- Fidelity TalentSource LLC (Merrimack, NH)
- …provides accounting and investment management support services to Fidelity businesses and mutual fund shareholders. The Tax team, along with the Shareholder ... the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products.\u00A0 The… more
- Everence (Goshen, IN)
- …developing, executing, and overseeing marketing strategies (including tactical implementation) for Praxis Mutual Funds, a fund family of Everence, to target ... audiences. In collaboration with the Praxis Director of Sales and other partners, this position will utilize multi-channel, multi-touch marketing approaches to help Praxis' primary audiences - advisor networks and their clients - integrate faith values and… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …knowledge of the Fidelity businesses and investment products to support the renewal of mutual fund fee contracts.The Financial Analyst is part of a team ... competitiveness of fund fees and the profitability of the mutual fund business.Primary responsibilities include:Lead person for Intermediary distribution… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Fidelity s US 1940 Act products and certain institutional products. Your understanding of mutual fund operations will enhance your ability to adapt quickly to ... equivalent field preferred).5+ years of financial services experience with a mutual fund operation with a focus on legal regulatory reporting.Prior experience… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …work environment with evolving priorities General knowledge of investments and the mutual fund industry and regulations The Value You Deliver Delivering ... products, Canadian registered funds, and certain institutional products. Your understanding of mutual fund operations will facilitate adapting quickly to the… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …financial services experience with an asset manager or custodian bank, preferably in mutual fund operations with exposure to Corporate Actions2+ years of ... encouraged, but not requiredA solid understanding of the custody industry and mutual fund operationsAn understanding of processes and information flow utilizing… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …investment operations in financial services industryKnowledge of the institutional and mutual fund investment business, including strong understanding of the ... money market and bond fund management processKnowledge of fixed income investment process, as well as an appreciation and understanding of operational… more
- Fidelity TalentSource LLC (Westlake, TX)
- …technology initiatives.Experience with Swift or other money movement systems in a Mutual Fund /Banking Industry including knowledge of policies and procedures ... Job Description:The TeamAt Fidelity Fund and Investment Operations Technology (FFIO), we support trade processing, trade settlements, corporate actions, income… more
- Fidelity TalentSource LLC (New York, NY)
- …and implementationEffectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic ... tax-free and deferred investments, trust and estate planning, as well as income and retirement planningBuilding and implementing a structured client engagement strategy and promoting guidance reviews with an AdvisorIdentifying opportunities for asset… more
- Fidelity TalentSource LLC (Wayne, NJ)
- …lead utilization, and client appreciation. The\u00A0Skills\u00A0You BringAll-encompassing brokerage and mutual fund knowledge and expertise in financial ... planningA contagious enthusiasm for hiring, mentoring and developing new branch associatesInspired by a real passion for working collaboratively, improving productivity, and implementing ideasCoordinating and supporting cross-company partnerships and regional… more
- Amerant Bank (Coral Gables, FL)
- …delivery/receive of securities free of payment which include DTC, Government, Mutual Fund , International transfers, DRS and/or DWAC transfers.Provide superior ... customer service to the Wealth Management business units we serve.Ensure strict confidentiality of client, firm, and employee information.Process document bank storage.Minimum Education and/or Certifications Requirements:Bachelor's degree in economics,… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …clients. OSG performs tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions daily. OSG has a need for a Risk ... Manager in the Fidelity Agency Lending space specific to \u00A0Corporate Actions.The base salary range for this position is $71,000-$120,000 per year. \u00A0Placement in the range will vary based on job responsibilities and scope, geographic location,… more
- Fidelity TalentSource LLC (Westlake, TX)
- …in Fidelity and throughout the Financial Services industry.\u00A0 These accounts may include mutual fund and brokerage accounts, as well as retirement and ... non-retirement accounts for Retail, Correspondent, and Advisor Clients. \u00A0Responsibilities include:Delivering highly efficient transaction processingEstablishing relationships with numerous teams within Fidelity in order to service our clients while… more
- Fidelity TalentSource LLC (Boston, MA)
- …on customer communicationsResponding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic ... tax-free and deferred investments, trust and estate planning, as well as income and retirement planningPartnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviewsSeeing opportunities for asset consolidation… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …OSG performs tens of thousands of over the counter, listed equities, options, bonds, and mutual fund transactions daily. OSG has a need for a Risk Manager in ... the Fidelity Agency Lending space specific to Corporate Actions.The base salary range for this position is $85,000-$144,000 per year. \u00A0Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s relevant… more
- Fidelity TalentSource LLC (Boston, MA)
- …team actively researches a broad universe of investment strategies including institutional mandates, mutual funds, and ETFs in which we invest on behalf of our ... focusing on manager research in Liquid Alternative Investments (ie Hedge Fund like strategies).\u00A0 Your responsibilities will include identifying the most… more
- Merck & Co. (Rahway, NJ)
- …an individual like you. To this end, we strive to create an environment of mutual respect, encouragement and teamwork. As part of our global team, you'll have the ... responsibility.The Director is responsible for maintaining a strong scientific fund of knowledge by:Maintaining awareness of scientific developments within his/her… more
- Merck & Co. (North Wales, PA)
- …an individual like you. To this end, we strive to create an environment of mutual respect, encouragement and teamwork. As part of our global team, you'll have the ... The Senior Director is responsible for maintaining a strong scientific fund of knowledge by: -Maintaining awareness of scientific developments within his/her… more
- Fidelity TalentSource LLC (Boston, MA)
- …reporting. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations and with our key Asset Management business partners ... responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds Boards of...of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity s existing… more
- Fidelity TalentSource LLC (Boston, MA)
- …Lending.The prime services team provides a consolidated prime brokerage offering for hedge fund clients. The platform provides a gateway to Fidelity s wide array of ... division, with responsibilities for serving as agent lender of securities held by mutual funds, ETFs, and other institutional vehicles. FAL supports FMR s agent… more
Related Job Searches:
Fund,
Mutual,
Mutual Fund Accountant,
Mutual Fund External Wholesaler,
Mutual Fund Internal Wholesaler,
Mutual Fund Operations,
Mutual Fund Sales,
Mutual Fund Wholesale,
Mutual Fund Wholesaler,
Product Manager Mutual Fund