Mutual Fund Jobs in Illinois
1 - 15 of 15
Search Results - Mutual Fund Jobs in Illinois
Icon VendorPass and Affiliates-Downers Grove
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...
resume-library.com -
Advyzon-Chicago
Senior Trader - AIM
Primary Responsibilities
• Analyze client portfolios, trade mutual funds, ETFs, equities and other securities in client accounts, using Advyzon’s Quantum Rebalancer as well as custodian and other tools
• Play a leading role...
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 -
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 -
Polaris Wealth Group, a private practice of Ameriprise Financial-Downers Grove
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...
resume-library.com -
World Equity Group-Schaumburg
of relevant securities experience, preferably in compliance or supervision.
• An understanding of variable and fixed annuities, limited partnerships, REITS, mutual funds, options, fixed income, municipal bonds and all other securities products.
• FINRA...
mindmatch.ai -
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 -
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...
mindmatch.ai -
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...
resume-library.com -
Desjardins Financial Security Independent Network - Ottawa #118-Ottawa (IL)
designations that will help you realize your potential
• Advanced technology: access to tools, resources, and technical assistance if needed seven days a week; almost everything is done electronically
• A complete portfolio of investment/mutual fund...
talentnest.com -
Polaris Wealth Group, a private practice of Ameriprise Financial-Downers Grove
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...
workable.com -
Desjardins Financial Security Independent Network - Ottawa #118-Ottawa (IL)
and interpersonal skills for building relationships with clients
• Knowledge of investment management principles and strategies
• Understanding of financial planning and retirement
Qualifications:
• Mutual Funds licence
• Life Insurance licence
• Strong...
talentnest.com -
1 similar job: London
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 -
Fiducient Advisors-Chicago
Professional & Technical Experience
• Bachelor’s Degree with a preferred concentration in Finance, Accounting, Investing or Economics
• 2-5 Years of financial services industry experience
• Proficiency in Microsoft Suite
• Knowledge of mutual funds/investment...
mindmatch.ai -
Desjardins Financial Security Independent Network - Ottawa #118-Ottawa (IL)
disciplinary team and qualified experts.
2. Receiving financial backing to purchase viable blocks of business.
3. Having access to multiple insurers and products and more than 60 mutual funds and segregated fund companies.
4. A competitive pooled...
talentnest.com -
Companies now hiring in Illinois:
Mutual Fund jobs in Illinois – Similar offers:
Mutual Fund jobs – More cities:
Broaden your job search:
Don’t miss out on new job openings!
Create a job alert for: Mutual Fund, Illinois
It's free, and you can cancel email updates at any time