Senior Investment Operations Manager
6 days ago
We are seeking a highly skilled Senior Investment Operations Manager to lead our institutional investment operations team at Wells Fargo.
Key Responsibilities- Lead complex initiatives in operational and customer service for lifecycle support for institutional trade flow functions.
- Oversee client account onboarding, cash payments, customer service, funding or custodial operations, and securities settlement services.
- Develop and implement process improvements to enhance operational efficiency and customer satisfaction.
- Collaborate with cross-functional teams to ensure seamless execution of trade flow functions.
- Provide expert guidance and support to team members to ensure high-quality service delivery.
- Minimum 5 years of experience in investment operations, with a focus on institutional trade flow functions.
- Proven track record of leading complex initiatives and driving process improvements.
- Excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams.
- Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions.
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Senior Investment Manager
4 days ago
Charlotte, North Carolina, United States Bank of America Full timeJob 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...
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Vice President of Investment Banking
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Charlotte, North Carolina, United States Intrepid Investment Bankers Full timeAbout 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...
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Charlotte, North Carolina, United States Wells Fargo Full timeAbout 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,...
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Investment Banking Vice President
1 day ago
Charlotte, North Carolina, United States Intrepid Investment Bankers Full timeAbout the RoleIntrepid Investment Bankers is seeking a highly motivated and experienced Vice President to join our Supply Chain & Logistics Group. As a key member of our team, you will be responsible for managing day-to-day client relationships, overseeing deal execution phases, and developing valuation analyses and models.Key ResponsibilitiesManage client...
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Senior Tax Manager
2 weeks ago
Charlotte, North Carolina, United States Regal Executive Search Full timePosition OverviewSenior Tax Manager - Alternative InvestmentsThe ideal candidate will possess extensive knowledge in the following areas:Understanding of filing obligations for alternative investment vehicles and registered investment companies (RICs)Expertise in partnership taxation to ensure thoroughness and precision in tax compliance and...
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Senior Tax Manager
2 weeks ago
Charlotte, North Carolina, United States Regal Executive Search Full timePosition OverviewSenior Tax Manager - Director of Tax for Alternative InvestmentsThe ideal candidate will possess extensive knowledge in the following areas:Understanding of filing obligations pertinent to alternative investment vehicles and registered investment companies (RICs)Expertise in partnership taxation to guarantee thoroughness and precision in tax...
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Senior Associate
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Charlotte, North Carolina, United States Selby Jennings Full timeSelby Jennings is seeking a Senior Associate to join a prominent private credit organization. This role is ideal for individuals looking to advance their careers in the dynamic field of private equity. The firm focuses on middle-market investments, typically ranging from $20 million to $200 million, with a specialization in the Technology, Media, and...
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Charlotte, North Carolina, United States Wells Fargo Full timeJob 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...
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Senior Community Operations Manager
1 week ago
Charlotte, North Carolina, United States AvalonBay Full timeOverviewAvalonBay Communities, Inc. is a leading equity real estate investment trust (REIT) dedicated to the development, acquisition, and management of exceptional apartment residences in key markets across the United States. Our mission is to enhance the living experience by delivering long-term value and quality.The RoleAre you prepared to guide a premier...
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Senior Community Operations Manager
2 weeks ago
Charlotte, North Carolina, United States AvalonBay Full timeOverviewAvalonBay Communities, Inc. is a prominent equity real estate investment trust (REIT) dedicated to the development, redevelopment, acquisition, and management of exceptional apartment residences in key U.S. markets. The company is committed to enhancing the living experience by delivering significant long-term value.The RoleAre you prepared to guide...
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Senior Community Operations Manager
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Charlotte, North Carolina, United States AvalonBay Full timeOverviewAvalonBay Communities, Inc. is a leading equity real estate investment trust (REIT) dedicated to the development, acquisition, and management of exceptional apartment residences in prime markets across the United States. Our mission is to enhance the living experience by delivering long-term value and quality.The RoleAre you prepared to guide a...
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Senior Community Operations Manager
2 weeks ago
Charlotte, North Carolina, United States AvalonBay Full timeOverviewAvalonBay Communities, Inc. is a prominent equity real estate investment trust (REIT) dedicated to the development, acquisition, and management of exceptional apartment residences in key markets across the United States. Our mission is to enhance the living experience by delivering long-term value and quality.The RoleAre you prepared to guide a...
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Investment Accounting Manager
1 day ago
Charlotte, North Carolina, United States Nuveen Full timeJob SummaryNuveen, a leading investment manager, seeks a highly skilled Investment Accounting Manager to join its team. This role is responsible for managing the investment accounting policies and procedures of the organization, ensuring their correct application to financial transactions.Key ResponsibilitiesFinancial Reporting and ComplianceLead the month-...
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Investment Portfolio Analyst
1 week ago
Charlotte, North Carolina, United States Redwood Trust Inc Full timeJob OverviewRedwood Trust, Inc (NYSE: RWT) is seeking an Investment Portfolio Analyst to contribute to the management of a substantial $3.4 billion investment portfolio. This portfolio encompasses investments generated through our Residential and Business Purpose Mortgage Banking operations, as well as collaborations with various partners and third parties....
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Senior Investment Portfolio Manager
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Charlotte, North Carolina, United States Truist Financial Full timePosition Overview:The role outlined below is essential for overseeing financial assessments, risk evaluations, and credit structuring for our Commercial Real Estate clientele. Key Responsibilities:As a Senior Portfolio Manager, you will:Conduct thorough financial analyses and risk assessments for complex credit relationships.Prepare detailed credit...
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Charlotte, North Carolina, United States CNO Financial Group Full timePosition Overview CNO Financial Group is seeking a Senior Analyst of Investment Accounting and Financial Reporting to oversee the financial reporting, accounting, and preparation of financial statements for our in-house investment firm. This role presents an excellent opportunity to apply your expertise in STAT and GAAP financial statements for designated...
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Senior Associate, Investment Analytics and Data
2 months ago
Charlotte, North Carolina, United States Dimensional Fund Advisors Full timeNotes to applicants:Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work in the office or remotely on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This...
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Senior Operations Leader
2 weeks ago
Charlotte, North Carolina, United States Wells Fargo Full timeAbout this position: Wells Fargo Wealth and Investment Management (WIM) Operations is on the lookout for a Senior Operations Leader. This role will oversee various processes within the Platform Support team, including the evaluation and approval of daily and monthly oversight reports as well as Self Assurance activities identified by our risk and control...
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Senior Investment Solutions Specialist
2 weeks ago
Charlotte, North Carolina, United States Dimensional Fund Advisors Full timePosition Title: Investment Strategist (Equity Product Specialist)Location: CharlotteEmployment Type: Full TimeOverview:At Dimensional, we believe in the power of collaboration and flexibility within our work environment. Our approach combines in-office teamwork with the option for remote work, allowing employees to choose their most productive settings.Job...
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Senior Financial Operations Consultant
2 weeks ago
Charlotte, North Carolina, United States Allspring Full timeExciting Career Opportunity at AllspringAbout the CompanyAllspring is a distinguished asset management firm known for its commitment to innovative investment strategies and delivering positive results for clients. We are seeking a talented Senior Finance Business Partner to enhance our financial operations and contribute to our mission.Position OverviewIn...