Mutual Fund Jobs in California
1 - 15 of 38
Search Results - Mutual Fund Jobs in California
Ampcus Incorporated-Folsom (CA)
fund shareholder accounts. Ensure proper documentation and authorization is received, reviewed, handled appropriately following completion of transaction. Provide timely and thorough responses to mutual fund shareholders, distribution partners...
resume-library.com -
Larson Maddox-Concord (CA)
of the Funds risk assessment and testing program, including conducting compliance testing, documenting and presenting results, and identifying enhancements and remedial actions.
• Aid in the preparation of materials for mutual fund board meetings and electronic...
mindmatch.ai -
First Citizens-San Francisco
in technology and financial services, to apply.
Responsibilities
The Investment Solutions - Product Team Lead will manage a team of product managers with responsibilities across Money Market Mutual Fund Sweep and Repurchase Agreement Sweeps to drive growth...
appcast.io -
Cetera Financial Group-El Segundo
and client investment challenges, the Product Solutions Consultant must have a deep working knowledge of major product lines such as mutual funds, annuities, alternative investments and others, an ability to connect investor challenges to product solutions...
mindmatch.ai -
1 similar job: San Diego
Regal Executive Search-Los Angeles
consulting and compliance services to many of the world's largest mutual funds, common trust funds, limited partnerships, hedge funds, pension funds, annuities, trusts and industry service providers.
Position/Program Requirements
• Minimum Years...
appcast.io -
PwC-San Diego
partnerships including hedge funds, mutual funds and private equity funds. Considerable knowledge of structuring of funds and fund management companies to best limit tax liability. Intimate knowledge of alternative investment strategies and vehicles...
CFA Institute-Newport Beach
firm or equivalent industry experience focused on mutual fund tax and mutual fund tax operations
• Strong working knowledge of U.S. mutual funds regulated under the 1940-Act, Subchapter M of the Internal Revenue code, and common RIC book-tax differences...
appcast.io -
Kestra Financial Independent Advisor-Palo Alto (CA)
years of experience in the financial services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance...
resume-library.com -
Cetera Financial Group-El Segundo
experience within the brokerage industry
• Strong working knowledge of industry products and services (stocks, bonds, mutual funds, UITs, ETFs, REITs, annuities, alternative investments, etc.)
• Deep understanding of industry rules governing transactions...
mindmatch.ai -
7 similar jobs: Denver, St Paul, Enfield, Minnesota, Atlanta...
INSPYR Solutions-Newport Beach
VLOOKUP’s, Pivot tables) and Microsoft Word
Strong background in securities and investment products (stocks, bonds, derivatives, open-end mutual funds, closed-end funds, ETFs, private funds)
Strong verbal/written communication skills
Ability to work in...
resume-library.com -
Desjardins Financial Security Independent Network - Rexdale #278-Ontario
Desjardins financial centre in Etobicoke as an Advisor/Broker for life insurance, living benefits, group insurance and a full range of mutual and/or segregated funds.
Desjardins is a team that prides ourselves on our excellent company culture, our very clean...
talentnest.com -
MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED-Delhi (CA)
Office Location : Connaught Place
Weekly Offs - 2 Saturdays and all Sundays
Mandatory to Have:
Graduation Degree
Field Sales Exp in Demat / Mutual Fund/ Wealth Products
Job Description
1. To identify and acquire the customers
2. Maintaining...
jobvertise.com -
Los Alamitos
and an acceptable risk level. Financial advisory services is often sought when the client wants advice regarding financial investments such as stocks, bonds, mutual funds and other investment strategies. The service provided by a Financial Consultant usually makes...
icims.com -
Morgan Stanley-San Francisco
Department Profile Morgan Stanley and Company (MSCO) is a Municipal Institutional market maker covering insurance companies, asset managers, mutual funds, hedge funds and banks in addition to one of the largest clients in the entire market, Morgan...
efinancialcareers.com -
Regal Executive Search-San Francisco
years' experience as a lawyer in a major law firm or the legal department of an of an asset manager, investment bank or other leading organization.
• Experience in asset management and advising mutual funds, ETFs and/or other collective investment...
appcast.io -
123
Companies now hiring in California:
Mutual Fund jobs in California – Similar offers:
Mutual Fund jobs – More cities:
Broaden your job search:
Don’t miss out on new job openings!
Create a job alert for: Mutual Fund, California
It's free, and you can cancel email updates at any time
123