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...Major Function:
Assists Investment Officers with providing exceptional service to the clients of First Point Wealth Management. In collaboration with the Investment Officers, this individual will focus on investment services including developing and implementing asset...
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Monday to Friday
The Investment Operations Specialist will provide effective, efficient, and reliable analysis to the Chief Investment Officer (CIO) and Director, Investments. This position is an active participant in our sound portfolio-management strategy by providing the necessary data...
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Flexible hours
...Job Description:
Employer: DWS Group
Title: Analyst - Investment Operations
Location: Jacksonville, Florida
Job Code: #LI-LV2 #LI-01
About DWS:
Today, markets face a whole new set of pressures - but also a whole lot of opportunity too. Opportunity...
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Local area
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...your growth, we would like to meet you.
Location: Newport Beach or San Diego, CA
Overview
As an Alternative Investments Operations Specialist, you will play a pivotal role in supporting and managing alternative investment operations for Corient's alternative investments...
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Local area
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...develop, and learn new things. Youre constantly evolving, so shouldnt your opportunities be, too?
**The Opportunity**
The Invest Operations Specialist requires excellent organizational skills and would working in a fast paced, multi-tasked, high pressure, securities...
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...Job Description:
Qualified candidate will be the primary daily contact for all clients and investment managers trading derivative products.
S/he will provide professional support through timely and accurate processing of derivative cash and trade...
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...Excellent communication skills
~ Good time management skills
Responsibilities:
Performs a variety of operational duties within an assigned area of Investment Operations.
Researches and resolves operational and/or accounting exceptions, some of which may involve...
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...provide personalized support with regard to their assets & investment portfolios, estate planning & philanthropic giving, strategic... ...structuring.
We are looking for an Investment Operations Specialist to join our team. The successful candidate will be responsible...
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...including daily bookkeeping, record keeping, bill payment and corporate credit card reconciliations. Client Details
Our client is an investment firm that is looking to hire an accounts payable analyst to join their growing team
Description
Day-to-day financial...
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Local area
Overview:
The retention specialist is an entry level role that is responsible for managing a preassigned book of existing relationships... ...team works with Mass Affluent clients that have an existing investment relationship with First Citizens Investor Services (FCIS). Partners...
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Permanent employment
...Primary Location : Atlanta, GA US : **Investment Support Specialist**
Job Description : **The position is described below. If you want to apply... ....
* Knowledge of deposits, loan, banking products, and operating systems unique to the line of business, including trust...
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...for this position, go to our website Ohnward Bancshares, Inc.
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POSITION SUMMARY
The Investment Operations Clerk is responsible for maintaining accurate records of all investment activities and preparing reports as needed.
KEY...
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...Transactions team. The team is responsible for managing the secondary investment process from onboarding new sellers to facilitating the close... ...review of transaction documents
Coordinate with sellers, operations, and executive leadership teams to close transactions quickly...
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...Level: 2-5 years of financial operations experience
Location: Boston or Remote in any state where we are registered
Job Summary:
As an Investment Operations Analyst, you will be responsible for supporting the Investment Operations team in various aspects of the...
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Bank staff
Remote job
The role of the Investment Operations Associate includes, but is not limited to, entering trade orders, reviewing trade blotters, working with counterparties & FCMs, reconciling trading activity, entering new security setup information, setting up new portfolios, and supporting...
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Part time
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...adventures. The firm provides comprehensive financial planning, investment advisory solutions, education funding strategies, holistic... ...planning, and risk management.
They are adding an Investment Operations Associate to support the firm.
Responsibilities
Prepare...
Work experience placement
...Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family...
**Institutional Investment Operations Specialist - Broker Dealer Cash Management**
Location: Charlotte, North Carolina **Job ID** R-105860 **About this role:**
Team members support our focus on building strong customer relationships balanced with a strong risk mitigating...
...Investment Portfolio and Hedging Specialist The Investment Portfolio and Hedging Specialist assists the Portfolio Manager and Director in the management... ...balance sheet, pension plan assets and execution and operational aspects of the hedging program. Incumbent is...
...Were looking for an Investment Sales Specialist to play a key role on our team. The ideal applicant has a knack for identifying sales opportunities, building and maintaining relationships with investors across the country, and helping them to best reach their investing...
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