Operations jobs in Private Wealth Management Firm

Found 7 jobs

• Valuations -OTC Derivatives (1-8 years experience)

  

  • New York City, New York (US)
  • Salary, discretionary bonus and many additional benefits
  • ConnectMe Capital,llc

  Join a fund administrator as a Valuations Manager, performing Securities and OTC Derivatives valuations for Hedge Funds, based in NY or CA

  View details Valuations -OTC Derivatives (1-8 years experience)

  • 28 days ago
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• Back office operations for Asset Management firm

  • Ahmedabad, Gujarat (IN)
  • Negotiable
  • Pi Square Investments

  No. of Vacancies - 1 Job Description Co-ordinate with brokerage houses for equity orders Co-ordinate with Manage Mutual fund managers to review por...

  View details Back office operations for Asset Management firm

  • 18 days ago
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• Senior Director, Society Relations, Americas

  

  • Charlottesville, Virginia
  • Competitive Salary and Benefits Package
  • CFA Institute

  The Senior Director, Society Relations, Americas is responsible for leading CFA Institute’s engagement with CFA Societies across the Americas Region.

  View details Senior Director, Society Relations, Americas

  • 7 days left
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• Investment Operations and Portfolio Implementation

  

  • Nashville, Tennessee
  • Competitive base salary + annual bonus tied to individual and firm success
  • Woodmont Investment Counsel

  Responsible for streamlining implementation of investment decisions and ensuring consistent management of individually managed portfolios.

  View details Investment Operations and Portfolio Implementation

  • 18 days ago
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• Back office operations for Asset Management firm

  • Ahmedabad, Gujarat (IN)
  • Negotiable
  • Pi Square Investments

  No. of Vacancies - 1 Job Description Co-ordinate with brokerage houses for equity orders Co-ordinate with Manage Mutual fund managers to review por...

  View details Back office operations for Asset Management firm

  • 18 days ago
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• Client Service Associate

  

  • Minnetonka, Minnesota
  • Based on experience
  • Marks Group Wealth Management

  Duties include: preparation for client review meetings; meeting follow up; responding to client inquiries and maintaining and updating client files.

  View details Client Service Associate

  • 12 days ago
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• Analyst - Partnerships, Operations and Impact

  • Minneapolis, Minnesota
  • Aligned with qualifications and includes bonus and profit-sharing eligibility.
  • EPIQ Partners

  EPIQ is seeking a professional to join our team. Focus will be support of client partnerships, financial planning projects and portfolio analytics.

  View details Analyst - Partnerships, Operations and Impact

  • 12 days ago
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• Trading & Investment Operations Analyst

  

  • Middleton, Wisconsin
  • includes profit sharing, health coverage, 401(k) contributions, paid vacation, etc.
  • Jacobson & Schmitt Advisors, LLC

  We are looking for a team member to help with our investment & trading operations.

  View details Trading & Investment Operations Analyst

  • 15 days ago
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• Operational Due Diligence (ODD) Specialist

  

  • Boston, Massachusetts (US)
  • Competitive compensation, negotiable based on experience.
  • SCS Financial Services, LLC

  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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  • 5 days left
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• Investment Adviser representative

  

  • Advance, North Carolina
  • Salary, health insurance, retirement plan when qualify
  • Woodard & Company Asset Management Group, Inc.

  Woodard & Company Asset Management Group, Inc. (WCAMG) manages assets approaching $1 billion. WCAMG embraces a team approach to client service and ...

  View details Investment Adviser representative

  • 30 days ago
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