- Citigroup (New York, NY)
- Job Description The Investment Specialist Lead is a strategic professional who closely follows latest trends in own field and adapts them for application ... and allocation of work within the team/project. **Responsibilities:** + The Managed Investment Specialist team is responsible for supporting investment … more
- Wells Fargo (New York, NY)
- …issues and achieving goals **Required Qualifications** 7+ years of Institutional Investment Operations experience, or equivalence demonstrated through one or a ... issues with partners or clients including escalations as needed + Ability to lead and operate collaboratively, execution focused, and results oriented + Ability to… more
- Wellington (Boston, MA)
- … team, the Client Group and other functional areas. **QUALIFICATIONS** The Investment Specialist role requires demonstrated knowledge of portfolio and market ... fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an… more
- JPMorgan Chase (New York, NY)
- …broad markets, preferreds, and international strategies. As a Customized Bond Portfolio Investment Specialist within the Global Fixed Income, Currency and ... expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary… more
- Charles Schwab (Richfield, OH)
- …the markets and the asset management industry to support key business initiatives + Lead investment manager calls to provide ongoing due diligence to Schwab's ... investigate plan investment trends on Schwab's platform and take the lead on investment projects. Investment Analysts also provide investment support… more
- JPMorgan Chase (New York, NY)
- …managed by the team. **Job summary:** As an Asset Management Derivatives Investment Specialist - Vice President within the Asset Management Derivatives ... managers, external clients and distribution teams. You will represent the investment team on business-related matters, including, but not limited to marketing… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist Military Apprentice for our Corporate and Investment ... and obtained the required experience of a fully functioning Senior Institutional Investment Operations Specialist **Required Qualifications, US:** + 2+ years of… more
- City National Bank (Los Angeles, CA)
- * INVESTMENT OPERATIONS SECURITIES SPECIALIST SENIOR* WHAT IS THE OPPORTUNITY? The Senior Securities Specialist will support responsibilities assigned to the ... transfers of mutual funds. * Coordinates with Account Officers, brokers and Investment Managers to arrange for settlement of securities. Contacts brokers in order… more
- Wells Fargo (Charlotte, NC)
- …with you. **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist . The **Approval to Transact (A2T) & Regulatory Due ... the deliverable **Required Qualifications, US:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist . This role is critical for the setup, ongoing support, and expansion of ... the key responsibilities include: + The Senior Securities Operations Specialist will own the End to End of Workforce...data quality checks and regression testing for accuracy. + Lead , execute and Operationalize Service Chat across the ICC,… more