Investment Adviser Career Center

Fidelity will not provide immigration sponsorship for this position. Job Description: The Role The role of Investment Management Consultant II is to act as a product authority on managed accounts and the associated managed account process. This role focuses on customer experience, retention, and sales associated with Fidelity Managed Accounts in coordination with the client’s Financial Consultant or Wealth Planner. It is a direct customer contact role in which the Investment Management Consultant II will address the most complex managed account sales and client management needs. Specifically, this includes Annual Strategic Reviews, risk mitigation, and acting as Portfolio Advisory Services’ voice to the customer. With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. The Expertise and Skills You Bring FINRA Series 7 & 66 licenses required or ability to acquire Series 66 upon hire Hold appropriate state...

Role Summary/Purpose: The Implementation Portfolio Management team manages approximately 35 client portfolios that substantially replicate portfolios run by SSIM Stamford’s Active Fundamental Equity portfolio managers and analysts. In addition to client portfolio management, they also provide PM and portfolio support across a broad spectrum of processes and technologies to enhance the equity investment process. Essential Responsibilities: Leverage operational and investment knowledge to add capacity for Equity PMs & analysts to focus on core strategies by managing client accounts, client restrictions & cash flows Daily client cash flows, futures/ETF hedging & program trading Interface between portfolio managers, analysts, and IT/Systems teams to maintain and enhance investment process tools Lead analysis and business requirements for investment data transformation projects impacting fundamental equity team and investment processes Lead analysis, business...

  At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description This position primarily is responsible for the development and monitoring of USBAM/PFMAM SEC Rule 206(4)-7 Compliance Program as it relates to the oversight and due diligence review of the duties and responsibilities of the investment adviser and sub-advisers.  This position also will primarily assist with Portfolio and Trading Compliance and the overall daily monitoring of trade activity.   This individual will have direct...

About Samsung Austin Semiconductor Samsung is a world leader in advanced semiconductor technology, founded on the belief that the pursuit of excellence creates a better world. At Samsung Austin Semiconductor, we are Innovating Today to Power the Devices of Tomorrow.  Come innovate with us! Position Summary The Investment Management Engineer will support the management and financial oversight of all Korea-funded investments for Samsung Austin Semiconductor new Fabs, including construction, infrastructure, tool hook-up, and supplemental budget requirements. This position will work closely with operating departments, project teams, and Finance to collect, analyze, validate, and consolidate investment-related data. The engineer will be responsible for monitoring budget utilization, managing financial forecasts, tracking commitments and expenditures, identifying budget variances, and providing accurate and timely financial information to support investment decisions. The...