• Offshore Mutual Fund

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …the Investment Solutions group within Global Wealth Solutions and will provide support to the Offshore Mutual Fund Product Manager. In addition, they ... experience to support the growth and administration of the offshore mutual fund platform at...under more senior direction assisting in setting strategy around product pricing strategy, suitability and availability. Extensive contact with… more
    Raymond James Financial, Inc. (08/28/24)
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  • Senior Investment Specialist

    HSBC (Miami, FL)
    …(excel and PowerPoint) + Strong knowledge base of General Mutual Fund and Mutual Fund Wrap Program Sales, Offshore Mutual Funds as well as ... but is not limited to: HSBC Funds, domestic and offshore , Managed Solutions platforms (currently Spectrum and Managed Portfolio...the internal wholesaling desk + Act as liaison between Product and Marketing + Join Client meetings as necessary… more
    HSBC (09/12/24)
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  • Principal, Derivative Technology

    Wellington (Boston, MA)
    …31 December 2023, we serve as a trusted adviser to institutional clients and mutual fund sponsors in 65 countries. Our innovative investment solutions are built ... of engineers, QAs and DevOps analysts, both onshore and offshore through the software development life cycle + Champion...well as handling support issues + Ensure quality of product by enforcing high standards in testing and building… more
    Wellington (06/25/24)
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