- Raymond James Financial, Inc. (St. Petersburg, FL)
- …correspondences from various fund families related to the update and maintenance of mutual fund product characteristics as well as fund family rules and ... operational procedures within the department, related to the update and maintenance of mutual fund product characteristics as well as fund family rules and… more
- Wellington (Boston, MA)
- …of 30 June 2024, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are ... the firm, including private investment valuation and operations, investment product and fund services, legal & compliance, tax, and information technology to develop… more
- Wells Fargo (Charlotte, NC)
- …process improvements and your role will be critical for the expansion of the advisory and mutual fund process across WIM Ops. **In this role, you will:** + Lead ... for process improvements within End to End Advisory and Mutual Fund + Review and analyze moderately...including intangibles or unprecedented factors such as creation and setup of models, accounts, and testing for accuracy +… more
- Janus Henderson Investors (Denver, CO)
- …accounting/finance and/or equivalent relevant industry experience + Five plus years mutual fund /financial services operational experience required. + Operational ... of business. Ensure understanding of operational requirements to facilitate setup with internal/external partners. + Facilitate various product launches -… more