- Locations: New York, California, Texas, Indiana, Illinois
- Related Keywords: Funds, Funds Marketing, Marketing, Review
- AVP Tax Manager
- Execu-Search (New York, NY)
- ...as heavy interaction with global offices and clients. Other responsibilities of the Tax Manager include: Review and oversight of the preparation of interim and year-end US tax information for hedge funds and private equity funds including Schedule K-1 and PFIC Annual Information...
- Sales Associate
- Institutional Investors' Online Community and Marketplace (New York, NY)
- ...global marketplace for Institutional Investors to post and to review secondaries, co-investments and new fund managers in the alternative...on leads to Institutional Investors including endowments, foundations, pension funds , family offices and sovereign wealth funds *...
- Sales & Marketing Report Specialist
- International Mutual Funds Family (Los Angeles, CA)
- ...company's Business Analysis team and will produce sales and marketing reports utilizing our management information system. The associate will...Dealer Relations liaisons, and other company executives * Execute, review , and distribute standard reports as needed * Carefully identify...
- Product Manager / Senior Product Manager
- Russell Investments (Tacoma, WA)
- ...issues. * Work with Product Partners (RIS, ID & Alts) to review positioning, fees and marketability of existing funds . * Work with Inst Marketing to review packaging of existing products. * Develop a formal process to reevaluate existing fund line-up and...
- Assistant to Managing Director, Closed-End Funds & Structured Products Group
- Premier Investment Firm (Chicago, IL)
- The Closed-End Funds and Structured Products group develops new funds and structured investment...data collection and verification; maintaining and updating files, databases, records, publications, marketing materials. * Prepares all forms of print and electronic correspondence and...
- Senior Paralegal - Mutual Funds
- JPMorgan Chase (Boston, MA)
- Title: Senior Paralegal - Mutual Funds Location: MA-Boston SUMMARY: Responsible for providing support in the drafting, editing,...use by Fund investment advisors, including updates to the manuals. 4. Review of shareholder marketing materials. 5. Draft and/or coordinate...
- Commercial RM III - Government/ Public Funds
- Fifth Third Bank (Charlotte, MI)
- ...existing portfolio of bank customers with a large financial base and strong asset base throughout assigned marketing area. Responsible for the review and underwriting of credit requests and insuring appropriateness and satisfaction level of existing services provided. Responsible...
- Commercial RM III - Government/ Public Funds
- Fifth Third Bank (Charlotte, NC)
- ...existing portfolio of bank customers with a large financial base and strong asset base throughout assigned marketing area. Responsible for the review and underwriting of credit requests and insuring appropriateness and satisfaction level of existing services provided. Responsible...
- Internal Wholesaler - Ivy Funds (Series 7 required)
- Unknown (Overland Park, KS)
- ...advisors to provide product information, share sales ideas, gather marketing data and offer sales support. Incorporate sales methodology /...open communication with the wholesaler, which includes a daily review of the sales, opportunities, and summarizing activities that impact...
- Managing Director - National (key) Accounts
- One of the largest managers of short and leveraged funds… (Bethesda, MD)
- ...one of the largest managers of short and leveraged funds with almost $35 billion in assets under management. We...the company. Collaborate and coordinate Distribution team efforts with marketing , legal, portfolio, management, internal systems, product management and teams...
- Senior Paralegal - Mutual Funds
- JPMorgan (Boston, MA)
- ...and distribution of compliance procedures and manuals for use by Fund investment advisors, including updates to the manuals. 4. Review of shareholder marketing materials. 5. Draft and/or coordinate the completion of client contracts. 6. Undertake special projects as assigned 7. With...
- Marketing Consultant IV
- Marshall & Ilsley Corporation (Milwaukee, WI)
- ...objectives for all products and services offered in their division.& Review and modification of existing products in addition to the...emphasis on the M&I Investment Management Corp. (IMC) and Marshall Funds teams.& The Marketing Consultant plans, implements and...
- Marketing Associate
- Diversified group of best-in-class global asset management… (Stamford, CT)
- ...by the firm. Among the products supported by Product Marketing are: open and closed-end mutual funds , variable...requirements Ability to project manage through completion including Compliance review , Design and Production coordination, web posting with appropriate internal...
- Analyst (Internship)
- Renewable and Clean Energy Investment Advisor (San Francisco, CA)
- COMPANY INFO Our firm is an investment adviser, managing two funds . The firm was founded in 2008 by a Stanford alumni...in investment risks and economic influences pertinent to investments, - Prepare/ review financial forecast and valuation models based on assumptions, trends and...
