- BlackRock (Dallas, TX)
- …vehicles. The Tax & Compliance team is part of the wider Fund Administration function that services private asset managers. **The Impact/Competencies:** You ... Vice President, this role will primarily manage and support tax functions of allocated private equity fund ...support tax functions of allocated private equity fund of funds (primary and secondary), direct investment funds,… more
- Edward Jones (Dallas, TX)
- …opportunity to oversee the strategic direction and operational management of two major fund complexes: the $200B Bridge Builder Trust and the $35B Edward Jones Money ... Market Fund . As President of both funds, the position involves...transitions (often > $1B) due to sub-adviser or model manager changes. + Ensure smooth operational execution and risk… more
- Deloitte (Dallas, TX)
- …and management of middle and back office recurring services to clients (eg fund administration ) + Experience with ticketing/tracking systems (Azure DevOps, JIRA, ... to deliver scalable, high-quality solutions across operational finance, accounting, tax , and reporting. + Cross-Functional Interaction: Collaborate with technology,… more
- UMB Bank (Dallas, TX)
- …Portfolio Management and Research to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate ... market conditions, plan/account investments, performance, strategy, changes in regulatory or tax environment, and other factors which may influence plan decisions. +… more