- KPMG (Orlando, FL)
- **Business Title:** Senior Associate , Mutual Fund Tax **Requisition Number:** 111417 - 25 **Function:** Tax Services **Area of Interest:** **State:** FL ... for as a firm KPMG is currently seeking a Senior Associate to join our Business Tax...+ A minimum of three years of experience of mutual fund tax + BS/BA degree in… more
- Raymond James Financial, Inc. (Southfield, MI)
- …a week at our St. Petersburg, FL, corporate office._ As the Director of our Mutual Fund department, you will be pivotal in providing direction, leadership, and ... milestones, reflecting the effectiveness of your contributions. Extensive contact with senior leaders across the firm, including Private Client Group and Technology,… more
- Michigan Technological University (Houghton, MI)
- Associate Controller, Michigan Tech Fund Accounting Apply now ... Full Time / Part Time: Full Time Categories: Finance, Accounting Title Associate Controller, Michigan Tech Fund (Relocation eligible) Location Houghton, Michigan… more
- City National Bank (Los Angeles, CA)
- **CLIENT SERVICE ASSOCIATE SENIOR CNS** **WHAT IS THE OPPORTUNITY?** Serve as a registered representative for City National Securities (CNS). Process stock, ... option, fixed income, and mutual fund transactions for clients of City National Securities. Assist CNS brokerage clients and Retirement Services Clients with… more
- KPMG (Boston, MA)
- **Business Title:** Senior Associate , Tax Technology **Requisition Number:** 110850 - 40 **Function:** Tax Services **Area of Interest:** **State:** MA **City:** ... for as a firm KPMG is currently seeking a Senior Associate , Tax to join our Asset...of two years of experience with a combination of mutual fund accounting and technology experience gained… more
- KPMG (Columbus, OH)
- **Business Title:** Senior Associate , Asset Management **Requisition Number:** 112261 - 72 **Function:** Tax Services **Area of Interest:** **State:** OH ... for as a firm KPMG is currently seeking a Senior Associate to join our Business Tax...minimum of three years of recent investment partnership and/or mutual fund tax experience in public accounting… more
- Raymond James Financial, Inc. (Southfield, MI)
- …* Intermediate investment concepts, practices, procedures and industry regulations related to Mutual Fund trading activities. * Principles and practices of ... trading support to financial advisors and responds to inquiries regarding fund suitability, products and services. * Establishes and maintains periodic orders.… more
- JPMorgan Chase (San Francisco, CA)
- …Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + ... us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business support to Financial… more
- JPMorgan Chase (New York, NY)
- …implementation of new fund launches, fund mergers, fund liquidations, fund restructures, mutual fund to ETF conversions and life cycle events. ... JPMorgan Asset Management. **Job Summary** The US Product Implementation associate will partner and interface with senior ...for the range of JPMorgan pooled vehicles which include Mutual Funds, ETFs, Commingled Funds and Private 3c7 Funds.… more
- Morgan Stanley (West Conshohocken, PA)
- …is Morgan Stanley Investment Management's alternative investment group focusing on hedge fund solutions. It is based in West Conshohocken, Pennsylvania (a suburb of ... prepare for and actively participate in on-site due diligence meetings with senior management of potential and existing investment advisors and evaluate their… more
- JPMorgan Chase (Columbus, OH)
- …& Distribution Solutions, Inc. Primary responsibilities include establishing and maintaining mutual fund setup on the transfer agent's system, regulatory ... assignments/projects with efficiency and accuracy. + Understanding of the mutual fund and retirement industry **Preferred Qualifications, Capabilities,… more
- T. Rowe Price (Colorado Springs, CO)
- …contact for inbound participant service requests + Respond to requests for investment, mutual fund , and account information. Resolve complex account issues + ... your career with us. ABOUT THIS POSITION As a Senior Sales Specialist, you will play an integral role...inclusive programming aim to lift the experience for each associate and builds allies for our global associate… more
- BlackRock (Wilmington, DE)
- **About this role** ** Associate , Model Portfolio Operations** **About this role** BlackRock helps clients around the world meet their goals and overcome challenges ... with a variety of products that include separate accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles. BlackRock also… more
- Edward Jones (Tempe, AZ)
- …Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. + Strong understanding of the sub-adviser ... and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund , as well as… more
- Georgetown Univerisity (Washington, DC)
- …in intellectual inquiry and making a difference in the world. Requirements Associate Director of Development, GUMC Advancement - Office of Advancement - Georgetown ... University Job Overview The Associate Director of Development (ADoD) is responsible for increasing the number of donors, and the number and level of philanthropic… more
- T. Rowe Price (Baltimore, MD)
- …growth of the enterprise globally across T. Rowe advisory entities and the mutual fund businesses. + Providing strategic advice and recommendations to business ... serve as Chief Compliance Officer for T. Rowe Price Mutual Funds and for the main US advisors. The...ability to prepare and conduct presentations and communicate with senior and executive management and fund and… more
- T. Rowe Price (Owings Mills, MD)
- …will own continuous improvement and enhancements of experiences and applications around mutual fund transactions and money movement activities such as ... and support the funding transformation agenda. Reporting to the Senior Product Owner, this role will be accountable for...inclusive programming aim to lift the experience for each associate and builds allies for our global associate… more
- Boston University (Boston, MA)
- …lots more throughout the year. Assistant Director, Annual Giving Reporting to the Senior Associate Director of Annual Giving, the Assistant Director, Annual ... software at BU. These gifts are then deployed to fund research, provide emergency student assistance, pay for travel...increasing donor participation. The Assistant Director will assist the Senior Associate Director with managing the creation… more
- Boston University (Boston, MA)
- …The MGOs will focus on securing multi-year commitments of $100K+ and leadership annual fund gifts for CAS/GRS priorities. The focus in the first 12 months will be ... on the central University Development and Alumni Relations (DAR) team, senior administrators, alumni, and volunteers when necessary. Fundraising Responsibilities: +… more
- City of West Sacramento (West Sacramento, CA)
- …motivated professionals in a fast-paced environment, who creates a workplace of mutual trust, respect, and a family-type environment is highly desirable. Key ... and expenditures, maintain long-term financial models, and develop strategies to fund projects and maintain fiscal sustainability and stability of City funding… more