Top 20 companies that use Mutual Funds

2. Pwc

Most common skills for Pwc:

• Financial Statements
• Project Management
• Real Estate
• Sarbanes-Oxley
• Internal Controls
• ERP

3. New York Life Insurance

How New York Life Insurance uses Mutual Funds:

• Educated and sold consumer products, including Life Insurance, Long-Term Care, Disability, Mutual Funds, and Annuities.
• Licensed to sell variable products and mutual funds in TX.
• Trained in and licensed to offer the following: Life Insurance, Annuities, Mutual Funds and Long Term Care Insurance.

Most common skills for New York Life Insurance:

• Financial Products
• Annuities
• Life Insurance
• Financial Services
• Cold Calls
• Term Care

4. Morgan Stanley

How Morgan Stanley uses Mutual Funds:

• Executed delivery of mutual funds via ACAT PTD system in accordance with client LOA requests.
• Provided investment product solutions utilizing mutual funds, annuities and individual stocks and bonds to help investors toward their investment goals.
• Supported senior analysts and brokers in all aspects of asset allocation and research on mutual funds.

Most common skills for Morgan Stanley:

• Securities
• Java
• Risk Management
• SharePoint
• Fixed Income
• Derivative

5. Ernst & Young

How Ernst & Young uses Mutual Funds:

• Passed Series 6 and Series 13 exams allowing trading privileges for Mutual Funds and Annuity products.

Most common skills for Ernst & Young:

• Financial Statements
• Project Management
• Internal Audit
• Process Improvement
• Audit Procedures
• Business Development

6. Integrity Marketing Group

7. Fidelity Investments

How Fidelity Investments uses Mutual Funds:

• Assisted customers with the trading of mutual funds and provided exceptional service regarding any questions dealing with their accounts.
• Place trades for all securities types, including; stocks, bonds, options, fixed income, and mutual funds.
• Informed clients on all mutual funds, including prospectus and guidelines for each.

Most common skills for Fidelity Investments:

• Customer Service
• QA
• Process Improvement
• Project Management
• Inbound Calls
• Problem Resolution

8. Prudential Bank

Most common skills for Prudential Bank:

• Loan Portfolio
• CRM
• Loan Packages
• Disaster Recovery
• Customer Calls
• Sales Associates

9. Principal Financial Group

How Principal Financial Group uses Mutual Funds:

• Experience with various fund structures, including mutual funds, pensions, separate accounts, and defined benefit/contribution and mortgage-backed trading.
• Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.

Most common skills for Principal Financial Group:

• CRM
• Customer Service
• RFP
• VPN
• Process Improvement
• Sales Process

10. Prudential Financial

How Prudential Financial uses Mutual Funds:

• Recommended and sold mutual funds, annuities, and insurance products meeting individual client needs.
• Presented individualized reports to 40 clients and recommended investments in the area of insurance and mutual funds based on risk profile.
• Calculated investment value when working with Mutual Funds, Equities, and Fixed income funds.

Most common skills for Prudential Financial:

• Customer Service
• Annuities
• Oracle Sql
• Financial Reports
• Financial Statements
• GAAP

11. Transamerica Corporation

How Transamerica Corporation uses Mutual Funds:

• Worked directly with my partner to efficiently wholesale mutual funds in the Northern Florida territory across all channels.
• Recognized as the "Mutual Funds Internal Wholesaler of the Year" in 2007.

Most common skills for Transamerica Corporation:

• Annuities
• Business Development
• Life Insurance
• Proofreading
• Client Retention
• Customer Service

12. LPL Financial

How LPL Financial uses Mutual Funds:

• Recommended institutional managers or mutual funds for removal from each program when necessary.

Most common skills for LPL Financial:

• QA
• Customer Service
• End Testing
• Securities
• Data Extraction
• On-Time Delivery

13. Northern Trust

How Northern Trust uses Mutual Funds:

• Performed purchasing and selling of mutual funds per internal administrative regulation.
• Created miscellaneous reports on performance of mutual funds as it related to clients Highlights and Contributions:.

Most common skills for Northern Trust:

• Securities
• SharePoint
• Financial Statements
• ETL
• Maven
• Process Improvement

14. BNY Mellon

How BNY Mellon uses Mutual Funds:

• Exhibited strong customer service skills by providing mutual funds support for one of the largest clients at BNYM.
• Managed and monitored mutual funds including retirement and voluntary accounts.
• Prepared and paid out Month End expense for various Mutual funds.

Most common skills for BNY Mellon:

• Financial Statements
• Securities
• Reconciliations
• Client Service
• Wire Transfers
• Unix

15. The PNC Financial Services Group

How The PNC Financial Services Group uses Mutual Funds:

• Completed in-depth analysis of Mutual Funds, Fixed Income Funds and Separately Managed Account managers on PNC's approved Choice Platform.

Most common skills for The PNC Financial Services Group:

• Anti-Money Laundering
• Customer Service
• Risk Management
• Project Management
• Switches
• HR

16. Goldman Sachs

How Goldman Sachs uses Mutual Funds:

• Excelled in extensive Fidelity training program in mutual funds, retirement accounts, investment accounts, and college savings plans.

Most common skills for Goldman Sachs:

• PowerPoint
• Derivative
• Java
• Securities
• Linux
• Fixed Income

17. PNC

How PNC uses Mutual Funds:

• Created individual allocation models emphasizing mutual funds, fixed annuities and other investments.

Most common skills for PNC:

• FHA
• Bank Statements
• Strong Analytical
• Customer Service
• Production Process
• Customer Satisfaction

18. Teachers Insurance & Annuity Association of America

Most common skills for Teachers Insurance & Annuity Association of America:

• Compliance Policies
• Client Satisfaction
• Corporate Governance
• Financial Statements
• Wealth Management
• Business Process

19. Invesco

How Invesco uses Mutual Funds:

• Provided information and services to financial representatives and shareholders pertaining to investment securities including mutual funds and individual retirement accounts.
• Monitored portfolio transactions of equity mutual funds in accounting and trading systems.
• Provided brokers and shareholders with accurate information about their present mutual funds and those of their interest for the future.

Most common skills for Invesco:

• CRM
• Strong Analytical
• Digital Marketing
• GAAP
• Calculation
• Mutual Funds

20. BlackRock

How BlackRock uses Mutual Funds:

• Analyzed mutual funds for compliance with Subchapter M of the Internal Revenue Code.
• Marketed an array of investment products including mutual funds, closed-end funds and separately managed accounts.

Most common skills for BlackRock:

• Perl
• CRM
• Due Diligence
• HR
• ROI
• Financial Statements