- Deloitte (Philadelphia, PA)
- Mutual funds -Are you passionate about financial products and...have the career for you! What you'll do As a Tax Senior you will work within an engagement ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- City National Bank (Newark, DE)
- …Bank and SEI Private Trust Company for such transactions as Corporate Actions, Mutual Fund Trades, Trust Settlements and Asset transfers. Additionally, can ... responded to. * Resolves problems and discrepancies related to mutual fund transactions, including but not limited...but not limited to incoming and outgoing transfers of mutual funds . * Coordinates with Account Officers,… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …+ Track and update client asset allocations. + Research and conduct due diligence on mutual funds , ETFs, separate account managers, and hedge funds . + ... dynamic team. In this role, you will collaborate with Senior Analysts and Advisors to meet the wealth management...efforts for client meetings. + Assist in compiling quarterly tax projections. + Support preparation or review of select… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …allocations. + Conduct research and due diligence on investment options, including mutual funds , ETFs, and alternative investments. + Prepare meeting materials ... Description Overview: The Senior Financial Planning Associate will work closely with...for advisors and clients. + Assist with quarterly tax projections and review/prepare select income tax … more