25 Investment Management job listings in the San Buenaventura (ventura), California area

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Job listings, help wanted ads and employment postings (last updated on Monday, October 20)

Financial Advisor Intern


CA-Irvine, Opportunity — A Top 10 Internship PROGRAM Financial advisor interns with Northwestern Mutual offer a personalized approach to uncovering financial solutions tailored to each client's individual needs. Financial advisor interns with Northwestern Mutual have the same opportunities to build their careers as full-time advisors. Supported by our network of specialists, training programs and mentoring, … MORE INFO

Hedge Fund Middle Office - CDS, IRS, Futures, Options


NY-New York, Summary Top-Tier Hedge Fund ($20B AUM - Rapidly Growing) seeks an intelligent candidate to work on their Middle Office/Operations Team - CDS, IRS, Futures, Options Client Details Top-Tier Hedge Fund, $20B AUM - Rapidly Growing Description
· Ensuring that trading systems are utilizing reconciled information and that all operational procedures and risk controls are set;
· Overseeing provider reconcili … MORE INFO

Senior Accountant - Hybird role (GL/Reporting)


MA-Boston, Senior Accountant - Hybird role (GL/Reporting) My client is very established organization in the finance industry located in downtown Boston who is seeking an experienced Accountant who can multi-task and be a contributor to a growing department. The Senior Accountant will be involved in numerous parts of the accounting function including but not limited to, general ledger reconciliations, cash ma … MORE INFO

Operations / Client Service Manager


CA-Beverly Hills, Boutique Beverly Hills investment advisor is seeking a highly motivated professional to act as Operations/Client Service Manager Key Responsibilities: • Supervise administrative staff of seven oversee, audit, train, and develop operations team • Assist with complex, strategic tasks and ensure deadlines and corporate policies are met • Communicate with clients as necessary primarily to help resolve … MORE INFO

Client Service Associate


MA-Boston, Client Service Associate Salary - $70-90K plus bonus Expanding Boston Investment firm seeks polished financial service pro to coordinate and complete client requests for existing institutional clients in the US. Typical tasks include client query management, CRM utilization, meeting preparation, materials generation, product and client analytics and client reporting delivery. Critical to this posi … MORE INFO

Financial Representative


WA-Bellevue, New York Life Financial Representatives We are seeking talented people to join our team of professionals. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, family and business planning. You will be responsible for scheduling appointments, meeting with clients, analyzing clients' information, making product recommendations and providing ongoing service. Ag … MORE INFO

Client Service Associate


MA-Boston, Client Service Associate Salary - $70-90K plus bonus Expanding Boston Investment firm seeks polished financial service pro to coordinate and complete client requests for existing institutional clients in the US. Typical tasks include client query management, CRM utilization, meeting preparation, materials generation, product and client analytics and client reporting delivery. Critical to this posi … MORE INFO

Director and Manager of Treasury Planning


CA-Irvine, $bil+ Financial Service Company in Irvine seeking several Treasury Planning Managers/Directors We are seeking 4 treasury professionals for our fast growing department. These roles are planning and strategy. Not cash management roles. Roles pay $110k to $170k + 10-25% bonus Duties and Responsibilities 1. Collaborate with all relevant corporate professionals that impact theability to successfully imp … MORE INFO

NGEN (Marine Corps) Asset Management Specialist Mid


HI-Honolulu, Job Locations: Kaneohe Bay and Camp Smith, HI Under general supervision, manages the maintenance, reconciliation, and databases containing information regarding licenses, warranties, and service agreements for the organization's hardware and software. Required Skills and Experience: Must have 5-9 years of experience with at least 4 years working with the Department of Defense Logistics and Asset M … MORE INFO

Operations Specialist - Financial Industry


CO-Monument, Job Description: Do you have the desire to help others meet their financial goals and have a solid understanding for compliance and operations in the investment industry? AppleOne is currently seeking a qualified and experienced Financial Operations Specialist to join our client and their progressive team of professionals. The ideal candidate will enjoy the ability to work with a cohesive and team … MORE INFO

Senior Associate/Private Equity Firm


PA-Philadelphia, Private Equity firm in Philadelphia area is seeking a polished Senior Associate to aid in the formation of a new fund. This fund will focus on the acquisition of specialty finance companies. Experience should include working on acquisitions: modeling, deal book presentation, identifying possible acquisitions, etc. Candidates should have at a minimum a bachelors degree from a top tier college/unive … MORE INFO

Investment Risk Manager


MA-Boston, Investment Risk Manager Salary - $130-150K Boston based asset manager seeks Investment Risk Manager. The ideal candidate will have an in-depth understanding of investment risk measures and experience managing risk in specific asset types like derivatives, international equity and fixed income. As an integral part of the independent Risk Management team, this person will be responsible for directin … MORE INFO

Vice President, Client Service Executive


CA-Los Angeles, Position Summary: To be the CIM client service representative to both existing and new potential investors. Job Responsibilities: • Responsible for articulating CIM's investment strategy, platforms, competitive advantages, performance, and for explaining in detail CIM's various investments to both existing and potential investors and other stakeholders • Promoting CIM's organization (brand awarene … MORE INFO

Vice President, Consultant Relations (Private Equity Real Estate)


CA-Los Angeles, Position Summary: To assist the Investor Relations Department in being the main point of contact for a select subset of external clients, namely consultants. Job Responsibilities: • Create a deep working relationship with each consultant, with the goal of getting the consultants to understand CIM’s investment strategies and offerings and to ultimately endorse CIM as an investment partner for their … MORE INFO

Manager – Benefits/Investments Accounting


MI-Detroit, Monitor and report on accounting administration and investment of assets for the corporation. Support and supervise staff that coordinate, reconcile and analyze investment income, and all other related transactions which affect corporate investments and other assets. Prepare statutory financial reporting for corporate investments including all Schedule Ds, regulatory filings and other reporting do … MORE INFO

Portfolio Reconciliation Accountant


PA-Pittsburgh, The Portfolio Reconciliation Accountant is responsible for daily identification and research of cash and position reconciliation variances for MCM separately managed accounts, hedge funds, and collective funds. The individual is required to learn and understand the different types of MCM portfolio products, assets traded in each product, and common portfolio and security transactions. Bachelor's d … MORE INFO

Trust Compliance and Operations Manager


WI-Green Bay, Our client is a community bank that is hiring a compliance and operations manager in their trust department. Responsibilities will include: Develop and implement policies and procedures for compliance throughout the Wealth Management department Assist in Federal regulatory exams Vendor Management Communicate effectively addressing training and responsibilities throughout the department on a regula … MORE INFO

Investment Representative


OH-Dublin, Calling all recent college graduates! Are you looking for an opportunity to join a great company with a potential for a long term career in financial services? This is a great opportunity to develop a lucrative service and sales career. Randstad is a $22. 0 billion global provider of HR services and the second largest staffing organization in the world. Randstad holds top positions around the world … MORE INFO

Client Relationship Associate (Investment Management Company)


PA-Malvern, Malvern, PA - We are hiring a group of client service representatives who will handle mostly incoming (client) calls for a large financial investment management company. Most of the calls will be simple inquiries for basic information or requests for changes on accounts. Excellent training will be provided. These positions are superb entry-level roles for anyone who wants to get a foot inside the … MORE INFO

IC Performance Specialist


IL-Chicago, About Aon Aon plc (NYSE: AON) is the leading global provider of risk management, insurance and reinsurance brokerage, and human resources solutions and outsourcing services. Through its more than 66,000 colleagues worldwide, Aon unites to empower results for clients in over 120 countries via innovative and effective risk and people solutions and through industry-leading global resources and technic … MORE INFO



FL-Saint Petersburg, We are currently seeking outgoing, motivated individuals for a full-time fixed income sales position in St. Petersburg, FL. Candidate must be goal oriented, confident and display strong interpersonal and communication skills. Other requirements include: Extensive Sales Experience Series 7, 6, 52 and 63 preferred, but not required Demonstrate assertiveness and persuasiveness Exceptional conversatio … MORE INFO

Experienced Trader (44-518)


IL-Chicago, XR Trading is a proprietary market-making firm located in Chicago's financial district. XR provides liquidity in a wide range of financial instruments and asset classes. We add value to the markets in which we participate by integrating technology with trading effectively and employing a quantitative approach to automated market-making. Description XR Trading, an established and growing Chicago ba … MORE INFO

Platform Consultant


MultiLocation, Envestnet, Inc. (NYSE: ENV) is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front-, middle- and back-office needs. En … MORE INFO

Sales - Financial Advisor - Entrepreneur Opportunity


IN-Indianapolis, Do like to make a difference in people’s lives? Do you love what you currently do, or do you just do what you currently do? Individuals from a variety of career backgrounds, including salespeople, finance professionals and teachers/coaches, have found new career success at Mutual of Omaha. As an advisor, you help your clients protect their families and their lifestyles, while earning the income yo … MORE INFO

Financial Advisor - Insurance-based - See why we are different


MD-Baltimore, Are you looking for a new career to marry your existing contacts/book of business with industry leading products and services? Mutual of Omaha, a company with the strength, stability and security that comes from over 100 years of satisfying customers, has exceptional opportunities for insurance-based financial advisors who are motivated, have a history of success, and possess a passion for making … MORE INFO

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