- Charles Schwab (Westlake, TX)
- …all employees, making us a top employer in the money management business. The CSIM SMA Trading and Trade Support Team is responsible for providing focused ... support to Portfolio Managers and Traders for daily trade order generation, tax loss harvesting and account maintenance...durable operational environment that scales with our growth. The Specialist will play a key role in managing client… more
- Wells Fargo (Charlotte, NC)
- …processes including looking for automation opportunities + Conduct comprehensive data analysis to support trading decisions + Support electronic trading ... to join our Municipal Products Group (MPG). The MPG Trading Associate and Data Specialist will play...and desk process optimization. The new hire will also support electronic trading activities, where they will… more
- Wells Fargo (Minneapolis, MN)
- …for the validation, performance monitoring and oversight of models used in trading , market and counterparty risk management. These models are used to price ... and hedge trading (including derivatives and fixed income) transactions, as well...to be executed and documented with risk-based rationale to support or invalidate modeling choices, assumptions and adequacy in… more
- Raymond James Financial, Inc. (Memphis, TN)
- …resolution. + Trade Settlement Life-Cycle, working closely with Settlement Specialist . Including Global Equity trading for international markets. **Skill ... calls and maintains record of inquiries, as required. + Support the trade processing functions of either...trading desk. + Responsibilities may include maintenance of trade order entry systems and research and resolve … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …clients concerning the company's trading systems. + Performs price adjustments and trade corrections support for client accounts. + Review trade problems ... at our Saint Petersburg, FL, corporate office._ As a Trading Support Associate III, you will apply...functional area. This involves providing technical assistance for different trading platforms and rectifying trade errors across… more
- Raymond James Financial, Inc. (Memphis, TN)
- …the office at our Memphis, TN, corporate office._ Provides direction, leadership, and support for AMS UMA Trading Operations. Implements business plans and ... have a broad understanding of the different areas of Trading and Operations. Contact with internal and external customers...and mutual funds. + Create and execute large block trade allocations, determining the best method of execution. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …from order generation to execution for various security products and how to integrate trading components seamlessly into the trade lifecycle. + Skilled in Vendor ... the strategy and contributing creative ideas and insights to support the strategy formation process. + Lead the development...things to achieve local business goals. + Provide authoritative specialist advice to senior managers at the business unit… more
- Bank of America (Pennington, NJ)
- …+ Mentoring + Research + Result Orientation **Business Job Description:** The Funds Trade Support Sr. Specialist will be responsible for handling ... Transaction Management Ops. Analyst - Funds Trade Support Pennington, New Jersey **Job... trade exceptions and other financial transactions in support of Domestic and Institutional Mutual Fund Trading… more
- Bank of America (New York, NY)
- …and cross-business functional support through the lifecycle of a trade . Key responsibilities include ensuring trading and operational activities are ... Markets Support Specialist - Global Markets Operations -...team, the candidate will be responsible for providing operational trade support across an exciting and fast… more
- Tradeweb (New York, NY)
- …https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf **Group Details** Tradeweb is seeking an Integration Specialist to join our Market Support ... and support new and existing FIX protocol connections with trading counterparties (eg, brokers, banks, liquidity providers, third party vendors). + Ongoing… more
- Tradeweb (Jersey City, NJ)
- …Tradeweb Markets is a world leader in the evolution of electronic trading . A fintech company serving approximately 2,500 clients - including the world's ... than 65 countries across the globe. Since our first trade in 1998, we have helped transform and electronify...solutions that drive efficiency, connectivity, and transparency in electronic trading . Tradeweb Markets LLC ("Tradeweb") is proud to be… more
- Bank of America (Houston, TX)
- …+ Portfolio Analysis + Portfolio Management + Price Verification and Valuation + Trade Monitoring + Trading + Client Investments Management + Client Solutions ... Wealth Management Specialist - NR Houston, Texas **Job Description:** Merrill...partners to deliver a full breadth solutions. Coordinate technological support through the development of portfolio analysis, proposals and… more
- JPMorgan Chase (New York, NY)
- …comprised of individual sector specialists who are client-facing and an integral part of the trading floor. The specialist is a central point of contact on their ... Join our Global Specialist Sales team and become an integral part of the trading floor, working with some of the largest asset managers and hedge funds globally.… more
- Bank of America (Indianapolis, IN)
- …+ Portfolio Analysis + Portfolio Management + Price Verification and Valuation + Trade Monitoring + Trading + Client Investments Management + Client Solutions ... Wealth Management Specialist - NPD Indianapolis, Indiana **Job Description:** Merrill...Causation Analysis + Financial Management + Investment Management + Trading Strategy + Trading and Investment Analysis… more
- Citizens (New York, NY)
- Description The Private Wealth Service and Support Specialist is responsible for providing white-glove, end-to-end processing and servicing to Private Wealth ... customer loyalty and drive business development opportunities. The Private Wealth Service and Support Specialist will also serve as the operational specialist… more
- Wells Fargo (Charlotte, NC)
- …monitoring daily trading activity, reconciling and investigating any discrepancies and trade settlement issues, and acting as a desk liaison for various internal ... Fargo is seeking a Lead Capital Markets Middle Office Specialist for the Syndicate Middle Office Group as part...all requests for security setup to Bloomberg and Product Support , report all eligible new issues to FINRA, coordinating… more
- BlackRock (Princeton, NJ)
- …multi-faceted business. **Responsibilities:** . Hone an expert-level knowledge of the team's trade modeling and order creation systems . Trade client accounts ... Aid in production of various internal reports relating to trading and servicing metrics . Work with different teams...Must be able set guidance, solve problems, and navigate trade -offs . Maintain awareness of industry changes in investments… more
- Wells Fargo (Charlotte, NC)
- …+ Lead complex initiatives in operational and customer service for lifecycle support for institutional trade flow functions including client account onboarding, ... investment banking; equity; and fixed income solutions including sales, trading , and research capabilities to corporate, commercial real estate, government,… more
- Bank of America (Aspen, CO)
- …+ Portfolio Analysis + Portfolio Management + Price Verification and Valuation + Trade Monitoring + Trading + Client Investments Management + Client Solutions ... Investment Management Specialist (FP) Aspen, Colorado **Job Description:** Merrill Wealth...and business development activities. Key responsibilities include providing operational support and quality client service through offering a full… more
- Truist (Atlanta, GA)
- … Trade Capture, Securities Settlement and Clearance, Confirmations, Client Support or Margin/Collateral processing. This role requires the ability to work ... role is responsible for processing transactions that supports Derivative Trading , Securities Trading , Loan Trading ...Interact with clients, teammates from the LOB and other support teammates to process requests and resolve issues 3.… more