- BMO Financial Group (NE)
- …**Work Schedule: Monday-Friday,** **10 am to 7pm Central Time** The BMO Investment Services (BIS) Investment Service Specialist 's primary responsibility ... Being the first point of client contact, the BIS Investment Service Specialist core mandate is to...complaints must be immediately shared with the Manager and/or Compliance Officer -Possess strong knowledge and act as resource… more
- Citigroup (New York, NY)
- Job Description The Investment Specialist Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application ... and allocation of work within the team/project. **Responsibilities:** + The Managed Investment Specialist team is responsible for supporting investment … more
- Truist (Atlanta, GA)
- …with special projects for the Investment Managers. 9. Assist Investment Analyst with compliance exception items. QUALIFICATIONS Required Qualifications: The ... Entry Level / 1 - 3 years in the role as an Investment Support Specialist /Fiduciary Support Specialist ; trust, investment , banking or financial… more
- Censeo Consulting Group (Washington, DC)
- CPIC Specialist - Capital Planning and Investment Control (Department of State) The Position: We are seeking detail-oriented, analytical candidates to serve as ... IT investments within federal agencies. This role focuses on compliance with the Clinger-Cohen Act of 1996 and OMB...allocation, and reporting processes related to CPIC. The CPIC Specialist will collaborate with various stakeholders to enhance IT… more
- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As an Investment Content Specialist within PNC's Asset Management Group Investment ... multiple projects while adhering to tight timelines * Experience in financial services/ investment marketing and the requisite knowledge of compliance and… more
- Bank of America (Atlanta, GA)
- …with the prospecting of high-net-worth and institutional investors. The Alternative Investment Specialist will provide support and guidance to Financial ... Alternative Investment Regional Specialist Atlanta, Georgia **Job...with internal operations, marketing, product origination, risk, legal and compliance partners to enhance the overall client and Advisor… more
- BlackRock (Princeton, NJ)
- …innovation in the finance and insurance industry is unmatched. As an Associate, Investment Accounting Migrations Specialist , you will have the opportunity to ... **About this role** Are you an Investment Accounting professional searching for an exciting, significant,...evolving regulatory landscape and new accounting pronouncements to ensure compliance by our insurance company, across multiple bases of… more
- Wells Fargo (Charlotte, NC)
- …with you. **About this role:** Wells Fargo seeks a **Senior Institutional Investment Operations Specialist ** for **The Structured Products Group (SPG)** Team ... does the need to support our businesses and partners. The **Senior Institutional Investment Operations Specialist ** will work to support complex deals, partner… more
- Wells Fargo (Charlotte, NC)
- …institutional clients across the globe. Wells Fargo is seeking a Lead Institutional Investment Operations Specialist to help lead the CIB Operations Regulatory ... **About this role:** Corporate & Investment Banking ("CIB") delivers a comprehensive suite of...cross-functional group of teams that provides support for onboarding compliance and reference data governance for CIB Markets as… more
- Lincoln Financial (St. Paul, MN)
- …opportunity. **Requisition #:** 74592 **The Role at a Glance** The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and ... investments. They will partner closely with key stakeholders across field sales, investment , product management, and marketing in the distribution of alternative … more
- Aegon Asset Management (Cedar Rapids, IA)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- Thrivent Financial (Minneapolis, MN)
- …with key business partners and consumers. + Collaborate with portfolio managers, traders, investment teams, compliance and IT to provide security data support. + ... the Thrivent Data Integrity team. This team supports the investment management process by ensuring the accuracy and quality...team is focused on enhancing the data experience for investment teams and downstream consumers, ensuring the validity and… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Independent Testing Specialist in Independent Testing & Validation (IT&V) as part of Corporate Risk. Learn more ... risks, and controls according to standards and other applicable policies. Corporate Investment Banking (CIB) Testing and Validation, within IT&V, is seeking a Senior… more
- Wells Fargo (Irving, TX)
- **About this role:** Wells Fargo is seeking a Senior Independent Testing Specialist within Independent Testing & Validation (IT&V) Corporate & Investment Banking ... Services industry. + Experience with risk programs. + Knowledge of Corporate & Investment Banking. + Ability to identify issues, risk and escalate to the appropriate… more
- Wells Fargo (New York, NY)
- …strategies and implement full cycle, multi-day event plans that support the Corporate & Investment Bank (CIB) and Wealth & Investment Management (WIM) lines of ... **Washington, DC** office. The Wells Fargo job profile is **Lead Events Management Specialist ** . **In this role, you will:** + Collaborate with CIB leadership and… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an **Associate Executive Specialist ** (Executive Assistant) to support the **Head of Commercial Real Estate Credit Risk ... and Approval Executive.** The **Associate Executive Specialist ** (Executive Assistant) will perform diverse, advanced and confidential daily executive administrative… more
- Bank of America (New York, NY)
- Alternative Investment Business Development Executive New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... liaison to other partners in the bank, including marketing, finance and compliance , in order to drive and implement initiatives. Establishes and maintains… more
- Citigroup (New York, NY)
- The Institutional Investment Specialist is a strategic professional who closely follows latest trends in own field and adapts them for application within own job ... have knowledge of Investments including fixed income and excess reserve strategies. Specialist should has a solid understanding of investment policy statements… more
- Manulife (Boston, MA)
- The Investment Compliance team is seeking looking for a Compliance Senior Specialist to join the team. In this role you will provide investment ... and changes + Contribute to design and implementation of new critical investment initiatives by identifying key compliance requirements, assessing gaps and… more
- Raymond James Financial, Inc. (New York, NY)
- …company complies with regulations and good financial practice. Analyze and forecast investment or market trends by designing and developing nonroutine investment ... May also manage specific assigned portfolios while helping to develop investment policy. Recommend changes to policies, processes, standards, and practices that… more
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