Mutual Fund Jobs in California
1 - 15 of 21
Search Results - Mutual Fund Jobs in California
Desjardins Financial Security Independent Network - Southwestern Ontario-Ontario
needs
• Ability to analyze data and individual circumstances and recommend customized solutions
• Mutual Funds licence required (IFIC or CSC)
• A valid life licence is an asset
• Strong technological skills
Our Distinctive Offer
When you choose...
talentnest.com -
Knowhirematch-San Francisco
fund documentation.
Draft, review, and refine disclosures, agreements, and various legal documents for investment products like mutual funds, ETFs, and other financial offerings.
Collaborate with internal teams to ensure seamless client service across...
resume-library.com -
Pernini Legal, LLC-San Francisco
and negotiate fund documentation, disclosures, and other relevant materials for mutual funds, exchange-traded funds, and other investment products.
• Collaborate with cross-functional teams to manage client engagements, contributing legal insight and strategic...
jobvertise.com -
Kestra Financial Independent Advisor-Palo Alto (CA)
years of experience in the financial services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance...
resume-library.com -
Risk & Insurance Management Society Inc-Newport Beach
focused on the investment management industry.
• 5+ years relevant work experience in SOX compliance, internal or external audit.
• A strong understanding of mutual fund accounting, operations, and reporting. Experience with ETFs, closed-end funds...
appcast.io -
Cetera Financial Group-El Segundo
skills.
• Strong time management skills and ability to meet deadlines.
• Some knowledge of financial services products such as but not limited to Mutual Funds, Stocks, and Variable Annuities.
• Ability to learn information and concepts quickly and work...
mindmatch.ai -
ENGINEERINGUK-San Francisco
of portfolio management activities across a diverse range of multi sector funds spanning institutional pooled funds, mutual funds, separate accounts, and hedge funds. The successful candidate will work with the Lead PM to ensure that active, systematic model...
appcast.io -
Desjardins Financial Security Independent Network - Rexdale #278-Ontario
Desjardins financial centre in Etobicoke as an Advisor/Broker for life insurance, living benefits, group insurance and a full range of mutual and/or segregated funds.
Desjardins is a team that prides ourselves on our excellent company culture, our very clean...
talentnest.com -
Morgan Stanley & Co.-Menlo Park (CA)
and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
4. Additional product licenses may be required.
Knowledge/Skills:
1. Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds...
appcast.io -
Parnassus Investments-San Francisco
and Knowledge:
Minimum two to four years of investment and RFP/reporting experience for an investment management firm
Solid understanding of equities and U.S. fixed income and standard investment vehicles such as mutual funds, separate accounts and CITs...
mindmatch.ai -
ENGINEERINGUK-San Francisco
a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares ETFs.
BlackRock's Transition Management team helps institutional clients...
appcast.io -
Dan Piedimonte - Desjardins Insurance Agent-Ontario
Full Time - Insurance Advisor
Location: Pickering, ON
Desjardins is a financial services company specializing in Property and Casualty insurance i.e. Auto and Fire (both personal and commercial), Life insurance, Living Benefits, and Mutual Funds...
talentnest.com -
3 similar jobs: Whitby, Pickering, Ajax
Knowhirematch-San Francisco
fund documentation.
• Draft, review, and refine disclosures, agreements, and various legal documents for investment products like mutual funds, ETFs, and other financial offerings.
• Collaborate with internal teams to ensure seamless client service...
workable.com -
DUCA Financial Services Credit Union Ltd.-Ontario
investment advice and identify the appropriate solution including registered and non-registered term deposits, TFSAs, mutual funds, and wealth solutions that fit and meet the Members’ needs. Refer more complex investment service needs to our Wealth Management...
talentnest.com -
Desjardins Financial Security Independent Network - Rexdale #278-Ontario
Desjardins financial centre in Etobicoke as an Advisor/Broker for life insurance, living benefits, group insurance and a full range of mutual and/or segregated funds.
Desjardins is a team that prides ourselves on our excellent company culture, our very clean...
talentnest.com -
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