- Fidelity TalentSource LLC (Merrimack, NH)
- …provides accounting and investment management support services to Fidelity businesses and mutual fund shareholders. The Tax team, along with the Shareholder ... Job Description:The RoleThe Senior Tax Manager is primarily responsible for performing...team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund … more
- Fidelity TalentSource LLC (Boston, MA)
- …team actively researches a broad universe of investment strategies including institutional mandates, mutual funds, and ETFs in which we invest on behalf of our ... focusing on manager research in Liquid Alternative Investments (ie Hedge Fund like strategies).\u00A0 Your responsibilities will include identifying the most… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …and implementationEffectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic ... best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite… more
- Fidelity TalentSource LLC (Westlake, TX)
- …in Fidelity and throughout the Financial Services industry.\u00A0 These accounts may include mutual fund and brokerage accounts, as well as retirement and ... best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …clients. OSG performs tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions daily. OSG has a need for a Risk ... best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …knowledge of the Fidelity businesses and investment products to support the renewal of mutual fund fee contracts.The Financial Analyst is part of a team ... fund fees and the profitability of the mutual fund business.Primary responsibilities include:Lead person for...report quarterly and annual results to broader team and senior leadersPerform operational tasks related to assigned portion of… more
- Fidelity TalentSource LLC (Westlake, TX)
- …technology initiatives.Experience with Swift or other money movement systems in a Mutual Fund /Banking Industry including knowledge of policies and procedures ... Job Description:The TeamAt Fidelity Fund and Investment Operations Technology (FFIO), we support...around those functions.Engages senior management on technical strategy, risk assessment, and risk… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …using Python, Pandas, and NumPy. Develops and supports solutions including fund holdings, benchmarks, risk models, and security reference, performance, and market ... daily issues and technical evaluation estimates on technology initiatives.Advises senior management on technical strategy.Mentors junior team members.Performs independent… more
- KPMG (Orlando, FL)
- **Business Title:** Senior Associate , Mutual Fund Tax **Requisition Number:** 111417 - 25 **Function:** Tax Services **Area of Interest:** **State:** FL ... for as a firm KPMG is currently seeking a Senior Associate to join our Business Tax...+ A minimum of three years of experience of mutual fund tax + BS/BA degree in… more
- Raymond James Financial, Inc. (Southfield, MI)
- …a week at our St. Petersburg, FL, corporate office._ As the Director of our Mutual Fund department, you will be pivotal in providing direction, leadership, and ... milestones, reflecting the effectiveness of your contributions. Extensive contact with senior leaders across the firm, including Private Client Group and Technology,… more
- Michigan Technological University (Houghton, MI)
- Associate Controller, Michigan Tech Fund Accounting Apply now ... Full Time / Part Time: Full Time Categories: Finance, Accounting Title Associate Controller, Michigan Tech Fund (Relocation eligible) Location Houghton, Michigan… more
- JPMorgan Chase (Boston, MA)
- … service team responsible for high quality service delivery across all institutional and/or mutual fund product offerings provided by Global Fund Services. ... As a Fund Services Operations Service Delivery Associate ...timely manner and client status updates are communicated to senior management. To be successful, you must have a… more
- Jackson National Life Insurance Company (Chicago, IL)
- …and/or projects as assigned.** **Knowledge, Skills and Abilities** **Strong knowledge of mutual fund accounting practices.** **Mastery level expertise in the ... **_If you are an internal associate , please login to Workday and apply through...of the JNL Funds - a series of proprietary mutual funds on the Jackson variable annuity platform -… more
- UMB Bank (Milwaukee, WI)
- …related to the daily calculation of the net asset value for multiple mutual funds. Fund Accountant's are responsible for performing the accounting, pricing, ... mutual funds with larger variety of investment types. Associate can expect to manage 5-7 funds daily while...tuition reimbursement; an associate wellbeing program; an associate emergency fund ; and various associate… more
- KPMG (Boston, MA)
- **Business Title:** Senior Associate , Tax Technology **Requisition Number:** 110850 - 40 **Function:** Tax Services **Area of Interest:** **State:** MA **City:** ... for as a firm KPMG is currently seeking a Senior Associate , Tax to join our Asset...of two years of experience with a combination of mutual fund accounting and technology experience gained… more
- KPMG (Columbus, OH)
- **Business Title:** Senior Associate , Alternative Investments **Requisition Number:** 108613 - 72 **Function:** Tax Services **Area of Interest:** **State:** OH ... for as a firm KPMG is currently seeking a Senior Associate to join our Business Tax...minimum of three years of recent investment partnership and/or mutual fund tax experience in public accounting… more
- Raymond James Financial, Inc. (Memphis, TN)
- …* Intermediate investment concepts, practices, procedures and industry regulations related to Mutual Fund trading activities. * Principles and practices of ... trading support to financial advisors and responds to inquiries regarding fund suitability, products and services. * Establishes and maintains periodic orders.… more
- JPMorgan Chase (Houston, TX)
- …Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + ... us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business support to Financial… more
- JPMorgan Chase (New York, NY)
- …implementation of new fund launches, fund mergers, fund liquidations, fund restructures, mutual fund to ETF conversions and life cycle events. ... JPMorgan Asset Management. **Job Summary** The US Product Implementation associate will partner and interface with senior ...for the range of JPMorgan pooled vehicles which include Mutual Funds, ETFs, Commingled Funds and Private 3c7 Funds.… more
- Merck (Boston, MA)
- …an individual like you. To this end, we strive to create an environment of mutual respect, encouragement and teamwork. As part of our global team, you'll have the ... and dedicated colleagues while developing and expanding your career. The Senior Clinical Director (Sr. Principal Scientist) has primary responsibility for the… more
