- Wellington (Boston, MA)
- …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 ... funds with similar financing needs. We are seeking a ** Senior Fund Treasury & Custody Analyst** who... Treasury & Custody Analyst** will report to the ** Manager of Fund Treasury & Custody** .… more
- Deloitte (Boston, MA)
- …determination, and identifying necessary federal, international and state investor reporting. Tax senior managers in our Hedge Fund Tax practice perform ... identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale...have the career for you! What You'll Do Tax senior managers identify complex tax issues and provide tax… more
- Citigroup (Boston, MA)
- The Financial Administration Senior Manager , Vice-President ("VP") oversees production of periodic investment company (" fund ") financial and related ... financial statement disclosures + Understand the applicable sections of mutual fund Registration Statements (SEC Form N-1A) relating to financial statement… more
- Manulife (Boston, MA)
- …in risk assessments, operational reviews and due diligence visits + Review and complete mutual fund budgets and drive audit with external auditors. + Provide ... **Working Arrangement** Hybrid **Job Description** **The opportunity** As a Senior Expense Analyst you will work independently as well...+ Manage/handle special projects as assigned. + Work with mutual fund product group and complete expense… more
- Wellington (Boston, MA)
- …are focused on understanding how we are carrying out responsibilities as an investment manager and ultimately to mutual fund shareholders. Topics of interest ... Communications Team** is a specialist client-facing team dedicated to our US Mutual Fund /Sub-advisory clients, interacting directly with our clients and… more
- Manulife (Boston, MA)
- …equivalent experience in Accounting or Finance. + 2-4 years prior tax or mutual fund accounting experience necessary. + Ability to understand financial ... today. **Working Arrangement** Hybrid **Job Description** **The opportunity** The Senior Tax Analyst has a good solid understanding in...use of macros, and Word required + Understanding of mutual fund related tax code sections, forms… more
- Broadridge Financial Solutions (Boston, MA)
- …management experience, PMP certification preferred + Seven to ten years of mutual fund industry and/or insurance product knowledge Skills/Competencies: + Solid ... Broadridge team. Broadridge is hiring! We are seeking a Senior Client Manager to join our team....guided by the Service-Profit Chainthe idea that success is mutual , directly connecting employee engagement, client satisfaction, and the… more
- Deloitte (Boston, MA)
- …financial services tax compliance: banking, private equity, hedge funds, real estate funds, mutual funds, fund of funds, and insurance companies + Experience ... analytics, technology, and automation. 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
- US Tech Solutions (Boston, MA)
- …BA/BS degree and equivalent work experience; Business-related concentration is preferable. 5+ years of mutual fund accounting or related mutual fund ... + The management team is looking for candidates with mutual funds financial statements review experience. + Given the...invoices for authorization and review. + Work with the Fund Administration Manager in board book and… more