- State Street Corporation (Quincy, MA)
- …services for our clients. This Associate position plays a key role within our mutual fund trading team. The role will be responsible for onboarding new ... to our unit dealing service and will contribute to testing our new mutual fund trading platform and will contribute to building our future state model. Why… more
- EY (New York, NY)
- …and experienced with varied and specialized facets of hedge fund , private equity fund and mutual fund taxation, including fund and organizational ... objectives. You will be involved in tax compliance accounts for hedge funds, mutual funds and/or private equity funds. Skills and attributes for success Solid… more
- Ageatia Global Solutions (Denver, CO)
- …Accounting Analyst II Duration: 12 Months Location: Denver CO Responsibilities: Prepare mutual fund shareholder annual and semi-annual reports. Prepares, edits, ... Must be detail orientated and highly analytical. Preferred Qualifications: Experience in mutual fund accounting or reporting preferred. Ability to comprehend and… more
- JPMorgan Chase & Co. (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 ... like New York, Los Angeles, and San Francisco. Hedge Funds: We manage hedge fund portfolios for institutional and high net worth individuals, offering a broad range… more
- State Street Corporation (Boston, MA)
- …financial services environment *Relevant experience with electronic trading platforms in the Mutual Fund , FX and/or Fixed Income space *Highly self-motivated ... Officer you will *Develop a deep understanding of existing Fund Connect infrastructure, data-models and database architecture. *Conduct detailed front-to-back… more
- ProShares (Bethesda, MD)
- …issues. Education and Experience: Bachelor's degree required. 3-5 years' experience in Mutual Fund , ETF, CPO and/or comparable financial services positions ... management of processes relating to financial administration for ETFs and Mutual Funds, oversight of financial administration vendors, engaging in problem-solving,… more
- Fidelity Investments (Bellevue, WA)
- …customer communications Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free ... and deferred investments, trust and estate planning, as well as income and retirement planning Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews Seeing opportunities for asset consolidation and/or… more
- Resolute Investment Managers (Cincinnati, OH)
- …led to several prestigious awards for its pension management, cash management and mutual fund investment services. Today, Resolute is a privately held ... 1987, American Beacon Advisors has managed the American Beacon Funds family of mutual funds. Over the years, American Beacon has built a reputation for innovative… more
- MFS Investment Management (Boston, MA)
- …the preparation and ongoing post-effective amendment updates and supplementary filings of the mutual fund registration statements on behalf of the US registered ... its funds and its subsidiaries Keep abreast of rules and regulations affecting fund matters as well as other investment management and regulatory issues. Develop… more
- Fidelity Investments (Novi, MI)
- …utilization, and client appreciation. The Skills You Bring All-encompassing brokerage and mutual fund knowledge and expertise in financial planning A contagious ... enthusiasm for hiring, mentoring and developing new branch associates Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas Coordinating and supporting cross-company partnerships and regional corporate… more
- Ascensus, LLC. (San Francisco, CA)
- …other special tasks as requested. Ability to discuss Fiduciary Solutions, including various mutual fund share classes and impact on plan/cost Ability to discuss ... in detail operating expenses of investment products, impact of certain share classes on overall "cost" of services to Financial Advisors and Employers Assist existing employers and Financial Advisors in the retention of current business (as needed) Excellent… more
- Bank of Montreal (Portland, OR)
- …needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, ... annuities, retirement savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners. Develops internal and external networks and referral sources to grow business in the assigned portfolio/jurisdiction.… more
- Goldman Sachs, Inc. (San Francisco, CA)
- …quality and efficiency within the PWM team Execute equity, fixed income, mutual fund , and derivatives transactions across client accounts Monitor macroeconomic ... trends and internal research publications, considering their potential impact on client portfolios Drive team efficiency by streamlining operations flows, strategic business planning, and support / service infrastructure SKILLS & EXPERIENCE WE ARE LOOKING FOR… more
- AllianceBernstein Holding LP (Nashville, TN)
- …Represent the independent risk function with key stakeholders including senior leadership, mutual fund boards, clients, prospects and consultants. What We're ... Looking For: AB is seeking a Vice President, Investment Risk Manager within the independent, second line of defense Risk Management business unit to support and implement the firm's independent risk management framework CFA, FRM, and/or Master's Degree highly… more
- The Citco Group Limited (Malvern, PA)
- …information about Citco, please visit www.citco.com About the Team & Business Line: Fund Administration is Citco's core business, and our registered fund ... client experience. As a core member of our registered fund team, you will be working with some of...is a source of pride and strength, fostering innovation, mutual respect, and collaboration. We warmly welcome and encourage… more
- Spartan Placements LLC (Cleveland, OH)
- …and innovative solutions for clients. Qualifications: Experience working on investment-based clients ( Mutual Funds, Hedge Funds, Fund of Funds) is preferred 4-6 ... Conduct audit engagements for clients in the financial industry, including mutual funds, exchange-traded funds, closed-end funds, and collective investment trusts.… more
- Oliver James (Chicago, IL)
- …of experience in accounting, ideally in BDCs, private equity, hedge funds, or mutual funds. Public accounting and SEC reporting experience is a plus. Strong Excel ... skills; knowledge of Workiva, Workday, or WSO is helpful. For more information, please apply or reach out to ###@oliverjames.com directly. more
- Emerald Resource Group (Cleveland, OH)
- …accountants during engagements. Qualifications: Preferred experience working with investment-based clients ( Mutual Funds, Hedge Funds, Fund of Funds). 2-4 years ... Conduct audit engagements for financial industry clients, focusing on mutual funds, exchange-traded funds, closed-end funds, and collective investment trusts.… more
- Victory Capitel (Cleveland, OH)
- …a full range of investment products including: separately Managed Accounts, Wrap accounts, UMA, Mutual Funds, Common Funds Collective Fund , fund of Funds, ... offers a wide array of investment products and services, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model… more
- HSS (New York, NY)
- …to lead development communications and stewardship, special events, and annual fund activities that raise critical funds for strategic priorities, drive pipeline ... reports: *Senior Director, Development Stewardship and Communications *Director, Annual Fund *Director, Bike HSS *Executive Director, Special Events Candidate… more
