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Investment Advisor
Navy Federal Credit Union
-
San Diego, CA
Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients
Email Job
Posted 5 days ago
Portfolio Manager, Commodities
PIMCO Ltd. - Pacific Investment Management Company
-
Newport Beach, CA
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest pr
Email Job
Posted 5 days ago
Portfolio Associate
PIMCO Ltd. - Pacific Investment Management Company
-
New York, NY / Newport Beach, CA
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest pr
Email Job
Posted 5 days ago
Senior Portfolio Manager
ANALYGENCE
-
Fort Meade, MD
ANALYGENCE has an immediate opportunity for a Senior Portfolio Manager . We are seeking a self starter that is independently motivated to join a team that supports your drive and ambition. We are dedicated to inspire our team members to grow and achieve personal and professional success. ANALYGENCE provides our government client with SETA support to include the applicatio
Email Job
Posted 6 days ago
Portfolio Manager
Mountain West Bank
-
Coeur d'Alene, ID
Manages an assigned portfolio of credits, anticipating new opportunities, upcoming maturities, periodic reviews and potential problems. Supports Relationship Managers in related portfolio management activities, whether related to credit, depository, or other banking services. Responsible for the ongoing management of the portfolio, including developing a relationship with
Email Job
Posted 6 days ago
Senior Portfolio Manager
Athenix Solutions Group
-
Annapolis Junction, MD
Experience working in a complex cyberspace operation and/or multistakeholder environment is required. Ideal candidate will be able to brief senior leadership and be comfortable with senior level military and civilians Candidates with demonstrated experience in project and program management is required Strong verbal and written communication skills are essential in this r
Email Job
Posted 6 days ago
Senior Portfolio Associate
Stifel Financial
-
Birmingham, AL
The Senior Portfolio Associate works closely with the entire client service team to provide administrative support for the management of client relationships. The Senior Portfolio Associate brings good judgment and excellent organizational skills to his or her work with the client service team. This position will work closely with the client service team to handle day to
Email Job
Posted 7 days ago
Capital Markets Operations Associate
Hightower Advisors
-
Chicago, IL
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independ
Email Job
Posted 11 days ago
Investment Risk Senior Associate
Macquarie Global Services
-
Philadelphia, PA
An exciting new opportunity has come up for a Senior Associate/Executive to join our Investment Risk group. In this role, you will be a part of the team that handles substantive investment compliance responsibilities, including investment guideline and risk monitoring, breach investigation and resolution including root cause identification, and incident reporting. At Macq
Email Job
Posted 11 days ago
Investment Risk Manager
Franklin Templeton
-
Fort Lauderdale, FL
At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's
Email Job
Posted 11 days ago
Analyst - BAU - AML / KYC
Allen & Overy LLP
-
New York, NY
The Business Acceptance Unit (BAU) is a dynamic, global, collegiate team responsible for assessing all new business before it is accepted by the firm's partners, to ensure the firm's commercial objectives and legal obligations are met. The team work closely with partners and other senior stakeholders to identify and resolve legal and commercial conflict issues, sanctions
Email Job
Posted 12 days ago
Global Banking & Markets - Operations - Client Onboarding - Analyst
Spectraforce Technologies
-
Salt Lake City, UT
Title Global Banking & Markets Operations Client Onboarding Analyst Duration 6 Months Location Salt Lake City, UT Duties GLOBAL MARKETS OPERATIONS Global Markets Operations is a dynamic, multi faceted division that partners with all parts of the firm to provide RIA custody, banking, securities, and asset management services to clients around the world. In addition, Operat
Email Job
Posted 14 days ago
Senior Investor Relations Analyst
Lumen Technologies
-
Norwalk, CT
Support the quarterly earnings process Scan traditional and social media in real time and alert leadership to noteworthy developments affecting Lumen, the company's peers, or the industry Support the planning, logistics and execution of key investor events such as shareholder meetings, analyst days, conferences, and NDRs Assist with updating and augmenting industry and pe
Email Job
Posted 2 days ago
Portfolio Mgr, Sr
Old National Bank
-
Fort Wayne, IN
Portfolio Mgr, Sr Job Locations US IN Fort Wayne Category/Function Trust/Wealth Management Position Type Regular Full Time Requisition ID 2024 14567 Overview Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on help
Email Job
Posted 3 days ago
Senior AML Specialist - Investigations
CommunityBank of Texas, a division of Allegiance Bank
-
Dallas, TX / Houston, TX
1. Review escalated transactions/activity as assigned in AML system to determine if the transactions/activity is suspicious. 2. Conduct complex investigations of suspicious activity, including law enforcement requests and Grand Jury Subpoena reviews. 3. Interface with customer servicing officers and other bank employees regarding customer transactions and/or deficiencies
Email Job
Posted 4 days ago
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