- JPMorgan Chase (New York, NY)
- …qualifications, capabilities and skills** + You will understand the wealth and asset management industries, tax management , custody and/or financial ... JP Morgan Asset Management is committed to providing...essential. **Job Responsibilities** + Drive new, and support existing, tax management business with RIAs, providing them… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate, International Tax Asset Management **Requisition Number:** 112458 - 68 **Function:** Tax Services **Area of ... firm. KPMG is currently seeking a Senior Associate, International Tax Asset Management to join... managers, real estate funds, private equity funds, sovereign wealth funds, and other investors and fund sponsors +… more
- KPMG (New York, NY)
- **Business Title:** Manager/Senior Manager, Asset Management International Tax **Requisition Number:** 112416 - 68 **Function:** Tax Services **Area of ... a focus on asset managers, hedge funds, private equity funds, sovereign wealth funds and investors, and fund sponsors + Assist with business development for the… more
- Tradeweb (New York, NY)
- …seeking a highly motivated individual to join our sales team with a focus on wealth management . The successful candidate will serve as the key advocate for our ... core wealth management accounts by being proactive and...approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth … more
- Morgan Stanley (New York, NY)
- …Financial Advisors with asset allocation and manager selection * Presenting Tax Management solutions for specialized situations to Financial Advisors and ... an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Portfolio Manager Tax … more
- JPMorgan Chase (New York, NY)
- …from senior leaders to projects that engage your skills. As a Summer Analyst in the Asset Wealth Management (AWM) Product team, you will join one of our ... of currencies, risk levels and durations, including taxable and tax -free money market funds, short-term fixed income funds and...will provide reasonable accommodations for known disabilities. See the Asset & Wealth Management CEO… more
- Deloitte (New York, NY)
- …consumer or corporate banking, investment banking or capital markets, investment management , wealth management , trust company, insurance provider, ... by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique… more
- Deloitte (New York, NY)
- …by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique ... utilities, clearing houses, custodians, and companies in commodities-driven businesses. + Deloitte's Wealth Management Advisory Practice: Our Wealth … more
- Deloitte (New York, NY)
- …by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique ... utilities, clearing houses, custodians, and companies in commodities-driven businesses. + Deloitte's Wealth Management Advisory Practice: Our Wealth … more
- Deloitte (New York, NY)
- …by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique ... utilities, clearing houses, custodians, and companies in commodities-driven businesses. + Deloitte's Wealth Management Advisory Practice: Our Wealth … more
- Bank of America (New York, NY)
- …clients (ie tax implications of various investment strategies critical for wealth structuring, and credit terms for OTC Derivatives) + Multi-tasking and ability ... Business Product Management Executive New York, New York **Job Description:**...Structuring, Origination and UHNW Solutions team ("the Team") is cross- asset solutions unit responsible for originating, structuring, positioning, and… more
- Morgan Stanley (New York, NY)
- …investment strategy, retirement planning, income protection, asset protection, and tax strategies * Collaborate effectively with local management team to ... Morgan Stanley Wealth Management , a global leader, provides access to a wide range of products and services to individuals, businesses and institutions,… more
- Neuberger Berman (New York, NY)
- …Act as a liaison between Wealth Advisor, Neuberger Berman Portfolio Managers, Asset Management Business Control (AMBC), the Private Wealth Investment ... Advisor Team with over $4 billion in assets under management within Neuberger Private Wealth Management...Equity activity. + Support client requests for statements and tax documents including 1099's and K1's. **_Client Servicing_** +… more
- Tradeweb (New York, NY)
- …company serving approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail ... The Data Governance Analyst role within the Data Management & Governance team at Tradeweb is crucial...a strong understanding of financial data concepts such as asset classes, financial instruments, and regulatory reporting requirements. +… more
- JPMorgan Chase (New York, NY)
- …together. As a Senior Director of Software Engineering at JPMorgan Chase within the Asset Wealth Management , you lead multiple technical areas, manage the ... Global Managed Accounts Operations and Portfolio Managers spanning Equity, Tax -Smart, Fixed Income and Derivatives SMA strategy offerings to...+ Experience in Separately Managed Accounts + Experience in Wealth Management or Asset … more
- Tradeweb (New York, NY)
- …company serving approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail ... Sales Manager to join our team and lead the management of our data sales efforts. The ideal candidate...Spending Accounts** : You may elect to set aside pre- tax earnings to pay for eligible health care and… more
- Tradeweb (New York, NY)
- …company serving approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail ... of the office, providing essential support to employees and management , and maintaining a positive and productive work environment....Spending Accounts** : You may elect to set aside pre- tax earnings to pay for eligible health care and… more
- Tradeweb (New York, NY)
- …company serving approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail ... User Support Tech will be focused on global endpoint management and support. **Job Responsibilities** + Excellent troubleshooting skills...Spending Accounts** : You may elect to set aside pre- tax earnings to pay for eligible health care and… more
- Tradeweb (New York, NY)
- …company serving approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail ... data + Daily revenue tracking for estimates and internal management queries + Prepare ad hoc requests from Dealerweb...Spending Accounts** : You may elect to set aside pre- tax earnings to pay for eligible health care and… more
- Tradeweb (New York, NY)
- …company serving approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail ... + Assist with quarterly dividend process and SOX control management + Support new account implementations and assist with...Spending Accounts** : You may elect to set aside pre- tax earnings to pay for eligible health care and… more