- 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
- City of Lakeland (Lakeland, FL)
- …Employer 15.39% Deferred Compensation 457 Plan: A voluntary plan that is invested in mutual funds . The Employees' Pension Board performs the due diligence on the ... Assistant City Attorney Print (https://www.governmentjobs.com/careers/lakelandfl/jobs/newprint/4521730) Apply Assistant City ... mutual funds . Employees may reallocate their account… more
- Morgan Stanley (New York, NY)
- …registration statements and 15(c) information requests for third party sub-advised mutual funds >Reviewing and negotiating investment advisory and other ... Investment Management Coverage Attorney - Vice President Primary Responsibilities >Providing primary...fund reorganizations and other business transactions for proprietary funds o Supporting sales teams in connection with third-party… 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 (Tampa, FL)
- …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 (Stamford, CT)
- …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
- BlackRock (San Francisco, CA)
- …technology + Familiarity with or demonstrated interest in asset management and advising mutual funds , ETFs and/or other collective investment products would be ... for existing funds . + Provide legal advice and counsel on fund matters related to digital assets, including tokenization, digital asset investment product… more
- Edward Jones (Tempe, AZ)
- …is seeking a Compliance Counsel to support the growth of its affiliated mutual fund complex. This position performs critical functions including providing ... written documentation of the results. + Conduct ongoing oversight and diligence of mutual fund service providers. + Review prospectuses, SAI, periodic reporting,… 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...of the following investment products: Annuities, Stocks, ETF's, ETN's, Mutual Funds , UIT's, Structured Products, Corporate Bonds,… 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 ... and conducting training. **L&C Private Equity/M&A/Capital Markets Transactions Group Attorney ** We are searching for an experienced private equity/M&A/capital… 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
- JPMorgan Chase (New York, NY)
- …laws and regulations. A strong knowledge of managed account products and services, including mutual funds , SMAs, ETFs, hedge funds , private equity, and ... and attention of regulators **Required qualifications, capabilities, and skills** + Attorney or Compliance Officer with 5+ years of compliance/legal experience at… more
- JPMorgan Chase (New York, NY)
- …testing, and training. Additionally, you will need a strong knowledge of investment products including mutual funds , SMAs, ETFs, and hedge funds , and a solid ... focus and attention of regulators **Required qualifications, capabilities and skills** + Attorney or compliance officer with a minimum 5 years of compliance/legal… 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 (San Jose, CA)
- …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
- Western Washington University (Bellingham, WA)
- …regulatory requirements in collaboration with the FA Executive Director, Assistant Attorney General, Western's Department of Human Resources, the Washington Student ... Human Resources payroll system. Each of the 24 programs requires separate funds matching and/or student eligibility criteria and monitoring of enrollment and hours… more
- Offices, Boards and Divisions (Washington, DC)
- …electronic service providers in support of criminal investigations and prosecutions. Incoming Mutual Legal Assistance (UG, G, and LS): Assists foreign authorities to ... including analyzing extradition requests prior to referral to a US Attorney 's Office, participating in extradition matters in active litigation, and developing… 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