- Modera Wealth Management (Charlotte, NC)
- …are not limited to: Contribute to the management of daily firm-wide trading , rebalancing, and reconciliation processes. Ensure proper execution of client and advisor ... requests. Support the maintenance of a centralized portfolio management platform across multiple offices. Assist in the administration and management of the portfolio rebalancing software. Perform other job-related duties or special projects as assigned.… more
- Fanatics, Inc. (Charlotte, NC)
- …day and fan experience by leading the front-line part-time retail team (Retail Associate / Retail Lead). The Retail Supervisor will drive results through coaching to ... expectations for assignments and projects to the part-time retail team (Retail Associate / Retail Lead) Provide training and assistance to all part-time retail team… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to ... large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary products, model maintenance and… more
- Capital One (Charlotte, NC)
- Principal Risk Associate , Capital Markets Regulatory Onboarding Are you looking for a challenging role that includes the convenience of working virtually at home? ... professional to join the Regulatory Operations Onboarding team as a Principal Associate . This team supports the highly transactional Derivatives and Securities sales… more
- Bank of America (Charlotte, NC)
- Global Transactional FX Product Associate New York, New York;San Francisco, California; Charlotte, North Carolina **To proceed with your application, you must be at ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Global-Transactional-FX-Product- Associate \_25023914) **Job Description:** At Bank of America, we are… more
- Adecco US, Inc. (Charlotte, NC)
- … trading in both the Global Credit and Wealth Management businesses.** The Associate will monitor, reconcile and report trading activity, working closely with ... This role will provide trade support for the CD trading desk. They are BAU coverage in a trade...counterparties and supporting accurate and complete regulatory reporting. The Associate will support a range of fixed income products… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Investment Banking Program Associate to join our Consumer & Retail Investment Banking team within Wells Fargo's ... investment banking; equity; and fixed income solutions including sales, trading , and research capabilities to corporate, commercial real estate, government,… more
- Principal Financial Group (Charlotte, NC)
- …You'll Do** Principal Financial Group has an opportunity for a Fixed Income Senior Associate to join our Investment Performance and Analytics Team. In this role, you ... Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may… more
- Truist (Charlotte, NC)
- …queries regarding general market information such as quotes and news, as well as trading and order features such as GTC expiration dates and settlement. 3. Process ... corporate actions where a license is warranted, such as tender offers, optional dividends and the exercise of warrants and rights. 4. Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate… more
- Principal Financial Group (Charlotte, NC)
- …If licensing not already obtained, must become a FINRA non-registered, fingerprint-only associate **Skills That Will Help You Stand Out** + Experience operating in ... Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may… more
- Principal Financial Group (Charlotte, NC)
- …+ Optimize existing solutions for enhanced performance **Who You Are** + Associate 's or bachelor's degree, preference in a computer science, technology, engineering ... Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may… more
- Principal Financial Group (Charlotte, NC)
- …a trusted leader for more than 140 years. **Who You Are** + Associate 's or bachelor's degree (preference in a computer science, technology, engineering or ... Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may… more
- Principal Financial Group (Charlotte, NC)
- …a trusted leader for more than 140 years. **Who You Are** + Associate 's or Bachelor's degree (preference in a computer science, technology, engineering or ... Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may… more
- Principal Financial Group (Charlotte, NC)
- …journeys. **Who You Are** **We are looking for someone with:** + Associate or bachelor's degree (preference in a computer science, technology, engineering or ... Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may… more
- Principal Financial Group (Charlotte, NC)
- …journeys. **Who You Are** **We are looking for someone with:** + Associate 's or bachelor's degree (preference in a computer science, technology, engineering or ... Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may… more
- Principal Financial Group (Charlotte, NC)
- …product centric. **Who You Are** **We're** **looking for someone with: ** + Associate or bachelor's degree with a preference in a science, technology, engineering, ... Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may… more
