Investment Operations Assistant Jobs


1000+ Investment Operations Assistant jobs found on Monster.

Jobs 1 to 20 of 2108
Company Confidential Lakeville, MN, 55044
We are hiring an Operations Specialist to join our team. This is a full-time, salaried position with a competitive compensation package. We are a successful, well-established wealth management firm that helps people in, or near, retirement, with their financial planning, retirement planning, and estate planning needs. Our clients are individuals that have worked hard for their money. Our practice...
Investment Operations Associate - $100K+ base plus bonus A global asset management firm in Boston is seeking an Investment Operations Associate. Core duties of this role include managing the quality of portfolio holdings and other operational client account data used in the firm’s investment process as well as monitoring trade settlement and other post trade activities. This role will require the...
Investment Operations Associate - $60 - 80K + bonus A global asset management firm in Boston is seeking an Investment Operations Associate. Core duties of this role involve managing the quality of portfolio holdings and other operational client account data used in the firm’s investment process. This role will require the performance and oversight of daily reconciliation checks and process contro...
Park Wealth Management, Inc. – Torrance, CA Investment Operations and Marketing Assistant I am seeking a motivated and energetic professional to assume the role of Investment Operations and Marketing Assistant. I have been a Financial Advisor for almost 25 years and currently rank in the top 20% of all producers at LPL Financial. I am looking to hire part time for 20 – 30 hours per week. Job Pu...
JP Morgan NY
140061947 Department Description JPMorgan Chase Audit Department provides independent and objective assessments designed to evaluate the firm’s internal control structure, evaluate the organization’s compliance with laws and regulations and identify opportunities for process and control improvements. The Audit Department helps the firm accomplish its objectives by bringing a systematic, discipli...
Director of Finance Investment Finance Treasury Operations The Assistant Vice President, Finance will assist the Treasurer in developing investment policies and work closely with outside investment managers to achieve corporate objectives. Oversee the completion of all regulatory filing requirements (SEC/Insurance Department) for investments. Manage the corporate banking functions and related p...
Eley-Graham Financial Advisory Services, Inc. 334 W. 84th Drive Merrillville, Indiana 46410 Position Description Job Title: Financial Planning and Investment Assistant Department(s): Financial Planning Status: Exempt, health insurance and profit sharing benefits available. Two weeks paid vacation after first full year. Reports to: President, Senior Advisor and Business Manager This is a su...
Textron Inc. Providence, RI
Description Position Title: Sr. Analyst, Investment Operations & Compliance Department: Treasury Location: Providence, RI Reports To: Assistant Treasurer, Chief Investment Officer JOB SUMMARY Textron’s Investment Management team seeks an individual with excellent analytical, communication and project management skills to assist in managing the operational complexities associated with Textron...
Johnson & Johnson companies are equal opportunity employers. SR DIRECTOR, BENEFIT TRUST INVESTMENTS-7422140623 Description Caring for the world, one person at a time, has inspired and united the people of Johnson & Johnson for 125 years. We embrace research and science -- bringing innovative ideas, products and services to advance the health and well-being of people. Employees of the Johnson & ...
The Operations Assistant is responsible for facilitating the effective operations of the Brokerage & Insurance Operations group through reporting, analysis, issue resolution, process improvement, administrative and functional support activities as well as delivering optimum customer service to both internal & external customers. The Operations Assistant maintains current knowledge of all applicabl...
The Cattle National Bank & Trust Company has an immediate opening in our Lincoln operation for a Trust Administrative/Investment Management Assistant. This position provides customer service on behalf of the Trust Department and executes security trades. The candidate will assist in the selection and analysis of securities and managing Trust Discretionary Investment Management Policy along wi...
Full Time Investment/Trust Administrative Assistant. Job duties include: Assist Investment Officer in daily operations Open/maintain/close trust accounts Monthly reconciliation Operates computer to process account activity, determine balances, research and resolve problems HS Diploma/GED plus 2years related experience Must have Professional Series 11 designation Equal Opportunity Employer M...
Parker & Lynch is looking to fill a Senior Accountant job in the Dallas area. This role is with a real estate firm involved in real estate investments domestically and globally. The position will have interaction with operations and will supervise staff. The Assistant Controller job duties include: - Ensure the accuracy and propriety of all financial data and reports -Assist with management rep...
Stanford University Stanford, CA, 94305
Program Assistant, Investment Responsibility (1 year fixed-term) Stanford Management Company (SMC) is seeking qualified candidates for a Program Assistant position with its Investment Responsibility team. SMC, a division of Stanford University, was established in 1991, and is responsible for managing the University’s endowment, trust assets and temporarily invested expendable funds. The majo...
Northwestern Mutual Milwaukee, WI, 53201
BASIC FUNCTION: We are seeking an experienced financial services regulatory attorney to provide legal advice to our retail investment businesses as part of the Investment Products and Advisory Services team in the Northwestern Mutual Law Department. The attorney, working collaboratively with other team members, will provide legal counsel to our federal savings bank (which provides investment advis...
Job Description Assistant General Counsel – Institutional Investment Management - Derivatives JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset m...
JPMorgan Chase & Co. Brooklyn, NY, 11201
CIB Technology & Operations F&BM Senior Administrative Assistant J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investmen...
JP Morgan Austin, TX
140091419 JOB DESCRIPTION: Research – THREE-MONTH FIXED TERM HIRE (Oct-Dec 2014) Business Overview: About J.P. Morgan Chase & Co. J.P. Morgan is a leading global financial services firm with assets of %242.1 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transacti...
Raymond James Financial Inc Tampa, FL
Description Job Summary: Under direct supervision, uses basic knowledge and skills obtained through experience and./or on-the-job training to provide a wide variety of administrative and staff support services to a manager or group of managers within an assigned functional area. Specific, detailed instructions and procedures are provided to perform routine, repetitive standardized tasks. Resolve...
MetLife Field Office Morristown, NJ
Job Location Morristown, NJ Job Description The Assistant Vice President of Key Data Programs within Investments IT is responsible for the implementation and oversight of the Global needs of the Investments data management goals, standards, practices, process, and technologies. This role requires extensive business experience and a comprehensive understanding of data management life-cycles (spe...

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Finance Career Tools

Investment Operations Assistant


$20,800.00 - $112,308.00
Typical Salary for Investment Operations Assistant
(26 Respondents)
Source: Careerbenchmarking Tool

Education / Training

High School
Some College Coursework Completed
(16 Respondents)
Source: Careerbenchmarking Tool

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