- Charles Schwab (Austin, TX)
- …candidate for this role to work on site in the specified locations. The Trading Operations Specialist will utilize various applications for Mutual Fund ... to communicate effectively within a team environment. **What you'll do:** The operations specialist will utilize various applications for processing Mutual Fund… more
- Waystar (Louisville, KY)
- **ABOUT THIS POSITION** Function as a Trading Partner Operations API Specialist for connection projects with Waystar trading partners. Coordinators must ... technical documentation + Establish new connections as directed by the Trading Partner Operations Director following established departmental procedures +… more
- TIAA (Minneapolis, MN)
- As the Trading Operations Specialist , you will be a key member of the operations and investment teams supporting trade processes, data management, client ... Responsibilities include trade calculation and allocation, cash management and program trading , strategy level and client specific guideline management, tax lot… more
- Bloomberg (New York, NY)
- E- Trading STP Implementation Specialist - FX, Enterprise Services, Financial Solutions Location New York Business Area Sales and Client Service Ref # 10044328 ... our customers and employees alike. Our team comprises several key pillars: sales, service, operations , culture and brand. As a department, we are united by a common… more
- Raymond James Financial, Inc. (Memphis, TN)
- …office._ As part of the AMS Trading team, the Asset Management Trading Specialist role uses knowledge and skills obtained through work experience to ... managed account practices. + Principles of banking and finance, securities industry trading , and operations . + Financial markets, investment products, and… more
- City National Bank (Newark, DE)
- …responsibilities include internal communicating with Technology, Compliance, Risk, Sales and Trading internal partners. The Operations Specialist will ... City National Bank is looking for a Back Office Operations Specialist within Capital Markets Operations...for processing transactions that support Foreign Exchange Sales & Trading . This role requires the ability to work in… more
- JPMorgan Chase (Newark, DE)
- …lending, ensuring seamless operations and impactful results. As a Trading Services Specialist within the Securities Lending Asset Management (SLAM) ... Step into the pivotal role of Trading Services Specialist , where you'll drive the processing of market events for alternative financing and securities… more
- KeyBank (Brooklyn, OH)
- …5pm) **Location:** 2 days in office and 3 days WFH **ABOUT THE JOB** A Lead Specialist in the Broker Trading & Revenue group is responsible for receiving phone ... calls from brokers and outside managers associated with trust clients. The Specialist will accept faxed trades, process it on the trust accounting system, and ensure… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Description** The Trading & Support Specialist II provides support for Registered Investment Advisors (RIA) in Fixed Income and Money Movement ... for processing. In order to ensure success, the Registered Trading & Support Specialist must be able...practices, procedures and methods. * Account types and industry operations in general. * Back office systems. **Skill in**… 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
- Raymond James Financial, Inc. (Memphis, TN)
- …managed account practices. + Principles of banking and finance and securities industry trading and operations . + Financial markets and investment products and ... Memphis, TN, or Saint Petersburg, FL, corporate offices._ As part of the AMS Trading team, the Portfolio Reviewer II role uses knowledge and skills obtained through… more
- Raymond James Financial, Inc. (Memphis, TN)
- …managed account practices. + Principles of banking and finance and securities industry trading and operations . + Knowledge of products, including equities, ETFs, ... You will be a member of the AMS Freedom Trading team. As the Asset Management Trading ...(SIE) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM)… more
- Williams Companies (Houston, TX)
- …so bring your energy to ours! The Senior Counsel - Energy Marketing & Trading is responsible for providing legal advice, opinions and support to Williams' commodity ... marketing business. As a specialist , this role will provide advice and recommendations for...sophisticated matters with meaningful impact on business activities and operations . The ability to use good judgment, collaborate with… more
- Guardian Life (Holmdel, NJ)
- The Operations Specialist will serve as the...on all aspects of our managed account model management, trading platform, annuity operations as well as ... Proposals, Multiple Account Proposals as well as our Digital strategy. The Operations Specialist will intimately understand how our Portfolio Administration… more
- Tradeweb (New York, NY)
- **Company Description** Tradeweb is a global leader in electronic trading for rates, credit, equities, and money markets. As financial markets become increasingly ... interconnected, our technology enables efficient, multi-asset trading on a global scale. We serve more than 3,000 clients in more than 85 countries, including many… more
- Wells Fargo (Charlotte, NC)
- …with you. **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist for our Shared Services Configuration team as part of ... Corporate Investment Banking (CIB) Operations division. This role provides production support and helps...**In this role, you will:** + Serve as a specialist on Inventory Master data and work with internal… more
- Wells Fargo (Charlotte, NC)
- …you. **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist in Capital Markets as part of Corporate Investment ... + Manage client account onboarding, cash payments, customer service, funding operations , custodial operations , securities settlement services, structured loan … more
- Wells Fargo (Charlotte, NC)
- …with you. **About this role:** Wells Fargo is seeking an Institutional Investment Operations Specialist within the Shared Services centralized Client Data & ... Maintenance team as a part of Corporate Investment Banking Operations . Learn more about the career areas and business...setup within customer data systems as well as downstream trading applications. **In this role, you will:** + Assist… more
- Aramco Services Company (Houston, TX)
- … records. + Act as a key liaison between the front-office ( Trading , Marine Operations ) and back-office functions (Accounting, Contracts, Settlements) to ... of Back Office. The Analyst - Inventory and Marine Specialist plays a critical role in supporting the Supply,... plays a critical role in supporting the Supply, Trading , and Logistics (ST&L) organization by ensuring accurate inventory… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Market Risk Specialist to join the Corporate Market Risk Group ("CMRG") team within Market and Counterparty Risk ... monitor and escalate market risks associated with Structured Products Trading desks, including Residential Mortgage-Backed Securities (RMBS), Consumer and Commercial… more