- FM (Waltham, MA)
- …direct real estate investment team, the Chief Investment Officer (CIO), and other senior Investments leaders and staff, across asset classes, with a primary ... in a variety of challenging roles. This is a senior role, reporting to VP - Private Alternative Investments...Public and Private Markets sector PMs and/or PM's, the Asset Allocation, Strategy group, and Investment Operations. This key… more
- M&T Bank (Boston, MA)
- **Overview:** Asset manager function will support various tax credit equity investments (eg, LIHTC (Low Income Housing Tax Credit, HTC (Historic Tax ... investment package for each investment for hand-off to the Tax Credit Equity Asset Managers handling post-stabilization...Tax Dept., CRA Dept.). + Coordinate with the Tax Credit Operations Manager regarding documentation and… more
- JPMorgan Chase (Boston, MA)
- …market conditions, liquidity to optimize outcomes + Enhance framework to translate asset manager instructions into proposed, ensuring alignment with client ... Mumbai-based team has built and brought to market a tax -smart investment strategy engine delivering an intuitive experience and...guideline, regulatory requirements, and asset manager intent + Partner with trading… more
- JPMorgan Chase (Boston, MA)
- …billion in assets (and counting) are using 55ip. **Job summary:** As a 55ip - Senior Product Manager - Vice President working on the 55ip Product Management team ... clients. Our global team has built and brought to market a tax -smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven… more
- Coinbase (Boston, MA)
- …Markets, trusted custody solutions, and dedicated crypto prime brokerage. As a Product Manager on Coinbase Institutional, you will play a critical role in developing ... of the ability to guide product strategy and create alignment with senior engineers, designers, and cross-functional partners * An entrepreneurial mindset with the… more
- Wellington (Boston, MA)
- …focused at times. The Fund Treasury & Custody Analyst will report to the Manager of Fund Treasury & Custody. This role will require frequent interaction with prime ... counterparties, custodians, clients, traders, portfolio managers, other InvesTech teams, Tax , and the Legal & Compliance Group. **Job Responsibilities** **The… more
- FM (Waltham, MA)
- …more than 100 countries, in a variety of challenging roles. This is a senior role, working closely with the Portfolio Manager , External Investment Management, ... Senior PM's, Chief Investment Officer (CIO), and other senior Investments leaders and staff, across asset ...or higher. This role will work closely with VP, Senior Portfolio Manager - External Investments, Private… more
- Wellington (Boston, MA)
- …those within the Product team, Legal & Compliance, Fund Services, and Tax , in researching internal information and regulatory, fund, & corporate requirements. The ... decisions made during meetings and draft regular reporting. * Coordinate with senior management. KEY COMPETENCIES AND SKILLS: 1. Relationship Building: * Build… more
- FM (Waltham, MA)
- …more than 100 countries, in a variety of challenging roles. This is a senior role, working closely with the Portfolio Manager , External Investment Management - ... Public Markets, Senior PM's, Chief Investment Officer (CIO), and other senior Investments leaders and staff, across asset classes, with a primary focus on… more
- US Bank (Boston, MA)
- …Review and approve shareholder statements, shareholder applications, regulatory documents and tax forms. Assist Senior Relationship Managers with daily ... expanding US Bancorp Fund Services' product development and services. Monitor client asset levels and propose fee structure amendments. Conduct monthly client risk… more
- TIAA (Boston, MA)
- The Senior Planned Giving Technical Consultant job provides expert advice to the department's management and staff regarding legal, tax , and regulatory ... areas such as state fiduciary law, state and federal tax law, and state gift annuity regulation. + Works...up not less than annually. + Serve as project manager over the trust digesting process (ie: prepares status… more
