- US Bank (Boston, MA)
- …dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. ... duties include maximizing client retention and expanding US Bancorp Fund Services' product development and services. Monitor...- Eight to 12 years of experience in a mutual fund related or brokerage industry position… more
- BlackRock (Boston, MA)
- …firm-wide growth aspirations and priorities. Our team combines operations professionals with Mutual Fund /ETF backgrounds and change specialists to drive scale ... 6+ years of industry experience with an ETF Asset Manager or at a Custody and Fund ... Fund Accounting principles and the calculation of Mutual Fund Net Asset Values + A… more
- BlackRock (Wilmington, DE)
- …and provides various other administrative and oversight services to BlackRock's various product ranges including the BlackRock mutual funds and iShares ETFs. ... will connect across GAAPS and Business Operations to manage product and regulatory changes within our fund ...6-10 years 1940 Act investment management industry experience with fund structures such as open-end mutual funds… more
- Equitable (Charlotte, NC)
- …product vision **Preferred Qualifications** + Experience with employee benefits, life insurance, mutual fund and annuity product development, analysis and ... Sr. Product Manager - Product Management for Institutional Business & New Ventures (Financial Services or Annuity Knowledge Required) ( 2500009C ) **Primary… more
- Bloomberg (Skillman, NJ)
- …their portfolio holdings. You will be responsible for a list of accounts, covering all fund types from Mutual Funds to ETPs. You will engage with fund ... this information through establishing and maintaining strong relationships with fund houses globally, and other content partners in the...Management Team is looking for a Senior Technical Account Manager to join its growing team. As part of… more
- Microsoft Corporation (Redmond, WA)
- …We're honored to have backed teams at over 120 companies since launching the fund in 2016 and continue to support them with value-added resources through access to ... programs with a focus on delivering joint commitment and mutual success for Microsoft and our portfolio. Our team...opportunities and align investments. As a Senior Portfolio Development Manager , you will help our portfolio companies leverage the… more
- BlackRock (Wilmington, DE)
- …funds. These individuals will connect across GAAPS and Business Operations to manage product and regulatory changes within our fund ranges. Alternatives POG ... fund onboarding and lifecycle management functions. + Engage with tax, product , and portfolio management teams to determine fund structures, distribution… more
- Bank of America (Pennington, NJ)
- …Pierce and Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative ... movement of financial and client information and data. Key responsibilities include fund setup, client identification data, pricing, and cost basis reporting. A Job… more
- Equitable (Charlotte, NC)
- …and small group settings - in person and virtually + Managed account, mutual fund , and brokerage experience + Financial planning experience **Preferred ... Relationship Manager , Advisory and Investment Consulting ( 250000AO )...apply industry knowledge appropriately to diverse situations. **Knowledge of Product Line:** Knowledge of methodologies, tools and techniques for… more
- Wellington (Boston, MA)
- …including dedicated bank loan client portfolios, CLO collateral pools, a 40 Act mutual fund , and bank loan allocations within our multi-sector FI approaches. ... our Leveraged Credit team, we are seeking an experienced Fixed Income Portfolio Manager (Bank Loans) in our Boston office to take on portfolio management… more
- Equitable (Charlotte, NC)
- …and small group settings - in person and virtually + Managed account, mutual fund , and brokerage experience + Financial planning experience **Preferred ... Senior Relationship Manager , Advisory and Investment Consulting ( 250000AP )...apply industry knowledge appropriately to diverse situations. **Knowledge of Product Line** : Knowledge of methodologies, tools and techniques… more
- T. Rowe Price (Owings Mills, MD)
- …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
- Ace Hardware (Prescott Valley, AZ)
- **About this role** The **Logistics Manager ** will manage logistics personnel training and development, logistics systems and the overall activities of the traffic ... of proposed logistics changes, such as routing, shipping modes, product volumes or mixes, or carriers (to include annual...help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation. + Employee discounts on… more
- US Tech Solutions (Jersey City, NJ)
- …projects supporting the Fund Order and Custody team's 3rd party mutual fund business. + Working within the Product and Project team, the analyst will be ... + Fund Order & Custody Product is...+ Fund Order & Custody Product is looking for a Project Specialist who...Qtest a plus + Knowledge and skills + Experienced manager of people and projects + Strong Organizational Skills… more
- BlackRock (Atlanta, GA)
- … structuring and digital asset service provider agreements. + Assist with new fund launches for ETFs more broadly, including product development and structuring, ... searching for an exciting, challenging, multi-faceted opportunity with the world's largest asset manager ? We are seeking an attorney to serve as a member of… more
- Lincoln Financial (Radnor, PA)
- … selection, portfolio construction, asset allocation, or risk management. + Experience in mutual funds. + Experience in manager / fund research and risk ... #:** 74398 **The Role at a Glance** The Investment Analyst on the Manager Selection and Portfolio Construction Team is a key contributor to the research… more
- BlackRock (Princeton, NJ)
- …+ BA/BS degree or equivalent experience required + 2+ years of experience in mutual fund or brokerage industry required + FINRA Licenses: SIE, Series 7 ... the opportunity to work at the world's largest asset manager for six months. On completion of the Program,...a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships. USWA's mandate… more
- BMO Financial Group (Covina, CA)
- …needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, ... + Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the sales of… more
- BlackRock (Wilmington, DE)
- …Program offers participants the opportunity to work at the world's largest asset manager for six months. On completion of the Program, successful participants will ... Measurement & Attribution (PMA) team is a member Global Accounting and Product Services (GAAPS) group within Technology & Operations. PMA is responsible for… more
- Bank of America (Dallas, TX)
- …Pierce and Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative ... end-to-end ownership of issue resolution, working across multiple operations and product specialists, and ensuring procedures are clearly documented and up to… more
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