Huff Consulting – New York, NY
helping to implement technology solutions to support the investment advisory business from a compliance perspective; ... the Investment Advisers Act of 1940; and Identifying gaps in existing policies, procedures and processes.
Huff Consulting, LLC..
Posted 4 days ago.
Harris Bank – Illinois
appointment follow-up (review scheduling). In addition, Investment Associate responsibilities include client and ... meetings, seminars, educational sessions, etc. ? Act as an investment representative with ?lower end? investment...
Harris Bank.
Posted 4 days ago.
I-hire – Sauk Rapids, MN
individual clients with service and recommend appropriate investment strategies and products, based on client ... over the phone. Explain and sell a broad range of investment products to both new and existing clients.
I-Hire.
Posted 5 days ago.
RBC Wealth Management – Minneapolis, MN
To assist the Sr. Investment Policy Compliance Analyst in daily oversight of the investment policy compliance program, ... minimum experience.Ability to understand and interpret Investment Policy Statements, Investment Guidelines and...
RBC Wealth Management.
Posted 6 days ago.
Fifth Third Bank – Dowagiac, MI
Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct joint appointments with bankers and assist them in efficiently identifying potential clients and closing the sales. Maintain...
Fifth Third Bank.
Posted 6 days ago.
Freddie Mac – Mclean, VA
and delegates assignments to subordinate managers. Involved in developing, modifying and executing company policies that ... Basic Requirements: -Strong Architecture Experience in financial services. -Strong expertise in the investments...
Freddie Mac.
Posted 6 days ago.
Bank of America – Chicago, IL
of institutional investment operations and desktop technology to facilitate problem resolution in the areas of ... Competencies: Investment/Business Concepts : Develop a broad understanding of the institutional investment management in...
Bank of America.
Posted 7 days ago.
Ropes & Gray – New York, NY
training and logistical support. Primarily support the Investment Management, Hedge Funds and Bankruptcy and ... writing skills. Demonstrated ability to effectively use technology, database, presentation, and spreadsheet...
Ropes & Gray LLP.
Posted 8 days ago.
Liberty Mutual – Boston, MA
in-depth knowledge in several keys areas of cutting edge technology. Seven plus years of backend systems management ... growth and success. We believe our employees take pride in knowing that they help people live safer more secure...
Liberty Mutual.
Posted 9 days ago.
Morgan Stanley – Jersey City, NJ
Senior Business Analyst for Retirement Services and Investment Product Technology Team responsible for program ... the candidate will work in close cooperation with peers in other Technology areas and senior business clients in a...
Morgan Stanley.
Posted 9 days ago.
Morningstar – Chicago, IL
Investment Management to leverage our extensive experience in investment consulting and retirement planning solutions. ... Investment Services, all three of which are registered investment advisors. We use our expertise in asset...
Morningstar.
Posted 10 days ago.
Sun Life Financial – Wellesley, MA
for commercial mortgages, investment underwriting, investment strategies, risk assessment, etc. The person in ... such as CoStar * Proven knowledge and experience in the financial analysis of real estate investment...
Sun Life Financial.
Posted 10 days ago.
INVESCO – America, IL
unique in that it faces both internal business clients and technology professionals assisting with both defining and ... * Coordinate user testing, ensuring issues are resolved in a pragmatic and appropriate manner * Assist in...
Invesco Ltd.
Posted 10 days ago.
BNY Mellon – Chadds Ford, PA
investment professionals and independent registered investment advisors depend on Pershing's depth of experience ... services, flexible technology, an expansive array of investment solutions, practice management support and...
BNY Mellon.
Posted 10 days ago.
Guardian Life Insurance Company of America – New York, NY
helping to implement technology solutions to support the investment advisory business from a compliance perspective; ... Supervise team of Compliance professionals dedicated to the investment advisory business. * Play a leadership role in...
Guardian Life Insurance Company of America.
Posted 11 days ago.
EMC – Hopkinton, MA
companies in these markets for the purpose of investing in or acquiring the company in whole or part to strengthen ... investments that have reached closure to insure EMC leverage in the targeted technology area. Finance &...
EMC Corporation.
Posted 1 day ago.
Northern Trust – Illinois
houses) as it is internally focused (i.e working with in-house technology partners, operational areas, management ... of investment management operations. Bachelors degree in finance or accounting preferred. Strong communication...
Northern Trust.
Posted 12 days ago.
Western and Southern Life Insurance Company – Cincinnati, OH
and knowledge of hardware & software required: Proficient in Microsoft Office Suite. Working knowledge of investment ... is a registered investment advisor. We were founded in 1990 and are the primary investment arm of Western &...
Western and Southern Life Insurance Company.
Posted 12 days ago.
Beacon Hill Staffing Group – Boston, MA
We are assisting our client in their search for an Analyst. The Analyst will play an integral role in all of the firm's ... relevant work experience in corporate finance, with some technology experience; preferably in investment banking,...
Beacon Hill Staffing Group.
Posted 13 days ago.
Prudential – Newark, NJ
Business Overview: Prudential Investment Management (PIM) is one of the largest investment managers in the U.S. with ... and Prudential's general account. Description: The Investment Analyst role in PFI is a three-year assignment...
Prudential.
Posted 14 days ago.
Aetna – Hartford, CT
will operate within in a small, fast paced team environment in support of the Investment Management application suite ... FUNCTIONAL EXPERIENCES Information Technology/Application development/4-6 Years Information Technology/Application maint...
Aetna.
Posted 14 days ago.
ESCO Recruiting – New York, NY
61565 Position Title Equity Application Support Analyst:- Investment Derivative ProductsTechnology Division IDEAS ... contact, hands-on technology exposure and daily challenge in a dynamic environment. Skills Required -Intermediate...
ESCO Recruiting.
Posted 16 days ago.
Tiaa-cref – New York, NY
reporting and finance support for Private Equity Investment Strategy at TIAA-CREF. The group is ultimately ... Policy, Regulatory Reporting, Investment Reporting, Technology, Investment Services, Internal Audit, Compliance...
TIAA-CREF.
Posted 17 days ago.
Affiliated Computer Services – New York, NY
records to meet Advisor compliance rule. Participate in investment research on managers and capital markets, write ... in a financial firm. 3 to 5 years of experience in an investment advisory or investment consulting environment...
Affiliated Computer Services, Inc.
Posted 19 days ago.
Allstate Insurance Company – Northbrook, IL
classes as well as accounting, finance and technology. Investment performance for our three major portfolios has ... subsidiaries. * Assist the reporting team in drafting investment information used in the Footnotes to the...
Allstate Insurance Company.
Posted 19 days ago.