- Fidelity TalentSource LLC (Merrimack, NH)
- …accounting and investment management support services to Fidelity businesses and mutual fund shareholders. The Tax team, along with the Shareholder Reporting ... providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund ...education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending… more
- Merck & Co. (North Wales, PA)
- …an individual like you. To this end, we strive to create an environment of mutual respect, encouragement and teamwork. As part of our global team, you'll have the ... responsibility.The Director is responsible for maintaining a strong scientific fund of knowledge by:Maintaining awareness of scientific developments within his/her… more
- Merck & Co. (North Wales, PA)
- …an individual like you. To this end, we strive to create an environment of mutual respect, encouragement and teamwork. As part of our global team, you'll have the ... The Director is responsible for maintaining a strong scientific fund of knowledge by: -Maintaining awareness of scientific developments...to have a minimum of twelve (12) months of service in current position prior to applying for open… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …knowledge of the Fidelity businesses and investment products to support the renewal of mutual fund fee contracts.The Financial Analyst is part of a team ... competitiveness of fund fees and the profitability of the mutual fund business.Primary responsibilities include:Lead person for Intermediary distribution… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …clients. This role leads and collaborates with an internal team of service -based associates and business partners across the Fidelity organization to solve client ... associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industryExperience with Health and Welfare,… more
- Fidelity TalentSource LLC (Westlake, TX)
- …technology initiatives.Experience with Swift or other money movement systems in a Mutual Fund /Banking Industry including knowledge of policies and procedures ... Job Description:The TeamAt Fidelity Fund and Investment Operations Technology (FFIO), we support...in Java, Spring MVC / Spring Core / Web Services (SOAP/REST) and configuring web containers.Proven experience in software… more
- Fidelity TalentSource LLC (Merrimack, NH)
- … services experience with an asset manager or custodian bank, preferably in mutual fund operations with exposure to Corporate Actions2+ years of Corporate ... not requiredA solid understanding of the custody industry and mutual fund operationsAn understanding of processes and...education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending… more
- Fidelity TalentSource LLC (Westlake, TX)
- …and throughout the Financial Services industry.\u00A0 These accounts may include mutual fund and brokerage accounts, as well as retirement and non-retirement ... for facilitating the movement of assets into Fidelity accounts by analyzing account details and resolving issues for complex transactions.\u00A0 Within this role,… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …OSG performs tens of thousands of over the counter, listed equities, options, bonds, and mutual fund transactions daily. OSG has a need for a Risk Manager in ... end-to-end process improvement delivering tangible business results. The TeamThe Operations & Services Group (OSG) provides superior customer service to Fidelity… more
- Fidelity TalentSource LLC (New York, NY)
- …and implementationEffectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic ... & 65 and Life Insurance licenses are requiredFive or more years of customer service experience in the Financial Services industryBachelor s Degree preferred The… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …software applications and builds a Common Risk Platform in an Amazon Web Services (AWS) Cloud environment. Designs and delivers solutions using Python, Pandas, and ... NumPy. Develops and supports solutions including fund holdings, benchmarks, risk models, and security reference, performance, and market data, using alpha, risk,… more
- Fidelity TalentSource LLC (Roslyn, NY)
- …on customer communicationsResponding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic ... to acquire series 65/66 upon hire) and Life Insurance licenseFinancial Services experience, we recommend five yearsDegree and/or other professional certifications… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …clients. OSG performs tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions daily. OSG has a need for a Risk ... process improvement delivering tangible business results. The Team The Operations & Services Group (OSG) provides superior customer service to Fidelity s… more
- Fidelity TalentSource LLC (Fairfield, CT)
- …lead utilization, and client appreciation. The\u00A0Skills\u00A0You BringAll-encompassing brokerage and mutual fund knowledge and expertise in financial ... three or more years of management within a financial services environment is helpfulWe require an active Series 9/10,...drive business opportunities by building a strong sales and service team that will embrace the company brand and… more
- Fidelity TalentSource LLC (Boston, MA)
- …and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity s retail and institutional distribution channels. For ... team actively researches a broad universe of investment strategies including institutional mandates, mutual funds, and ETFs in which we invest on behalf of our… more
- Morgan Stanley (Boston, MA)
- …visit www.calvert.com Calvert Research and Management has approximately $36.5 billion of mutual fund and separate account assets under management ... company traces its roots to Calvert Investments, which in 1982 launched the first mutual fund to avoid investment in companies doing business in apartheid-era… more
- Lincoln Financial Group (Columbus, OH)
- …accounting + A minimum of 5 years of accounting, financial reporting/analysis experience in mutual fund , insurance, or public accounting environment + Mutual ... for company initiatives related to LVIP Funds + Assure fund administration compliance with the Investment Company Act of...- annuities, life insurance, group protection and retirement plan services . As of December 31, 2023, the company had… more
- US Bank (Milwaukee, WI)
- …of complex mutual fund transaction requests for mutual fund companies and their shareholders; including new account set ups, purchases, redemptions, ... institutional clients, and broker/dealers regarding transaction requests and specific account information. Analyzes and enters trade cancellations, account … more
- T. Rowe Price (Colorado Springs, CO)
- …contact for inbound participant service requests + Respond to requests for investment, mutual fund , and account information. Resolve complex account ... premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The… more
- T. Rowe Price (Owings Mills, MD)
- …contact for inbound participant service requests. Respond to requests for investment, mutual fund , and account information. Resolve complex account ... premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The… more
