- Wellington (Boston, MA)
- …marketing and product development best practices. **ROLE AND RESPONSIBILITIES** The Hedge Fund Investment Specialist will work as part of one or more product ... the investment teams and products under coverage. Over time, the Investment Specialist may also increasingly represent products externally to clients,… more
- JPMorgan Chase (New York, NY)
- …duration, global bonds, structured products, mortgages and tax-aware strategies. As an Investment Specialist , you will actively engage in maintaining and ... client experience and managing our business within a team-based structure. The Investment Specialist 's (IS) role is to know the portfolios they represent as if… more
- New York State Civil Service (Albany, NY)
- …- Dormitory Authority of the State of New York Title Treasury & Investment Specialist II Occupational Category Financial, Accounting, Auditing Salary Grade NS ... the general supervision of the Manager, Investments, the Treasury & Investment Specialist II performs moderately difficult financial tasks distinguished… more
- Bank of America (Fort Worth, TX)
- Consumer Investments - Registered Sr. Investment Specialist (SIE, Series 7, Series 66 Required) Fort Worth, Texas **Job Description:** At Bank of America, we are ... with the power to make a difference. Join us! The **Registered Senior Investment ** ** Specialist ** is an in-bound phone-based client advocate, answering detailed… more
- Bank of America (Fort Worth, TX)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort Worth, Texas **Job Description:** At Bank of America, we are guided by a ... central entry point into a fully licensed financial services career. **An Investment Specialist Trainee (responsibilities):** * Identifies clients' needs and… more
- Bank of America (Fort Worth, TX)
- Consumer Investments - Registered Investment Specialist (SIE, Series 7, Series 66 Required) Fort Worth, Texas **Job Description:** At Bank of America, we are ... have the ability to progress into roles focused on investment sales, advice delivery, trading, or ownership transition. **Required...to meet those needs by referring sales opportunities to specialist and sales teams. + Is an effective communicator… more
- HSBC (Miami, FL)
- …mutual funds, structured products, FX, precious metals, OTC derivatives, etc. As our Investment Specialist you will: + Order receipt, entry and execution for ... our investors, our communities and the planet we all share. Delivers professional investment support to internal and external clients of HSBC WPB HNW and Wealth… more
- Bank of America (Pennington, NJ)
- Financial Service Representative- Retirement and Benefits Investment Specialist Pennington, New Jersey;Tampa, Florida **Job Description:** At Bank of America, we ... America and Merrill. **Responsibilities:** + Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders… more
- Bank of America (Jacksonville, FL)
- Sr Registered Phone Rep- Retirement and Benefits Investment Specialist Pennington, New Jersey;Chandler, Arizona; Tampa, Florida; Jacksonville, Florida **Job ... Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and… more
- Bank of America (Pennington, NJ)
- Internal Investment Advisory Specialist Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... power to make a difference. Join us! **Job Description:** The Internal Investment Advisory Specialist (IIAS) will support Financial Advisors, Client Associates,… more
- Bank of America (Stamford, CT)
- Investment Management Specialist Stamford, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... difference. Join us! **Job Description:** The **Elite Growth Practice (EGP) Investment Management Specialist ** role is a position on the Financial Advisor Team… more
- BMO Financial Group (SD)
- …**Work Schedule: Monday-Friday,** **10 am to 7pm Central Time** The BMO Investment Services (BIS) Investment Service Specialist 's primary responsibility ... service experience. Being the first point of client contact, the BIS Investment Service Specialist core mandate is to assist our clients with questions related… more
- JPMorgan Chase (New York, NY)
- …study plus 4 years of experience in the job offered or as Investment Product Specialist , Financial Analyst, Credit/Lending Analyst, Investments Specialist , ... DESCRIPTION: Duties: Conduct quantitative analyses of information involving investment programs in order to provide financial services to businesses and individuals.… more
- Bank of America (Leawood, KS)
- Investment Management Specialist Leawood, Kansas **Job Description:** The Investment ManagementSpecialistis responsible for supporting the Financial ... executing on portfolio analysis and sharing expertise in a wide range of investment product areas. Ensure risk profiles, goals, objectives and asset allocations are… more
- Mirador (Stamford, CT)
- …visit our website (https://miradorllc.com/career-opportunities). Summary of Position The Private Investment Operations Specialist will partner with wealth ... deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that… more
- Bank of America (New York, NY)
- Investment Management Specialist NEW YORK, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business… more
- Bank of America (Boston, MA)
- Private Wealth Investment Management Specialist Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make ... for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and sharing… more
- Truist (Dallas, TX)
- …to perform the essential functions. + 7+ years in the role as an Investment Support Specialist /Fiduciary Support Specialist , trust experience, investment ... centers of influence. Provide essential fiduciary support in the daily investment portfolio administration for the Wealth Management regional office. Provide… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within our Tax Operations team as part of Corporate and ... Investment Banking Operations. The Wells Fargo CIB Securities Tax...leads global CIB first-line customer tax activities. The lead specialist is expected to contribute to broader team focus… more
- City National Bank (Los Angeles, CA)
- ** INVESTMENT OPERATIONS SPECIALIST LEAD** **WHAT IS THE OPPORTUNITY?** The Investment Ops Specialist Lead will support responsibilities assigned to the ... transfers of mutual funds. + Coordinates with Account Officers, brokers and Investment Managers to arrange for settlement of securities. Contacts brokers in order… more