- Deloitte (Stamford, CT)
- Mutual funds -Are you a leader, passionate...the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- Deloitte (Hartford, CT)
- Mutual funds -Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- BlackRock (New York, NY)
- …a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the ... debt, infrastructure and equity. **L&C Distressed Credit Transactions Group Attorney ** We are searching for an experienced distressed credit/restructuring… more
- Federal Reserve Bank (Cleveland, OH)
- …employees (and their spouses/domestic partners, and minor children) may not own shares of mutual funds , unit investment trusts or ETFs that have a policy, as ... Federal Reserve Bank of Cleveland has an immediate opening for a full-time Attorney in its Legal Department. The role does not have any managerial responsibilities.… more
- Deloitte (Columbus, OH)
- …including hedge funds , private equity, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other investment ... Hedge funds -Are you a leader and passionate about financial...identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale… more
- Deloitte (Nashville, TN)
- …including hedge funds , private equity, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other investment ... Hedge funds -Are you passionate about financial products and understand...identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale… more
- Deloitte (Jersey City, NJ)
- …experience in financial services tax compliance: banking, private equity, hedge funds , real estate funds , mutual funds , fund of funds , and ... CPA exam + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial...banking, private equity, hedge funds , real estate funds , mutual funds , fund… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …appear on the respective blotters including but not limited to Stock, ETF's, Mutual Funds , UIT's, Structured Products, Bonds and Options, review of brokerage ... of advisor email correspondence, review of and approval of mutual fund trade corrections, review of new...knowledge of the following investment products: Stocks, ETF's, ETN's, Mutual Funds , UIT's, Structured Products, Corporate Bonds,… more
- Deloitte (Philadelphia, PA)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... industries? Do phrases like "cross border investment advisory" and " fund formation, hold, and exit reporting and consulting" peak...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent Preferred: + Experience participating in… more
- Deloitte (Raleigh, NC)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... industries? Do phrases like "cross border investment advisory" and " fund formation, hold, and exit reporting and consulting" peak...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent Preferred: + Previous Big 4… more
- Deloitte (Columbus, OH)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial...tax compliance process for investment partnerships + Knowledge of fund accounting and general ledger accounting + Experience working… more
- Deloitte (Columbus, OH)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... eligible to sit for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more
- Deloitte (Columbus, OH)
- …of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds , investment partnerships, hedge funds , private ... K, and the tax compliance process for real estate funds , then we have an exciting opportunity for you...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Deloitte (Charlotte, NC)
- …of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds , investment partnerships, hedge funds , private ... and the tax implications of various transactions to the funds . + Training, mentoring, and supervising Tax Consultants, Tax...the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Citigroup (Tampa, FL)
- … funds , structures involving third party lenders, Special Purpose Vehicles, mutual funds and the like **Education:** + Bachelors/University degree, Master's ... The Transaction Management Officer II is a senior level, non- attorney role, responsible for representing the Legal Function in providing Transaction Management… more
- Citigroup (DE)
- …and utilizing both internal and external investment managers including equities, fixed income, mutual funds , ETFs, private equities, hedge funds and real ... or industry. + Communication: Communicate effectively with the client and/or the client's attorney on all trust and estate matters and attending in person client… more
- Citigroup (DE)
- …utilizing both internal and external investment managers. Products include equities, fixed income, mutual funds , ETFs, private equities, hedge funds and real ... to account activity. + Communicate effectively with the client and/or the client's attorney on all trust and estate matters + Partner with the Private Banking… more
- TIAA (Frisco, TX)
- …of materials related to TIAA and Nuveen products and services, including annuities, mutual funds , managed accounts, and the development of digital tools and ... that will aim to help more Americans secure their futures in retirement. The attorney will engage with business partners, technology teams and work closely with risk… more