Operations jobs in Private Wealth Management Firm
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Found 7 jobs
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Join a fund administrator as a Valuations Manager, performing Securities and OTC Derivatives valuations for Hedge Funds, based in NY or CA
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No. of Vacancies - 1 Job Description Co-ordinate with brokerage houses for equity orders Co-ordinate with Manage Mutual fund managers to review por...
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The Senior Director, Society Relations, Americas is responsible for leading CFA Institute’s engagement with CFA Societies across the Americas Region.
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Responsible for streamlining implementation of investment decisions and ensuring consistent management of individually managed portfolios.
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No. of Vacancies - 1 Job Description Co-ordinate with brokerage houses for equity orders Co-ordinate with Manage Mutual fund managers to review por...
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Duties include: preparation for client review meetings; meeting follow up; responding to client inquiries and maintaining and updating client files.
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EPIQ is seeking a professional to join our team. Focus will be support of client partnerships, financial planning projects and portfolio analytics.
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We are looking for a team member to help with our investment & trading operations.
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Join our growing firm and great culture with this exciting opportunity to contribute to our firm's core operational due diligence function.
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Woodard & Company Asset Management Group, Inc. (WCAMG) manages assets approaching $1 billion. WCAMG embraces a team approach to client service and ...
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