Custodian Jobs in Parsippany
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Search Results - Custodian Jobs in Parsippany
OnePoint BFG Wealth PartnersParsippany
instructions are executed accurately, efficiently, and in alignment with internal controls and industry regulations. You’ll collaborate closely with advisor teams, custodians and keep our SMA & Alternative Investment workflows running smoothly.
Primary...
OnePoint BFG Wealth PartnersParsippany
with a proactive, solution-oriented mindset.
• Proficiency with Salesforce or similar CRM platforms.
• Experience working with major custodians, including Schwab, Fidelity, and Goldman Sachs.
• Familiarity with Orion or other portfolio accounting/reporting systems...
OnePoint BFG Wealth PartnersParsippany
Orion/Schwab reporting issues, custodian alerts, tracking and follow up on outstanding forms / signatures for Alts, etc.
• Transition analyses for AQR & alternatives strategies
• CRM reporting and logging annual reviews
• Smaller account maintenance...
OnePoint BFG Wealth PartnersParsippany
instructions are executed accurately, efficiently, and in alignment with internal controls and industry regulations. You’ll collaborate closely with advisor teams, custodians and keep our SMA & Alternative Investment workflows running smoothly.
Primary...
OnePoint BFG Wealth PartnersParsippany
mindset.
• Proficiency with Salesforce or similar CRM platforms.
• Experience working with major custodians, including Schwab, Fidelity, and Goldman Sachs.
• Familiarity with Orion or other portfolio accounting/reporting systems.
• Ability to collaborate...
Six Flags Great AdventureOld Bridge, 33 mi from Parsippany
Overview:
Our Park Services team helps the park sparkle! You’re constantly on the move, leaving your shine behind as you bounce from place to place. Every day is a fresh experience as you interact with our guests and keep everything looking great....
OnePoint BFG Wealth PartnersParsippany
Orion/Schwab reporting issues, custodian alerts, tracking and follow up on outstanding forms / signatures for Alts, etc.
• Transition analyses for AQR & alternatives strategies
• CRM reporting and logging annual reviews
• Smaller account maintenance...
Taylor RootWhippany, 2 mi from Parsippany
tax providers, custodians, and prime brokers
• Prepare and review expense allocations and fund payment activity
• Assist with investor reporting, compliance, tax, and audit-related deliverables
• Partner closely with front office and investment teams...
Port Washington (NY), 38 mi from Parsippanyicims.com
Overview
At Unified Door & Hardware Group (UDHG), the Janitor (Custodian) is responsible for maintaining a clean, safe, and well-functioning facility. This role supports daily operations by performing routine cleaning, minor maintenance, and facility...
Daley And Associates, LLCNew York, 24 mi from Parsippany
Responsibilities:
• Analyze monthly fixed income portfolio asset reports for client accounts
• Submit daily/monthly asset and cash reconciliations for custodian banks
• Monitor cash flows, daily expenses, collateral holdings, and income receivables for client...
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