Operations jobs in Private Wealth Management Firm
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Found 2 North America jobs
Managing existing clients and on-boarding prospects 1. Understand the Risk profiler of the client and create Investment policy statement (IPS) 2. C...
Responsible for managing the daily trading cycle including pre-trade processes through post-trade communications with the brokers and custodians.
This position manages the daily trading cycle, ex. pre-trade processes, trade execution, post-trade communications with broker and custodian firms.