Financial Solutions Advisor - Consumer Investments - East Brunswick Financial Center
Bank of America - East Brunswick, NJ
…goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds , annuities, and banking and money managed solutions *
Created: 2024-06-04
Financial Advisor
Santander US - Edison, NJ
…and have a command of all aspects of investment and insurance products including mutual funds and annuities + Thorough understanding of economic principles and
Created: 2024-03-07
Controller
Robert Half Finance & Accounting - Somerset, NJ
…efficient workflow and meeting department goals. * Handle pooled vehicle oversight for US Mutual Funds , UCITS, and CITs. * Oversee all aspects of financials,
Created: 2024-04-23
Financial Professional
Equitable - Woodbridge, NJ
…Series 7 and 66 registrations within 240 days of joining. + Knowledge of mutual funds , securities, and insurance industries. + Proficient in Word, Excel,
Created: 2024-04-16
Advisory Financial Services Investment Operations Senior Consultant
Deloitte - New York, NY
…Our clients include the world's leading independent asset managers, diversified financial institutions, mutual funds , private fund advisers (hedge funds
Created: 2024-06-04
BVAL Evaluator - Non-Agency RMBS
Bloomberg - New York, NY
…increased transparency through accurate pricing of fixed income and derivatives instruments. Mutual funds , money managers, hedge funds , internal pricing
Created: 2024-06-03
Asset Management - Platform Solutions Client Advisor - Vice President
JPMorgan Chase - New York, NY
…represent JP Morgan's investment solutions (Custom Models, Tax-Managed Active and Index SMAs, mutual funds and ETFs) for inclusion in RIA practices + Comfortable
Created: 2024-06-02
Banker
JPMorgan Chase - New York, NY
…of portfolio investments including equity, fixed income, foreign exchange, securities, structured notes, mutual funds , and alternatives such as hedge funds
Created: 2024-06-01
Global Corporate Investment Bank - Global Markets Credit Associate
Bank of America - New York, NY
…+ Credit coverage of asset manager corporate and financial technology clients in addition to fund level mutual fund redemption facility clients. + Manage the
Created: 2024-06-01
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Relationship Manager, Retirement Services
ADP - New York, NY
…of Defined Contribution record keeping and plan administration + Familiarity with mutual funds and basic investment management principles Base salary offers
Created: 2024-05-31
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