- Deloitte (San Jose, CA)
- …your prior experience to provide tax compliance and consulting services to investment management clients. You will assist clients with effective analysis, ... we have an exciting opportunity for you as a Senior Tax Manager on our growing team!...As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients… more
- Deloitte (San Francisco, CA)
- …a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... + 8+ years of public accounting experience (at least 3 years in investment management ) or equivalent in law firms or industry + Bachelor's degree in accounting,… more
- Deloitte (Columbus, OH)
- …Funds, and real estate joint ventures and operating partnerships. As a Tax Senior Manager within the Investment Management - Real Estate Tax group, you ... of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an...Deloitte's Real Estate Services Tax practice as a Tax Senior Manager . Recruiting for this role ends… more
- Wells Fargo (Chicago, IL)
- **About this role:** Wells Fargo is seeking a Financial Advisory Senior Area Manager in Wealth and Investment Management as part of Wells Fargo Advisors. ... client experience by coaching Financial Advisors to partner with other wealth management specialists and licensed bankers in local markets + Assist Financial… more
- MTA (New York, NY)
- Senior Investment Portfolio Manager ...DEPT/DIV : Treasury Department SUPERVISOR : Director Cash & Investment Management LOCATION : 2 Broadway HOURS ... Date Posted: Sep 12, 2024 Description JOB TITLE : Senior Investment Portfolio Manager SALARY...Program Financial Model. + Assist the Director Cash & Investment Management on reporting of cash movements… more
- Vanguard (Malvern, PA)
- …of 5-8+ years related work experience, including 3+ years experience in portfolio management , analysis, and investment manager evaluation. + Background in ... managers. Documents notes and opinions on manages and advocates for fund and manager changes. + Maintains strong investment industry knowledge. Utilizes … more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** We're looking for one of three positions - an Investment Manager , Senior Investment Manager or Investment Director, Capital ... investors Principal Real Estate, a top-10 global real estate manager with approximately $100B in assets under management... manager with approximately $100B in assets under management , is the dedicated real estate investment … more
- Essentia Health (Duluth, MN)
- **Job Description** **Job Description:** Responsible for collaborating with the Treasury investment team as well as external investment partners in leading the ... responsible for private equity, private credit and hedge fund investment strategies. Assists in the development of the private...pacing modeling as well as capital call and distribution management in private equity. This position will also provide… more
- PNC (Phoenix, AZ)
- …an opportunity to contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be ... , Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management , Relationship Management **Competencies** Client… more
- Truist (Atlanta, GA)
- …and proactively identifying, mitigating, and managing risks within Corporate and Investment Banking - Investment Banking Coverage, Capital Markets Origination ... the business on existing and emerging risks. Responsible for supporting strong risk management practices in alignment with the firm's risk appetite and the assigned… more
- The Hartford (Hartford, CT)
- …will be part of HIMCO's Alternative Assets that manages over $6B in assets under management . The senior investment analyst will underwrite and evaluate ... Senior Investment Analyst - DFH703 We're... Senior Investment Analyst - DFH703 We're determined to make...manager with over $100 billion in assets under management across the global fixed income, equity, and alternatives… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …firm in the Twin Cities, is seeking an Alternative Investments Research Manager . This role will leverage your CPA and finance background, providing intellectual ... include research, valuations, and providing opinions on various alternative investment opportunities. The position requires strong financial modeling, written and… more
- Ascensus (Dresher, PA)
- …are key members of Investment and Fiduciary Consulting client relationship management and consulting teams. Senior Investment Consultants support ... independent, experienced, and responsive. The Senior Investment Consultants...on plan investment structure, asset allocation and investment manager selection in support of their… more
- CareFirst (Owings Mills, MD)
- **Resp & Qualifications** **PURPOSE:** The senior investment management specialist is responsible for providing proposals, research, and analytical support ... Board. Support routine and ad hoc reporting for senior management , internal/external auditors, and regulators including investment quality, investment… more
- Citizens (OH)
- …Management has an immediate opening for a First Line Risk Senior Manager supporting our Private Wealth Management - RIA and Trust Fiduciary businesses ... front-, middle-, and back-office products and services, including the investment management and due diligence risk governance...and due diligence lifecycle. As the First Line Risk Senior Manager , you will represent the first… more
- PNC (Cleveland, OH)
- …have an opportunity to contribute to the company's success. As a Senior Investment & Portfolio Strategist within PNC's Asset Management Group Investment ... Strategic Planning **Competencies** Analytical Thinking, Effective Communications, Financial Engineering, Investment Management , Market Risk, Mathematics of Financial… more
- PNC (Philadelphia, PA)
- …success. As a Senior Business Analytics Consultant within PNC's Asset Management Group Investment Office organization, you will be based in Pittsburgh, ... + Analyze results and make recommendations for key business partners and senior management or communicate conclusions from complex analytical solutions to… more
- T. Rowe Price (Baltimore, MD)
- … We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today ... at 8+ years of relevant experience + Prior Asset management industry knowledge + Investment experience (Equity)...+ Prior Asset management industry knowledge + Investment experience (Equity) + Exceptional communication skills required. +… more
- Nuveen Investments (Charlotte, NC)
- …incentive plans, or other non-annual incentive plans). **Company Overview** Nuveen, the investment manager of TIAA, offers a comprehensive range of ... Related Skills Business Process Improvement, Communication, Data Analysis, Data Management , Detail-Oriented, Investment Performance Reporting, Market/Industry Dynamics,… more
- Wells Fargo (Charlotte, NC)
- …knowledge of Microsoft PowerPoint is required to support the group's presentations to senior management . + Strong written and oral communication skills. + Expert ... **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist (DTC...on issues and current status for the DTC Settlements manager in day-to-day activities. + Be responsible for daily… more