- Deloitte (Denver, CO)
- …IM team, you will: + Maintain and develop strong client relationships on various investment compliance and consulting engagements within the insurance and ... be part of a group that sets the standard for investment management tax technology and provides tax compliance and consulting services to a variety of… more
- The Hartford (Wayne, PA)
- …service efforts. The student will play a key role in collaborating with Investment , Sales, Compliance and Marketing professionals by utilizing various tools to ... our team as we help shape the future. The Investment Advisory Group (ICG) acts as a source of...professionals around portfolio construction best practices + Partner with Compliance , Marketing and Sales on various distribution initiatives +… more
- US Bank (Minneapolis, MN)
- …skills and discover what you excel at-all from Day One. **Job Description** The Investment Compliance Specialist will provide investment compliance risk ... and overall compliance with regulations. + Provide oversight of client investment reporting and performance presentations. + Perform risk assessments on new … more
- Deloitte (Raleigh, NC)
- …reporting and consulting " peak your interest? Do you enjoy providing tax consulting and compliance services to US and foreign clients while identifying and ... thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like "cross border ...on experience in accounting and taxation to provide tax consulting and compliance services to various client… more
- Deloitte (San Jose, CA)
- …As a Senior Tax Manager, you will utilize your prior experience to provide tax compliance and consulting services to investment management clients. You will ... of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships, we have...tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax… more
- Deloitte (Philadelphia, PA)
- …reporting and consulting " peak your interest? Do you enjoy providing tax consulting and compliance services to US and foreign clients while identifying and ... thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like "cross border ...on experience in accounting and taxation to provide tax consulting and compliance services to various client… more
- Atria Wealth Solutions (Pensacola, FL)
- Investment Advisor Pensacola, FL, United States and 3 more *PLEASE NOTE: NAVY FEDERAL FINANCIAL SERVICES IS THE EMPLOYER FOR THIS JOB. IF YOU ARE INTERESTED IN THIS ... YOUR APPLICATION WILL NOT BE RECEIVED. Job Description To provide financial consulting services to assist members and non-members with identifying their financial… more
- Navy Federal Credit Union (Vienna, VA)
- Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video ... and growth of NFIS productsand services. Recommend appropriate mixture(s) of insurance/ investment productsand services to achieve the financial client'sgoals as a… more
- Noblis (Reston, VA)
- …investment , preferably as an analyst for either a plan sponsor/asset owner or an investment consulting firm. + Completion of Level I CFA Program. + Microsoft ... **Responsibilities** Noblis is seeking a Treasury and Investment Management Analystfocusing on treasury investment management, retirement program management, and… more
- T. Rowe Price (Baltimore, MD)
- …offers risk consulting services to the firm's portfolio managers and Investment Division leadership. The Risk Analytics Manager reports to the Risk Analytics ... with associates from across the firm (Investments, Enterprise Risk, Legal & Compliance , Global Investment Operations, Front Office Technology, Chief Data Office,… more
- Robert Half Finance & Accounting (Sioux Falls, SD)
- …In this role, you will be primarily involved in the financial consulting industry, focusing on investment /insurance accounting and reporting, data maintenance, ... Description We are seeking a Senior Investment Accountant to join our team in Sioux...a high level of proficiency. * Prepare and review compliance /regulatory reporting, distributing data tables and disclosures to relevant… more
- Aramco Services Company (Houston, TX)
- …counsel and advisors during diligence and development of transaction documents. + Ensure compliance with AV investment process guidelines. + Build a portfolio of ... experience combining venture capital, corporate venture capital, corporate development, consulting , investment banking, private equity, start-up leadership or… more
- City of New York (New York, NY)
- …limited to, capital calls and distributions, amendment requests, consent notices and compliance with investment agreements; Measure and present financial and ... The Bureau of Asset Management (BAM) is responsible for oversight of the investment portfolios of the five New York City pension systems. Through a culture… more
- Aflac (GA)
- Sr Investment Accountant The Company: Aflac Incorporated The Location: GA, US The Division: Financial Services Job Id: 6586 Salary Range: $72,000 - $167,000 Job ... Standards Board (FASB), with an emphasis on insurance accounting and/or investment accounting * Comprehensive knowledge of principles and practices of accounting… more
- Deloitte (Salt Lake City, UT)
- …a Manager, you will be a valuable member on engagements and provide state tax consulting and compliance services to a diverse client set. You will work directly ... Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund...make a greater impact on organizations by combining tax consulting solutions and innovative technology this may be the… more
- Deloitte (Cleveland, OH)
- …Senior Consultant, you will be a valuable member on engagements and provide state tax consulting and compliance services to a diverse client base in the ... Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund...make a greater impact on organizations by combining tax consulting solutions and innovative technology, then this may be… more
- Deloitte (Columbus, OH)
- …first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, ... estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while...returns, as well prepare and lead client meetings on compliance and consulting projects related to tax… more
- Discover (Riverwoods, IL)
- …business, or related field + 2+ years of experience in financial services, consulting , investment banking, or related field **Bonus Points If You Have:** ... field + 4+ years of experience in financial services, consulting , investment banking, or related field \#LI-EB1...us contribute every day to a culture that values compliance and risk management. Discover is committed to a… more
- Deloitte (Columbus, OH)
- …first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, ... estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while...well prepare for and assist in client meetings on compliance and consulting projects related to tax… more
- Bank of America (Charlotte, NC)
- Human Resources Manager - Global Corporate & Investment Banking or Global Markets Program Management New York, New York;Charlotte, North Carolina **Job ... bank such as talent acquisition, compensation, employee relations, regulatory compliance , performance management, and employee engagement and development. Specifically,… more