• SS&C Technologies (Denver, CO)
    …fun operations Bachelor's Degree or equivalent work experience. Basic understanding of mutual fund operations Dynamic personality with strong project management, ... on SS&C for expertise, scale, and technology. Job Description Job Title: Registered Funds Project Manager - Operations Locations: Denver CO, Kansas City MO, Boston… more
    Upward (07/23/25)
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  • Emerald Resource Group (Pittsburgh, PA)
    …audit experience in public accounting, with a focus on investment-based clients ( Mutual Funds , Hedge Funds , Fund of Funds ). CPA license or ... a crucial role in audit engagements for financial industry clients, specifically focusing on mutual funds , exchange-trade funds , closed-end funds , and… more
    Upward (07/26/25)
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  • IQ-EQ (Dallas, TX)
    …works with managers in multiple capacities ranging from hedge fund , private equity fund , and mutual fund launches; private equity fund ... reviews; and outsourced CFO/controller and administration services to private equity fund investments - portfolio companies, real estate assets and energy assets.… more
    Upward (07/18/25)
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  • Nationwide (Troy, NY)
    …homeowners, pet, farm, life and commercial insurance. As well as annuities, mutual funds , retirement plans and specialty health services. recblid ... 50 phone calls a day. Hybrid schedules available. We've grown from a small mutual auto insurance company, owned by policyholders who spent their days farming in… more
    Upward (07/11/25)
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  • career (Palo Alto, CA)
    …numerous industries starting 100 years ago, AI is now poised to do the same. AI Fund is a venture studio founded by Dr. Andrew Ng in 2017. Our portfolio companies ... AI technology to build applications across numerous industry sectors. The AI Fund team combines their experiences as AI pioneers, entrepreneurs, venture capitalists,… more
    Upward (07/03/25)
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  • Oliver James (Chicago, IL)
    …preferred). 5+ years 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
    Upward (07/05/25)
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  • The Citco Group Limited (Jersey City, NJ)
    fund structures, including domestic and offshore side-by-side entities, master-feeder structures and fund -of- funds As a core member of our team - Data ... and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients,...Welcome to Citco. About the Team & Business Line: Fund Administration is Citco's core business, and our alternative… more
    Upward (07/14/25)
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  • Brookfield Asset Management, Inc. (Chicago, IL)
    …their region within the IBD channel. The products will include open-end alternative investment funds and traditional mutual funds . The Regional Director is ... insights and solutions. The Regional Director's performance is measured by gross fund flows, sales activity, diversification of gross fund flows, expansion… more
    Upward (07/10/25)
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  • The Citco Group Limited (Overland Park, KS)
    Job Description About Citco Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations ... please visit www.citco.com About the Team & Business Line: Fund Administration is Citco's core business, and our registered...member of our Retail Alternative Transfer Agent - Registered Funds team, you will be working with some of… more
    Upward (07/17/25)
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  • Tacoma Community College (Tacoma, WA)
    …enrolled in a non-CDHP medical plan as of January 1 of the plan year that FSA funds are made available. This card is issued by PEBB in the following January and does ... TCC and employee contribute a percentage of salary to fund the plan. Your monthly benefit at retirement will...fee will still apply. Click here for the Liberty Mutual PEBB members may receive a discount of up… more
    Upward (07/01/25)
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  • The Hartford Financial Services Group, Inc. (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
    Upward (07/11/25)
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  • LanceSoft (Denver, CO)
    …Qualifications Bachelor's Degree in Accounting/Finance or equivalent One to three years of experience in mutual fund tax Strong knowledge of mutual fund ... and financial statement tax disclosures Prepare and/or review the calculation of fund distributions in accordance with excise tax requirements Interact with external… more
    Upward (07/17/25)
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  • KWB Wealth (Redlands, CA)
    …calls. *Conduct research and make inquiries on client accounts with LPL, mutual funds , and insurance companies. *Perform operational functions to facilitate ... paperwork sent to clients. *Monitor pending account paperwork with LPL, fund companies, and annuity companies. *Schedule client review appointments efficiently.… more
    Upward (07/13/25)
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  • Banfield Pet Hospital (San Diego, CA)
    …from ourselves; as associates, we support the responsibility of others. Mutuality - A mutual benefit is a shared benefit; a shared benefit will endure. Efficiency - ... allowing you to pay for medical expenses with pre-tax funds . Paid Parental Leave: We support growing families with...allowing you to pay for medical expenses with pre-tax funds . Paid Parental Leave: We support growing families with… more
    Upward (07/24/25)
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  • The Citco Group Limited (Jersey City, NJ)
    Job Description About Citco Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations ... about Citco, please visit www.citco.com About the Team & Business Line: Fund Administration is Citco's core business, and our alternative asset and accounting… more
    Upward (07/17/25)
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  • CGI (New York, NY)
    …vision and strategy for trading and investment capabilities, including SMA/UMA accounts, mutual funds , ETFs, equities, fixed income, and derivatives. *Develop ... fintech. *Strong domain expertise in financial instruments and investment products (SMA/UMA, mutual funds , equities, fixed income). *Proven ability to translate… more
    Upward (07/25/25)
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  • Ultimate (Newport Beach, CA)
    …and equity strategies offered in a variety of investment products including (ie, open-end mutual funds , closed-end funds , ETFs, separate accounts and private ... funds ) is a plus. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical… more
    Upward (07/25/25)
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  • BlackRock, Inc. (New York, NY)
    …and overcome challenges with a range of products that include separate accounts, mutual funds , iShares(R) (exchange-traded funds ), and other pooled ... and executive management at leading insurance companies, pension plans, sovereign wealth funds and investment firms. Exposure to senior leaders in the FIG,… more
    Upward (07/25/25)
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  • BlackRock, Inc. (San Francisco, CA)
    …and drive results across the entire breadth of BlackRock's solutions (ETF, Mutual Funds , SMA, Alternatives, Models). The geography for this position ... *Drive sales through mastery of BlackRock investment solutions, including Alternatives, Mutual Funds , ETFs, SMAs, and portfolio solutions. Position Requirements:… more
    Upward (07/17/25)
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  • State Street Corporation (Quincy, MA)
    …& Preferred Qualifications BS/BA required Must have 4 - 7 years of mutual fund operations experience Proficient in MS Office Additional requirements About ... State Street What we do. What we do State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than… more
    Upward (07/26/25)
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