Mutual Fund Jobs in New York State
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Search Results - Mutual Fund Jobs in New York State
Social Capital Resources LLC-New York
and implementing ETL orchestration and workflow automation systems, preferably ActiveBatch.
Experience with knowledge of workflows between Order Management, Execution Management, Portfolio Accounting and Mutual Fund Accounting systems.
Experience with Eagle...
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Altfest Personal Wealth Management-New York
status or any other characteristic protected by law.
Firm Overview:
Lewis Altfest, Ph.D., CFA, CFP®, CPA, PFS, founded the firm after leaving Lord Abbett & Co, a large mutual fund company where he was a Partner and Director of Research. Lew has been...
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Social Capital Resources LLC-New York
and research as needed.
Travel within territory (minimum of 2 times/year)
Qualifications:
Bachelor's Degree or equivalent work experience
Prior sales experience in Alternatives
Must have Series 7 & 63
Prior experience with Mutual Funds is preferable
2. ..
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Fidelity TalentSource LLC-Chappaqua
The/u00A0Skills/u00A0You Bring
• All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
• A contagious enthusiasm for hiring, mentoring and developing new branch associates
• Inspired by a real passion for working collaboratively...
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Lenmar Consulting, Inc.-New York
hedge funds, mutual funds, pensions, insurance companies, banks, corporates and money managers.
• Act as primary point of contact with existing clients looking to launch new funds.
• Work with outside counsel to perfect security interest for certain...
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EY-New York
mutual fund complex, third-party service provider, or as a consultant in one of these companies.
Must have 3 years of experience communicating technical study conclusions through written reports and presentations using PowerPoint, Excel, Word, or Visio...
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Morgan Stanley-Harrison (NY)
Position Summary Global Investment Manager Analysis (GIMA), a unit within the WM Investment Solutions , provides comprehensive manager research on a wide range of investment strategies, including separately managed accounts, mutual funds, UCITs...
efinancialcareers.com -
US Tech Solutions, Inc.-New York
and Onboarding teams.
Client base includes hedge funds, mutual funds, pensions, insurance companies, banks, corporates and money managers.
Act as primary point of contact with clients and their counsel for all negotiations. Interact with clients in connection...
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Deutsche Bank-New York
and administering the policies and procedures of the Sales Coverage business (Coverage) in the sale and offer of mutual funds/ETFs through institutional financial intermediary channels, separately managed accounts and investment products direct to institutional...
efinancialcareers.com -
Ampcus Incorporated-White Plains (NY)
industry, preferably in compliance or operations.
Knowledge of Insurance and Securities Products including Life Insurance, Fixed and Variable Annuities, and Mutual Funds.
Requires a bachelor’s degree in business or related field and 1-4 years of relevant...
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Consultant- Bus Cons- Transformation Architecture- Wealth and Asset Mgmt- Manager- Mult Pos- 1492340
EY-New York
mutual fund complex, third-party service provider, or as a consultant in one of these companies.
Must have 3 years of experience communicating technical study conclusions through written reports and presentations using PowerPoint, Excel, Word, or Visio...
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PwC-New York
Knowledge/Skills : Demonstrates intimate knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. Considerable knowledge of structuring of funds and fund management companies to best...
Fidelity TalentSource LLC-New York
to clients seeking a personalized high-touch relationship
• Documenting and communicating strategy discussions and implementation
• Effectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage...
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PwC-New York
Preferred Knowledge/Skills :
Extensive knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. Thorough knowledge of structuring of funds and fund management companies to best limit tax...
PwC-New York
Knowledge/Skills :
Demonstrates thorough knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. Considerable knowledge of structuring of funds and fund management companies to best...
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