- Fidelity TalentSource LLC (Merrimack, NH)
- …the team include providing tax compliance services for US 40-Act mutual funds , Canadian mutual fund trusts, and alternative investment products.\u00A0 ... accounting and investment management support services to Fidelity businesses and mutual fund shareholders. The Tax team, along with the Shareholder Reporting… more
- Everence (Goshen, IN)
- …for developing, executing, and overseeing marketing strategies (including tactical implementation) for Praxis Mutual Funds , a fund family of Everence, to ... target audiences. In collaboration with the Praxis Director of Sales and other partners, this position will utilize multi-channel, multi-touch marketing approaches to help Praxis' primary audiences - advisor networks and their clients - integrate faith values… more
- Everence (Goshen, IN)
- …AND DUTIESProvide Praxis sales support and outreach to external financial advisors and networks where Praxis has established selling agreements. Support the National ... POSITION SUMMARYInternal Sales associate focused on financial advisor outreach, coordinated sales efforts, and system updates. Contact financial advisor offices to schedule introductory or due diligence meetings. Research financial firms and use sales data… more
- EY (New York, NY)
- …and experienced with varied and specialized facets of hedge fund , private equity fund and mutual fund taxation, including fund and organizational ... objectives. You will manage tax compliance accounts for hedge funds and or private equity funds . You...for hedge funds and or private equity funds . You will review extensive securities analysis, make appropriate… more
- Fidelity TalentSource LLC (Westlake, TX)
- …and investment management support services for over 6,000 retail and institutional mutual funds and other retail and institutional investment products servicing ... Accounting experience strongly preferredStrong knowledge of investment operations or mutual fund accountingStrong understanding of accounting principles and… more
- Fidelity TalentSource LLC (Boston, MA)
- … Funds Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds . In addition to overseeing Fidelity s existing products, we also ... reporting. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations and with our key Asset Management business partners… more
- US Tech Solutions, Inc. (Harrison, NY)
- …Finance (course work should involve investments - stocks, bonds, ETF's & Mutual funds , investment portfolio construction, Asset Allocation theory) * Professional ... Financial Services. Preferably in areas dealing with investments (stocks, bonds, ETF's & Mutual funds ) is a plus but not required. Skills: * Bachelor's degree in… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …Canadian registered funds , and certain institutional products. Your understanding of mutual fund operations will facilitate adapting quickly to the role. You ... environment with evolving priorities General knowledge of investments and the mutual fund industry and regulations The Value You Deliver Delivering detailed,… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Fidelity s US 1940 Act products and certain institutional products. Your understanding of mutual fund operations will enhance your ability to adapt quickly to ... equivalent field preferred).5+ years of financial services experience with a mutual fund operation with a focus on legal regulatory reporting.Prior experience… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …financial services experience with an asset manager or custodian bank, preferably in mutual fund operations with exposure to Corporate Actions2+ years of ... encouraged, but not requiredA solid understanding of the custody industry and mutual fund operationsAn understanding of processes and information flow utilizing… more
- Fidelity TalentSource LLC (Boston, MA)
- …The team actively researches a broad universe of investment strategies including institutional mandates, mutual funds , and ETFs in which we invest on behalf of ... focusing on manager research in Liquid Alternative Investments (ie Hedge Fund like strategies).\u00A0 Your responsibilities will include identifying the most… more
- EY (New York, NY)
- …across several of the following focus areas: * Asset Management * Wealth Management * Mutual Funds * Investment Advisors * Private Banking * Hedge Funds ... as an advisor to a financial services company * Experience working in a Hedge Fund , Asset Management company or as a Management Consultant in one of these companies… more
- EY (San Francisco, CA)
- …while serving clients in one of the following industries:- Asset management industry, including mutual fund complexes, hedge funds , private equity funds , ... and/or other investment vehicles.- Insurance industry and/or public company clients.- Banking/capital markets industry, including retail, commercial or investment banks, brokers/dealers, and/or similar institutions.Must have 3 years of experience in all of the… more
- EY (Boston, MA)
- …one or a combination of the following industries: - Asset management industry, including mutual fund complexes, hedge funds , private equity funds ,and/or ... other investment vehicles.- Insurance industry and/or public company clients.- Banking/capital markets industry, including retail, commercial or investment banks, brokers/dealers, and/or similar institutions. Must have 1 year of experience in a combination… more
- EY (Boston, MA)
- …their most complex regulatory reporting needs and technology challenges, especially in leading mutual fund , hedge fund , and private equity advisors. Provide ... and implement regulatory compliance reporting programs to meet advisor and fund financial regulatory requirements. Provide technical guidance and share knowledge… more
- Fidelity TalentSource LLC (Boston, MA)
- …and risk management. This work will improve the process used to manage Fidelity s mutual funds and client accounts and will also aid in the design and ... clients. The range of investment solutions includes target date funds , target allocations funds , income and real return strategies, world allocation funds… more
- EY (Chicago, IL)
- …and experienced with varied and specialized facets of hedge fund , private equity fund and mutual fund taxation, including fund and organizational ... structuring, tax minimization planning, on-call advice, and tax compliance.Your key responsibilitiesA Services Manager in FSO EDGE WAM will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …universe, using fixed-income and equity investment vehicles, bonds, securities, hedge and mutual funds , and derivatives; and tracking and managing portfolio ... using Python, Pandas, and NumPy. Develops and supports solutions including fund holdings, benchmarks, risk models, and security reference, performance, and market… more
- Dexian - DISYS (Atlanta, GA)
- POSITIONThe Mutual Fund Financial Reporting Associate will be responsible for the overall management, staffing, organization and development of a team. He/she ... will be responsible for identifying complex fund issues and managing the delivery of services to...to financial reportingDevelop and implement internal project plan for fund and client eventsDevelop and implement production calendar for… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …domain is responsible for modernizing several product areas including trades processing, settlements, mutual funds , tax, corporate actions and mutual ... Funds . We are on a multi-year journey to build and enable modern APIs, services and applications for Operations Services Group and supporting our clients through PI, FI, WI channels.We are relentless in executing on our priorities - modernization of complex… more
Related Job Searches:
Account Admin Mutual Funds,
Annuity Sales Mutual Funds,
Funds,
Mutual,
Mutual Funds Attorney,
Mutual Funds MBA,
Mutual Funds Specialist 3,
National Accounts Mutual Funds,
Wholesaler Mutual Funds,
Wholesaler Mutual Funds Sales