Investment Fund Consultant

What are we seeking in our Investment Fund Advisor?Russell Tobin & Associates, a leading diversified financial services firm, is looking for an Investment Fund Advisor.Employment Type: Contract/OnsiteCompensation: $23-$26/hr, based on experienceKey Responsibilities:Manage the processing of new accounts, transactions, and account modifications.Handle change...

Position Overview: What We Seek in Our Investment Fund AdvisorRussell Tobin & Associates is currently in search of a Mutual Funds Specialist to join our esteemed client’s team.Job Title: Investment Fund AdvisorCompensation: $26/hr. to $28.40/hr. based on experienceTraining Details:Full-time on-site training for 5 days a week (approximately 8 weeks)Training...

Position Overview:As a key member of our finance team, the Mutual Funds Accountant will play a vital role in managing the financial records and general ledger of diverse mutual funds. This position involves the calculation of daily net asset values and ensuring accurate financial reporting.Key Responsibilities:- Maintain comprehensive records for mutual...

Job Description**About the Role**5 Legal, a leading law firm, is seeking an experienced associate to join its Transactions Practice Group in a dynamic and collaborative environment.**Key Responsibilities**Counsel mutual funds and exchange-traded funds on regulatory matters, including compliance with the Investment Advisers Act.Advise boards of trustees of...

Position Overview: What are we seeking in our Investment Fund Advisor?Russell Tobin & Associates is in search of a Mutual Fund Operations Specialist to join our esteemed client.Role Summary:The successful candidate will be responsible for managing various account-related transactions, including the processing of new accounts, purchases, redemptions,...

Position Overview:As a key member of the accounting team, you will be responsible for managing the general ledger and maintaining comprehensive records for mutual funds of various complexities.Key Responsibilities:- Execute daily accounting tasks related to the general ledger.- Conduct cash reconciliations with prime brokers and banks.- Ensure accurate...

Position Overview:As a key member of the accounting team, you will be responsible for maintaining the financial records and general ledger of various mutual funds, ensuring accuracy and compliance.Key Responsibilities:- Manage daily general ledger accounting tasks.- Conduct prime broker and bank cash reconciliations.- Produce end-of-day net asset value...

What qualities are we seeking in our Investment Fund Consultant?Russell Tobin & Associates is in search of a Mutual Funds Specialist to join our esteemed client in a pivotal role.Position Title: Mutual Funds SpecialistCompensation: $26/hr. to $28.40/hr. based on experienceTraining Details:5 DAYS PER WEEK/FULLY ON-SITE DURING TRAINING (approximately 8...

Job DescriptionAt U.S. Bank, we're committed to delivering exceptional financial services to our customers and communities. As a key member of our team, you'll play a vital role in shaping our Global Fund Services strategy and driving innovation to stay ahead of the curve.Key ResponsibilitiesDevelop and implement comprehensive transformation strategies to...

The Fund Services division at UMB is a well-regarded provider of investment services, delivering a comprehensive range of solutions for mutual funds and alternative investments to various financial entities, including investment advisors, independent money managers, broker-dealers, banks, third-party administrators, and insurance companies. The Operations...

Job SummaryRose International is seeking a highly skilled Investment Operations Specialist to join our team. As a key member of our operations team, you will be responsible for placing and confirming open-ended mutual fund and money market trades on behalf of our supported business lines and their respective clients.Key ResponsibilitiesResponsible for...

Job Title: Mutual Fund and Money Market TraderJob Summary:Responsible for executing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients.Develops and maintains strong working relationships with financial services representatives and service providers.Key Responsibilities:Communicates...

Job DescriptionRussell Tobin is seeking a skilled Investment Operations Specialist to support our clients. This is an excellent opportunity to work with a dynamic team and gain valuable experience in the banking industry.Key Responsibilities:Perform a variety of operational duties within an assigned area of Investment Operations.Research and resolve...

Investment Strategy AnalystTruity Partners is seeking a dedicated Investment Strategy Analyst to support our corporate development initiatives. This role requires a candidate with a minimum of 2 years of experience in investment analysis.The Investment Strategy Analyst will undertake various responsibilities, including but not limited to:KEY...

Investment Strategy AnalystTruity Partners is seeking a dedicated Investment Strategy Analyst to join their dynamic team. This role requires a candidate with a minimum of 2 years of experience in investment analysis. The position offers a hybrid work environment.The Investment Strategy Analyst will undertake various responsibilities, including:KEY...

Baird Advisors, a prominent player in institutional fixed income management, oversees assets exceeding $145 billion for a diverse clientele, including institutions, pensions, foundations, and individuals. Our team comprises seasoned investment professionals known for their low turnover rates and esteemed reputation as a leading active fixed income manager....

Job DescriptionBCforward is seeking a highly motivated Investment Operations Specialist for a challenging opportunity in the financial services industry.Position Title: Investment Operations SpecialistLocation: Milwaukee, WIJob Type: Full-timeExpected Duration: 12 monthsPay Range: $19-$21 per hourPlease note that actual compensation may vary within this...

Corporate Development AnalystTruity Partners is seeking a Corporate Development Analyst to join their dynamic team. This role is ideal for individuals with a minimum of 2 years of experience in investment analysis. The position offers a hybrid work environment.The Corporate Development Analyst will undertake a variety of responsibilities, including but not...

Corporate Development AnalystTruity Partners is seeking a Corporate Development Analyst to join their team. This role is designed for an individual with a minimum of 2 years of experience in investment analysis. The position offers a hybrid work environment.The Corporate Development Analyst will undertake various responsibilities, including:KEY...

Position: Investment Account CoordinatorLocation: Milwaukee Lewis Center, Milwaukee, WI Compensation: $28.40/hourDuration: 5+ months, (Contract to hire)Comprehensive training provided.5 Days onsite during the training phase (approximately 8 weeks)Training hours: 8AM – 4:30PM or 5PM (Two 15-minute breaks, 30-minute lunches)Transition to Hybrid Work:Position...