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Resumes 31 - 40 of 231 |
Berwyn, PA
... Responsibilities: Point person for EDI integration efforts Gathered and analyzed client’s and trading partner specific requirements, and created mapping specifications for all types of Inbound and Outbound EDI transactions Planed, coordinated and ...
- 2021 Apr 28
Conshohocken, PA
... statement disclosures and Board Materials relating to money market funds, liquidity risk management processes, and affiliated trading transactions • Advise on distressed debt and bankruptcy workouts including the review and revision of Forbearance ...
- 2021 Apr 09
Ambler, PA
... Event set up and breakdown - Event and party staff - Customer service representative Keyholder Earthbound Trading Company Sep 2015 - May 2016 (9 months) -My primary responsibilities included shipping and receiving as well as weekend closing manager. ...
- 2021 Apr 08
Birdsboro, PA
... Became a subject matter expert on Strategy Manager and the trading workflow in order to assist Portfolio Managers. Became accredited in SWP Foundations within the first two months of being hired. Currently owning a specific product line on the ...
- 2021 Mar 22
Lansdale, PA
... PA Private Wealth Intern Dec 2019 – Jan 2020 • Updated excel files to reflect client holdings based off market movements and firm trading • Researched potential investment opportunities within ETFs, CEFs, and mutual funds for blog posts ADDITIONAL ...
- 2021 Mar 08
Royersford, PA
... New York, NY Manager Structured Equity Products - Asia, Europe & NY Established and maintained new trading platform for Synthetic Notes/Equity Linked Notes in Asia, Europe and NY Worked directly with head trader on all aspects of the trades – ...
- 2021 Mar 08
Norristown, PA
... A Fulton School of Engineering IMPACT Award Recipient Spring 2020 • 3x Dean’s List RELEVANT COURSEWORK • ASU Trading & Investment Certificate Program • CIS 310: Business Data Visualization • CIS 405: Business Intelligence SKILLS • Eagle Scout • TD ...
- 2021 Jan 24
Philadelphia, PA
... Updating and maintaining settlement, trading, commission and mutual fund accounts as well as perform the data entry for such accounts. Establish networking between the mutual funds’ companies and the firm. Central Assets Department Associate: ...
- 2020 Dec 28
Philadelphia, PA
... Investment opportunities range from public mutual funds and ETFs to alternative investments such as opportunity zone funds, hedge funds and private equity vehicles Supports the trading and operations team when necessary by ensuring that trade orders ...
- 2020 Dec 23
Warrington Township, PA, 18976
... Specific projects delivered included a new web based financial modeling tools, trading, client proposal and performance reporting applications. Managed complex projects involving the conversion of assets from external sources to Bank of New York ...
- 2020 Nov 04