- Deloitte (Stamford, CT)
- 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
- World Insurance Associates, LLC. (Ramsey, NJ)
- …trading and rebalancing for all managed portfolios, ensuring accuracy and compliance across mutual fund , ETF, UMA, and Pontera platforms. + Manages Addepar and ... Position Objective The Senior Client Associate is a support position for...by firm policy). + Produce portfolio reports, RMD reminders, tax document packets, and quarterly statements. + Coordinate with… more
- Bank of America (Stamford, CT)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite… more