- Fidelity TalentSource LLC (Merrimack, NH)
- …with business partners and expectations of service levels The Team The Alternative Accounting Team is part of the Fund Operations division within Fidelity's ... Job Description:The RoleAs an Alternative Accounting Team Manager, you will have oversight responsibilities covering all aspects of accounting operations performed… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …plus.Strong technical knowledge of GAAP and SEC regulations impacting mutual funds and alternative funds.Advanced technical skills in mutual fund and private ... be responsible for Certification and Financial Reporting Oversight of Fidelity s alternative , retail, and institutional funds. This role has a focus on understanding… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …solid understanding and experience preparing or auditing financial statements for alternative investment products? In this role the Senior Manager, Shareholder ... include BDCs, Limited Partnerships and REITs with investments in alternative asset classes. Your ability to work within an...degree required, MBA or CPA preferred5+ years of financial services experience with an asset manager, audit firm or… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …strong knowledge and experience preparing or auditing financial statements for alternative investment products?\u00A0 In this role you will prepare the production ... include BDCs, Limited Partnerships and REITs with investments in alternative asset classes. Your ability to work within an...You Bring Bachelor s degree expected3+ years of financial services experience with an asset manager, audit firm or… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …process, configure a workflow, support and test various applications, and explore alternative and innovative product solutions. Your ability to work within a team ... in your role and in helping to support the service line s overall mission to achieve new efficiencies...minimum of 3 years of experience in the financial services industry is preferred.Prior experience with regulatory and/or financial… more
- Fidelity TalentSource LLC (Boston, MA)
- …etc.)Support business priority changes and new requestsPartner to develop new alternative investment products (eg, Exchange Fund ) and collaborate with ... Risk, Business Operations and Strategy, Counterparty Research & Analytics, Investment Services and Strategic Business Initiatives. The teams work together to support… more
- Fidelity TalentSource LLC (Boston, MA)
- …Fund Operations.In conjunction with the Managing Director, support certain fund -level responsibilities relating to internal shared service providers in ... of FMR and its shareholders in businesses outside of the financial services industry.Devonshire invests in directly-held real assets, and in venture capital through… more
- Fidelity TalentSource LLC (Boston, MA)
- …funds and accounts. You will coordinate the activities of third-party service providers, administer daily control functions, and perform market surveillance. You ... documentation. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations and with our key Asset Management business partners… more
- Fidelity TalentSource LLC (Boston, MA)
- …RoleAre you an experienced capital introduction professional with deep knowledge of the alternative investing space?\u00A0 Do you have a track record of success and ... public sector clients.\u00A0 We are looking for an experienced financial services professional who has experience in the liquid alternatives industry.\u00A0 The… more
- Wellington (Boston, MA)
- …This role requires frequent collaboration with other Wellington teams and external service providers (eg, Fund Administrators, Auditors, Investor Relations). The ... is strongly favored . 6-8+ years of experience from a public accounting firm, alternative investment firm, and/or fund administrator . 3-5+ years of experience… more
- Wellington (Boston, MA)
- …and inquiries with other Wellington teams including Product Management, Client Service , Trading, Portfolio Management, Portfolio Services , Legal & Compliance, ... June 2021, we serve as a trusted adviser to institutional clients and mutual fund sponsors in 65 countries. Our innovative investment solutions are built on the… more
- Deloitte (Boston, MA)
- …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...training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP… more
- UMB Bank (Boston, MA)
- As the ** Fund Services Business Development Representative Sr.** , you are responsible for selling UMB Fund Services ' outsourced back office solutions ... prospecting and calling on financial institutions in the mutual fund and alternative investment industries + Cross... investment industries + Cross selling company products and services to existing clients + Managing territory to maximize… more
- Deloitte (Boston, MA)
- …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...development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP… more
- Wellington (Boston, MA)
- …**About the Role** Wellington currently manages approximately $35 billion in alternative assets worldwide across long/short equity, absolute return credit, global ... equity funds and custom solutions. Our investment ecosystem and scale allow alternative investors to partner with world class investment research experts across… more
- Deloitte (Boston, MA)
- …experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of ... accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a high-level of tax research and work on regulated… more
- Deloitte (Boston, MA)
- …on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and ... and sector-specific training. The team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with… more
- KPMG (Boston, MA)
- …services /state-local-tax.html) practice. Responsibilities: + Participate in multi-state alternative investment firms (hedge fund , fund ... SALT Asset Management **Requisition Number:** 115419 - 40 **Function:** Tax Services **Area of Interest:** **State:** MA **City:** Boston **Description:** At KPMG,… more
- TIAA (Boston, MA)
- …**Key Responsibilities and Duties** + Raises capital for TIAA's Alternative Strategies primarily within the Wealth Channels, including Wirehouses, Private ... & Regional Broker-Dealer, RIA and Family Office. + Presents the enterprise's Alternative capabilities to Financial Advisors and Investors to attract new clients and… more
- Wellington (Boston, MA)
- …as internal teams, in particular: internal and external Legal Counsel, Investors, Trading, Fund Services & Business, Valuations, and back-office teams + Analyze ... June 2024, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the… more
