Institutional Investment Operations Professional

About the RoleWe are seeking a highly skilled Senior Investment Operations Manager to lead our institutional investment operations team at Wells Fargo.Key ResponsibilitiesLead complex initiatives in operational and customer service for lifecycle support for institutional trade flow functions.Oversee client account onboarding, cash payments, customer service,...

Job SummaryAs a Lead Institutional Investment Operations Specialist at Wells Fargo, you will be responsible for leading complex initiatives in operational and customer service for lifecycle support for institutional trade flow functions. This includes client account onboarding, cash payments, customer service, funding or custodial operations, and securities...

About this Role:Wells Fargo is seeking a highly skilled Client Data Steward to join its Client Data Maintenance team. As a key member of this team, you will be responsible for providing exceptional stewardship of client data between front-end sales desks and operational support partners.Key Responsibilities:Provide operational and customer support for...

About Intrepid Investment BankersIntrepid Investment Bankers is recognized for its distinctive entrepreneurial environment that prioritizes collaboration and openness. We provide driven individuals the chance to significantly impact client projects and engage in pivotal leadership roles within the organization, fostering a high degree of job satisfaction...

About the RoleWe are seeking a highly skilled Senior Investment Operations Manager to lead our institutional investment operations team at Wells Fargo.Key ResponsibilitiesLead complex initiatives in operational and customer service for lifecycle support for institutional trade flow functions.Oversee client account onboarding, cash payments, customer service,...

Job SummaryWe are seeking a highly skilled and experienced Senior Investment Manager to join our team at Bank of America. As a key member of our Retirement Plans Investments (RPI) team, you will be responsible for managing the investment-related matters of our company's retirement plans.Key ResponsibilitiesManage the investment strategies for our pension...

Vice President of Retirement Investments - Portfolio ManagementLocation: Charlotte, North CarolinaPosition Overview:This leadership role within the Retirement Plans Investments (RPI) division is dedicated to overseeing the management of the Bank of America’s retirement assets, which encompass defined benefit plans, 401(k) plans, and deferred compensation...

Job Description:This investment management role is part of the Retirement Plans Investments (RPI) team which is predominately focused on managing the assets/investments of the Bank of America retirement plans that include defined benefit plans, 401(k) plans and deferred comp plans. The scale of the task of managing these asset pools is evidenced by Pensions...

Job SummaryThe Regional Director, Broker-Dealer Group, is a key leadership position at Dimensional Fund Advisors, L.P. responsible for driving business growth and relationship management in the financial services industry.Key ResponsibilitiesLead sales and business development efforts to acquire new clients and expand existing relationships with financial...

The Senior Analyst, Investment Trade Settlements job assists in operational activities for the investment function, supporting the management of capital on behalf of pensions, endowments, corporate plan sponsors, and other institutional investors. Working under direct supervision, this job is responsible for performing operational processes pertinent to...

Reports To: Managing Partners of SelectLeadersAbout Us: SelectLeaders is a premier real estate investment firm dedicated to acquiring and developing properties in the industrial, life sciences, and office sectors. Our primary focus is on the Southeastern United States, although our investment portfolio spans the entire nation. With a robust track record of...

Job SummaryAlston & Bird's Investment Funds practice group is seeking an experienced Blue-Sky/Securities Paralegal to work in one of our East Coast offices. The ideal candidate will have at least 5-10+ years' experience in transactional areas as a paralegal, including Blue-Sky and Form-D experience, and experience working with state examiners and the...

Job SummaryAlston & Bird is seeking an experienced Blue-Sky/Securities Paralegal to join our Investment Funds practice group in one of our East Coast offices. The ideal candidate will have at least 5-10+ years of experience in transactional areas as a paralegal, including Blue-Sky and Form-D experience, and experience working with state examiners and the...

Become a Key Player in Investment Accounting at Asana PartnersAsana Partners stands at the forefront of the real estate investment landscape, committed to enhancing communities across the United States. Our mission revolves around generating value and fostering positive change through strategic investments. We are seeking a meticulous **Investment Accounting...

Become a Key Player in Investment Accounting at Asana PartnersAsana Partners stands at the forefront of the real estate investment landscape, committed to enhancing communities across the United States. Our mission revolves around generating value and fostering growth in vibrant neighborhoods. We are currently seeking a meticulous **Investment Accounting...

Company Overview: Brighthouse Financial is a prominent provider of annuities and life insurance in the United States, focusing on solutions that assist individuals in protecting their financial future.Job Title: Middle Office Investments AnalystLocation: Remote or OfficeKey Responsibilities:Validate derivative transactionsTrack essential risk...

About Rockefeller Capital Management:Rockefeller Capital Management is a distinguished independent financial advisory firm, established in 2018. With roots tracing back to 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic counsel to ultra- and high-net-worth individuals, families, institutions, and corporations...

Opportunity for an Analyst in Investment AccountingAsana Partners is a prominent entity in the real estate investment domain, committed to enhancing value in thriving communities throughout the United States. Our mission revolves around positively influencing neighborhoods while achieving substantial returns for our stakeholders.We are seeking a meticulous...

Position OverviewAsana Partners is a distinguished real estate investment firm dedicated to enhancing vibrant communities through its vertically integrated capabilities and retail expertise. With an impressive portfolio exceeding $7 billion in neighborhood retail assets, the firm is actively engaged in growth markets across the United States, striving to...

About Rockefeller Capital Management:Rockefeller Capital Management, established in 2018, stands as a premier independent financial advisory firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to provide strategic counsel to ultra- and high-net-worth individuals, families, institutions, and corporations across...