- Citigroup (Columbus, OH)
- …and 24F-2, N-1A etc.) + Demonstrate an intermediate understanding of investment types, mutual funds , ETFs, and financial markets + Respond proactively to ... **Job Summary** Under general supervision, the Financial Administration Intermediate Analyst ("Intermediate Analyst ") will analyze, monitor, implement budgets… more
- Citigroup (Columbus, OH)
- …financial services industry + Demonstrate an intermediate understanding of investment types, mutual funds , ETFs, and financial markets + Intermediate experience ... Under general supervision, the Financial Administration Intermediate Analyst ("Intermediate Analyst ") prepares quarterly, semi-annual, annual reports and… more
- Wellington (Boston, MA)
- …of 30 June 2024, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are ... experiences, fresh ideas, and specialized subject-matter expertise. **OVERVIEW** The Senior Analyst , Private Credit Operations will be responsible for executing and… more
- Bank of America (Dallas, TX)
- …Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative Investments. ... SS&CO Private Bank Settlement Support - Transaction Mgmt. Operations Analyst Dallas, Texas **To proceed with your application, you must be at least 18 years of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …internal customers is required to identify, research, and resolve cost allocation issues. Mutual Fund and ETF experience a plus. **Responsibilities:** + Provides ... input to ensure all relevant information is considered. + Identifies securities valuations and financial review processes and develops methodology for accurate… more
- Citigroup (Miami, FL)
- …and official checks. + Accurate and timely execution of alternative investments/ mutual funds subscriptions, redemptions, structured notes, capital markets or ... maturity reports, etc. + Receive, authenticate and execute customer instructions on funds transfers, execute requests for internal, domestic and foreign funds … more
- Caterpillar, Inc. (Nashville, TN)
- …responsibilities, regulations, and business practices of investment banking; ability to operate mutual funds , securities and bonds, corporate debt ... underwriting, or mergers and acquisitions. Level Working Knowledge: * Assesses the service quality of the major units and sub-functions in an investment bank. * Performs typical investment transactions. * Implements relevant internal and external procedures… more