• Cash & Securities Management

    MassMutual (Springfield, MA)
    ** Cash & Securities Management Consultant, Investment Operations** **Full-Time** **Springfield, MA** **The Opportunity** As an Cash & Securities ... strong interpersonal skills and have a continuous improvement mindset. **The Impact:** As a Cash & Securities Management Consultant, you will need to have… more
    MassMutual (05/10/24)
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  • Investment Accountant

    MassMutual (Boston, MA)
    …for the ensuring the integrity of the accounting information received from the Investment Operations securities system. This team will be highly focused on ... purpose. To this end, the team will work closely with its critical partner, Investment Operations and Securities Controllership. The team will look to leverage… more
    MassMutual (05/01/24)
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  • Derivative Reconciliation Analyst

    MassMutual (Springfield, MA)
    …Analysis for collateral management reconciliation. Including but not limited to Cash and Securities posted and held related to Uncleared Margin, Regulatory ... The analyst will report to the Director of Derivative Reconciliations within the Investment Management Division. The team is responsible for Derivative and… more
    MassMutual (05/15/24)
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  • JP Morgan Wealth Management - Vice…

    JPMorgan Chase (Boston, MA)
    …and cash flow planning. Knowledge of issues relating to securities -based compensation (restricted stock, employee stock options, performance share units, etc.), ... The Private Client experience at JP Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is… more
    JPMorgan Chase (03/31/24)
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  • Vice President, Portfolio Manager, Asset…

    FM Global (Waltham, MA)
    …+ Internal and external - research and econometrics models + Collaborate on investment management and portfolio construction for internal and externally managed ... team members. From a subject matter expertise standpoint, the role requires strategic investment and financial risk management experience. The role also requires… more
    FM Global (05/11/24)
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  • Equity Portfolio Analyst

    Wellington (Boston, MA)
    **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... Company, LLP is one of the world's largest independent investment management firms. With over US$1 trillion...across client portfolios + Rebalance portfolios in response to investment strategies, cash flows, benchmark changes, market… more
    Wellington (04/15/24)
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  • Private Client Specialist I-Foxborough,…

    TD Bank (Foxborough, MA)
    …of investments, and has the ability to generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration ... Investing with expertise in banking and lending. Partner with Relationship Managers, Investment Advisors and Trust Advisors to provide proactive client service to… more
    TD Bank (06/07/24)
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  • Associate - IBOR Operations Middle Office…

    JPMorgan Chase (Boston, MA)
    …for our clients across a range of products, including but not limited to Listed Securities , Cash , ETDs, OTCs, Repos, Bank Loans and CFDs. This team was ... JPMorgan Chase's Investment Middle Office (IMOS) acts as the Middle...including corporate events, ensuring timely settlement of trades and cash , management of claims and overdrafts, client… more
    JPMorgan Chase (06/14/24)
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  • Operations Analyst - Parametric

    Morgan Stanley (Boston, MA)
    …firm providing a wide range of investment banking, securities , wealth management and investment management services. With offices in more than 41 ... please visit www.morganstanley.com. About Parametric Parametric is part of Morgan Stanley Investment Management , the asset management division of Morgan… more
    Morgan Stanley (04/28/24)
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  • Internal Sales Consultant - Boston Hybrid

    Manulife (Boston, MA)
    …judgement, they will strategically handle their territory providing insight, practice management ideas and marketing support to registered representatives in their ... Accountabilities:** + Establish and manage relationships with Financial Advisors and Registered Investment Advisors. + Partner with a Regional Vice President in the… more
    Manulife (06/12/24)
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  • Director, Enterprise RIA - Senior Relationship…

    BlackRock (Boston, MA)
    …assets and is responsible for the distribution of active and index asset management products through intermediaries as well as sub advisory relationships. The US ... Advisory Strategic Accounts team is responsible for BlackRock's relationship management and business development initiatives with key retail distributors including… more
    BlackRock (06/19/24)
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  • Broker-Dealer Operations Specialist

    Guardian Life (Pittsfield, MA)
    …serve as the expert on all aspects of our managed account model management , trading platform, annuity operations as well as all associated custody, clearance, and ... on the following functions + Advisor as PM: model creation, management , trading + Multi-Account/Strategy proposals and implementation + Envestnet Trading methodology… more
    Guardian Life (06/05/24)
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