- State Street (Boston, MA)
- …and annual financial statements and footnotes.Review and/or preparation of annual tax work paper packages.Review and/or preparation of capital calls and ... documents.Reviewing monthly bank reconciliations and post journal entries.Reviewing quarterly management fee calculations.Review and/or preparation of various client-related correspondence.Working… more
- NFF Board (Boston, MA)
- …work with nonprofits, partners, and systems to build racial equity and community wealth and well-being. Our vision is a world of equitable prosperity, where ... professionals who care deeply about racial equity and community wealth and well-being. You can read more about what...government credit enhancements, and a portfolio of New Markets Tax Credit (NMTC) loans.We are seeking a Chief Credit… more
- CFA Institute (Boston, MA)
- …and/or preparing capital calls, distributions, and bank reconciliationsPreparing management , annual, and incentive fee calculationsPreparing various client ... legal documentsMaintaining working relationships with all client contacts, auditors, tax , lawyers, and banking personnelEducation & Preferred QualificationsFund accounting… more
- State Street (Boston, MA)
- …and/or preparing capital calls, distributions, and bank reconciliations. Preparing management , annual, and incentive fee calculations. Preparing various client ... legal documents. Maintaining working relationships with all client contacts, auditors, tax , lawyers, and banking personnel. Education & Preferred Qualifications Fund… more
- Manulife (Boston, MA)
- …stakeholders; collaborative team player. + Understanding of financial services industry, and wealth and asset management . **Application Instructions:** + ... as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and… more
- Morgan Stanley (Boston, MA)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Asset /Investment Management * **Title:** * Wealth Strategies ... Management (MSIM) is one of the largest global asset management organizations of any full-service securities...Specialist. Primary Responsibilities: - Be able to master complex tax strategies and explain them is a succinct manner… more
- Manulife (Boston, MA)
- …income, alternative investments, derivatives), liabilities (insurance and wealth management products and characteristics), and asset /liability modelling + ... Director - Global Asset Liability Management (GALM) Product Support...pricing teams, and Group functions (eg, Risk, Actuarial, Capital, Tax , Treasury). The successful candidate is expected to have… more
- Deloitte (Boston, MA)
- …consumer or corporate banking, investment banking or capital markets, investment management , wealth management , trust company, insurance provider, ... by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique… more
- Deloitte (Boston, MA)
- …by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique ... a global leader in providing professional services to the asset and investment management industries. We provide...agents, pension funds, and fund of funds. + Deloitte's Wealth Management Advisory Practice: Our Wealth… more
- Manulife (Boston, MA)
- …on an IFRS basis as well as process improvement and automation initiatives for the Wealth and Asset Management segment + Mandatory participation in program ... Statutory financial statements for John Hancock's insurance entities + Tax - focuses on quarterly and annual tax...the United States. We provide financial advice, insurance, and wealth and asset management solutions… more
- CIBC (Boston, MA)
- …other financial services firm + Interest in and knowledge of private wealth management and financial markets/investment securities + Strong organizational skills ... contact for all service-related needs of a CIBC Private Wealth client. This role is responsible for building and...adhering to CIBC's controls policies and procedures + Keep management systems up-to-date with client information + Research client… more
- Manulife (Boston, MA)
- …as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and ... process through our financial reporting teams and shared service centers, including tax and expenses; and walkthroughs and/or other financial control work and/or… more
