- Deloitte (Mclean, VA)
- 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
- Deloitte (Morristown, NJ)
- …identifying necessary federal, international and state investor reporting. Managers in our Hedge Fund Tax practice perform detail-level review of tax ... opportunities with the support of our robust Washington National Tax group. Tax Manager build... funds , private equity, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and… more
- Citigroup (Columbus, OH)
- …accurately and delivered timely * Demonstrate an advanced understanding of investment types, mutual funds , ETFs, and financial markets and serve as a ... Financial Administration Senior Manager , Vice-President Job Summary The Financial Administration Senior...financial statement disclosures * Understand the applicable sections of mutual fund Registration Statements (SEC Form N-1A)… more
- Deloitte (Richmond, VA)
- … practice and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role ends on May 31, ... 2026. What you'll do As a Tax Manager , you will utilize your prior..., private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and… 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
- BlackRock (Boston, MA)
- …1940 Act investment management industry experience with fund structures such as open-end mutual funds and exchange traded funds . + Experience in ETF ... and oversight services to BlackRock's various product ranges including the BlackRock mutual funds and iShares ETFs. Responsibilities include: + Oversight of… 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 ... Responsibilities: * Oversees cash flow positions, borrowing needs, and available funds for investment. * Monitors and evaluates financial and operational performance… 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
- Lincoln Financial (Fort Wayne, IN)
- …(or equivalent) (Minimum Required) **Experience** *3-5 years experience in mutual funds and experience in manager / fund research and risk analytical ... contributor to the reporting and analysis efforts across Lincoln Funds Management team's manager of manager...$92B of which is Lincoln's proprietary variable insurance trust mutual funds . You will regularly interact with… 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 Associate Client Relationship Manager New York, New York;New York, New York;...Staff, and the Market's Operations functions where responsibilities include Funds /Securities Receipt & Processing, Wire & Order and Document… more
- Neuberger Berman (New York, NY)
- …strategy guidelines and portfolio manager directives *Routing equity, ETF and mutual fund order flow *Generating orders for new accounts, flows, terminations ... Neuberger Berman Wealth Advisory clients. The Group administers Equity, Fixed Income and ETF/ Mutual Fund allocation products offered to numerous SMA and Unified… more
- UMB Bank (Milwaukee, WI)
- …Fund Services' departments: operations, shareholder services, fund accounting, tax , Fund /SERV, funds transfer, reconciliation, systems, client ... and the posting of cash for a variety of mutual funds /alternative investment clients. Provide coaching, direction,...a resource to the Balancers, Reviewers and to the fund clients by timely responding to questions and requests… more
- Bank of America (Washington, DC)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... Merrill Market Client Relationship Manager Washington, District of Columbia **To proceed with your application, you must be at least 18 years of age.** Acknowledge… more
- Bank of America (Frisco, TX)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... Merrill Market Client Relationship Manager Frisco, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To… more
- Charles Schwab (San Francisco, CA)
- …experienced asset managers, we offer a focused lineup of competitively priced ETFs, mutual funds , and separately managed account strategies designed to serve the ... strategies team is seeking to add an Associate Portfolio Manager to contribute to the management and oversight of...and securitized products within our existing suite of index funds . The successful candidate will have a high degree… 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.) + ... Private Wealth Client Relationship Manager San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a… more
- Zions Bancorporation (Las Vegas, NV)
- …reviews and maintains fiduciary and compliance training and education. + Experienced in mutual funds , ETFs, separately managed accounts, and private capital. + ... talent; we bring the opportunity. We are currently seeking a **Wealth Management Portfolio Manager ** to join our team. This position is located in Las Vegas, NV and… more
- Citigroup (Boston, MA)
- …management and organizational skills. + Broad understanding of key product structures ( mutual funds , SMAs, alternatives, ETFs, etc) + FINRA Securities Industry ... and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing relationships with 3rd party asset… more
- Metropolitan Council (Minneapolis, MN)
- …Minnesota State Retirement System pension fund + Opportunity to save additional funds for retirement on a tax -deferred basis through a voluntary deferred ... Rail staff. You will report to the Deputy General Manager - Chief Operating Officer and maintain a close...to review matters brought forward for arbitration when no mutual agreement has been reached in the grievance process.… more
- Citigroup (Miami, FL)
- …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