- Nuveen Investments (Charlotte, NC)
- The Senior Investment Accountant ensures that investment accounting policies and procedures are correctly applied to financial transactions. Under minimal ... work papers and supporting schedules to satisfy accounting requirements for fund products and separately managed accounts. + Prepares investor reporting, including… more
- Nuveen Investments (Charlotte, NC)
- ** Investment Accountant I** The Reporting & Investment Accountant I helps to ensure that investment accounting policies and procedures are correctly applied ... Financial Acumen, Financial Modeling, Financial Risk Management, Financial Statements, Fund Accounting, Market/Industry Dynamics, Stakeholder Engagement, Story Telling **Anticipated… more
- Nuveen Investments (Charlotte, NC)
- … investment taxation experience. + CPA preferred. + Mutual Fund /RIC compliance experience strongly preferred. Experience with Business Development Companies ... working with deal teams to maximize tax efficiency of investment structures. + Responsible for managing junior tax member,...+ Knowledge of private credit and traditional private equity fund taxation. + Proficient in Microsoft Excel. + Highly… more
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** This role focuses on the RIA (Registered Investment Advisor) experience by supporting sales and developing mutually profitable advisor ... engage advisors (phone, email, meetings) + Solve for needs across products: mutual funds , separately managed accounts, ETF's, 529's, internal funds , etc + Learn… more
- US Bank (Charlotte, NC)
- … investment strategies (buyout, private credit, secondaries, real estate, etc.), fund structures (SMAs, BDCs, closed-end funds , evergreen vehicles), and ... at-all from Day One. **Job Description** US Bank is seeking to hire an Associate to join the Subscription Finance origination team within the Global Capital Markets… more
- Truist (Charlotte, NC)
- …Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive ... and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Customer Service Associate within Commercial Banking Operations as a part of Wholesale Operations. Learn more about the ... training, military experience, education **Desired Qualifications:** + 6+ months of Mutual Fund Financial Services + 6+ months of Annuity Financial Services +… more
- Vanguard (Charlotte, NC)
- …needs and deliver meaningful solutions. + Confidence in discussing portfolio allocation, investment cost basis, asset location, and mutual fund trade basics. ... initial contact for UHNW clients, resolving complex account issues and providing investment guidance. + Use the Professional Selling Skills framework to identify… more
- Nuveen Investments (Charlotte, NC)
- …management and surveillance activities across the firm's existing private equity investment portfolios such as infrastructure private equity funds , ... Physical Requirements: Sedentary Work **Career Level** 5IC **COMPANY BACKGROUND** Nuveen is the investment management arm of TIAA. It is one of the largest global… more
- Healthcare Services Group, Inc. (Charlotte, NC)
- …to #GoingBeyond for our Client, Resident, and Employee Communities! + Going Beyond Assistance Fund - A 501(c)(3) nonprofit formed by HCSG to serve as a charitable ... through PNC EarnedIt. + Employee Stock Purchase Plan - Investment opportunity available to all eligible employees after two...Client, Resident, and Employee Communities! + Going Beyond Assistance Fund - A 501(c)(3) nonprofit formed by HCSG to… more
- Nuveen Investments (Charlotte, NC)
- …where appropriate, provide advice related to qualified and non-qualified product and investment needs. The typical consultant spends the majority of their time ... internal partners and clients to help identify product and investment needs. + Determine where client has a need...to ensure clients complete all steps to open and fund an account. This may include helping clients with… more
- Nuveen Investments (Charlotte, NC)
- …Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets. + ... Educates, recommends and facilitates new product purchases (including retail mutual funds , annuities, IRAs, 529 and 403b, bank products, life insurance and others)… more
- Nuveen Investments (Charlotte, NC)
- …the client to ensure the clients trading is aligned with their investment objectives. **Key Responsibilities and Duties** + Analyzes companies by conducting primary ... and follows up on the authorizations for release of funds . + Responds to client questions and concerns, and...and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development… more