Account Services Advisor Job
Account Services Advisor (Job Number: 1308682)DescriptionThe Account Services Advisor s role is focused on initiating, actioning, processing and maintaining all new and existing client account applications, and ensuring their compliance with all internal processes and procedures. College Diploma or Certificate. 1-2 years experience. Data entry experience preferred.QualificationsCollege Diploma or Certificate. 1-2 years experience. Data entry experience preferredPrimary Location: Asia-Pacific-Australia-New South Wales-SydneyInternal Jobcode: 53383Job: Customer/Client ServiceOrganization: Pershing-HR06431 Read more […]
Fixed Income Portfolio Analyst 2
This position is within Wells Fargo Asset Management (WFAM) – Wells Capital Management (WellsCap). WellsCap is looking for an individual to join our Investment Grade Credit Research Team as a Fixed Income Analyst. Responsibilities include, but may not be limited to: Be an integral member of an eight-person research team. The Investment Grade Research Team provides analytical support to several fixed income mutual funds and numerous institutional separate accounts. Provide primary coverage of several industries and companies within those industries. Analysts perform all aspects of credit research Read more […]
Institutional Equity Salesperson
Requirements: 1 -2 years of selling financial products or services is recommended for all candidates and any existing relationships or books of business is a plus Strong sales skills Ability to work in a fast-paced, high energy, transaction oriented environment Excellent customer service skills Excellent communication skills High degree of initiative and must be a self-motivator Composure and confidence to manage conflicting priorities and multiple tasks simultaneously High interest in financial markets and technology industry sectors and trends NASD Series 7 63 licenses or willingness to obtain Read more […]
Analyst/Associate
In this position, you will be responsible for conducting research, creating financial models and preparing investor reports and analysis that provides a basis for all forecasting and budgeting. This position will play a key role in organizational change to improve decision effectiveness by utilizing data and analytical tools, industry research and practice, and competitive benchmarking. The ideal candidate is a highly organized and detail-oriented professional with a desire to become a member of a close-knit team and work in a collaborative environment. Responsibilities include: Perform an initial Read more […]
Senior Client Service/ Business Development Associate
Martin Currie is a specialist investment-management company. Our headquarters are based in Edinburgh, Scotland, with satellite offices in New York, Melbourne, Singapore, Zurich and London. Globally, we manage US$8.0 billion in active equity portfolios and hedge funds for clients across Europe, North America and around the world. An exciting opportunity has arisen for a senior client-service/business-development associate to join our New York sales team. Working collaboratively with the client-service and business-development executives, the successful candidate will provide instrumental support Read more […]
Product Specialist – Fixed Income
Job responsibilities include: Partnering with portfolio management to create clear and consistent product-related messages, developing a deep understanding of product positioning vs. competitors, responding to intricate questions regarding investment strategies and participating in product creation and repositioning. Candidates should have strong quantitative and qualitative skills and ability to present materials effectively. A Masters or CFA is preferred. Send resumes to: David@analyticrecruiting.com Refer to Job# 20146 -EFC and email MS Word attached resume and a description of the strategy Read more […]
Quantitative Equity Portfolio
Responsibilities include: Explaining complex Quantitative Portfolio Strategies and Investment Research and working with Institutional Clients on Asset Allocation and Portfolio Performance. Candidates will have an advanced degree in finance, economics or related field and at least 5 years of practical experience servicing clients portfolios [stock selection, sector, currency and country factors] and working closely with Portfolio Managers and Marketing. Superior communication skills and the willingness to travel up to 35% of the time, required. Keywords: Client Manager, Client Facing, Portfolio Read more […]
Data Scientist- Text Mining – Web Scraping (Python, C++) – Investment Research Analyst
This is a new role that will be building tools and applications and presenting data that will support global investment research. Candidates must have an academic background in the quantitative sciences, Computer Science, Math, Stats, Physics and must have exceptional coding skills in (Python-strongly preferred) and C or C++, Java Ruby or other scripting languages. This is a demanding role that will require data base design experience and proven experience scraping and parsing web based data for nuggets of information. Candidates should have some experience in the financial markets and must bring Read more […]
Regional Director
The successful candidate will effectually build and service investment advisory firm relationships within the region and promote our key business initiatives and strategies. Our Mission: Hatteras Funds provides unique alternative investment solutions for financial advisors and their clients. We believe that all investors should have access to the same sophisticated investment approach and superior portfolio management talent as the largest institutions. A boutique alternative investment specialist founded in 2003, Hatteras Funds offers a suite of innovative products designed to help financial Read more […]
Internal Sales Desk Associate
Essential Functions and Responsibilities:Will work as a partner with an External Wholesaler to develop, maintain and expand relationships, and drive sales in your region for separate accounts, mutual funds, closed end funds, and alternative investments.Develop new business within the territory by calling Broker/Dealers and providing sales and marketing information. Provide follow up information as requested. Maintain contact with brokers and keep them up to date on products. Offer information, ideas and other material required in completing salesHandle incoming phone calls, requests for product Read more […]