- KPMG (Boston, MA)
- …we are, and what we stand for. KPMG is currently seeking a Manager , Complex Securities to join our Valuations practice. ... **Business Title:** Manager , Complex Valuation **Requisition Number:** 112269...+ Effectively control / present / document / support complex securities valuations to various stakeholders, including… more
- Deloitte (Boston, MA)
- Are you a strategic and creative federal tax professional who likes solving complex federal tax issues across multiple jurisdictions and countries? Do phrases like ... Tax Services practice! What You'll Do As a Tax Manager within the Financial Services arm of our Business...consulting and compliance services to a clients in the securities and financial services industries. You will work directly… more
- Wellington (Boston, MA)
- …remote work and office play a critical role. **POSITION OVERVIEW** The ** Securities Valuation Analyst** is responsible for the overall pricing process within ... **Enterprise Data Services** as it applies to fixed income securities , exchange-traded equities, and derivatives, as well as currencies. The candidate will perform… more
- MassMutual (Boston, MA)
- **Investment Tax Manager - Special Projects & Strategic Initiatives** **Investment Taxes, Corporate Tax Department** **Full-Time** **Springfield MA, Boston MA, or ... New York NY** **The Opportunity** As an Investment Tax Manager in the Investment Tax group, you will work...will work in a dynamic and collaborative environment supporting securities tax operations, including system and process efficiency and… more
- JPMorgan Chase (Boston, MA)
- …contributing to the growth of our business. **Position Summary:** As a Client Service Manager (CSM) in Securities Services, you will join the ETF Client team ... **Job Responsibilities:** + Manage a portfolio of ETF asset manager clients within Securities Services + Provide...timely billing and invoice collection + Provide solutions to complex client issues and initiatives in a timely and… more
- Deloitte (Boston, MA)
- Financial Services Risk Management Manager Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include the design ... critical to the success of our clients. As a Manager , you will have opportunities to: + Learn how...for internal business needs + Serve on workstreams for complex projects, liaise with client counterparts, and actively participate… more
- MassMutual (Boston, MA)
- …employees and an offshore partner. Against the backdrop of an increasingly complex general investment account portfolio with diverse asset classes and strategies, ... and lead a vision that provides for the effective controls of operational securities accounting. **The Team** This newly created team is responsible for the ensuring… more
- Raymond James Financial, Inc. (Boston, MA)
- **Description** **Job Summary** : Under limited direction of the branch manager , uses extensive knowledge and skills obtained through education and experience to ... the overall operational efficiency of the branch office. Assists the Branch Manager with compliance oversight, ensuring adherence to firm and regulatory policies and… more
- Deloitte (Boston, MA)
- Are you a strategic and creative federal tax professional who likes solving complex federal tax issues across multiple jurisdictions and countries? Do phrases like ... services to large global and dynamic midsize banking and securities clients? If you answered "Yes" to any of...Tax Services practice! What You'll Do As a Tax Manager within the Financial Services arm of our Business… more
- Deloitte (Boston, MA)
- …our clients, combining strategic thinking with deep industry knowledge to solve complex business problems in a team-based environment. We architect operating models ... the largest in the world, serving over 90% of Fortune 500 banking, insurance, securities , investment management, and real estate companies. Work you'll do As an OTT… more
- Deloitte (Boston, MA)
- Manager , Operations and Technology Transformation, Guidewire Application Solution Architect What we do Operations and Technology Transformation delivers market ... our clients, combining strategic thinking with deep industry knowledge to solve complex business problems in a team-based environment. We architect operating models… more
- MassMutual (Boston, MA)
- …the integrity of the accounting information received from the Investment Operations securities system. This team will be highly focused on the control environment ... team will work closely with its critical partner, Investment Operations and Securities Controllership. The team will look to leverage technology and resource… more
- S&P Global (Boston, MA)
- …continually to brainstorm solutions that help our clients overcome their complex business challenges. The team is competitive, fun, energetic, and intellectually ... curious. We're seeking a qualified relationship manager to provide white-glove service to our existing clients, while expanding the relationship into new products… more
- MassMutual (Boston, MA)
- …Investment Controllership team. The position reports to the Director of Securities Accounting and Controllership and resides within the Financial Controllership ... developing efficiencies and established methods in the process. + Thrives in a complex corporate structure and comfortably switch gears and alter course to adapt to… more
- MassMutual (Boston, MA)
- …Investment Controllership team. The position reports to the Director of Securities Accounting and Controllership and resides within the Financial Controllership ... developing efficiencies and established methods in the process. + Thrives in a complex corporate structure and comfortably switch gears and alter course to adapt to… more
- TD Bank (Wellesley, MA)
- …financial planning & will need to leverage this experience to service the unique and complex needs of clients in the Mass Affluent (MA) segment. The FA II will serve ... needs analysis, direct sales of wealth management solutions and complex annuity and insurance solutions for clients and their...and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered… more
- Santander US (Boston, MA)
- …with various stakeholders. + Operational responsibilities for REPO, Reverse REPO and Securities Lending. + Cash and collateral management. + Responsible for daily ... to assess customer needs and offer appropriate solutions + Acts as Relationship Manager by offering value-added advice and guidance to customers and lacing their… more
- Manulife (Boston, MA)
- …Funds compliance activities, including sub-adviser and service provider oversight within a manager of managers structure. To ensure the funds remain in compliance ... Chief Compliance Officer ("CCO's Office") in its mission to affect compliance with federal securities laws applicable to the John Hancock Group of Funds Complex ,… more
- MassMutual (Boston, MA)
- …may include leveraged loans, high yield bonds, convertible or hybrid securities , distressed or event-driven situations, private or public equity, joint-ventures/seed ... asset classes and capital structures + Professional experience in complex situations, difficult negotiations, and/or businesses undergoing material change +… more