| 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... |