- Fidelity TalentSource LLC (Merrimack, NH)
- Job Description:The RoleThe Senior Tax Manager is primarily responsible for performing detailed reviews of the workpapers for Regulated Investment Companies, ... 8613 tax returns, and shareholder year-end tax deliverables.\u00A0 In addition, as a Senior Tax Manager , you will share your knowledge with staff-level… more
- Creative Financial Staffing (Houston, TX)
- …in Houston. Are you ready to join this amazing team?Perks of the Senior Accountant: Hybrid Schedule Private Equity Fund - They are on their THIRD fund ! ... as they grow through acquisitions Work-life balance is highly valued Job Summary: Fund Accounting Manager reports to the Chief Accounting Officer and must… more
- Fidelity TalentSource LLC (Westlake, TX)
- …order to protect the interests of the firm and our customers. The Risk Manager is responsible for protecting Fidelity s customers and deepening their trust in ... The TeamOur team provides Business Unit Risk support across Fund Operations groups within Fidelity Fund and...person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- Job Description:The Senior Manager Data Strategy (Quant Services) position is responsible for providing guidance and performing business, systems & data analysis ... Strategy, Global Data Services and Portfolio Engineering teams to insure timely remediation. The Senior Manager Data Strategy will play an important role in the… more
- Fidelity TalentSource LLC (Boston, MA)
- …risk management.Knowledge of accounting practices and financial services industry. Fund accounting and operations knowledge, specifically related to alternative ... you to prepare and present recommendations to partners and senior management. The Value You DeliverConduct in depth risk...person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- Job Description:The Role The FAL CA Risk Manager is responsible for the accurate and timely reconcilement and processing of Domestic and International Corporate ... as designee for controls as necessary.Work with the department manager to ensure the timely updating of all P&Ps...thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions daily. OSG has a need for a… more
- Fidelity TalentSource LLC (New York, NY)
- …be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager . The Expertise We re Looking ForSeries 7, 63 & 65 and Life Insurance ... implementationEffectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and… more
- Fidelity TalentSource LLC (Boston, MA)
- …on manager research in Liquid Alternative Investments (ie Hedge Fund like strategies).\u00A0 Your responsibilities will include identifying the most compelling ... Investments strategies and influencing the investment decisions for our multi- manager \u201Cfund-of-funds.\u201D\u00A0 You will lead meetings with external portfolio… more
- Fidelity TalentSource LLC (Boston, MA)
- …and Reporting. Provide clear and concise communication to stakeholders, including senior management and fund board of directors, regarding portfolio ... a Fidelity Investments Company. SAI serves as the investment manager to all Fidelity managed accounts offered by Fidelity...to design and launch an open architecture multi-GP evergreen fund . SAI is a dynamic and innovative group currently… more
- Creative Financial Staffing (Houston, TX)
- …by the company. This is a new created role. This person will also hire a Senior Accountant to assist by the end of the year. Company is going from a centralized ... regional model due to tremendous amount of growth globally. Hybrid role! Amazing office space. (3 to 4 days...the controller! Work for a former big 4 audit manager , CPA with lots of knowledge to share. The… more
- Fidelity TalentSource LLC (Westlake, TX)
- …on strong communication and organizational skills, the Director of Strategic Relationship Project Manager will lead a team of Vendor Managers for a portfolio of ... Fidelity Investments. This is not a technology related project manager role, but instead a job for a chief...them on how to represent their multi-year contracts to senior leadership, and coaching and mentoring them in their… more
- Fidelity TalentSource LLC (Westlake, TX)
- …services industry.Strong interpersonal, influencing & negotiating skills with senior business leadersDemonstrated focused, organized and systematic approach to ... to the Plan Sponsor and Advisor, manages all fee negotiations, manages fund line-up discussions, and introduces services that manage costs and/or increase cash… more
- Fidelity TalentSource LLC (Boston, MA)
- …activities: \u00A0\u00A0\u00A0\u00A0Support the development of a best-in-class Private Asset Manager due diligence and oversight program to support all private ... continuous improvement of the program through the assessment of portfolio manager needs, industry best practices, and process improvement opportunities.Develop Board… more
- Fidelity TalentSource LLC (Boston, MA)
- …(SAI) Fundamental Research Associate Internship The DepartmentStrategic Advisers, LLC (Mutual fund analysis and asset allocation) is a registered investment advisor ... In addition to getting exposure to asset allocation and manager research, the internship will be composed of the...to creatively evaluate investment managers, through analysis of a fund s team, track record, quantitative risk factors, portfolio… more
- Fidelity TalentSource LLC (Boston, MA)
- …subject matter expert on the HR team, working closely with HR partners and senior leaders to provide the consulting and leadership required to deliver pay programs ... Compliance, Enterprise Technology & Global Services, and Fidelity Institutional & Fund and Brokerage Operations and Technology.The TeamThe Human Resources team… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …prior successful capital introduction experience in alternatives from a private equity fund , asset manager , prime brokerage/capital introduction group, or top ... skills and ability to partner across portfolio managers, product development, senior managers, legal and compliance, and salespeople across various coverage areas,… more
- Fidelity TalentSource LLC (Boston, MA)
- …years prior successful capital introduction experience in alternatives from a hedge fund , asset manager , prime brokerage/capital introduction group, or top ... skills and ability to partner across portfolio managers, product development, senior managers, legal and compliance, and salespeople across various coverage areas,… more
- Fidelity TalentSource LLC (Boston, MA)
- …operating companies, dedicated vehicles for minority equity investments, and very limited fund investments. This position will report to the Head of Real Assets. ... institutionally scaled direct investment platform, preferably in an institutional asset manager such as a large family office, multi-family office, endowment,… more
- UCLA Health (Los Angeles, CA)
- Description Serve as Senior Fund Manager for the Division of Hematology / Oncology and provide comprehensive analysis, fiscal and administrative management ... $5,400.00 - $11,466.67/MonthQualifications Required: * Five years of direct Fund Manager experience. * Skill in performing detailed accounting transactions in… more
- Citigroup (New York, NY)
- …(GSP-F&S), Treasury & Trade Services (TTS), Markets, and Securities Services (MSS). The Senior ICM Counterparty Credit Portfolio Manager will lead the 1st LoD ... (line of defense) Alternative Asset Management underwriting effort of a diverse client base of Hedge Funds (HFs), Private Equity (PE) and Markets family office (IFO) clients engaged in full suite of trading and lending products. Primary activities include… more
