- Eclaro (Astoria, NY)
- …Partnership payment log for capital calls and distributions (return of capital, income ). Enter transactions and valuations in Client's portal on a monthly basis. ... Monitor and analyze work performed by the team to develop more efficient procedures while maintaining a high level of accuracy. Review and maintain investment accounting policies and procedures to reflect changes in the business environment, investment… more
- Constellis (Herndon, VA)
- …preparation of the monthly financial reviews Analyzes profit & loss statements and income statements for the programs and business unit Prepares and briefs program, ... business unit and executive leadership on contract/project performance Prepares reports of findings and recommendations to management Develops and maintains specifications for contract/project setup and reporting in Costpoint accounting system Experience in… more
- Eclaro (Charlotte, NC)
- …(a combination of global Banking, Commercial Real Estate, Capital Markets and Fixed Income and Equities Sales & Trading). 3+ years of management experience. If ... interested, you may contact: Patrick Kelly ###@eclaro.com ### Eric McAuley ### ###@eclaro.com Equal Opportunity Employer: ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National… more
- Charles Schwab (Lone Tree, CO)
- **Your opportunity** Income and Wealth Solutions addresses complex wealth management needs of clients through our Wealth Strategies, Fixed Income and Annuity ... teams. Fixed Income Specialists, within Income and Wealth Solutions, build relationships with clients and...advice, and sales. Typical client needs in the fixed income markets can range from basic information and trade… more
- FM (Waltham, MA)
- …staff, across asset classes, with a primary focus on public Fixed Income investments with our external investment management partners. The assets under collaborative ... collaboration on risk and performance analytics across public fixed income - Core - US and Global. The incumbent...leadership as well, as they relate to public fixed income . The role will have a small staff group… more
- Bank OZK (Little Rock, AR)
- Job Purpose & Scope Manages the Bank's income tax function, including compliance, research, planning, and accounting for income taxes and third-party ... Job Functions + Coordinates assignment of tasks for the income tax group and supports other team members to...to ensure task completion and regularly communicates status to income tax leadership. + Performs preliminary review of financial… more
- Charles Schwab (Phoenix, AZ)
- **Your opportunity** Fixed Income is a strategic priority for Schwab and Advisor Services - the Advisor Bond Specialist role provides an exciting opportunity to be a ... of this effort. With over $145 billion in Fixed Income assets, an industry leading product platform and a...our Advisor and Retail channels. The Advisor Services Fixed Income team supports independent Registered Investment Advisor firms that… more
- USAA (San Antonio, TX)
- …so special! **The Opportunity** **USAA is seeking a dedicated Manager,** **Life/Health/Retirement** ** Income to join the Life Company Retirement Income Team** . ... to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions. Motivates staff toward the attainment… more
- JPMorgan Chase (New York, NY)
- The Global Fixed Income , Currency and Commodities team (GFICC) at JP Morgan Asset Management is one of the world's deepest and best-resourced fixed income ... sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated… more
- USAA (Tampa, FL)
- …of what makes us so special! **The Opportunity** As a dedicated **Director, Retirement Income ** , you will be primarily leading the Retirement Income teams who ... support USAA members with annuities and other retirement income products. This role will direct multiple teams of Retirement Income Specialists who are… more
- Bloomberg (New York, NY)
- …data delivery, technology, tools, and high touch client service model. Our Fixed Income Reference Data solutions are foundational and critical to the success of our ... data provides the foundation across pricing, regulatory, risk and our sustainable Fixed Income Data Solutions. This business is core to our growth strategy across… more
- Neuberger Berman (Chicago, IL)
- **About NB and Fixed Income :** Neuberger Berman is an independent, employee-owned, global asset management firm, serving the financial needs of institutions and ... Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice… more
- JPMorgan Chase (New York, NY)
- …investment management across all major asset classes including equities, fixed income , alternatives, multi-asset and money market funds. For individual investors, ... and estates, loans, mortgages and deposits. As a Fixed Income Specialist within the Market Strategy Group, you will...you will work with a global team of fixed income specialists who advise clients and advisors on positioning… more
- First Student (Cincinnati, OH)
- …has to offer.** + Job Description SummaryResponsible for overseeing the Company's global income tax function, including income tax compliance, accounting for ... and submission of federal, state, local tax and Canada income tax returns. + Ensure compliance with all ...income tax returns. + Ensure compliance with all income tax regulations and timely submission of required payments… more
- T. Rowe Price (Baltimore, MD)
- …grow your career with us. About this Position The Senior Risk Manager, Fixed Income Risk position is a key member within T. Rowe Price's independent Investment Risk ... mitigate risks in portfolios managed by the firm's Fixed Income division. T. Rowe Price had $180 bn in...division. T. Rowe Price had $180 bn in Fixed Income assets under management as of June 30, 2024.… more
- Zions Bancorporation (Salt Lake City, UT)
- …we bring the opportunity. We are currently searching for an Institutional Fixed Income Director to lead the institutional fixed income investment strategy within ... team of analysts and portfolio managers, developing and implementing fixed income strategies for institutional clients, and ensuring alignment with clients'… more
- Netflix (Los Gatos, CA)
- …to join the team supporting all areas of state and local income tax - compliance, controversy, planning, and process improvement/automation. A successful candidate ... to other locations) and will report to the Manager, State Income Tax. Responsibilities + Income Tax Compliance - Preparation and review of workpapers supporting… more
- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a Client Portfolio Manager to join our Fixed Income team. In this role, you'll act as a key liaison between portfolio management ... and Principal Fixed Income 's clients worldwide! + Advocate for and commercially advance...+ Advocate for and commercially advance Principal's global fixed income platform + Act as an extension of our… more
- JPMorgan Chase (New York, NY)
- The Global Fixed Income , Currency and Commodities team (GFICC) at JP Morgan Asset Management is one of the world's deepest and best-resourced fixed income ... sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated… more
- Tractor Supply Company (Brentwood, TN)
- Sr Accountant, Income Tax **Overall Job Summary** The Sr Accountant, Income Tax is responsible for supporting the key income tax processes within Tractor ... compliance for TSC. Such support includes both preparation and review of income tax returns and their underlying calculations, tax accounting analysis and reporting,… more
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