Investment Sales Associate Salary at Westbridge Inc BETA

CLIENT SERVICE PROFESSIONAL COMPANY DESCRIPTION Windrose Advisors is a boutique wealth management firm founded in 2009. The Firm advises on approximately $3.7 billion of client capital invested across all asset classes. Our investment philosophy is rooted in deep experience across several market cycles and includes relationships with some of the world’s most sophisticated institutions. Windrose Advisors is a dynamic, growing firm focused on creating the perfect wealth management engine for ultra-high net worth families, foundations, and endowments. JOB DESCRIPTION We are seeking a motivated individual with two to five years of institutional financial services or wealth management experience to be part of our Client Service team, which is responsible for the day-to-day support, portfolio administration, reporting and investment execution for our clients. S/he must be client focused, and goal oriented in their effort to provide a high level of personalized service to clients. The candida

Senior Backend Python Developer Visa : Any ( No OPT ) Location: Merrimack NH, Westlake TX onsite 2 weeks per month starting Sept. 2024 Expereince : 8+ Contract : W2 ( No C2C ) Must Have Skills: Proven experience as a Senior Python Developer primarily backend applications Strong knowledge of Python and familiarity with various Python libraries and frameworks such as Pandas, NumPy, Flask, Django, Fast API Understanding of code quality, DevSecOps, and automated testing. Excellent problem-solving skills and attention to detail. Strong communication skills and the ability to work as part of a team. Experience in leading a team or mentoring junior developers is a plus. Preferred Skills: Hiring Manager Notes: The FFIO business unit crafts and maintains solutions and products that enable FFIO to provide accounting and investment management support services to Fidelity businesses and fund shareholders. As part of FFIO, Performance Attribution Product Area produces daily transaction-based attrib

Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Tex

Description We will earn our customers' business every day, by being the very best at what we do. FRANKLIN SAVINGS BANK Functional Position Description Personal Banker 1 Non-Exempt Service Criteria All individuals holding positions within Franklin Savings Bank are responsible for conducting themselves in a manner consistent with FSB's Pledge of Excellence. The Pledge of Excellence describes standards of conduct that will be consistently demonstrated with customers and coworkers. These include Accuracy, Quality Service, Professionalism, Confidentiality, Teamwork, Respect, Timeliness, Innovation, Communications, and Enjoying the Journey. All employees are expected to be familiar with the descriptions of these standards and to understand the importance of consistently demonstrating them while performing their duties. Purpose Following the bank's Mission and Vision, the goal of this position is to provide efficient, accurate and professional service to new and existing customers. Service w

Job Description Job Description Description: River Run manages the shared services organization supporting both Newburyport Bank and Pentucket Bank. While both Banks maintain their independent, mutual community bank status, working in tandem under River Run provides scale to the organization. Working together under River Run provides greater opportunities for advanced products and services and operational efficiencies. This will establish River Run as a dominant, sustainable, independent, and full-service mutual community banking partnership in the Northeastern Massachusetts and Southern New Hampshire markets. The Financial Analyst will work closely with the CFO, Controller, and leadership from other departments to ensure the production of timely, accurate and useful financial reporting information. The Financial Analyst is responsible for maintaining the Bank’s financial reporting databases and supporting the Bank’s financial reporting and FP&A processes. Primary Responsibilities Main

Job Description: The Role Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products? In this role you will prepare the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Products in scope may include BDCs, Limited Partnerships and REITs with investments in alternative asset classes. Your ability to work within an operations team and to meet deadlines will be essential to our success in delivering high-quality financial reporting for Fidelity's Investment Products. You will also participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers a

Job Description: The Role As a Director, Shareholder Reporting, you will be responsible for assessing how new and changing requirements affect the regulatory reports and filings produced by the Shareholder Reporting Team. Primary areas for evaluation will include complex instruments (e.g., derivatives, short securities, alternative and digital assets) and emerging regulatory changes (e.g., new SEC rules, US GAAP accounting and reporting updates). You will assemble critical information and coordinate comprehensive analyses for production team leads to interpret impacts. Get up-to-speed quickly on a variety of critical new requirements ranging from complex instruments to regulations and authoritative guidance. Create requirement summaries to inform the broader Shareholder Reporting staff and to highlight impacted products and deliverables. Facilitate meetings and collaborate with internal team leaders to capture operational demands of new requirements across the Shareholder Reporting pro

Job Description: The FFIO and Corporate Services Risk Team within the Fidelity Risk Group is looking for a passionate, hard-working team member to help support the business in identifying, monitoring, and mitigating risks in order protect the interests of the firm and our customers. The Risk Manager is responsible for protecting Fidelity's customers and deepening their trust in Fidelity by partnering with the business to identify risks and develop innovative solutions to enhance controls, while fostering a strong risk mindset within the business. To execute on this goal, the team is responsible for identifying, assessing, and reporting on significant risks and helping management improve the control environment. The Team Our team provides Business Unit Risk support to subset of Fidelity's Corporate Functions, including Corporate Accounting and Corporate Tax and the Fund Billing & Expense team within Fund Operations within Fidelity Fund and Investment Operations (FFIO). This role is part