various associate… more
- UMB Bank (Milwaukee, WI)
- …of Institutional Banking, the Investor Services team provides telephone support to mutual fund shareholders, prospective shareholders and the public. These calls ... to offer support when needed. An inclusive environment where senior leaders go out of their way to meet...tuition reimbursement; an associate wellbeing program; an associate emergency fund ; and various associate… more
- T. Rowe Price (Owings Mills, MD)
- …matter to you . About this Position We are seeking an adaptable and innovative tax senior manager to join our Investment Tax team. You will join a team committed to ... calculations, qualification requirements, shareholder tax reporting and tax compliance for mutual funds and ETFs. You will also apply taxation of financial… more
