Investment Operations Assistant Jobs

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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, disciplined approac...
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...
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...
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...
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...
CORPORATE SECTOR New York, NY
Job Description 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, di...
JPMorgan Chase & Co. New York, NY, 10007
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, disciplined approac...
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...
Northern Trust Corporation London, IL
Requisition Number: 050066 Description: Working within the Outsourcing Department serving the Investment Operations function for number of investment manager clients. To work closely with the team on a day to day basis ensuring that all tasks within Client Administration & Reporting are completed in an accurate and timely manner, prioritising where appropriate and escalating issues as necessary. ...
BNY MELLON New York, NY
Real Estate Operations Admin -Investment Management (Ironhound) (Job Number: 1412574) BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment...
BNY MELLON Somerset, NJ
Operations Admin I - Alternative Investment Servicing (Job Number: 1411450) BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services ...
Investment Operations Associate Wealth Management Practice – Irvine, CA We are a very busy, thriving wealth management and tax business. This is a support role within a wealth management team of 5 advisors: The Investment Operations Associate is integral to our ability to provide the highest level of service to our clients. For established clients, the associate will often serve as their most fr...
Marten Transport Irvine, CA
Job DescriptionInvestment Operations Associate Wealth Management Practice – Irvine, CA We are a very busy, thriving wealth management and tax business. This is a support role within a wealth management team of 5 advisors: The Investment Operations Associate is integral to our ability to provide the highest level of service to our clients. For established clients, the associate will often serve as ...
New York Presbyterian New York City, NY, 10034
Overview: Investment Operations Analyst NewYork-Presbyterian Hospital (NYP), a non-profit organization, is one of the most comprehensive university hospitals in the world, with leading specialists in every field of medicine. As a single institution, it is composed of two renowned medical centers, NewYork-Presbyterian Hospital/ Columbia University Medical Center and NewYork-Presbyterian Hospital/...
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...
Glen Mills, PA- Small Chester County wealth management firm has a direct hire opening for an Operations Assistant. This person will be responsible for supporting the Operations Manager with all client services responsibilities, including setting up new account profiles; account paperwork and reconciliation; maintaining client relationships; keeping accurate logs of daily account transactions worki...
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 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...
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 & ...
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...

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Finance Career Tools

Investment Operations Assistant

Salaries

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

Education / Training

Bachelor's
68.8%
Master's
18.8%
High School
6.2%
Some College Coursework Completed
6.2%
(16 Respondents)
Source: Monster.com Careerbenchmarking Tool

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