- Deloitte (Jersey City, NJ)
- 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
- UMB Bank (Milwaukee, WI)
- …, which manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients. As the ** Fund ... daily calculation of the net asset value for multiple mutual funds, as well as, performing the accounting, pricing,...Advanced Derivates, Bank Loans, and Private Credit. Handling these fund types can lead into becoming a ** Fund… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …topics and account maintenance. + Contacts internal/external customers including fund companies to resolve account maintenance issues/requests + Monitors reports ... investment concepts, practices, procedures and industry regulations related to Mutual Funds + Basic mathematical skills including addition, subtraction,… 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
- Deloitte (New York, NY)
- …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
- 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
- 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
- US Bank (St. Paul, MN)
- …and discover what you excel at-all from Day One. **Job Description** The Global Fund Custody Onboarding team provides dedicated support to Global Fund Services ... accounts of various sizes. These accounts are established to hold assets of mutual funds, exchange traded funds, hedge funds, private equity funds, and other… more
- Edward Jones (St. Louis, MO)
- …implementation, portfolio construction, and portfolio risk management. + Strong knowledge of mutual fund and money management industry, including various managed ... and verbal communication skills for preparing and presenting research to FAs, clients, mutual fund companies and internal areas within the firm (including… more
- T. Rowe Price (Owings Mills, MD)
- …due diligence questionnaires and respond to internal and client questions regarding mutual fund and ETF applicable regulations and disclosure requirements. The ... make a difference. We are a premier asset manager focused on delivering global investment management excellence and...regarding US Collective Funds and have experience presenting to mutual fund /ETF board of directors. The candidate… 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 (Denver, CO)
- …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 ... helping others along the way, come join the Broadridge team. The Senior Manager , Client Services is responsible for exceeding client expectations with a demonstrated… more
- Presbyterian Villages of Michigan (Southfield, MI)
- **Overview** The Manager of Annual Giving and Events is responsible for the development, management and implementation of a comprehensive program designed to ... personal solicitation and electronic solicitation strategies, and by incorporating annual fund "best practices." 2. Coordinate and lead all PVM Foundation… more
- Montana State University (Bozeman, MT)
- …Classification Title Program Mgr Working Title Underwriting and Development Manager Brief Position Overview The Underwriting and Development Manager ... a consultative sales approach. Position Number 4M0968 Department KUSM State Base Fund Division Others under the President Appointment Type Classified Contract Term… more
- Tompkins Community Bank (Mount Kisco, NY)
- …a company's 10-K, conference call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager selection and ... sourcing of new ideas - meet regularly with fund managers and research analytics of fund ...wealth advisors and trust officers. + Assist Trust Department manager (s) by providing training and guidance to all other… more
- T. Rowe Price (Owings Mills, MD)
- …these developments into process or policy changes. + Leads and/or spearheads non- mutual fund client opportunities. Partners with various internal groups (GCO, ... make a difference. We are a premier asset manager focused on delivering global investment management excellence and...goals to the adoption of key products to ensure mutual success + Proven success partnering with sales producers… more
- Ace Hardware (Kansas City, MO)
- **RSC Human Resources Manager ** **About This Role** The **RSC Human Resources** ** Manager ** leads and administers the organization's HR programs and policies and ... position will participate in recruiting and onboarding all senior manager roles within the RSC with guidance from the...help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation. + Employee discounts on… more
- City of Somerville (Somerville, MA)
- …The City of Somerville is a national leader in climate action. The Energy Manager will support the city's vision of creating an equitable, resilient, thriving, and ... carbon net-negative city. The Manager will be responsible for forwarding the leadership goals...sources, including but not limited to the Energy Stabilization Fund . + Serve as point of contact for internal… more
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