Custodian Jobs in Stamford
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Search Results - Custodian Jobs in Stamford
Atlantic Group-Stamford
Manage portfolio and fund operations, including position reconciliations across funds and entities, balance sheet reconciliations, expense allocations and accruals, and resolution of breaks with fund administrators and custodians.
• Track and process...
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Atlas Search-Stamford
support for client issues and operational requests
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• Build strong relationships with clients, custodians, and vendor partners
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• Deliver training and support on reporting platforms and tools
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Wealth Technology & Systems
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• Configure...
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Tweedy, Browne-Stamford
activity.
Key Responsibilities
Global Trading and ETF Desk Operations & Support
• Support the traders in U.S. and international markets through the confirmation, settlement, and reconciliation process. Work directly with brokers, custodians, and other...
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Atlas Search-Stamford
or custodians
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• Highly organized, self-driven, and able to manage competing deadlines
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• Detail-oriented with a structured approach to work
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• Comfortable adopting new technology and software quickly, including platforms such as Addepar, Black Diamond...
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Atlas Search-Stamford
and investment data integrity
Client Support & Onboarding
• Assist with client onboarding and account setup
• Provide day-to-day support for client issues and operational requests
• Build strong relationships with clients, custodians, and vendor partners...
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Benchmark IT-Stamford
or custodians
• Organized, self-motivated, able to prioritize and meet deadlines
• Experience with Addepar, Black Diamond or similar wealth management platforms
• Strong MS Excel and PowerPoint; basic database concepts and programming knowledge
• Understanding...
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Top-Tier Alternative Asset Manager-Stamford
corporate actions, proxy voting, and trade processing across funds and entities
• Partner with custodians and fund administrators to resolve operational issues and ensure accurate fund records
• Drive process improvements and operational efficiencies...
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Green Key Resources-Stamford
trade processing and trade blotter across multiple asset classes
• Collaborate with custodians, administrators, and clients
• Utilize advanced Excel and database tools for operational analysis and reporting
• Support daily P&L reporting and fund...
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Atlas Search-Stamford
Background in RIA/wealth management operations, procedures, and client service
• Experience working with wirehouses or custodians
• Highly organized, self-driven, and able to manage competing deadlines
• Detail-oriented with a structured approach to work...
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Stamford
process from product origination through launch, including internal and external approvals, regulatory readiness and compliance, legal agreements, fund offering documentation, and operational connectivity with administrators, custodians, and intermediary...
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rockco.com -
Green Key Resources-Stamford
auditors, pricing vendors, custodians, or fund administrators.
• Excellent analytical, organizational, and communication skills with a strong focus on controls and risk management.
Technical Skills
Experience with one or more of the following is preferred...
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