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Vice President, Compliance
Management & Exec · Fanning Personnel · Boston, MAAnti-Money Laundering (Know Your Customer) - Account opening/screening process Suspicious Activity Review (SAR) filings Participate in Fraud Detection Committee Mentor junior team members Client Due Diligence Questionnaires 15a-6 ac...TopUSAJobs.com ·5 days ago on TopUSAJobs -
Sr Trading Specialist/Investment Analyst
Accounting/Finance · Fanning Personnel · Boston, MA… Job Code: 7079Job Category: Investment OperationsJob Type: PermanentJob Location:Date Posted: Apr 18 2023Expires On: May 31 2023Responsibilities: Assist in due-diligence, research, and ongoing monitoring rel...TopUSAJobs.com ·5 days ago on TopUSAJobs -
Performance Analyst
Jobs · Fanning Personnel · Boston, MAPerformance Ensure that firm performance output is met in a timely and accurate fashion. Confirm compliance with any regulatory requirements related to performance and/or client reporting. Adhere to GIPS Compliance standards, coordinating all effo...TopUSAJobs.com ·5 days ago on TopUSAJobs -
Settlements and Collateral Analyst
Real Estate · Fanning Personnel · Boston, MAMonitor trade settlement of equity, fixed income, and derivative transactions.Maintain accurate custodian and broker settlement instructions.Assist in the creation and negotiation of market opening documentation.Ensure the timely and accurate proc...TopUSAJobs.com ·5 days ago on TopUSAJobs -
Senior Portfolio Manager
Management & Exec · Fanning Personnel · Boston, MAResponsibilities: Work closely with team members on multiple private market investments across both our existing portfolio and investment pipeline. Conduct diligence on potential investment opportunities. Manage pipeline and internal databases. Re...TopUSAJobs.com ·5 days ago on TopUSAJobs -
Trading Investment Operations Analyst
Jobs · Fanning Personnel · Boston, MAResponsibilities: Set-up derivatives in the pricing and risk systems Coordinate the review of daily market values Prepare and review daily reports Liaise between the firm's trading and operations teams Support the firm's trade allocation, foreign ...TopUSAJobs.com ·5 days ago on TopUSAJobs -
Product Analyst
Everything Else · Fanning Personnel · Boston, MAResponsibilities: Understand the firm's organizational structure and become knowledgeable about the investment strategies offered by the firm and its affiliated investment managers. Assist with the production of data for separately managed account...TopUSAJobs.com ·5 days ago on TopUSAJobs -
Operational Due Diligence Analyst
Everything Else · Fanning Personnel · Boston, MAODD Team Coordination: 45% Assist with coordination and set-up of ODD calls with the ODD team and GPs; participate in meetings where necessary. Ensure ODD packages are complete and are uploaded timely to the document management system. Perform qua...TopUSAJobs.com ·5 days ago on TopUSAJobs -
Senior Marketing Analyst
Marketing/PR · Fanning Personnel · Boston, MASupport the consultant relations team in responding to a large volume of consultant inquiries relating to new and existing business Complete quarterly RFIs / consultant questionnaires and ad hoc requests in a timely and accurate manner Respond to ...TopUSAJobs.com ·1 week ago on TopUSAJobs -
Director of Fund Compliance
Management & Exec · Fanning Personnel · Boston, MAFile /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1169 Field Name:// JobTitle File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1170...TopUSAJobs.com ·1 week ago on TopUSAJobs -
Chief Compliance Officer
Management & Exec · Fanning Personnel · Boston, MAA dynamic and growing SEC registered investment adviser with approximately $7 billion in regulatory assets under management is currently seeking a highly focused and experienced Chief Compliance Officer (CCO). This position will lead the Complianc...TopUSAJobs.com ·Over 4 weeks ago on TopUSAJobs -
Client Service Associate
General Labor · Fanning Personnel · Boston, MAPosition SummaryBoston investment firm is seeking a Client Service Associate to join their dynamic team. This individual will work closely with the Client Advisory Team to understand the client's needs and to improve upon service within each clien...TopUSAJobs.com ·Over 4 weeks ago on TopUSAJobs