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

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Job listings, help wanted ads and employment postings (last updated on Wednesday, April 23)

Investment Analyst

Monster.com

NY-New York City, Premier Independent Capital Markets Research Firm has an immediate opportunity for a Senior Equities Investment Analyst to join their Healthcare team. The Senior Equities Investment Analyst will be responsible for overseeing a diverse portfolio of healthcare stocks, managing extensive writing and research projects and contributing to marketing initiatives for the firm. A strong background in scien … MORE INFO

Financial Services Representative

Monster.com

CA-Santa Ana, 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 Services Associate

Monster.com

CA-San Diego, Our client, a Wealth Management Firm in San Diego, is seeking a Client Services Associate for their rapidly growing portfolio! Job Description: • Educate clients on account services and capabilities • All appropriate preparation to set up new accounts • Maintaining all client information • Provide team with up to date calendar including daily, weekly, and monthly activities Talent Management • Kee … MORE INFO

Brokerage/Financial Settlement Specialist

Monster.com

FL-Miami, StateTrust is a full service broker/dealer and financial advisor specializing in Wealth Management and Financial Planning using state of the art technology and unique personal service. We seek an experienced Settlement Specialist to support our client servicing and operations practice from our Miami, Florida office. This is an exciting opportunity to join our team & unique personal service. Essent … MORE INFO

Wealth Administrator

Monster.com

HI-Honolulu, Under the direction of the Wealth Advisor, this position is responsible for supporting and retaining comprehensive relationships with clients meeting the net worth, income and profitability profiles of their identified market segment within Private Client Services. Provides support in building deeper client relationships through the sale and administration of credit, deposit, and investment agency … MORE INFO

Financial Services Representative

Monster.com

CA-El Segundo, New York Life Financial Services Representative Come meet with one of the 100 largest companies in United States If you are looking to join a great company and great team of people come interview with us on 9/26! The Opportunity: 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 … MORE INFO

Operations Associate

Monster.com

MA-Boston, Employee Title/Role: Operations Associate Role/Position Description: In this position, the OperationsAssociate is responsible for theprocessing of many specific operational functions, as well as learning to cover and support their co-workers in keeping the Operations Department functioning smoothly. Most communications involved in this position will be with brokers, sales assistants and Ops person … MORE INFO

Financial Services Representative

Monster.com

MD-Greenbelt, Who we are … First Investors Corporation is a Wall Street-based financial services firm, established in 1930. We are proud of our long history of helping clients with their financial needs including college funding, tax savings and preparing for retirement. Our philosophy is that we connect “Main Street to Wall Street. ” Our one-on-one approach to clients is unique in our industry. We retain ou … MORE INFO

Financial Services Representative

Monster.com

VA-Glen Allen, Who we are … First Investors Corporation is a Wall Street-based financial services firm, established in 1930. We are proud of our long history of helping clients with their financial needs including college funding, tax savings and preparing for retirement. Our philosophy is that we connect “Main Street to Wall Street. ” Our one-on-one approach to clients is unique in our industry. We retain ou … MORE INFO

Financial Services Representative

Monster.com

NJ-Woodbridge, Who we are … First Investors Corporation is a Wall Street-based financial services firm, established in 1930. We are proud of our long history of helping clients with their financial needs including college funding, tax savings and preparing for retirement. Our philosophy is that we connect “Main Street to Wall Street. ” Our one-on-one approach to clients is unique in our industry. We retain ou … MORE INFO

Financial Services Representative

Monster.com

PA-Philadelphia, Who we are … First Investors Corporation is a Wall Street-based financial services firm, established in 1930. We are proud of our long history of helping clients with their financial needs including college funding, tax savings and preparing for retirement. Our philosophy is that we connect “Main Street to Wall Street. ” Our one-on-one approach to clients is unique in our industry. We retain ou … MORE INFO

Investment Mgmt. Operations Analyst

Monster.com

MA-Quincy, Our client is seeking a Investment Mgmt. Operations Analyst in Quincy, MA. Description: Entry Level position performing routine duties to support client investment management operations. Setup and maintain databases and client files, process and confirm trades, research routine errors, failures, and inquiries. Resolve discrepancies and takes action on routine matters and inquiries from clients and … MORE INFO

QA Analyst / UAT / Banking

Monster.com

FL-Jacksonville, Role Responsibilities: 1. UAT Preparation and Management Work with the test manager and project test leads to deliver the test strategy, approach and planning for TA Data Sourcing projects Working with project test leads, define UAT requirements and prepare the UAT packs Working with project test leads, design and load test cases into ALM Working with AS, manage the availability of UAT environment … MORE INFO

Marketing Manger

Monster.com

OR-Portland, Our client in Portland, OR is looking for a Marketing Manager with a minimum of 3-5 years of marketing experience that includes PR and digital marketing. This role is best suited for a person that has a good work ethic, great attention to detail, excellent follow through, as well as a great sense of humor, and enjoys relationships with people. In this role you will organize client appreciation, ed … MORE INFO

Client Concierge

Monster.com

TX-Dallas, Small company focused on superior client service is seeking a Client Concierge with experience in the financial services and/or investment industry. Job responsibilities will include, but are not limited to: Managing transition of prospects becoming clients for both private investment clients and 401(k) clients, including document preparation for clients' review and signature, processing all paper … MORE INFO

Client Service Representative

Monster.com

NJ-Union City, In this role, the Marketing Service associate will be responsible for providing excellent customer service and resolving Field Inquiries on our FA Social program as well as the AMC (Advisor Marketing Central) and PMC (Premier Marketing Consulting) Marketing hotlines. Additionally, this role oversees AMC ad modifications and the FA Social and Marketing Central e-mail inbox.
· Troubleshoot and resol … MORE INFO

Performance Analyst (Fixed Income)

Monster.com

IL-Chicago, Responsibilities:
· Generation of performance returns and reports for domestic and foreign portfolios from our internal accounting system on a daily, weekly, monthly and as needed basis
· Computation of benchmark and composite returns on a monthly basis with comparison to portfolio returns
· Determination of accuracy of portfolio returns versus benchmark returns and analysis of outstanding issues … MORE INFO

Operations Manager - Letters of Credit, Wire Transfers

Monster.com

NY-New York, Summary: Manage the Bank's daily Operations. The day-to-day responsibilities include the management of; Payments/Receipts and Trade Finance departments, Insurance and General Supplies. Supervise, co-ordinate, monitor and control smooth processing of Payments and Receipts, settlement of LC Reimbursements, clearing of checks and validity of insurances and availability of supplies. Ensure that the bu … MORE INFO

Licensed Financial Advisor for CME Federal Credit Union

Monster.com

OH-Columbus, Join a Winning Team at CME FederalCredit Union! CUSO Financial Services, L. P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA with a stable, 17 year track record of serving the investment needs of credit unions and their members. Our Financial Advisors work in tandem with the financial institution to provide comprehensive fina … MORE INFO

Licensed Financial Advisor - Pentagon Federal Credit Union

Monster.com

NC-Olde Farm, Join a Winning Team at Pentagon Federal Credit Union! Pentagon Federal Credit Union serves over 1. 4 million members in the Air Force, Army, Coast Guard, Department of Homeland Security, Department of Defense, defense-related companies, and the Veterans of Foreign Wars. They were federally chartered in 1935 and serve their members worldwide. Pentagon Federal Credit Union is one of the strongest and … MORE INFO

Financial Advisor for Credit Unions

Monster.com

MI-Grand Rapids, Join a Winning Credit Union Team! CUSO Financial Services, L. P. is growing and adding a Licensed Financial Advisor to serve a strong and growing network of Credit Union members in the Grand Rapids, MI area. CUSO Financial Services, L. P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA with a stable, 16 year track record of ser … MORE INFO

Licensed Financial Advisor - Fort Campbell Federal Credit Union

Monster.com

TN-Clarksville, Join a growing team at Fort Campbell Federal Credit Union! CUSO Financial Services, L. P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA with a stable, 17 year track record of serving the investment needs of credit unions and their members. Our Financial Advisors work in tandem with the financial institution to provide compreh … MORE INFO

Investment Mgmt. Operations Analyst - Intermediate

Monster.com

MA-North Quincy, Send Resume to M55931@accuick. com Our client is currently seeking a Investment Management Operations Analyst- Intermediate This is a 6 month Contract position, with a possibility to extend Our client is a leading provider of financial services, with operations in 29 countries and more than 29,000 employees worldwide. They have more than $2. 4 trillion in lendable assets, and are the number 1 provid … MORE INFO

Accounting Director

Monster.com

TX-Grand Prairie, Job Description The Accounting Director manages, directs, coordinates and administers a plan for the execution and control of MFC Accounting operations. He/she directs the organization in providing management with financial data and analyses for timely and effective decision making; provides data for and assists in establishing major economic objectives and policies for the company; and, preparati … MORE INFO

Field Territory Account Manager

Monster.com

VA-Richmond, Washington National Insurance Company's largest American marketing partner, PMA USA, is looking for the right individuals who have the desire to earn a good living, work a flexible schedule and help hundreds of our clients and their employees by educating, advising and servicing them to improve their quality of life. This is a business-to-business sales position helping employers find health care … MORE INFO

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