- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Solutions group within Global Wealth Solutions and will provide support to the Offshore Mutual Fund Product Manager . In addition, they will provide support ... to support the growth and administration of the offshore mutual fund platform at Raymond James. This...sourcing. * In partnership with the more senior product manager , collaborate with Cross Border strategy & supervision and… more
- Deloitte (Stamford, CT)
- Mutual funds-Are you a leader, passionate about financial...career for you! What you'll do As a Tax Manager , you will draw on experience in accounting and ... funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment… more
- Lincoln Financial Group (Radnor, PA)
- …#:** 73909 **The Role at a Glance** Lincoln is excited to hire a Specialist, Mutual Fund Financial Reporting to join our Fund Management team. The ... desired + 1 - 3+ years of accounting, financial reporting/analysis experience in mutual fund , insurance or investment accounting environment + Mutual … more
- US Bank (Milwaukee, WI)
- …dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. ... experience - Nine to 14 years of experience in a mutual fund related or brokerage industry position **Preferred Skills/Experience** - Advanced knowledge… more
- Deloitte (Nashville, TN)
- …planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate ... and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should...support of our robust Washington National Tax group. Tax Manager build relationships as they coordinate and communicate with… more
- T. Rowe Price (Owings Mills, MD)
- …years of total relevant work experience + Previous Asset Management / Mutual Fund /Investment Operations experience Preferred Qualifications: + Demonstrates ... contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that… more
- UMB Bank (Milwaukee, WI)
- …, which manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients. As the **Lead Fund ... the NAV + Assess potential training needs for the Fund Accountants and provide feedback to the manager... Fund Accountants and provide feedback to the manager regarding Fund Accountant's performance + Identify… more
- Medical Mutual of Ohio (Brooklyn, OH)
- Founded in 1934, Medical Mutual is the oldest and one of the largest health insurance companies based in Ohio. We provide peace of mind to more than 1.6 million ... including stop loss, as well as Medicare Advantage, Medicare Supplement, and individual plans. Medical Mutual ' s status as a mutual company means we are owned by… more
- University of Pennsylvania (Philadelphia, PA)
- …Development Assistant for Marketing and Donor Participation in The Penn Fund Job Profile Title Administrative Assistant B Job Description Summary Organizational ... Mission and Values: Established in 1927, The Penn Fund supports the University's mission through upholding the core...honor the dignity and personal rights of others through mutual respect and trust. Overview: Reporting to the Director… more
- Neuberger Berman (New York, NY)
- …classes and strategies (equity, fixed income, liquid alternatives and private equity) in mutual fund , exchange-traded funds and closed-end fund structures. ... **Responsibilities:** + Managing all aspects of a registered fund compliance program, including: + Annual Rule 38a-1 compliance review; + Maintaining compliance… more
- Morgan Stanley (Purchase, NY)
- …and insurance, retirement and trust. * * *Position Summary* Global Investment Manager Analysis (GIMA), a unit within the WM Investment Solutions, provides ... comprehensive manager research on a wide range of investment strategies,...wide range of investment strategies, including separately managed accounts, mutual funds, UCITs, exchange-traded funds and private vehicles in… more
- Wellington (Needham, AL)
- …of 30 June 2021, we serve as a trusted adviser to institutional clients and mutual fund sponsors in 65 countries. Our innovative investment solutions are built ... **Senior Fund Treasury & Custody Analyst** will report to the ** Manager of Fund Treasury & Custody** . This role will require frequent interaction with prime… more
- Equitable (Charlotte, NC)
- Hybrid Wholesaler- Mutual Funds (Based out of Charlotte, NC) ( 240000N1 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** ... RVP will be responsible for driving growth of 1290 Fund sales in their assigned region. You will work...will be responsible for communication with NSM and Salesdesk Manager on an ongoing basis. + Ability to travel… more
- Edward Jones (St. Louis, MO)
- …various types of investments, asset classes, and markets + Solid knowledge of mutual fund and money management industry, including various managed investments ( ... assets under care. + PST is seeking a Portfolio Manager to join our growing team of 16 investment...for preparing and presenting research to Financial Advisors, clients, mutual fund companies and internal areas within… more
- Charles Schwab (San Francisco, CA)
- …an array of asset classes across product structures - separately managed accounts, ETFs, mutual fund , collective investment trusts and money market funds - and ... rd largest provider of money market funds. The Senior Manager will assist the Director and Managing Director of...Experience in business strategy and/or product strategy, including ETF, mutual fund and separately manage account product… more
- KPMG (Pittsburgh, PA)
- …in the financial services industry supporting alternative investments (investment partnership and/or mutual fund tax experience); previous experience as a tax ... **Business Title:** Manager /Senior Manager , Tax - Asset Management/Financial...public accounting firm supporting alternative investments (investment partnership and/or mutual fund tax experience) + Solid skills… more
- Bank of America (New York, NY)
- …Conducts primary manager due diligence; both initial and ongoing on mutual fund and separate account vehicles. Primary responsibility includes maintaining ... Investment Manager Selection Analyst New York, New York **Job...firm's delivery of a high-quality platform of investment vehicles ( mutual funds, separate accounts, ETFs, etc.) with a focus… more
- Citigroup (New Castle, DE)
- …growth and progress together. **Role** We are seeking a Client Technology Solutions Manager with a strong background in financial services, technology aptitude and a ... significant experience of Securities Services (Asset Management) particularly Custody and Fund Servicing with a broader of understanding of the entire Investment… more
- Deloitte (Jersey City, NJ)
- …financial services tax compliance: banking, private equity, hedge funds, real estate funds, mutual funds, fund of funds, and insurance companies + Experience ... role ends on 5/31/2025 Work you'll do As a Manager on our team, you will: + Collaborate with...compliance: banking, private equity, hedge funds, real estate funds, mutual funds, fund of funds, and insurance… more
- Broadridge Financial Solutions (Newark, NJ)
- …information to facilitate efficient decision-making. + Ensures the successful composition of mutual fund /ETF regulatory documents within client defined and SEC ... along the way, come join the Broadridge team. Description: The Senior Manager , Client Services is responsible for exceeding client expectations with a demonstrated… more
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