Mutual Fund Jobs in San Francisco
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Search Results - Mutual Fund Jobs in San Francisco
The Los Angeles County Bar Association - LACBA-San Francisco
U.S. locations, as well as to work remotely. The salary for this position is between $225,000 - $325,000 per year.
Qualifications
• 5-10 years of experience supporting registered funds in working with mutual fund and ETF fund filings, new fund...
appcast.io -
Social Capital Resources-San Francisco
knowledge of SEC and FINRA broker-dealer regulation and regulatory environment
• Trade Surveillance experience is a must
• Must have working knowledge of Investment Advisors Act of 1940
• Experience with Mutual Funds
• Familiarity within a regulatory, legal...
mindmatch.ai -
Ascensus-San Francisco
rotation
• Ability to discuss Fiduciary [3(21)] Solutions, including various mutual fund share classes and impact on plan/cost
• Ability to discuss in detail operating expenses of investment products, impact of certain share classes on overall “cost...
appcast.io -
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 -
ENGINEERINGUK-San Francisco
construction, with an emphasis in active management, alternatives, and private markets a plus.
• Broad understanding of the fund landscape, including ETFs, mutual funds, interval funds, etc.
• Proficiency with Bloomberg, Thomson Reuters, FactSet or equivalent...
appcast.io -
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 -
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...
appcast.io -
Social Capital Resources-Alameda (CA), 8 mi from San Francisco
knowledge of SEC and FINRA broker-dealer regulation and regulatory environment
• Trade Surveillance experience is a must
• Must have working knowledge of Investment Advisors Act of 1940
• Experience with Mutual Funds
• Familiarity within a regulatory, legal...
mindmatch.ai -
Morgan Stanley-San Francisco
to obtain additional licenses and/or designations as required.
Knowledge/Skills
1. Strong leadership skills.
2. Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed...
appcast.io -
Equitable Advisors-Alameda (CA), 8 mi from San Francisco
across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts...
mindmatch.ai -
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