- Wells Fargo (Charlotte, NC)
- …talent. It all begins with you. **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist in Client Data and ... resolve issues and achieve goals **Required Qualifications:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated… more
- Wells Fargo (Charlotte, NC)
- …empowered to grow. Join us! **About this role:** Wells Fargo is seeking a ** Senior Institutional Investment Operations Specialist** for **The Structured ... accelerates, so does the need to support our businesses and partners. The ** Senior Institutional Investment Operations Specialist** will work to support… more
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** We're looking for a Senior Associate, Private Funds Services to join our Private Funds Services team. In this pivotal role, you will be ... across internal partners including Portfolio Management, Sales, Relationship Management, Operations , Accounting and external vendors. + Managing client onboarding… more
- JPMorgan Chase (Charlotte, NC)
- …strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management + Manage client and partner expectations and ... experience and own client satisfaction results + Work with partners in Operations and Product Management to streamline processes + Identify instances of business… more
- TIAA (Charlotte, NC)
- …candidate will achieve results through idea generation and collaboration with distribution, senior investment management, asset class product leads, legal & ... will develop, structure, position, and implement private debt focused investment solutions primarily for Nuveen's institutional client...compliance, marketing, operations , and finance personnel. **Key Responsibilities and Duties** +… more
- Lincoln Financial (Charlotte, NC)
- … banking, private equity, hedge funds, asset management, and/or large institutional investment management *Fundamental equity analysis and corporate finance ... and prospective managers and investments including: meetings and conference calls with senior personnel; review and analysis of fund/ investment documents and… more
- Wells Fargo (Charlotte, NC)
- …from inception to execution with minimal oversight. + Knowledgeable and/or experienced in the operations of an investment bank with the ability to deliver ideas ... your career" in the US **About this role:** Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial… more
- Principal Financial Group (Charlotte, NC)
- …and business needs, clearly articulating technical concepts and ensuring alignment with investment operations and client servicing goals. + **Drive alignment:** ... future. **You'll have the opportunity to:** + **Set strategic direction:** Partner with senior global investment technology and business leaders to develop a… more
- USAA (Charlotte, NC)
- …to include prioritization. + Develops and nurtures relationships with external institutional distributors' product gatekeepers, sales force, operations teams, ... develop, maintain, and enhance relationships with existing and future institutional distribution partners. Promotes revenue growth through frequent executive-level… more
- Wells Fargo (Charlotte, NC)
- …seeking an Executive Director-level Portfolio Manager for Wells Fargo Corporate & Investment Banking Renewables team. The Renewables Portfolio Management is part of ... direction of the portfolio in consultation and partnership with senior leadership. This Renewables Senior Lead CIB...a portfolio of private and public companies. Corporate & Investment Banking ("CIB") delivers a comprehensive suite of capital… more