- Merck & Co. (Rahway, NJ)
- …Analysis, Financial Services Operations, Loan Processing, Loan Underwriting, Management Process, Mutual Fund Operations, Preparation of Financial Reports, Team ... Job DescriptionPosition Summary:The Payments Manager will help lead the strategic direction, operational quality, and innovation of the credit union's payments… more
- Emerald Resource Group (Cleveland, OH)
- …progressive audit experience in public accounting, with a focus on investment-based clients ( Mutual Funds, Hedge Funds, Fund of Funds). CPA license is required. ... Job Title: Assurance Manager - Registered Funds Position Overview: We are...audit engagements for financial industry clients, specifically focusing on mutual funds, exchange-traded funds, closed-end funds, and collective investment… more
- Fidelity Investments (Merrimack, NH)
- …related field. Minimum 6+ years industry or equivalent experience. 4+ years mutual fund accounting, financial reporting, public accounting or related financial ... Job Description: The Role As a Senior Manager in Asset Management's Treasurers Office, you will...experience. MBA/CPA a plus. Advanced knowledge of the mutual fund business, investment types and alternative… more
- Deloitte (Atlanta, GA)
- …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...support of our robust Washington National Tax group. Tax Manager build relationships as they coordinate and communicate with… more
- Deloitte (Atlanta, GA)
- …management industries? Do phrases like "cross border investment advisory" and " fund formation, hold, and exit reporting and consulting" peak your interest? ... International Private Equity and Investment Management practice. What You'll Do As a Manager , you will work within an engagement team and draw on experience in… more
- Voya Financial, Inc. (Atlanta, GA)
- …trades and for monitoring the risk position of holdings in the insurance accounts, pension fund , and mutual fund family. The trader will be responsible for ... Utilities and/or Industrials and will work in a collaborative manner with the Investment Grade Credit Team's other credit analysts and portfolio managers. Experience trading credit derivatives and ETFs are a plus. Main Responsibilities Execute trades for a… more
- Equitable (Charlotte, NC)
- …and small group settings - in person and virtually Managed account, mutual fund , and brokerage experience Financial planning experience Preferred Qualifications: ... will help unlock your potential? The key objectives of the Senior Relationship Manager on the Advisory and Investment Consulting Team are to build relationships with… more
- NFP (Los Angeles, CA)
- …unique. Position Summary & Overall Purpose Responsible for enhancing the Relationship Manager /Partner & team's effectiveness by performing a wide variety of complex, ... Acts as business partner in all areas of Relationship Manager 's practice. Supports the Relationship Manager 's by...organization and different departments at Lenox, NFP and Mass Mutual . Acts as a Champion with the team on… more
- Amwins Group, Inc. (Houston, TX)
- …(AEU) (An Amwins company) is the program administrator of the American Longshore Mutual Association, Ltd. (ALMA), a group self-insurance fund authorized by the ... employees and our industry as a whole. POSITION SUMMARY The Loss Control Manager (LCM) at AEU is responsible for delivering comprehensive loss control services,… more
- Morningstar, Inc. (Chicago, IL)
- …superior service to our institutional clients (financial advisors, banks, broker dealers, mutual fund companies, etc.) This role will interact extensively with ... Representative works closely with their internal Sales and Customer Success Manager counterparts on client retention, issue resolution, and continuous process… more
- The Citco Group Limited (Miami, FL)
- …Your Role: Work closely with clients and business to assess client fund servicing needs, design target operating models and identify technology solutions best ... of risk, contribute to meetings and overall project reporting via the project manager . Maintain a proactive approach to staying up-to-date on industry changes and… more
- California State University (Sacramento, CA)
- …basis. Experience Five years of progressive experience as senior level financial manager in a large complex organization. Experience in researching, analyzing and ... working in highly structured and complex systems in the areas of fund accounting, capital construction, budget principles and concepts, and financial report… more
- AllianceBernstein Holding LP (Nashville, TN)
- …responsible for Business Transformation and sales & home office coverage for our Mutual Fund and SMA products through intermediary distributors and Financial ... Accounts team, US Divisional Sales Directors, and our US National Sales Manager . Job Description This position will be responsible for supporting the administrative… more
- Fidelity Investments (Burlingame, CA)
- …utilization, and client appreciation. The Skills You Bring All-encompassing brokerage and mutual fund knowledge and expertise in financial planning A contagious ... How Your Work Impacts the Organization You will function as a general manager for the branch, building and leading strategies to develop your associates and… more
- EPIC Brokers (Englewood, CO)
- …our amazing team! JOB OVERVIEW: The Account Administrator (a junior account manager ) provide high-quality service to our Clients and Account Executives. They work ... consistently delivers on commitments to the customer. Active Listening: Enhances mutual understanding in communication with others by expressing genuine interest in… more
- Ace Hardware (Conover, NC)
- …community. What You'll Do : Interpersonal Responsibilities Consults with General Manager and management team to discuss issues, coordinate activities, and resolve ... or customers. Operational Responsibilities In collaboration with the General Manager , continually assesses and verifies the organizational capabilities and capacity,… more
- State of South Carolina (Blythewood, SC)
- …*Collects all requirement fees and donations for the Gift of Life Trust Fund . Reconciles and prepares individual daily report and refund request documents. Computes ... you get to be part of an exceptional team and diverse culture that nurtures mutual success for our customers, employees and our communities. We give you the tools to… more
- UMB Bank (Milwaukee, WI)
- …, which manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients. As the ** Fund ... daily calculation of the net asset value for multiple mutual funds, as well as, performing the accounting, pricing,...Advanced Derivates, Bank Loans, and Private Credit. Handling these fund types can lead into becoming a ** Fund… more
- Regions Bank (Hoover, AL)
- …best thinking and model creation, current asset allocation and tactical allocations in RAMs Mutual Fund and Manager Models and CTG firm level fulfillment ... models + Performs ad hoc reporting and other firm level trade operations functions + Assists in the training of associates on trading systems This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for… more
- Boston Mutual Life Insurance (Canton, MA)
- All Boston Mutual employees who interact with our policyholders, our producers, and our BML associates embrace the principles of our brand and service philosophy. We ... at a time. The following statements represent what Boston Mutual stands **_"FOR"_** - it is what makes us...where we found them" **Statement of Position** The Tax Manager reports directly to the Treasurer, EVP Finance, Investments… more
