- Creative Financial Staffing (San Francisco, CA)
- …Managers of Investments and Supporting Foundations, the Senior Accountant will assist the Investment Manager and Supporting Foundations Manager in the ... calls, and maintain up-to-date and accurate records for a number of investment vehicles and supporting foundations. They will be responsible for providing… more
- Creative Financial Staffing (Farmington, CT)
- Investment Accountant Why this Investment Accountant opportunity? Work for a manager with a great sense of humor! This organization is one of the top-tier ... Start with 20 days of PTO Fast-paced environment. The Investment Accountant will work alongside top talent including Managers...a very low turnover rate. OVERVIEW OF THE ROLE: Investment Accountant Monthly investment report package for… more
- Creative Financial Staffing (Des Plaines, IL)
- …Board's Finance and Investment committee including recommendation of financial and investment policies. Collaborate with Sr. Manager of Annual Giving to ... a rapidly growing educational establishment who are looking to add a Senior Manager , Foundation, Finance and Operations to their team. The company has enjoyed… more
- Fidelity TalentSource LLC (Boston, MA)
- …performance, positioning, rebalance metrics, etc. to ensure alignment with Portfolio Manager (PM) investment thesis and process.Quantitative Analysis: Develop ... Investments, visit www.fidelity.com. The Department Strategic Advisers, LLC is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides … more
- Fidelity TalentSource LLC (Merrimack, NH)
- Job Description:The RoleAs a Senior Vice President, Relationship Manager (RM) you will cultivate relationships with the research teams and field offices of ... investment consultants to elevate Fidelity s institutional brand and...purview outlining growth opportunities for our broad range of investment capabilities and identifying gating issues that need to… more
- WSFS Bank (Greenville, DE)
- …clients, including but not limited to: Trust Operations Employees, Trust Officer, Investment Manager , and supporting VendorsManage multiple time sensitive tasks ... simultaneously for both internal and external client duties and obligationsPrepare for and participate in select client and departmental meetingsAssist in opening and closing accountsSupport other duties that may arise from time-to-timeProvide internal and… more
- Fidelity TalentSource LLC (Durham, NC)
- …lifetime relationships with our customers through financial planning and investment guidance.The Skills You BringYour outstanding mentoring and leadership skills, ... in person face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage… more
- Beacon Hill Staffing Group, LLC (New York, NY)
- My client, a Real Estate Investment Management Firm in NYC, is seeking an AP Associate to join their team. You will be reporting to an AP Manager and working ... alongside 3 other AP Associates on the team. The ideal candidate will be responsible for accurately and efficiently managing all aspects of accounts payable functions, ensuring timely processing of invoices, expense reports, and vendor payments. The Accounts… more
- Creative Financial Staffing (San Antonio, TX)
- Operations Manager My Client is an investment advisory firm in Central Texas serving high net worth families and select institutions through investment ... an emphasis on client service, relationships, and results!What will the Operations Manager do? Work with the Compliance Department to ensure policies and procedures… more
- Fidelity TalentSource LLC (Boston, MA)
- …our mission is to champion the investment talents of Fidelity s investment products and solutions.As a Senior Marketing Manager for Alternatives Product ... the individual an opportunity to collaborate across marketing and with investment professionals. Key responsibilities:Develop new product narratives that will be… more
- Creative Financial Staffing (Boston, MA)
- …Financial Staffing (CFS) has partnered with one of the most experienced and successful investment firms in North America in their search for a Tax Manager . ... and mentor for future leadership. Highlights of the Tax Manager opportunity: The Company: Established nearly 40 years ago,...one of the most experienced and successful private equity investment firms in North America. They completed over $82… more
- Fidelity TalentSource LLC (Boston, MA)
- …roadmap to motivate and build team, partner support, and alignment. Uses investment technology to plan and prioritize product backlog. Anticipates, discovers, and ... member growth, development, and learning. Primary Responsibilities: Collaborates with Investment Professionals -- Portfolio Managers, Quantitative Analysts, or Traders.… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- Job Description:The Senior Manager Data Strategy (Quant Services) position is responsible for providing guidance and performing business, systems & data analysis ... Data Services and Portfolio Engineering teams to insure timely remediation. The Senior Manager Data Strategy will play an important role in the coordination of all… more
- Fidelity TalentSource LLC (Merrimack, NH)
- Job Description:The RoleThe Senior Tax Manager is primarily responsible for performing detailed reviews of the workpapers for Regulated Investment Companies, ... year-end tax deliverables.\u00A0 In addition, as a Senior Tax Manager , you will share your knowledge with staff-level associates...Tax Team is part of the Fidelity Fund and Investment Operations (FFIO) business unit, which provides accounting and… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …book-of-business?\u00A0 If so, we are excited to speak with you about a Manager , Global Client Services role focused on supporting the retention and growth of ... Fidelity s investment capabilities within Fidelity s Institutional Client Group (ICG)...Value of Your Role The primary goal of the Manager , Global Client Services is to maintain an existing… more
- Fidelity TalentSource LLC (San Francisco, CA)
- …design alternatives.The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.Identifying key drivers and ... consistent formal/informal contact with key client decision makers.Actively facilitating Investment Review meetings.Working closely and actively leads discussions with… more
- Metasys Technologies, Inc. (Plano, TX)
- Technical Product Manager - Senior 12+Month Contract Plano, TX (onsite) We are seeking a skilled Product Manager to join our team immediately. As a Product ... Manager , you will lead the development and launch of...and analysis to identify opportunities. Request and manage capital investment for new solutions. Partner with technical development teams… more
- Northeast Georgia Health System, Inc (Gainesville, GA)
- …foundation of improving the health of our communities. About the Role:Job SummaryThe Treasury Manager will be responsible for the cash flow and revenue of all NGHS & ... to meet the financial obligations of the organization. The Treasury Manager will monitor cash reporting and forecasting, credit administration, lender compliance… more
- Fidelity TalentSource LLC (Westlake, TX)
- Job Description:The Sr. Manager of Portfolio Analysis & TBM reports to the head of Tech Finance & Strategic Portfolio Management, and will be accountable for E2E ... others analyze and interpret the results, and Leading the investment planning for quarterly tech reviews (QTRs) and annual...the tech portfolio, unlocking insights for senior leaders on investment benefits / ROI, and leading elements of the… more
- WSFS Bank (Berwyn, PA)
- …part of our name, it's our mission and our purposeThe Relationship Manager will primarily manage Private Banking relationships for high-net-worth individuals and ... the sale and servicing of credit, deposit and wealth management servicesThe Relationship Manager will attend to the needs of private banking and wealth management… more
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