- Deloitte (Boston, MA)
- …Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while...the client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized… more
- Deloitte (Boston, MA)
- …Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... in marketplace eminence building and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent,… more
- HUB International (Boston, MA)
- …for their excellence throughout the insurance community. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven ... department. The SVP of Compliance ("SVP"), HUB Retirement and Private Wealth ("RPW"), will be a highly...Global/Executive Chief Compliance Officer of RPW, working closely RPW senior leadership to collectively support the growing RPW business.… more
- Wellington (Boston, MA)
- …markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- CIBC (Boston, MA)
- …**What you'll be doing** The Senior Investment Analyst will perform investment research across private credit managers. The Analyst, as part of a team, ... Source and analyze new strategies and managers + Support senior management and the investment officers by...field preferred + Prior experience and expertise in performing investment manager research on private credit strategies… more
- Bank of America (Boston, MA)
- Senior Private Market Due Diligence Analyst...in the best thinking of the Firm. The Chief Investment Office provides thought leadership on wealth ... the ongoing monitoring of traditional and alternative strategies. TheSenior Private Market Due Diligence Analystleads the investment ...are a plus. + Must be comfortable dealing with senior executives at private market firms. +… more
- CIBC (Boston, MA)
- …more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) Job Description The Audit Senior - Wealth Management is responsible for: 1) the ... line of business audit portfolio, which includes fiduciary account administration, investment management, and private banking. **Responsibilities:** + Perform… more
- Deloitte (Boston, MA)
- …of wealth management clients, including retail broker-dealers, retail and private banks, investment advisers, trust and insurance companies, and financial ... FSI Insurance Senior Consultant Our practitioners have the opportunity to...services clients across sectors, including banking, capital markets, retail wealth management, investment management, and insurance. The… more
- Deloitte (Boston, MA)
- …of wealth management clients, including retail broker-dealers, retail and private banks, investment advisers, trust and insurance companies, and financial ... financial services clients across sectors, including banking, capital markets, retail wealth management, investment management, and insurance. The unique… more
- Manulife (Boston, MA)
- …and agriculture. The audits include portfolio management & trading (front office), investment operations, compliance and risk management. The Senior Manager is ... portoflio management, operations, credit risk, hedge accounting, complex derivative instruments, private equity investments and/or investment valuations would be… more
- Deloitte (Boston, MA)
- …Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets + Experience ... Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant Deloitte Risk and Financial Advisory's Financial...skills. The ability to bring together stakeholders and persuade senior clients to act is essential. A genuine passion… more
- KPMG (Boston, MA)
- **Business Title:** Senior Associate, WNT - Economic and Valuation Services - Transfer Pricing **Requisition Number:** 115289 - 40 **Function:** Tax Services **Area ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...important than investing in our culture because it's an investment in our people, our future, in who we… more
- Manulife (Boston, MA)
- …cross functional teams globally to define the marketing strategy for Manulife Investment Management's institutional business. This is a dual role that spans both ... and multi-asset solutions along with alternative asset platforms including private equity and credit, real estate, timberland, agriculture, infrastructure. +… more
- Deloitte (Boston, MA)
- …Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets + Prior ... skills. The ability to bring together stakeholders and persuade senior clients to act is essential. A genuine passion...skills and perspectives and exhibiting openness to coaching from senior colleagues and reviewing the work of and contributing… more
- S&P Global (Boston, MA)
- …the growth of private markets by enabling our customers to deliver investment and operational alpha. **The** **Commercial Sales** team has a relentless focus on ... opportunities within the designated territory + Establish appointments with senior executives of these organizations + Build and execute...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- S&P Global (Boston, MA)
- …a broad range of product offerings covering enterprise data management, investment management, loans platforms, regulatory and compliance solutions, and private ... functions. + Strong network in the industry, relationships with senior stakeholders in this space. + Proven ability to...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more