- Fidelity TalentSource LLC (Boston, MA)
- … Act of 1933 and Securities Exchange Act of 1934 required.Familiarity with the Investment Company Act of 1940 and Investment Advisers Act ... will also work closely with a dynamic, highly-skilled, and collaborative group of investment professionals, and with senior members of the equity trading and middle… more
- Creative Financial Staffing (TX)
- …treasury management functions for operating and capital funds, compliance with the Public Funds Investment Act , and the company 's Investment Policy. ... for: Management of the full accounting and finance function of the company , its strategic planning and development, growth and revenue. Develop the Annual… more
- Creative Financial Staffing (Houston, TX)
- …in treasury-related support functions. Senior Accountant Key Responsibilities: Private Loan Fund: Act as a liaison between the company and third-party ... and reviewing deliverables to LPs. Coordinate with the Accounting Manager and the company valuation team for investment valuation reviews. Ensure consistency in… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …in fixed income assets managed by a staff of roughly 200 investment professionals. \u00A0At Fidelity, we combine fundamental research on domestic and international ... debt issuers with macroeconomic and quantitative analysis to develop investment decisions. \u00A0Our goal is to leverage our financial...can add more value will be required. You will act as an advocate for the research team s… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …Product & Markets Information (GPMI) is part of the Fidelity Fund & Investment Operations group. Global Product & Market Information provides a few core functions: ... s degree required 8+ years of experience in an investment operations role working with such entities as brokers,...for Fidelity funds and clients to participate in various markets. Act as a liaison with banking relationships on behalf… more
- Fidelity TalentSource LLC (Boston, MA)
- …about applying new AI technologies in the finance domain. This individual will act as the technical lead, collaborating with investment professionals (such as ... in this groundbreaking initiative will contribute significantly to Asset Management's investment performance and scale and efficiency objectives. COMPANY … more
- Fidelity TalentSource LLC (Boston, MA)
- …teams. In this role you work with a counterpart in the field to act as a liaison between Fidelity Specialists and our product teams, collecting feedback and ... with tax managed equities or separately managed accountsDemonstrates strong investment competence and communication skillsAble to interact well with both… more
- Creative Financial Staffing (Chicago, IL)
- …and Responsibilities: Work on the investments team managing a multi-million dollar investment portfolio Migrate data from current CRM to Dynamo Software including ... management, data management, and reporting capabilities through Dynamo Support the investment departments data management infrastructure on a day-to-day basis Act… more
- American Honda Motor Co Inc (Marysville, OH)
- …developing solutions to drive our business with record success. We strive to be a company that serves as a source of "power" that supports people around the world ... and regulations, industry standards, and Honda standards, as applicable.Customer Support - Act as point of contact to receive and address customer requests and/or… more
- American Honda Motor Co Inc (Marysville, OH)
- …Act (PDCA), problem-solving and decision management.* Understand capital investment and manpower/labor expense process flows.* Prepare journal entries for ... business with record success. We strive to be a company that serves as a source of "power" that...Rewards * Competitive Base Pay* Bonus Program* 401K Program* Company Lease Car Program* Medical, Dental, Vision* Honda Product… more
- Fidelity TalentSource LLC (Boston, MA)
- …maintain strong relationships at multiple levels with key internal and cross company business partners to understand full end-to-end environments and capture and ... Legal (SAI/FPWA), Compliance, PI Oversight, Internal Audit and Asset Management Risk. Act as an advocate for SAI throughout the organization.Protect Strategic… more
- Fidelity TalentSource LLC (Westlake, TX)
- … Act Section 404 (SOX 404), requiredUnderstanding of Alternative Investment Products, including partnerships, crypto, direct lending, interval and evergreen ... and ongoing support of new alternative products and related Sarbanes-Oxley Act Section 404 (SOX 404) compliance requirements.\u00A0 This will include identifying,… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …of accounting operations performed by the team supporting Fidelity s Alternative investment products. You will work closely with a team of associates performing ... accounting and pricing functions and act as the primary contact for daily operational needs,...of the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit. The Fund Operations division… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …with a proven understanding of multiple regulatory rules and requirements (eg FINRA, Investment Advisers Act of 1940, SEC regulations, state securities laws, ... etc\u2026)Experience with retail distribution of investment adviser products and servicesBachelor s degree required, JD, MBA or advanced business degree… more
- Fidelity TalentSource LLC (Boston, MA)
- …the ground up. FAMS is an exciting growth area for Fidelity under the Investment Frontier Neighborhood (IFN), and you will work on broadening the portfolio of ... across the stack.Ability to work on complex business and technical domain, Investment Management/ Financial Business Domain would be beneficial, but it is not… more
- Creative Financial Staffing (Houston, TX)
- …financial reporting, including compliance with regulatory standards, internal controls, and company policies. This role requires a deep understanding of accounting ... principles, financial statements, and regulatory requirements, particularly in the investment services industry. The Senior Financial Reporting Accountant will… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …analysis of the risks inherent in each client s portfolio and investment strategy. \u00A0Portfolios are analyzed and evaluated in real-time through extensive ... limitations in risk models and to measure and present the impact of market events. Act as subject matter expert to support internal business partners and clients on… more
- Fidelity TalentSource LLC (Westlake, TX)
- …listed equities, options, bonds, and mutual fund transactions daily. The Alternative Investment Service Associate is a critical member of the OSG organization. In ... a meaningful role in the customer experience \u00A0\u00A0Processing alternative investment transactions as required \u00A0\u00A0Tracking and monitoring outstanding issues… more
- Segal (New York, NY)
- …to establish rapport with a diverse audience both inside and outside the Company . The health compliance consultant (lawyer) works independently and on teams and ... initiatives to include providing quality assurance of health compliance-related Company and professional standards and identifying and addressing systemic needs… more
- Segal (Atlanta, GA)
- …to group health plans. Some travel will be required to company offices, industry conferences and client meetings.Key Responsibilities:Conducting compliance reviews ... concerning ERISA, Mental Health Parity and Addiction Equity Act , Affordable Care Act , and other federal health laws.Monitoring federal statutes and regulations… more
