- Deloitte (Princeton, NJ)
- Mutual funds -Are you passionate about financial products and...have the career for you! What you'll do As a Tax Senior you will work within an engagement ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …+ Track and update client asset allocations. + Research and conduct due diligence on mutual funds , ETFs, separate account managers, and hedge funds . + ... dynamic team. In this role, you will collaborate with Senior Analysts and Advisors to meet the wealth management...efforts for client meetings. + Assist in compiling quarterly tax projections. + Support preparation or review of select… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …allocations. + Conduct research and due diligence on investment options, including mutual funds , ETFs, and alternative investments. + Prepare meeting materials ... Description Overview: The Senior Financial Planning Associate will work closely with...for advisors and clients. + Assist with quarterly tax projections and review/prepare select income tax … more
- BlackRock (Princeton, NJ)
- …a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the ... wide range of investment options, including mandates focused on both taxable and tax -exempt bonds. BlackRock is seeking a Municipal Product Strategist to join the… more