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Duties "John J. Pershing VA Medical Center is committed to Diversity and Inclusion. Work Schedule: 0800 - 1630 Monday-Friday Virtual: This is not a virtual position Relocation/Recruitment Incentives: May be authorized EDRP Authorized: Education Debt Reduction Program (Student Loan Repayment): Repayment of student loans over a 5-year period, up to $200,000.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Wealth management and institutional firms outsource to Pershing for trading and settlement services, investment solutions, bank and brokerage custody, middle and back-office support, data insights, and business consulting.
$79,000 - $113,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Knowledge of BBG TOMS, Omgeo CTM, Pershing, Netx360, Broadridge Impact, Collateral/Margin. Input FED Treasury Auction House Bids and Customer Bids into TAAPS for Treasury trader and Sales team.
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Familiarity with Fidessa & DTC Alert/CTM - A MUST. Knowledge of Broadridge BPS, Pershing NetX, Murex, IPREO. - A Strong Plus. Familiarity with Fidessa & DTC Alert/CTM - A MUST. Knowledge of Broadridge BPS, Pershing NetX, Murex, IPREO. - A Strong Plus.
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Industry specific software (Morningstar, eMoney, Nitrogen, and Pershing 360) Industry specific software (Morningstar, eMoney, Nitrogen, and Pershing 360) Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high net worth clients and business owners.
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Pershing provides a broad range of financial business solutions to investment banks, broker-dealers, wealth managers, financial planners and advisers across EMEA. We provide sophisticated front-end technology and flexible middle office capabilities with execution, settlement and custody services.
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Experience working with a large custodian (e.g. Charles Schwab, TD Ameritrade, Fidelity, Pershing) required. Experience working with a large custodian (e.g. Charles Schwab, TD Ameritrade, Fidelity, Pershing) required.
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Knowledge of multiple clearing firm platforms (TD Ameritrade, Schwab, and Pershing), and Access. he Portfolio Manager works closely with the Chief Investment Officer and with advisors to manage Retirement Ally investment accounts.
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We are looking for a Senior UX Studio Designer to join the Design Studio under our lead Studio Designer at Pershing X, a new advisory startup within BNY Mellon | Pershing. Pershing X is a new start-up unit to incubate, engineer and deliver breakthrough solutions that will transform the advisory market.
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Prepare financial plans using eMoney and other financial planning software. Series 65 license needed if you do not have CFP. CERTIFIED FINANCIAL PLANNER (CFP) designation is a plus. This extraordinary person would be extremely personable, charming, a natural teacher and a dynamic speaker/presenter.
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Understanding of industry standards like Pershing, FINRA/SEC, LIMRA, DTCC/NSCC, Morningstar, SMA/UMA, and Advisory Platform will be considered big plus. Understanding of industry standards like Pershing, FINRA/SEC, LIMRA, DTCC/NSCC, Morningstar, SMA/UMA, and Advisory Platform will be considered big plus.
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Execute Pershing equity trades on the Pershing system or with appropriate Pershing trader. Process Pershing short rebate report. Processing request to link annuities to Pershing accounts.
$40,000 - $60,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We are looking for a junior UX Writer and Content Designer to join the Content Design team under our lead Content Designer at Pershing X, a new advisory startup within BNY Mellon | Pershing.
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CUSO Financial Services, L.P. offers our Advisors a supportive back office staff, as well as fully supportive credit union staff, tomorrow’s technology, a proprietary database for client information, and we clear through Pershing.
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Responsibilities: Middle Office Liaison for the front office between Pershing, counterparties, and internal departments on all pertaining matters. The Trading and Sales Middle Office Specialist is primarily responsible for providing operational support and exceptional customer service to the bank’s affiliated broker dealer and registered investment advisor.
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