- Fidelity TalentSource LLC (Boston, MA)
- …etc.)Support business priority changes and new requestsPartner to develop new alternative investment products (eg, Exchange Fund ) and collaborate with ... Risk, Business Operations and Strategy, Counterparty Research & Analytics, Investment Services and Strategic Business Initiatives. The teams work together to support… more
- Fidelity TalentSource LLC (Boston, MA)
- …Fund Operations.In conjunction with the Managing Director, support certain fund -level responsibilities relating to internal shared service providers in ... investments, (3) overseeing portfolio holdings, and (4) managing certain fund -level operational duties. Prior experience in digital infrastructure investing is… more
- Fidelity TalentSource LLC (Boston, MA)
- …funds and accounts. You will coordinate the activities of third-party service providers, administer daily control functions, and perform market surveillance. You ... documentation. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations and with our key Asset Management business partners… more
- Fidelity TalentSource LLC (Boston, MA)
- …RoleAre you an experienced capital introduction professional with deep knowledge of the alternative investing space?\u00A0 Do you have a track record of success and ... public sector clients.\u00A0 We are looking for an experienced financial services professional who has experience in the liquid alternatives industry.\u00A0 The… more
- Wellington (Boston, MA)
- …and inquiries with other Wellington teams including Product Management, Client Service , Trading, Portfolio Management, Portfolio Services , Legal & Compliance, ... June 2021, we serve as a trusted adviser to institutional clients and mutual fund sponsors in 65 countries. Our innovative investment solutions are built on the… more
- Deloitte (Boston, MA)
- …planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate ... and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should...training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP… more
- UMB Bank (Boston, MA)
- As the ** Fund Services Business Development Representative Sr.** , you are responsible for selling UMB Fund Services ' outsourced back office solutions ... prospecting and calling on financial institutions in the mutual fund and alternative investment industries + Cross... investment industries + Cross selling company products and services to existing clients + Managing territory to maximize… more
- Deloitte (Boston, MA)
- …planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate ... and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should...development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP… more
- Wellington (Boston, MA)
- …**About the Role** Wellington currently manages approximately $35 billion in alternative assets worldwide across long/short equity, absolute return credit, global ... equity funds and custom solutions. Our investment ecosystem and scale allow alternative investors to partner with world class investment research experts across… more
- Deloitte (Boston, MA)
- …experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of ... accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a high-level of tax research and work on regulated… more
- Deloitte (Boston, MA)
- …on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and ... and sector-specific training. The team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with… more
- KPMG (Boston, MA)
- …services /state-local-tax.html) practice. Responsibilities: + Participate in multi-state alternative investment firms (hedge fund , fund ... SALT Asset Management **Requisition Number:** 115419 - 40 **Function:** Tax Services **Area of Interest:** **State:** MA **City:** Boston **Description:** At KPMG,… more
- Manulife (Boston, MA)
- …work environment for everyone **What we are looking for** + 3-5 years of alternative investments experience in fund accounting, fund administration, or ... credit funds to ensure the overall accuracy of the fund administrators portfolio accounting books of record. + Lead...invite you to help redefine the future of financial services . + Delivering the promise of Diversity, Equity and… more
- TIAA (Boston, MA)
- …Alternative Investments, Business Development, Capital Markets, Client Service , Consultative Communication, Data-Based Decision Making, Nuveen Products/ ... **Key Responsibilities and Duties** + Raises capital for TIAA's Alternative Strategies primarily within the Wealth Channels, including Wirehouses, Private… more
- Wellington (Boston, MA)
- …as internal teams, in particular: internal and external Legal Counsel, Investors, Trading, Fund Services & Business, Valuations, and back-office teams + Analyze ... June 2024, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the… more
- Wellington (Boston, MA)
- …solutions **QUALIFICATIONS** . 3 to 5 years of experience in the financial services industry . Strong client service ethic, including understanding urgency, ... of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment… more
- Wellington (Boston, MA)
- …Role** THE COMPANY Tracing its roots to the founding of the Wellington Fund in 1928, the original Wellington Management Company was incorporated in 1933. Wellington ... include public funds, central banks, insurance entities, endowments, foundations, mutual fund sponsors, retirement plan sponsors - both defined benefit and defined… more
- Wellington (Boston, MA)
- …the firm, including private investment valuation and operations, investment product and fund services , legal & compliance, tax, and information technology to ... activities and the coordination of transaction activity across portfolio management, fund administrators, agents, and loan administration service providers +… more
- UMB Bank (Boston, MA)
- **UMB Fund Services (UMBFS)** is our nationally respected investment services provider offering a broad array of services for mutual funds and ... team provides development and support for the application used by our teams within UMB Fund Services organization. As a mid-level **IT Manager** , you will be… more
- Wellington (Boston, MA)
- …within Wellington Management globally; in particular, Private Investment Deal Teams, the Client Group, Fund Services , Legal Services , and Tax Services . ... private markets since 2003, and the Firm launched its first dedicated private equity fund in 2014. Today, we manage approximately $8 billion in assets across private… more
