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2 Other jobs

Clifford Swan Investment Counselors
May 20, 2023  
Trading & Operations Specialist
The Trading & Operations Specialist works within a collaborative team of experienced investment, operations, and client service professionals to support and enhance Clifford Swan’s delivery of investment management services to clients.  As part of the Operations Team, the Trading & Operations Specialist reports to the Operations Manager. This role provides critical support to portfolio managers, with an emphasis on timely and accurate execution of trades, and quality and integrity of portfolio data.  Job Responsibilities Execute, allocate and settle equity, ETF, and mutual fund trades as directed by portfolio managers, in close coordination with multiple executing brokers and custodians Perform reconciliation of trades and positions, resolving all discrepancies in a timely manner Maintain portfolio static data within trading and portfolio accounting system Provide backup coverage for fixed income trading Manually book trades as required, and assist...
Clifford Swan Investment Counselors Pasadena, CA, USA Full time
CG
May 01, 2023  
AVP, Compliance
Reporting to the Deputy Chief Compliance Officer (Deputy CCO), position is responsible for managing the compliance program for CIM’s registered and non-registered advisers, as required by applicable statutory, regulatory and ethical requirements. Further information can be found below: https://jobs.lever.co/cimgroup/0b7d65c4-9911-4a72-8d6d-da66c8252ed7
CIM Group USA Full time
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