Mutual Fund Jobs in Chicago
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Search Results - Mutual Fund Jobs in Chicago
Zacks Investment Research-Chicago
of Zacks Investment Research (ZIR), Zacks Investment Management (ZIM), and Zacks Trade. ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one...
mindmatch.ai -
CCG Business Solutions, LLC-Chicago
planning, and wills and trusts.
• Prepare and review financial reports, including account statements, financial statements, and tax returns.
• Identify and recommend financial products and services to clients, including securities, mutual funds, insurance...
resume-library.com -
PMO Partners, LLC-Chicago
life-cycle ensuring project is delivered on-time and on-budget
• Lead and drive the planning and execution of product initiatives, including ETF, mutual fund, and CIT launches, fund mergers, fund liquidations and manager changes
• Demonstrate...
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Mindlance-Chicago
operations and client and business applications.
SAMS Technology is aligned to support the technology needs of Client Asset Management which is the investment advisor for client's proprietary mutual funds, referred to as the Client Funds; and it includes...
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McCormack Schreiber Legal Search-Chicago
Responsibilities:
• Advise clients on matters related to registered investment companies including, ETFs, mutual funds, interval funds, and tender offer funds
• Advise clients on compliance with securities laws
• Draft documents including shareholder reports...
appcast.io -
Fiducient Advisors-Chicago
brokerage account types and client types
• Understand basics of brokerage account processes such as RMDs, 401(k) rollovers, etc.
• Broad knowledge of different types of securities such as stocks, mutual funds and bonds
• Broad knowledge of asset managers...
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Charles Schwab-Chicago
and client and business applications. WAM Engineering is aligned to support the technology needs of Schwab Asset Management (SAM) which is the investment advisor for Schwab’s proprietary mutual funds, referred to as the Schwab Funds; and it includes Schwab’s...
efinancialcareers.com -
Talently Recruiting-Wheaton (IL), 26 mi from Chicago
Dealer, Fund Compliance, Investor Advisor compliance.
We are a trusted Mutual Fund and Financial Services company that needs an exceptional Assistant General Counsel to join our elite legal team. If you have 5+ years of corporate experience and a passion...
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Icon VendorPass and Affiliates-Downers Grove, 22 mi from Chicago
of the security market and mutual fund operations, is beneficial
Background in accounting / finance preferred
Proficiency in Microsoft Office, specifically Excel is required
Good verbal, written, & analytical skills
Aptitude for detail and a commitment...
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Polaris Wealth Group, a private practice of Ameriprise Financial-Downers Grove, 22 mi from Chicago
Promptly responds to client inquiries and manages resolution of client issues.
• Responsible for any transactions as directed, including stocks, bonds, mutual funds, real estate investment trusts, annuities and insurance products, and other applicable...
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