VP
Job DescriptionDrive growth of our clients business in the US market primarily by identifying new potential distribution relationships, providing product specialist and general support to affiliates and licensees and secondarily through developing new business opportunities among Institutional Asset Owners and their consultants. Critical activities include identifying new business opportunities and cultivating relationships with passive asset managers and retail fund sponsors. The VP, Affiliate Relations, will serve as a primary day-to-day representative of the firm and the firm’s investment Read more […]
Investment Risk/Performance Analyst – (Axioma, Factset) Equity Asset Manager
Responsibilities include evaluation of investment risk, periodic and ad-hoc risk analysis/reporting, performance measurement and attribution analysis. This is a highly visible position which requires the ability to assimilate complex risk analytics into understandable, written analyses as well as live presentations to institutional and HNW investors. Must have a solid understanding of methodologies for calculation of investment returns and performance attribution (e.g GIPS), as well as proficiency with tools such as Axioma, Zephyr, Factset, Barra and Northfield. Applicant must have 5+ years relevant Read more […]
Marketing and Client Service Associate
We have a diversified client base and manage equity and fixed income assets for public and private pension fund, Taft-Hartley, foundation, endowment, private clients and faith-based institutions. Our stable and well tenured investment team brings more than three decades of experience to our clients. Job ResponsibilitiesThe Marketing and Client Service Associate will be an integral part of the Marketing and Client Service efforts. Responsibilities include, but are not limited to:- Updating Marketing materials (Annual Disclosure, Fact sheets, consultant databases)- Proof Reading and Fact Checking Read more […]
Financial Advisor; Dallas or Fort Worth Complex, TX
Texas Coverage Broker Dealer Financial Advisor: Dallas or Fort Worth Complex, Texas My client is a North American Broker Dealer and Private Bank, with one of the best balance sheets in the world currently.Job Opportunity: Actively in a growth phase with over 200 FA hires planned this year across the US.Enviable product range and platform surpassed by no other Broker Dealer.Generous upfront forgivable loan based either on W2 or T12 as well as large proportion of revenues shared (up to 50% of ROA)Job Location – Based in either Dallas or Fort Worth, the Complex Manager is looking for top industry Read more […]
Business Development Officer
Premium Fund ManagerDynamic high performing team3 month contract – immediate startThe company Come and join this listed Australian fund manager that offers a range of top performing funds to retail and institutional clients. With some new products about to be launched to the market this is an ideal time to join this high performing team and gain some invaluable experience. The role As the Business Development Associate you will be supporting the Australian Retail Sales team to maximise inflows across the product range. Specifically, your responsibilities will include booking appointments for Read more […]
Product Analyst
As a key factor in client acquisition and in the adoption of Macquarie’s Relationship Banking (MRB) transactional banking products and services, the Software Integration function is critical to the success of MRB. Working within the MRB Product team, this role has responsibility for co-ordinating and facilitating the integration activities of a suite of Macquarie products and services with third-party Software Providers and clients. In addition, you will provide expertise and support to internal staff and clients regarding MRB’s integrated transactional banking product portfolio and have responsibility Read more […]
Product Manager
Global Funds Management IconBroad newly created roleDynamic high performing teamOur Client A Global Icon at the forefront of Funds Management. They are a truly global player, those with a keen interest in Funds Management will most certainly respect the brand. They offer a range of products to retail customers and institutions the world over and are known for their quality funds and quality people. The Opportunity In this varied and newly created role the Product Manager will have ownership and management responsibility for the product research process, assist the Head of Institutional Business Read more […]
Desktop Support
Responsibilities include although are not limited to the following:Provide tech support for Linux, Windows and MAC users and related hardware/software and resolve issues in a timely mannerMonitor Linux, Windows and MAC desktops for any hardware and/or software failures and work to resolve those failuresManage desktops within a VDI environmentHelp maintain hardware/software inventoriesMaintain, analyze, troubleshoot, and repair computer systems, hardware and computer peripherals, including mobile devices (Blackberry, iPhone, iPad, Android, etc.)Document, maintain, upgrade, and replace hardware and Read more […]
Portfolio Management Operations
Position Description We are seeking a proactive and experienced supervisor/ manager to join our Investment Management Services team at Wilson HTM to help build out our existing and planned service capability. The team is responsible for the administrative management and control of investment portfolios, performance and tax reporting to clients via WRAP services, Discretionary and Non-Discretionary advice products. This role is a 12 month contract for maternity leave cover. The successful candidate will have a demonstrable experience in a similar role and will possess the technical capability Read more […]
Portfolio Management Operations
Position Description We are seeking a proactive and experienced supervisor/ manager to join our Investment Management Services team at Wilson HTM to help build out our existing and planned service capability. The team is responsible for the administrative management and control of investment portfolios, performance and tax reporting to clients via WRAP services, Discretionary and Non-Discretionary advice products. This role is a 12 month contract for maternity leave cover. The successful candidate will have a demonstrable experience in a similar role and will possess the technical capability and Read more […]