- Neuberger Berman (New York, NY)
- …a broad spectrum of security types including equities, fixed income, options, ETFs and mutual funds . These strategies are offered to numerous SMA and Unified ... tax -managed strategies, and investment products (equity, fixed income, derivatives, ETFs, mutual funds ). + Experience working with financial intermediaries in… more
- Deloitte (Morristown, 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
- UMB Bank (Milwaukee, WI)
- …manages the daily accounting, tax , audit, administration, and operational tasks for mutual fund and collective trust clients. As the ** Fund Accountant ... Registered Fund team** , which...the daily calculation of the net asset value for multiple mutual funds , as well as, performing the accounting,… more
- T. Rowe Price (Owings Mills, MD)
- … provisions, distribution calculations, qualification requirements, shareholder tax reporting and tax compliance for mutual funds and ETFs. You will ... this Position We are seeking an adaptable and innovative tax senior manager to join our Investment...also apply taxation of financial products knowledge to fund holdings. We utilize an external tax … more
- US Bank (Milwaukee, WI)
- …clients expect to be serviced by professionals who understand the ETF and mutual fund industry and their client's expectations and strategic goals. US ... or equivalent experience - 12 to 16 years of experience in a mutual fund /ETF related or brokerage industry position **Preferred Skills/Experience** - Advanced… more
- HUB International (Albuquerque, NM)
- …and Knowledge** + Wealth management experience with fee-based consulting, tax , mutual funds , money manager programs, insurance and financial planning ... + Depth of experience working with high net worth or ultra-high net worth clients + Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc) + Highly effective interpersonal, relationship management, and communication… more
- US Bank (Milwaukee, WI)
- …dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. ... field, or equivalent experience - Four to six years of experience in a mutual fund related or brokerage industry position Preferred Skills/Experience - Advanced… more
- Robert Half Finance & Accounting (Buellton, CA)
- …accounts, trades, and settlements of stocks and bonds, and real estate and mutual fund transactions from third-party managers. Evaluates enterprise contracts for ... Responsibilities Oversees cash flow positions, borrowing needs, and available funds for investment. Monitors and evaluates financial and operational performance… more
- Bank of America (San Francisco, CA)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... Merrill Associate Client Relationship Manager San Diego, California;Las Vegas, Nevada; Palo Alto,...Staff, and the Market's Operations functions where responsibilities include Funds /Securities Receipt & Processing, Wire & Order and Document… more
- Bank of America (Vienna, VA)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... Merrill Market Client Relationship Manager Vienna, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend… more
- Bank of America (Las Vegas, NV)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... Merrill Market Client Relationship Manager Las Vegas, Nevada **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend… more
- Bank of America (Atlanta, GA)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... Private Wealth Client Relationship Manager Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend… more
- Planned Parenthood of Greater New York (Bronx, NY)
- …and vision coverage options for you and eligible dependents FSA, HSA, Commuter pre- tax reimbursement funds Short- and Long-Term Disability, Free Basic Life and ... we are seeking an experienced Employee and Labor Relations Manager with a focus on Union 1199 to join...sessions for both management and union members to promote mutual understanding of roles, rights, and responsibilities. Compliance: o… more
- US Bank (Chicago, IL)
- …syndicated loans and fixed income securities. + Familiarity with securitization, trading, or mutual fund operations. + Strong analytical skills and the ability ... structured finance vehicles. **What You'll Do** As an Analytics Manager , you'll play a critical role in supporting...Prepare and review monthly, quarterly, and annual investor and tax reports. + Perform portfolio compliance testing and trade… 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
- BlackRock (New York, NY)
- …a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the ... investments generally. + Coordinate and work with business teams, fund lawyers, litigation, compliance, tax , risk, financial...law firm or the legal department of an asset manager , investment bank or other leading organization. + Significant… more
- City of Lakeland (Lakeland, FL)
- …Employer 15.39% Deferred Compensation 457 Plan: A voluntary plan that is invested in mutual funds . The Employees' Pension Board performs the due diligence on the ... budget entries submitted by user departments and the City Manager for approval. + Maintains an ongoing file of... mutual funds . Employees may reallocate their account… more
- Citigroup (New York, NY)
- …and official checks. + Accurate and timely execution of alternative investments/ mutual funds subscriptions, redemptions, structured notes, capital markets or ... maturity reports, etc. + Receive, authenticate and execute customer instructions on funds transfers, execute requests for internal, domestic and foreign funds … more
- Banfield Pet Hospital (Poland, OH)
- …with a tax -advantaged HSA, allowing you to pay for medical expenses with pre- tax funds . + Paid Parental Leave: We support growing families with paid parental ... health. The Chief of Staff partners with the Practice Manager (if applicable) to operate an effective and productive...support the responsibility of others. + Mutuality - A mutual benefit is a shared benefit; a shared benefit… more
- GE Vernova (Cambridge, MA)
- …other key industry events. * Leads in-depth analysis used in investor targeting of mutual funds , pension funds , sovereign wealth funds , sustainability ... models to understand key drivers impacting consensus. * Serves as the project manager for our annual Investor Day updates, working with cross functional teams on… more
