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

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Job listings, help wanted ads and employment postings (last updated on Tuesday, September 23)

Business Management Firm - Tax Seniors and Managers - West Los Angeles and Encino - $80-150k

Monster.com

CA-Los Angeles, Business Management Firm (specializing in sports and entertainment clients) has 3 tax positions in their Encino and West Los angeles, California offices. We have manager and senior positions. Our firm provides accounting, tax and consulting services to the entertainment and sports industry. Our clients include movie producers & directors, actors, musicians and professional atheletes. This is fast … MORE INFO

Portfolio Analytics & Strategy Specialist I

Monster.com

DE-Wilmington, Portfolio Analytics & Strategy Specialist I Wilmington, DE The PNC Financial Services Group, Inc. seeks a Portfolio Analytics & Strategy Specialist I in Wilmington, DE to participate in the Decision Analytics team supporting strategy initiatives and execution. Specific duties include: (i) identify opportunities to improve strategies and processes through sound data-based analyses; (ii) design and … MORE INFO

Jr. Operations Specialist

Monster.com

CO-Denver, NOTE: This position is suited for an individual with 0-2 years of financial services operations experience. It is not a mid-or senior level position. RESPONSIBILITIES Set up new accounts. Account administration. Manage service requests, including cashiering. Provide team support with an assigned workload. Escalates issues to supervisor and assists in resolving issues without precedents. Participat … MORE INFO

Platform Consultant

Monster.com

IL-Chicago, 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

Financial Services Firm Looking For Specialist

Monster.com

MI-Detroit, The Heartland Group is one of the fastest growing financial service firms in the Detroit area. We are looking for entrepreneurial-minded, success driven financial advisors to join our team. We are specifically looking for advisors that are experienced with the LEAP (Lifetime Economic Acceleration Process) philosophy and have worked with the wealth in motion software. We will provide you with all t … MORE INFO

Financial Services Firm Looking For Specialist

Monster.com

IL-Chicago, The Heartland Group is one of the fastest growing financial service firms in the Chicago land area. We are looking for entrepreneurial-minded, success driven financial advisors to join our team. We are specifically looking for advisors that are experienced with the LEAP (Lifetime Economic Acceleration Process) philosophy and have worked with the wealth in motion software. We will provide you with … MORE INFO

Licensed Investment Sales Assistant

Monster.com

CO-Boulder, Function Description: A senior level sales assistant with a general securities license (Series 7) who has solid working experience in the financial services industry, who works directly with a CFS/SPF Registered Representative to help increase productivity, and perform tasks of a clerical nature; take in-coming calls from clients; handle the paperwork for new accounts; entering customer provided i … MORE INFO

CLO Fund Administrator

Monster.com

new York, Princeton Information is seeking a CLO Fund Administrator for a contract position in New York City. This is a position for a senior CLO Fund Administrator with strong product and reconciliation knowledge to oversee CLO compliance module testing, Trustee Report tie-out processes and complex data analysis. In addition to helping ensure that proper compliance procedures are followed, the CLO Fund Adm … MORE INFO

Pension Investments and Financial Markets Analyst

Monster.com

NJ-Murray Hill, Linde is currently seeking a Pension Investments and Financial Markets Analyst to join the team in Murray Hill, New Jersey area. Job Responsibilities: â—ª Roll out implementation of Trading desk and centralization of activities for Region Americas â—ª Manage and Execute Linde's Trading group currency across a variety of subsidiaries and JV's through balance sheet and FX P&L risk management â—ª Manage an … MORE INFO

Investment Mgmt. Operations Analyst - Intermediate

Monster.com

MA-North Quincy, Send Resume to M62004@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 provide … MORE INFO

Investment Operations Associate

Monster.com

TN-Nashville, Investment Operations Associate Requirements: •Reconcile investment portfolios between portfolio accounting system Advent Portfolio Exchange (APX) and custodians. •Provide client reporting functions such as; performance, transactions, attribution analysis, etc. •Provide feedback to management to identify problem areas and develop solutions. •Administer new account openings/closings processes. •Pro … MORE INFO

Financial Advisor - Sales Associate - Grow with us

Monster.com

MO-Springfield, Mutual of Omaha offers exceptional opportunities as a Financial Advisor, where a career path is accomplished through your own professional achievements, not seniority or tenure. Mutual of Omaha provides its Financial Advisors with professional development through coaching and one-on-one interactions, while allowing for flexible scheduling and the potential to earn a rewarding income. As a Financia … MORE INFO

Insurance Based Financial Advisor

Monster.com

MO-Springfield, A career opportunity with Mutual of Omaha can provide you with: » Unlimited income potential, plus bonuses and other awards » Financial support during your first three years to help you build your business » Worldwide incentive travel Be in business for yourself but not by yourself! Mutual of Omaha has: » One of the best comprehensive training programs in the industry » Turn-key programs dedicated … MORE INFO

Sales - Financial Advisor - Entrepreneur Opportunity

Monster.com

OK-Tulsa, 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

Insurance Based Financial Advisor

Monster.com

IL-Glen Carbon, A career opportunity with Mutual of Omaha can provide you with: » Unlimited income potential, plus bonuses and other awards » Financial support during your first three years to help you build your business » Worldwide incentive travel Be in business for yourself but not by yourself! Mutual of Omaha has: » One of the best comprehensive training programs in the industry » Turn-key programs dedicated … MORE INFO

Sales - Entry Level - Join a stable company with support

Monster.com

MO-Columbia, Looking for a career with unlimited income potential and the flexibility to manage your own schedule? Mutual of Omaha provides exceptional first careers to motivated individuals with a strong passion for success to be in business for yourself, but not by yourself. Be part of a great team environment and start immediately paying off student loans. As an advisor, you help your clients protect their … MORE INFO

Sales - Entry Level - Join a stable company with support

Monster.com

NC-Asheville, Looking for a career with unlimited income potential and the flexibility to manage your own schedule? Mutual of Omaha provides exceptional first careers to motivated individuals with a strong passion for success to be in business for yourself, but not by yourself. Be part of a great team environment and start immediately paying off student loans. As an advisor, you help your clients protect their … MORE INFO

Internal Wholesaler

Monster.com

CT-East Hartford, RESPONSIBILITIES: Kforce has a client seeking an experienced, well qualified Internal Wholesaler in East Hartford, CT. The Internal Wholesaler is a sales professional with strong relationship building skills, product and capital market knowledge and sales experience. This individual will perform as part of a team which includes 2 external wholesaling partners, with a primary responsibility of driv … MORE INFO

Client Portfolio Analyst

Monster.com

MA-Boston, RESPONSIBILITIES: Kforce has a client seeking a Client Portfolio Analyst for their office in Boston, MA. Exclusive wealth management and investment firm is seeking to add a Client Portfolio Analyst to provide direct support to the wealth client service team. This role will be a clear path to joining the investment team. The Client Portfolio Analyst will partner with both the analytics team as well … MORE INFO

Reconciliation Representative - Phoenix, AZ

Monster.com

AZ-Phoenix, Description As a part of the Tenet and Catholic Health Initiatives family, Conifer Health Solutions is a leading healthcare business process management services provider working to improve operational performance for more than 600 clients so they can support financial improvement, enhance the patient experience, and drive value-based performance. Through our revenue cycle management , patient comm … MORE INFO

Mnager, Investor Reporting

Monster.com

UT-Salt Lake City, Duties: 1. Ensure that Company complies with all Agency and private investor reporting requirements. 2. Assist, support, and train staff. 3. Ensure efficient operation of department. Specifications: Bachelor's or equivalent experience. 1. 5+ years Investor Reporting experience 2. Demonstrated ability to organize and manage multiple projects simultaneously. 3. Must have a working knowledge of inves … MORE INFO

Asset Management Derivatives Middle Office Specialist , New York, NY

Monster.com

NY-New York, J. P. Morgan Asset Management is seeking qualified candidates for an Associate position within the Derivatives Middle Office Team. Derivatives Middle Office is a team with high volume requiring a candidate who is hands-on and detail-oriented. Candidate should be highly motivated for this high profile position; Overtime is required as needed. Position Summary: This position will provide support to th … MORE INFO

Legal Counsel/Specialist, Compliance and Account Management

Monster.com

CA-Irvine, About the Company: Located in Irvine, California, Pacific Alternative Asset Management Company, ("PAAMCO") is a leading independent fund of hedge funds investment firm dedicated to offering strategic alternative investment solutions to the world's preeminent investors. Founded in March of 2000, PAAMCO manages approximately $9. 5 billion in customized portfolios of hedge funds with a focus on the fo … MORE INFO

Trade Support Senior Analyst

Monster.com

NY-New York City, AllianceBernstein is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the world. AllianceBernstein employs more than 500 investment professionals with expertise in growth equities, value equities, fixed income securities, blend strategies, and alternati … MORE INFO

Financial Advisor

Monster.com

CA-Pleasanton, Do you have what it takes to leverage the maximum potential of a career as a Financial Advisor with the right mix of skills, ambition, and timing? If you're a top-notch performer, value independence, want to be financially rewarded for your success, and have the desire to positively impact people's lives every day, consider a career as a Financial Advisor with Northwestern Mutual Pleasanton. Our o … MORE INFO

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