Mutual Fund Jobs in New York State
1 - 15 of 25
Search Results - Mutual Fund Jobs in New York State
Syntricate Technologies Inc-New York
Wealth AIMS Business Execution Specialist
New York City, NY - Hybrid, 3 days onsite
9+ Months
Web Cam Interview
$80/Hr on W2
Intake call Notes:
Product Management Team (Traditional Mutual Funds business)
Project Management (Tech BA) along...
resume-library.com -
Everest Consulting Group-Manhattan (NY)
relationships, solution recommendation, and decision making. Understanding mutual funds, life insurance and/or annuity products would be a plus. About the Role This role requires skills in business analysis, systems analysis, documentation of business...
jobvertise.com -
PRI Technology-New York
paper, NSCC and IPS commission statements and adjustments
Must be able to identify the various types of commissions being reported (regular, 12b-1's and mixed transactions) and product types (mutual fund, variable annuity, variable life, brokerage...
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Michael Page-New York
SPVs, CLOs, and mutual funds.
• Understand the organizational structure of Investment Advisors and determine when full KYC onboarding is necessary versus when a streamlined process is sufficient.
• Work closely with internal teams such as Legal...
Social Capital Resources LLC-New York
with the process of opening sub-custody accounts
Manage complex calendars for the General Counsel
Assist with the launch of new mutual funds and private funds.
Prepare materials for mettings and presentations
Facilitate the meeting of attorney's deadlines...
resume-library.com -
O'Neil Digital Solutions, LLC-New York
Title: Equity Derivatives Trading, Managing Director
About Us
Founded in 1963, William O'Neil Securities (ONS) is a Broker/Dealer providing trading services to institutional clients, including pension funds, mutual funds, hedge funds, insurance...
appcast.io -
Kestra Financial Independent Advisor-Wappingers Falls
but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Previous experience in the independent financial services culture preferred
Certificates, Licenses, and/or Registration
Series 7 and 65/66 license required...
resume-library.com -
Pernini Legal, LLC-New York
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 guidance across...
jobvertise.com -
Lenmar Consulting, Inc.-New York
and written).
Proven ability to lead and independently drive initiatives.
Attention to detail with a focus on accuracy and quality.
Preferred Skills:
Knowledge of the regulatory environment.
Experience conducting internal audits for mutual funds...
resume-library.com -
The Misch Group-New York
a team to join our dynamic firm. The ideal candidate will have a portable book of business valued at $500K+, with a strong focus on mutual funds, ETFs, venture capital, private equity, and other areas within financial services.
This is a unique...
hirehive.com -
SimpleCiti Companies-Rochester
of experience in financial sales, wholesaling, or a similar role, ideally within the RIA distribution channel.
• Strong understanding of investment products, including mutual funds, ETFs, REITs, and alternative investments.
• Series 7 and Series 63/66 licenses...
workable.com -
1 similar job: Buffalo
PwC-New York
including hedge funds, mutual funds and private equity funds. Considerable knowledge of structuring of funds and fund management companies to best limit tax liability. Intimate knowledge of alternative investment strategies and vehicles.Demonstrates...
jobvertise.com -
Michael Page-Manhattan (NY)
SPVs, CLOs, and mutual funds.
• Understand the organizational structure of Investment Advisors and determine when full KYC onboarding is necessary versus when a streamlined process is sufficient.
• Work closely with internal teams such as Legal...
michaelpage.com -
IQ-EQ-New York
and mutual fund launches; private equity fund administration; advisory firm set-up, regulatory registration and infrastructure design; ongoing regulatory compliance (SEC, CFTC, and 40 Act); financial controls and operational support services; compliance...
smartrecruiters.com -
Mount Kisco
business models through a company’s 10-K, conference call transcripts, and research reports.
• Perform 3^rd party manager oversight in mutual funds and ETFs, manager selection and sourcing of new ideas – meet regularly with fund managers and research...
icims.com -
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