- 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...team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund … more
- Fidelity TalentSource LLC (New York, NY)
- …and implementationEffectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic ... be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager . The Expertise We re Looking ForSeries 7, 63 & 65 and Life Insurance… more
- Fidelity TalentSource LLC (Westlake, TX)
- …skillsQuick learnerExperience in the financial services industry, preferably in the Mutual Fund environment, is a plus.Certifications:Company Overview Fidelity ... Job Description:The Fidelity Fund and Investment Operations (FFIO) technology team is...HP Operations Orchestration; and process management using HP Service Manager and ServiceNow.Giving to process-improvement initiatives in an effort… 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 ... Job Description:The Role The FAL CA Risk Manager is responsible for the accurate and timely...as designee for controls as necessary.Work with the department manager to ensure the timely updating of all P&Ps… more
- Fidelity TalentSource LLC (Westlake, TX)
- …the ability to respectfully challenge others' investment views.Solid understanding of the mutual fund and ETF landscape.Dynamic problem solver capable of ... to advisors and institutional clients seeking consultation on asset allocation, manager selection, and overall portfolio construction.Synthesize the best of Fidelity… more
- Fidelity TalentSource LLC (Boston, MA)
- …on manager research in Liquid Alternative Investments (ie Hedge Fund like strategies).\u00A0 Your responsibilities will include identifying the most compelling ... team actively researches a broad universe of investment strategies including institutional mandates, mutual funds, and ETFs in which we invest on behalf of our… 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 Manager , Mutual Fund Tax **Requisition Number:** 111328 - 25 **Function:** Tax Services **Area of Interest:** **State:** FL ... for as a firm KPMG is currently seeking a Senior Manager to join our Business Tax...Qualifications: + Minimum eight years of recent experience in mutual fund tax + Bachelor's degree in… more
- Deloitte (Mclean, VA)
- Mutual funds-Are you a leader, passionate about financial products...career for you! What you'll do As a Tax Senior Manager , you will draw on experience in ... funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment… more
- Charles Schwab (Lone Tree, CO)
- …an ongoing basis. The Senior Specialist in this position will report to a Senior Manager in the Fund Accounting Team. This role requires partnering with ... funds, exchange-traded funds, and bank collective trust funds. The Fund Accounting Team is looking for a Senior...One to Three (1 to 3) years' experience within Fund Accounting/Administration of mutual funds, ETFs, hedge… more
- US Bank (Milwaukee, WI)
- …dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. ... field, or equivalent experience - Four to six years of experience in a mutual fund related or brokerage industry position Preferred Skills/Experience - Advanced… more
- Deloitte (Tampa, FL)
- …determination, and identifying necessary federal, international and state investor reporting. Tax senior managers in our Hedge Fund Tax practice perform ... identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale...have the career for you! What You'll Do Tax senior managers identify complex tax issues and provide tax… 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 ... Jackson National Asset Management, LLC (JNAM) is the investment manager responsible for selecting and monitoring the external asset...of the JNL Funds - a series of proprietary mutual funds on the Jackson variable annuity platform -… more
- Janus Henderson Investors (Denver, CO)
- …within 6 months) Nice to have skills: + Understanding of relevant US open end mutual fund regulation and its application to fund shareholder transactions and ... provides world-class client service to clients that invest in Janus Henderson US mutual funds + Provide management/direction to managers and supporting staff for one… more
- KPMG (Harrisburg, PA)
- **Business Title:** Manager / Senior Manager , Alternative Investments **Requisition Number:** 112096 - 76 **Function:** Tax Services **Area of Interest:** ... for as a firm KPMG is currently seeking a Manager / Senior Manager to join our...financial services industry supporting alternative investments (investment partnership and/or mutual fund tax experience); previous experience as… more
- HCA Healthcare (Cape Girardeau, MO)
- …work environment where diversity and inclusion thrive? Submit your application for our Senior Manager of Digital Marketing opening with AdvantageTrust today and ... coverage and leaves of absence) + Employee Health Assistance Fund that offers free employee-only coverage to full-time and...benefits may vary by location._** We are seeking a Senior Manager of Digital Marketing for our… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** Do you have experience in asset management/ mutual fund business and/or audit/risk background and a desire to join a team that makes a ... in a dynamic part of our business? **As a Senior Internal Auditor or Audit Manager on...of experience resulting in knowledge of asset management / mutual funds and/or understanding of audit, risk, and control… more
- KPMG (Dallas, TX)
- **Business Title:** Seasonal Tax Senior Manager , Alternative Investment Partnerships **Requisition Number:** 112028 - 87 **Function:** Tax Services **Area of ... as a firm KPMG is currently seeking a Seasonal Manager ,-Tax Financial Services to join our Business Tax Services...investment funds and alternative investments (investment partnership and or mutual fund tax experience) with previous experience… more
- Ace Hardware (Oak Brook, IL)
- **About This Role** Senior Project Manager will be responsible for the implementation of large technology and innovation projects across 5 shuttle RSCs but will ... help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation + Ace invests in...the skills and talents of all people to the mutual advantage of each individual and the organization. The… more
- Ascensus (FL)
- …and field inquiries + Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various ... reconciliation processes + Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to perform services + Presents… more
