Mutual Fund Jobs in Newport Beach
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Search Results - Mutual Fund Jobs in Newport Beach
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 -
Ultimate Staffing-Newport Beach
development life cycle
• Technical proficiency in Microsoft Excel, including Excel formulas (e.g., vlookups, Pivot tables) and Microsoft Word
• Strong background in securities and investment products, including stocks, bonds, derivatives, mutual funds, ETFs...
mindmatch.ai -
CFA Institute-Newport Beach
on the investment management industry
• 5+ years relevant work experience in SOX compliance, internal or external audit
• A strong understanding of mutual fund accounting, operations, and reporting. Experience with ETFs, closed-end funds, and/or alternative funds...
appcast.io -
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 -
Aristotle Capital Management-Newport Beach
and a collaborative approach, this is a hands-on position which will report to the Managing Director, Operations & Trading.
What You Will Do:
Performance & Analytics
• Oversee performance calculations performed by external 3rd parties for client portfolios, Mutual...
appcast.io -
Desjardins Financial Security Independent Network - Rexdale #278-Ontario, 30 mi from Newport Beach
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 -
PIMCO-Newport Beach
is a plus)
• Strong background in fixed income, alternatives, derivatives, commodities and equity strategies offered in a variety of investment products including (i.e., open-end mutual funds, closed-end funds, ETFs, separate accounts and private funds...
appcast.io -
Desjardins Financial Security Independent Network - Rexdale #278-Ontario, 30 mi from Newport Beach
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 -
Los Angeles, 35 mi from Newport Beach
strategies with members of both external and internal sales teams
• Articulate Mutual fund and ETF objectives while also processing strong capital markets (domestic and international) knowledge
• Identify sales opportunities and advisor needs, cross:sell...
tiptopjob.com -
Los Alamitos, 20 mi from Newport Beach
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 -
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