Mutual Fund Trading Analyst Associate - Client Onboarding
STATE STREET CORPORATION
STATE STREET CORPORATION is seeking an Associate to help onboard new key clients to our mutual fund trading unit dealing service and contribute to testing our new mutual fund trading platform. The role involves building relationships across teams and supporting client conversions and reporting. You will work in a fast-moving, technical environment with cross-functional collaboration, contributing to daily deliverables and process improvements while maintaining high professional standards in #J-18808-Ljbffr STATE STREET CORPORATION
$90k - $215k
Description The CompanyLiberty Mutual Investments (LMI) is the... ...capital, LMI has a single client mandate. This gives us the freedom... ..., is seeking a Senior Analyst / Associate as the mandate executes on its... ...as well as primary fund commitments and relationship...SuggestedWork experience placementLocal areaFlexible hours$100k - $215k
...partners, and freedom to innovate.Liberty Mutual Investments (LMI) is the investment firm... ...with long-term capital, LMI has a single client mandate. This gives us the freedom to focus... ...infrastructure, with an understanding of fund structures, cash flow mechanics,...SuggestedWork at officeLocal areaFlexible hours- ...Join a diverse team helping high-profile clients understand, analyze, and respond to... .... KPMG is currently seeking a Senior Associate to join our Business Tax Services practice... ...minimum of three years of experience of mutual fund tax BS/BA degree in accounting/finance...SuggestedFull timeWork experience placementLocal area
$52k - $84.76k
...NPORT Operations Senior Associate, located in either... ...regulatory filings for various clients. You will engage with... ...custody, accounting, fund administration and shareholder... ...years of experience in mutual funds fund... ...investment research & trading and investment management...SuggestedTemporary workRemote workFlexible hours- ...Join a diverse team helping high-profile clients understand, analyze, and respond to... ...firm.KPMG is currently seeking a Senior Associate to join our Business Tax Services practice... ...minimum of three years of experience of mutual fund taxBS/BA degree in accounting/finance or...SuggestedLocal area
$110k - $185k
...Governance and Administration (IGA) Analyst to support our Identity and... ...and SailPoint application onboarding. This role will drive... ...deliver data and insights to our clients. We’re driving the company’s... ...analytics, investment research & trading and investment management to...Full timeTemporary workFlexible hours$41.6k - $66.56k
...to key strategic projects in addition to delivering services for our clients. This Associate position plays a key role within our mutual fund trading team. The role will be responsible for onboarding new key clients to our unit dealing service and will contribute to testing...Temporary workFlexible hours$92k - $154k
...The Company:Liberty Mutual Investments (LMI) is the... ...capital, LMI has a single client mandate. This gives us... ...grow more complex.As a Sr Analyst on the Transaction... ...meaningful role in closing and onboarding private investments—... ..., and external fund managers to ensure every...Odd jobWork at officeLocal areaRemote workFlexible hours$31.2k - $90k
...Registered Client Relationship Analyst Registered Client Relationship Analysts... ...providing account balances (e.g., funds due and margin debit) •... ...eSign, eAuthorization) • Onboard and maintain client... ...equities, bonds, options, mutual funds, annuities, insurance...Temporary workWork at officeLocal area$52k - $94.12k
...responsible for As an Senior Associate in the Transfer Agency Alternatives... ...lead for Alternative clients. Responsible for day to day... ...required Must have 2 - 3 years of mutual fund operations experience... ...analytics, investment research & trading and investment management to...Temporary workFlexible hours$124.8k - $129k
...3. Today, we help clients with total transformation... ...'ll DoAs a Senior Analyst - BCG Vantage on... ...and assist in onboarding and training... ...Project Leaders, Associates and Consultants. In... ..., commodities and trade data*** For US locations... ...Retirement Fund contributions made...Work at officeLocal areaFlexible hours$105k - $115k
...to deliver impactful solutions to our clients and investing partners. As our global... ...environment of inclusion that promotes mutual respect among all employees. Understanding... ...Partners is seeking a Senior Associate on the Fund Accounting and Administration team. This...Full timeWork at officeLocal area3 days per week$85.1k - $161.7k
...confidence in a world of change, empowering our clients and people to realize their full... ...Technology Consulting Services team. The Senior Associate will operate across multiple Epic... ...while participating in interviewing, onboarding, and coaching Epic consultants. Contribute...Full timeWork experience placementInternshipLocal areaImmediate start- ...our time. Abby Care is looking for an Onboarding Associate to join our growing team. This role is... ...Call Center Business Development Client-facing roles (B2C) Experience handling... ...including a $0 deductible PPO and a company-funded HSA, alongside employer-paid life and...Work experience placement
$31.2k - $90k
...POSITION SUMMARY: Registered Client Service Associates provide exceptional service... ...account balances (e.g., funds due and margin debit)... ..., eSign, eAuthorization) Onboard and maintain client accounts... ...equities, bonds, options, mutual funds, annuities, insurance...Full timeTemporary workWork at officeLocal area$65k
...Associate Analyst - Boston, MA IMP is seeking versatile client-facing Associates to join our growing team. Our client projects... ..., vendor searches, compliance, trade order management system... ...investment management firms and hedge funds. We also offer advisory services...InternshipWork at office$41.6k - $66.56k
...Associate II in the Transfer Agency Team The ideal candidate should... ...Develop and maintain strong client relationships. Collaborate... ...) Must have 1 2 years of mutual fund operations experience Proficient... ..., investment research & trading and investment management to...Temporary workFlexible hours$52k - $94.12k
...and Analytics, Senior Associate, is responsible for the... ..., have a strong client focus, be able to do well... ...business leadsAssist in onboarding new deal closings per... ...Setup ProceduresReview analyst workflowTrain staff on... ...necessary:Run hypothetical trades per client...Temporary workWork at officeFlexible hours- We’re seeking a future team member for the role of Senior Specialist to join our Fund/Client Accounting team. This role is located in Boston, MA. In-office requirement is four days.In this role, you’ll make an impact in the following ways:Conducts accounting services on...Work experience placementWork at officeWorldwideFlexible hours
$90k - $180k
...objectives of institutional clients in more than 60 countries, draw... ...Client Service Operations Analyst will be part of the Client Service... ...with Global Operations, Trading, Portfolio Implementation, and... ...capital market operations and associated regulatory requirements Well-...Full timeRemote workFlexible hours1 day per week$60k - $80k
...Summary SCS Financial is looking for a Trading Associate to join our team in a trade execution... ...Trading team to execute trades across client accounts, monitor daily workflows, complete... ...platforms, including equities, mutual funds, and other approved investment vehicles...InternshipWork at officeLocal area$65k - $72.5k
...Associate, Client Advisory Boston, MA Pathstone is a growing wealth management... ..., manager agreements, and fund subscription documents,... ...movement, account openings, trades within accounts, and basic daily... ...of investments, including mutual funds, separately managed accounts...Full timeWork at officeRemote workFlexible hours1 day per week$80k - $150k
...objectives of institutional clients in more than 60 countries, draw... ...institutional clients and mutual fund sponsors in over 60... ...Audit.The Financial Reporting Analyst will be a member of the Fund... ...array of topicsSupport projects associated with the funds, Wellington’s...Full timeRemote workFlexible hours1 day per week- ...record; MBA/graduate degree a plus5+ years of account management, client relationship management or pre-sales experience in a... ...solutions and managing ongoing client activities.You will optimize onboarding processes, training, communications, and user adoption strategies...Contract workApprenticeshipPrivate practiceEasy work
$100k - $185k
...partners, and freedom to innovate.Liberty Mutual Investments (LMI) is the investment firm... ...with long-term capital, LMI has a single client mandate. This gives us the freedom to focus... ...LMI is actively searching for a Senior Analyst to join the Direct Lending team. This individual...Local areaFlexible hours- ...dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and... ...CIBC.comWhat You’ll Be DoingAs the Sr. Analyst, Fund Administration, you will play a critical... ...and management of key vendors associated with the sponsored funds.Participate in...Full timeRemote workFlexible hours
$90k - $180k
...partners, and freedom to innovate.Liberty Mutual Investments (LMI) is the investment firm... ...with long-term capital, LMI has a single client mandate. This gives us the freedom to focus... ...seeking a candidate for a Senior Analyst position on the Portfolio Strategy and Management...Local areaFlexible hours$260k - $365k
...identify a talented Investment Funds, Registered Funds / BDC Associate (3–5 years of experience) to... ...Key Responsibilities Advise clients on the formation, structuring,... ...fund products , including: Mutual funds Exchange-traded funds (ETFs) Listed closed-end...$260k - $390k
...Registered Funds Associate Attorney Direct Counsel is seeking a Registered Funds Associate... ...advise sophisticated asset management clients across the full lifecycle of registered... ...matters. Counsel clients regarding mutual funds, ETFs, listed closed-end funds, interval...- Join JPMorganChase as a Fund Servicing Associate II and be at the forefront of enhancing our operational services in fund accounting and administration... ...and influencing better outcomes for our team and clients. Your role will also involve planning and organizing your own...
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