Mutual Fund Jobs in New York State
1 - 15 of 20
Search Results - Mutual Fund Jobs in New York State
Fenimore Asset Management-Cobleskill
Summary:
This position will proactively assist FAM Funds mutual fund shareholders daily by providing superior client service. Interactions with shareholders will occur over the phone, via video conference and in-person. This position will be primarily...
mindmatch.ai -
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 -
ThinkEquity LLC-New York
Entry Level Institutional Sales
Leading NYC based financial services firm is expanding its institutional equity sales department. Duties include identifying and qualifying institutional investors (mutual funds, hedge funds, pension funds, family...
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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 -
Northwestern Mutual-New York
estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If youre dedicated to helping others in a role that is very lucrative, and this sounds like a good fit, please apply!
At our...
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SimpleCiti Companies-Garden City (NY)
sovereign funds, private equity funds, hedge funds, and mutual funds.
Retail Investors: Registered Investment Advisors (RIA), Broker-Dealers (BD), and High-Net-Worth (HNW) individuals.
You will need to possess extensive relationships of these contacts...
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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 -
IQ-EQ-New York
service lines and our international network of offices.
IQ-EQ is a preeminent service provider to the alternative asset industry. IQ-EQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches...
smartrecruiters.com -
SimpleCiti Companies-New York
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 required
Willingness...
resume-library.com -
Morgan Stanley-Purchase
options, mutual funds, annuities, insurance, and managed accounts
• Detail orientated with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing...
mindmatch.ai -
2 similar jobs: Hartford, Biddeford
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 -
3 similar jobs: Washington, Boston, San Francisco
New York Life Insurance Company-Rochester
annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities...
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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 -
Robert Half-Rochester
investment holdings, displaying an inquisitive mindset.
• Conduct research on existing and potential equity and fixed income securities, including but not limited to closed-end funds, mutual funds, and exchange traded funds.
• Provide support...
roberthalf.com -
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