- Deloitte (Princeton, NJ)
- Mutual funds -Are you a leader, passionate about financial...have the career for you! What you'll do As a Tax Manager , you will draw on experience in ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- Nuveen Investments (New York, NY)
- …4+ years of public/private investment taxation experience. + CPA preferred. + Mutual Fund /RIC compliance experience strongly preferred. Experience with Business ... **Job Description** + Assist the VP of Tax and Head of Tax with...+ Knowledge of private credit and traditional private equity fund taxation. + Proficient in Microsoft Excel. + Highly… more
- Bank of America (New York, NY)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... Merrill Market Client Relationship Manager NEW YORK, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend… more
- Oracle (Trenton, NJ)
- …Oracle is seeking a dynamic and strategic Principal Product/Partner Marketing Manager (IC4) to drive co-marketing initiatives and deepen our relationships with ... for technology partners to cultivate strong, trust-based relationships and drive mutual business success. + Go-to-Market Strategy: Develop, execute, and optimize… more
- BlackRock (New York, NY)
- …(~10% org growth rate). Our personalized portfolios utilize individual securities, BlackRock Mutual Funds , and iShares ETFs to customize, diversify, and tailor ... Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax , values-alignment, or investment exposures across direct indexing, fixed income,… more
- Amalgamated Bank (New York, NY)
- …of the instruction. + Review and input entry of trades for DTC, FED, and mutual funds . Pre-balance next day trade activity and make determination whether early ... Instruction (LOI) sequencing and resolving complex client and investment manager issues. The position also supports evolving departmental needs,...redemptions are required to fund scheduled activity. + Responsible for all aspects of… more
- JPMorgan Chase (New York, NY)
- …comprehensive client and advisor coverage of all managed solutions (Separately Managed Accounts, mutual funds , and multi- manager across JPM and 3rd party) ... continual learning across multiple topics including global macroeconomics, capital markets, and tax efficient investing You'll be a member of the Managed Solutions… more