Investment associate Jobs in Louisville, KY
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Investment associate • louisville ky
Last updated: 4 hours ago
The experts at Baird Trust offer a broad array of customizable trust and investment management solutions to help clients build, and protect wealth.
Whether they're setting up a trust that provides w...Show moreLast updated: 15 days ago
Chamberlain Ln, Louisville, KY 40241.Part-time Shift(s) : MON TUE WED THU FRI 7 : 00am - 5 : 00pm.Embark on your journey as a Part-time Warehouse Associate, where you're at the heart of our operations.Y...Show moreLast updated: 3 days ago
As a Trust Investment Operations Support Analyst you will : .Open and close accounts on portfolio management system, InvestCloud APL and UWP.
Perform daily reconciliation processes to ensure portfolio...Show moreLast updated: 30+ days ago
Morgan Wealth Management - Private Client Investment Associate - Louisville, KY.Morgan Wealth Management - Private Client Investment Associate - Louisville, KY.
Morgan Wealth Management - Private Cl...Show moreLast updated: 4 hours ago
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financia...Show moreLast updated: 30+ days ago
Read all the information about this opportunity carefully, then use the application button below to send your CV and application.
At Schwab, youre empowered to make an impact on your career.Here, in...Show moreLast updated: 4 hours ago
Von Maur and impact our reputation as America's Leading Department Store.You have the opportunity to set the ambiance for the store and make a lasting impression on the customer's shopping experien...Show moreLast updated: 30+ days ago
Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-r...Show moreLast updated: 30+ days ago
Create Excel-based property valuation and cash flow models, then distill investment theses into professional PowerPoint pitch decks for real estate opportunities ranging from residential to c...Show moreLast updated: 30+ days ago
At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together...Show moreLast updated: 4 hours ago
Location : Louisville, KY (Hybrid).This is a hybrid position primarily based in Louisville, KY.We're committed to your flexibility and wellbeing and our hybrid strategy currently requires three days...Show moreLast updated: 1 day ago
This opening is for an Associate Dentist.Dental Service Organization (DSO).Let us handle your business and administrative tasks, so you can focus on what you do best : providing exceptional patient ...Show moreLast updated: 30+ days ago
This position is responsible for order pulling, inventory packaging, shipping and receiving.This position description is not intended and should not be construed to be a exhaustive list of all resp...Show moreLast updated: 3 days ago
Monday - Friday : 10am - 6 : 30pm.Intermodal Drive, Louisville, KY 40258.BidFTA is a rapidly growing online auction marketplace.
Established in 2006, we have over 30 auction pick-up centers nationwide ...Show moreLast updated: 6 days ago
The Warehouse Associate at Kelly Services is responsible for handling the accurate receiving, warehousing, and shipping of products to ensure operational excellence, high productivity, and customer...Show moreLast updated: 14 days ago
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show moreLast updated: 4 hours ago
Description Pay : $17 Hours : Monday - Friday : 10am - 6 : 30pm Address : 7300 Intermodal Drive, Louisville, KY 40258 Company Info BidFTA is a rapidly growing online auction marketplace.Established ...Show moreLast updated: 6 days ago
A company is looking for a Retail Investment Associate in Contact Center Services.Key Responsibilities Serve as the first point of contact for inbound client service requests, including mutual fu...Show moreLast updated: 2 days ago
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show moreLast updated: 9 hours ago
PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future.Depending on your eligibility, options for full-time employees include medical / prescription drug...Show moreLast updated: 30+ days ago
- Promoted
Trust Investment Support Analyst
BairdLouisville, KY, USFull-time
- Promoted
Warehouse Associate
FastenalLouisville, KY, United StatesPart-time
- Promoted
Sr. Investment Operations Analyst
Robert W Baird & CoLouisville, KY, USFull-time
- Promoted
- New!
J.P. MORGAN WEALTH MANAGEMENT - PRIVATE CLIENT INVESTMENT ASSOCIATE - LOUISVILLE, KY
JPMorganChaseLouisville, KY, United StatesFull-time
Sales Executive - Insurance Investment Accounting Solutions
SS&C TechnologiesKY, USFull-time
- Promoted
- New!
INVESTMENT CONSULTANT - LOUISVILLE, KY
Charles SchwabMasonic Home, KY, United StatesFull-time
- Promoted
PIANO ASSOCIATE
Von MaurLouisville, KY, USFull-time
- Promoted
REAL ESTATE INVESTMENT REPRESENTATIVE / DISPOSITION AGENT
RebuiltLouisville, KY, United StatesFull-time
Real Estate Investment Analyst Expert
AfterQueryLouisville, Kentucky, USRemote
Part-time
- Promoted
- New!
INVESTMENT CONSULTANT - LOUISVILLE, KY
Charles Schwab Inc.Louisville, KY, United StatesFull-time
- Promoted
SETTLEMENTS SPECIALIST INVESTMENT SERVICES
ComputershareLouisville, KY, United StatesFull-time
- Promoted
Associate Dentist
Aspen DentalLouisville, KY, USAFull-time +1
- Promoted
Warehouse Associate
TerexLouisville, KY, United StatesFull-time
Associate
BidFTA.comLouisville, KY, United StatesFull-time
- Promoted
Warehouse Associate
LocalStaffingFairdale, KYFull-time
- Promoted
- New!
J.P. MORGAN WEALTH MANAGEMENT - PRIVATE CLIENT INVESTMENT ASSOCIATE - LOUISVILLE, KY
J.P. MorganLouisville, KY, United StatesFull-time
Associate
BidFTA Online AuctionsLouisville, KY, United StatesFull-time
- Promoted
Retail Investment Associate
VirtualVocationsLouisville, Kentucky, United StatesFull-time
- Promoted
- New!
J.P. Morgan Wealth Management - Private Client Investment Associate - Louisville, KY
JPMorgan Chase & Co.Louisville, KY, USFull-time
Investment Management Solutions Specialist - Asset Management Group Investment Office
PNC Bank NALouisville , KYFull-time +1
- building official (from $ 96,371 to $ 300,000 year)
- dance instructor (from $ 40,400 to $ 300,000 year)
- owner operator (from $ 62,000 to $ 250,000 year)
- chief engineer (from $ 150,000 to $ 223,400 year)
- planning engineer (from $ 99,875 to $ 221,000 year)
- clinical associate (from $ 56,096 to $ 215,250 year)
- engineering director (from $ 165,000 to $ 214,557 year)
- technical director (from $ 118,200 to $ 207,500 year)
- pediatric dentist (from $ 20,000 to $ 200,000 year)
- business relationship manager (from $ 73,375 to $ 200,000 year)
The average salary range is between $ 70,000 and $ 173,758 year , with the average salary hovering around $ 106,147 year .
Trust Investment Support Analyst
BairdLouisville, KY, US15 days ago
Job type
- Full-time
Job descriptionUnique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership. Compelling careers working side by side with the best in the business Support and flexibility to grow and be your best at work, at home, and in the community Knowledge of industry investment processes and products. Intermediate principles of accounting, economics, and finance. Proficiency and experience with Microsoft Word and Excel. Knowledge of or willingness to learn Sequel / Power BI is a plus. Understanding of daily operational objectives while interpreting and applying policies and procedures. Must be detail orientated with strong analytical and organization skills. Strong time management skills with the ability to prioritize workflow and ensure duties and projects are completed by deadlines. Self-motivation with a commitment to excellence. Communication skills and professional demeanor to interact with all levels of management, other associates, and counterparts at other firms. Work in a team environment and work independently using initiative to solve problems and contribute to team efforts. Client service focused. Undergraduate degree in related field preferred. Three to five years of securities industry experience preferred. Prior reconciliation and accounting experience required. NASD (National Association of Securities Dealers) Series 7 preferred but not required.
The experts at Baird Trust offer a broad array of customizable trust and investment management solutions to help clients build, and protect wealth. Whether they're setting up a trust that provides wealth for the next generation or creating a fund for their philanthropic efforts, our trust officers, and portfolio managers help tailor our client's plans to meet current needs and their future goals. To learn more about Baird Trust, click here .
The Investment Support Analyst provides operational support for Baird Trust investment advisory programs. This individual will have the ability to work in a dynamic team environment while learning about investment management support. This position also works closely with the trading team, Financial Advisors, and other functional areas of the firm.
As a Trust Investment Support Analyst you will :
- Open and close accounts on portfolio management system, InvestCloud APL and UWP.
- Perform daily reconciliation processes to ensure portfolio management systems are accurate and ready for trading team.
- Reconcile cost basis as necessary.
- Initiate and monitor web access with outside custodians.
- Generate monitoring report for portfolio managers.
- Works closely with Financial Advisors and Portfolio Management to support client workflow
- Provide client service support to Financial Advisors and Client Service Associates as necessary.
- Monitor reports to support client cash needs.
- Prepare adhoc analytical reports using Portfolio Management Systems, SQL Reports and MS Excel.
- Performs adhoc reporting requests to review account activity.
What makes this opportunity great :
What we look for :
Educational & Experience :
LI-TA1
Commitment to Inclusion & Diversity
Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.