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The Regional Associate provides sales support to clients and prospects in Intermediary sales, engaging in both inbound and outbound calls, qualifying new leads, and maintaining client relationships. This role involves working closely with the sales team and completing assignments as needed, alongside continuous learning about the investment management industry.
The Regional Wealth Management Specialist is responsible for driving sales and building relationships within financial advisor channels, collaborating closely with various sales teams to meet client expectations in investment management.
The Portfolio Compliance Consultant oversees regulatory compliance for investment portfolios, ensuring alignment with various restrictions and objectives. Responsibilities include monitoring portfolios, preparing reports for boards and clients, analyzing compliance issues, and working with IT to enhance monitoring processes.
As an Investment Operations Automation Specialist, you will automate processes and enhance efficiency within the Investment Operations department. Your role involves analyzing business processes, implementing improvements using RPA and low-code tools, and collaborating with IT to design and test applications.
Investment Representatives at American Century Investments answer inbound calls from retail investors, manage accounts, and troubleshoot inquiries. The role includes a structured training program and support to obtain necessary securities licenses, providing a client-focused approach to financial services.
The Compliance Senior Analyst assists in supporting compliance efforts related to broker-dealer and transfer agency activities, ensuring adherence to SEC, FINRA, and MSRB regulations. Responsibilities include conducting filings, overseeing regulatory processes, managing compliance reviews, training employees, and updating policies and procedures.
The Legal Assistant will provide project management and technical support to the Legal Department, focusing on regulatory disclosure and agreement management for mutual funds and ETFs. Responsibilities include drafting and reviewing contracts, coordinating filings, and preparing timelines, while collaborating with attorneys and various business partners to ensure operational success.
The Portfolio Solutions Analyst will assist portfolio managers with implementing active investment strategies. Responsibilities include preparing data for portfolio rebalances, analyzing performance attribution, ensuring regulatory compliance, and contributing to investment enhancements.
The Investment Research Analyst builds stock selection models, conducts risk and return analysis, and back-tests investment strategies. The role includes developing portfolio construction methodologies, collaborating on investment ideas, and communicating strategies to clients.
The Summer Associate will provide fundamental equity research for the Global Value and Global Growth Equity team, analyze common stocks and industry groups, prepare analytical data for meetings, and support investment decision-making through collaboration with experienced professionals.
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