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Title Date Postedsort icon Location Description
Portfolio Administrator May 16, 2013 MA Seaward Management is an investment management firm with over 2.3 billion in assets under management, that provides counseling to high net-worth clients, foundations, and retirement boards and...
Client Service Administrator May 15, 2013 PA Zeke Capital Advisors, LLC (ZCA), is an independent multi-family office that serves as the investment arm to a select group of clients. The firm is located in Berwyn, PA. ZCA is currently looking...
Account Administrator May 03, 2013 OH This position works closely with Investment Advisors, clients, and several departments within the firm and plays a critical role in supporting client retention and business growth.
Jr. Portfolio Account Administrator May 02, 2013 PA Summary The Junior Portfolio Account Administrator will be responsible for understanding the firm’s investment advisory accounting system, Advent Software’s Axys, in order to respond efficiently and...
Portfolio & CRM Systems Administrator April 29, 2013 NY Job Summary: Responsible for APX-related portfolio and CRM data administration functions in a redundant and, ultimately, in a primary capacity for certain functions over time. Also includes project...
Investment Performance Analyst April 16, 2013 FL Summary: Provides clients with performance analysis services to evaluate the performance of the plan/fund's investment program. Oversees the implementation of new performance analysis products for...
Senior Technology Consultant March 22, 2013 MI Charles Schwab Advisor Services Technology...
Portfolio Administrator March 13, 2013 CA Boutique Wealth Management firm with multiple office locations is looking for a dedicated professional to add to our Wealth Management team. This is a multifaceted role that requires focusing...
Investment Associate February 25, 2013 MA P-Solve (www.psolve.com) is the specialist institutional investment and risk-management consulting unit within the Punter Southall Group (www.puntersouthallgroup.co.uk). The firm provides advice and...
Investment Operations Associate February 25, 2013 MA P-Solve (www.psolve.com) is the specialist institutional investment and risk-management consulting unit within the Punter Southall Group (www.puntersouthallgroup.co.uk). The firm provides advice and...