- Vanguard (Malvern, PA)
- Global Risk and Security (GR&S) at...powered by responsible AI. We're hiring a senior technical risk advisor to support our enterprise AI ... its promise to give investors the best chance for investment success. In this role you will partner with...protect our client and company data. The senior technical risk advisor is a critical partner to… more
- TD Bank (Exton, PA)
- …Client Portfolio Advisor I is a role within the Centralized Investment Management team that partners with Trust Advisors & Relationship Managers to provide ... services to HNW clients. The Private Client Portfolio Advisor I will utilize technical investment expertise...TD's leadership profile, customer and employee experience agendas and risk and control culture + Creates an extraordinary place… more
- Citigroup (New Castle, DE)
- …stakeholders in support of establishing rapport and being viewed as a trusted risk resource/ advisor while maintaining and protecting the integrity of an ... **Job Description** Citi is a leading global bank with approximately 200 million customer accounts who does business in over 100 countries and jurisdictions… more
- Vanguard (Malvern, PA)
- …and enhancing an evergreen and comprehensive compliance program for Vanguard's investment advisor business. Working for the Chief Compliance Officer, ... investors, to treat them fairly, and to give them the best chance for investment success. Known for our strong ethical business practices and client focus, Vanguard… more
- Deloitte (Philadelphia, PA)
- …The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical ... Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships, we have an exciting opportunity for you as a Senior… more
- Vanguard (Malvern, PA)
- …will have experience with 1940 Act products, portfolio oversight, and global regulations impacting investment management. Prior experience with private ... and portfolio managers and traders, to drive robust compliance risk management. This role reports to the Head of... management. This role reports to the Head of Global Fund, Advisor , and Distribution Compliance and… more
- Deloitte (Philadelphia, PA)
- …on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... our clients do business. We assist clients with their global tax challenges and help them to transform their...range from tax planning to tax compliance, controversy, and risk management, including tax credits, government incentives, and tax… more
- Deloitte (Philadelphia, PA)
- …on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... our clients do business. We assist clients with their global tax challenges and help them to transform their...range from tax planning to tax compliance, controversy, and risk management, including tax credits, government incentives, and tax… more