- Edward Jones (Dallas, TX)
- …opportunity to oversee the strategic direction and operational management of two major fund complexes: the $200B Bridge Builder Trust and the $35B Edward Jones Money ... Market Fund . As President of both funds, the position involves...transitions (often > $1B) due to sub-adviser or model manager changes. + Ensure smooth operational execution and risk… more
- Deloitte (Dallas, TX)
- …and management of middle and back office recurring services to clients (eg fund administration ) + Experience with ticketing/tracking systems (Azure DevOps, JIRA, ... to deliver scalable, high-quality solutions across operational finance, accounting, tax , and reporting. + Cross-Functional Interaction: Collaborate with technology,… more
- UMB Bank (Dallas, TX)
- …Portfolio Management and Research to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate ... market conditions, plan/account investments, performance, strategy, changes in regulatory or tax environment, and other factors which may influence plan decisions. +… more