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Existing investors Aquiline Technology Growth, Liberty Mutual Strategic Ventures, Moderne Ventures and the HSB Fund of Munich Re Ventures also participated. Super closed an oversubscribed $51M Series C funding round in early 2021, led by Wells Fargo, with participation by Asahi Kasei, AAA - Auto Club Group, Gaingels, Second Century Ventures, the NATIONAL ASSOCIATION OF REALTORS' strategic technology investment fund.
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These markets include RIAs, family offices, private banks, TAMPs, broker-dealer platforms, mutual fund consultants and 401(k) alliances within the assigned territory. Builds relationships with RIAs, family offices, private banks, TAMPs, broker-dealer platforms, mutual fund consultants and 401(k) alliances.
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Provide review and drafting support for fund disclosure and reporting documents, working with an assigned attorney and in a document production tool, for mutual fund and ETF SEC registration statements (including, but not limited to, prospectuses, statements of additional information, supplements and Part Cs.
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Experience in one or more of the following areas: Securities Operations Mutual Fund Operations Transfer Agent Operations Trust Operations Banking Operations Brokerage Operations Investment Accounting Institutional Accounting Systems Custody Systems Unclaimed Property Programs and/or Systems.
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Sizing Up Mutual Fund and ETF Investment in Emerging Markets', Why Regulated Funds Are a Relatively Stable Source of Foreign Investment for Emerging Economies. Keywords: Investment Economics, Global Macro, Financial Markets, Mutual Fund Industry, Fund Flows, Global Markets, Analytical Skills, Policy Research.
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In-depth technical knowledge of investments, accounting (GAAP) and broad business knowledge of mutual fund industry and regulations including Securities Act of 1933, Securities Exchange Act of 1934, Investment Company Act of 1940 and Subchapter M of Internal Revenue Code.
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Note: Currently, we do not have any full-time openings or vacancies for this position. Your interactions with homeowners are the backbone of the service that we offer, and you play a pivotal role in delivering the most trusted home warranty experience imaginable.
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Fidelity Fund & Investment Operations (FFIO) provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products.
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In your role you will be an important part of the FI distribution team and will be responsible for making in-person and Zoom sales calls, partnering with your Internal and Specialist teams to drive new business, retain assets and grow market share via the distribution and retention of our Mutual Fund, ETF, SMA, Alt and Model Portfolio product lines.
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The firm's $3.8 billion in assets under management represents AAM's proprietary separately managed account, mutual fund and ETF assets.) We offer access to UITs, open- and closed-end mutual funds, separately managed accounts (SMAs), structured products and the fixed income markets, as well as portfolio analytics and now exchange-traded funds (ETFs.
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Conducts a wide range of product management activities that have broad-reaching implications for T. Rowe Price's overall mutual fund and ETF strategy. US Mutual Fund and ETF product knowledge.
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Additionally, knowledge of the investment adviser and/or mutual fund industry (i.e., compliance monitoring, fund accounting/administration, risk management, security operations, etc.
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We work with some of the world's largest financial brands, including banks, wealth managers, mutual fund providers, and alternative investments. Design and implement highly available and scalable AWS infrastructure using Infrastructure as Code (IaC) tools like Terraform, Chef configuration manager, and AWS Systems Manager.
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Your ability to represent multiple product offerings including: retirement products, and Fidelity Mutual Fund, SMA, Alt, Models and ETF solutions. We assist companies and non-profit organizations in delivering benefits to their employees.
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A broad understanding of private and public investment instruments and a working knowledge of investment operations, custodian bank, and mutual fund investment environments. Contribute to the preparation of the quarterly business continuity plan, update vendor relationships and lead external fund document management.
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