- Bank of America (Dallas, TX)
- Managed Account Trading Operations Analyst Dallas, Texas;Addison, Texas **To proceed with your application, you must be at least 18 years of age.** ... + Mentoring + Research + Result Orientation **LOB Job Description:** As a Managed Account Trading Operations Analyst, the individual will be responsible… more
- Enverus (Austin, TX)
- Strategic Account Director - Trading & Risk Why YOU want this position At Enverus, we're committed to empowering the global quality of life by helping our ... solutions are reshaping the way energy is consumed and managed . By offering anytime, anywhere access to analytics and...sourcing, and help reduce costs by automating crucial business operations . Of course, this wouldn't be possible without our… more
- Raymond James Financial, Inc. (Memphis, TN)
- …TN, corporate office._ Provides direction, leadership, and support for AMS UMA Trading Operations . Implements business plans and ensures policies and procedures ... coaching, development, and performance management. **Responsibilities:** + Oversee and manage day-to-day operations of AMS UMA Trading Operations group. +… more
- Bank of America (Jacksonville, FL)
- …age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Transaction-Management-Ops-Analyst Alternative-Investments- Trading Operations ... Transaction Management Ops Analyst - Alternative Investments Trading & Operations Jacksonville, Florida **To...+ Oral Communications + Prioritization + Problem Solving + Account Management + Analytical Thinking + Coaching + Written… more
- Raymond James Financial, Inc. (Memphis, TN)
- …experience to review and implement model portfolio overlays across multiple managed account platforms, utilizing various exchange-traded products. Under general ... ETFs, UCITs, and Mutual Funds. + General knowledge of managed account practices. + Principles of banking...+ Principles of banking and finance and securities industry trading and operations . + Financial markets and… more
- T. Rowe Price (Baltimore, MD)
- …The Lead Portfolio Investment Analyst (PIA) resides within the TRPIM Investment and Trading Solutions Group and is a collaborative member of the TRPIM investment ... of the portfolio investment strategy and client requirements to oversee each account 's investment activities. This includes account customization, interpreting … more
- Regions Bank (Atlanta, GA)
- …Syndicated Loan Agency Services, Syndicated Loan Services, RSL Operations , RECM Operations , and Loan Trading Operations . These teams provide operational ... syndicated participation bought portfolio, FNMA, Freddie Mac, HUD, and loan trading portfolios. **Primary Responsibilities** + Manages a complex portfolio of… more
- BlackRock (Princeton, NJ)
- …and written communication skills. * Experience with trading , implementation, or operations of retail separately managed accounts (SMA's) is highly preferred. ... foundations. **About this Role** BlackRock's SMA Solutions business is seeking a Separately Managed Account (SMA) Portfolio Manager to work within the dynamic… more
- Wells Fargo (Charlotte, NC)
- …Dodd Frank, EMIR, OFAC, Patriot Act, SEC, CFTC and FINRA regulations + Account management experience + Brokerage operations experience + BSA/AML experience + ... with you. **About this role:** Wells Fargo is seeking an Institutional Investment Operations Associate within our Client Data and Onboarding team as part of our… more
- Aflac (New York, NY)
- …preparation of summary materials. + Rotate through select investment functions (eg, trading , portfolio management, and investment operations ) to understand how ... has primary investment and asset management responsibility for Aflac's general account consisting of public, private, and growth assets (including strategic… more
- World Insurance Associates, LLC. (Ramsey, NJ)
- …retirement plan and wealth management clients by managing day-to-day inquiries, coordinating account operations , and ensuring accurate and timely execution of ... maintain a high-touch service model while expanding capacity. + Oversees daily model trading and rebalancing for all managed portfolios, ensuring accuracy and… more
- Experian (New York, NY)
- …data collaboration ecosystem, providing thought leadership on data curation, supply-side trading , and managed service proposals/RFPs. + Drive go-to-market ... standards. Team Leadership + Lead and inspire global teams across Data Strategy, Trading & Curation, Account Intelligence, and Business Intelligence. + Build… more
- Raymond James Financial, Inc. (Deerfield, IL)
- …**Knowledge of:** + Company's working structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and ... scheduling, and preparing for client meetings and learning all aspects of the operations of the team. If you understand that both collaboration and independent… more
- TD Bank (Mount Laurel, NJ)
- …predict credit risk across the lifecycle (eg, acquisition, existing account managements, collection). The Quantitative Analytics Specialist provides the quantitative ... overarching strategy in developing solutions across multiple functions or operations + Interprets internal/external business challenges and the industry environment,… more
- NTT DATA North America (Houston, TX)
- …NTT DATA, we partner with leading energy providers to modernize operations , optimize infrastructure, and unlock growth opportunities. Leveraging deep industry ... comprehensive portfolio-including Consulting Services, Network Digitization, Everilion Station, Energy/Commodity Trading and Risk Management, Refinery 4.0, and Disruptive Technologies… more
- The Hartford (Wayne, PA)
- …closed-end funds. Hartford Funds also manages 529 college savings plans and separately managed account model portfolios. As of November 30, 2025, Hartford Funds ... Industry Regulatory Authority, the National Securities Exchanges, Commodity Futures Trading Commission, and National Futures Association applicable to investment… more
- Kestra Financial (San Antonio, TX)
- …all documentation and record-keeping meet compliance and regulatory standards. + Oversee trading , account transfers, and other operational tasks related to ... directly to the Financial Planner and manages the firm's client service operations , overseeing support staff and enhancing the client experience through proactive… more
- Edward Jones (St. Louis, MO)
- …bank relationships for all credit and cash services. All firm settlements with trading partners and clearing houses, as well as all intercompany and interbank ... transfers are managed by the Treasury department, as are investing excess...cash positioning, manage reporting and transactional risks through bank account reconciliations, investing excess funds (both domestic and international),… more
- Kestra Financial (Fort Worth, TX)
- …will need high attention to detail as they execute on portfolio trading , data gathering, modeling, case design, scenario building, and plan and presentation ... and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services… more
- NTT DATA North America (Charlotte, NC)
- …engaging stakeholders across functions (eg Risk, Capital, Legal, Technology, Operations , Sales/ Trading ) + Demonstrated experience managing complex, ... Services have focused on impacting the core of your business operations with industry-leading outsourcing services and automation. With our industry-specific… more