- Fidelity TalentSource LLC (Smithfield, RI)
- Job Description: Investment Relationship Manager The RoleThe Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is ... seeking an Investment Relationship Manager (IRM) for coverage of alternative analyst and product... product topicsThrive in a team environment of strong investment professionals within the Relationship Manager TeamDetailed… more
- Creative Financial Staffing (Houston, TX)
- Why should you consider this Accounting Manager role? Join a prestigious private investment and management firm headquartered in Houston. Work with an expansive ... home on Mondays & Fridays. Key Responsibilities of the Accounting Manager : Perform/oversee the investment accounting process, including capital… more
- Fidelity TalentSource LLC (Boston, MA)
- …registered investment adviser and Fidelity Investments Company and serves as the investment manager to all Fidelity managed accounts offered by Fidelity s ... retail, institutional, and high net worth clients. The range of investment solutions include managed accounts, financial planning frameworks and custom solutions.… more
- EY (New York, NY)
- …services firms based on the number of completed transactions globally.As an M&A Investment Banking Senior Manager you'll provide clients with objective advice on ... agreements and post-closing transaction matters.Your key responsibilitiesAs an M&A Investment Banking Senior Manager you will be a vital member of the team… more
- Fidelity TalentSource LLC (Westlake, TX)
- Job Description: Manager , Investment Operations Fidelity Fund & Investment Operations (FFIO) provides accounting and investment management support ... and institutional mutual funds and other retail and institutional investment products servicing over $3.9 trillion of discretionary assets....s Global Middle Office is seeking a highly motivated Manager to fill a crucial operational role in our… more
- Creative Financial Staffing (Boston, MA)
- …review and general ledger close as well as annual audit Track quarterly investment manager statements and reconcile amounts reported internally to the amounts ... not limited to: Prepare monthly reconciliation and postings of activity for investment pools, including communicating and resolving issues with the investment … more
- Fidelity TalentSource LLC (Merrimack, NH)
- …in order protect the interests of the firm and our customers. The Risk Manager is responsible for protecting Fidelity s customers and deepening their trust in ... will primarily support the Fund Administration team within Fidelity's Fund and Investment Operations (FFIO) business unit. The FFIO business unit provides middle and… more
- Creative Financial Staffing (Farmington, CT)
- Investment Accountant Why this Investment Accountant opportunity? Work for a manager with a great sense of humor! This organization is one of the top-tier ... Start with 20 days of PTO Fast-paced environment. The Investment Accountant will work alongside top talent including Managers...a very low turnover rate. OVERVIEW OF THE ROLE: Investment Accountant Monthly investment report package for… more
- EY (Charlotte, NC)
- …for yourself, and a better working world for all.Strategy and Transactions - Investment Banking - Debt Capital Markets Analyst ( Manager ) (Multiple Positions), ... strategic corporate finance and capital raise solutions. Work closely with investment banking industry teams to design flexible, cost competitive capital solutions… more
- Fidelity TalentSource LLC (Boston, MA)
- …our clients to achieve their investment objectives. The PositionThis is an investment role focusing on manager research in Liquid Alternative Investments (ie ... most compelling Liquid Alternative Investments strategies and influencing the investment decisions for our multi- manager \u201Cfund-of-funds.\u201D\u00A0 You… more
- Creative Financial Staffing (Des Plaines, IL)
- …Board's Finance and Investment committee including recommendation of financial and investment policies. Collaborate with Sr. Manager of Annual Giving to ... a rapidly growing educational establishment who are looking to add a Senior Manager , Foundation, Finance and Operations to their team. The company has enjoyed… more
- Fidelity TalentSource LLC (Boston, MA)
- …performance, positioning, rebalance metrics, etc. to ensure alignment with Portfolio Manager (PM) investment thesis and process.Quantitative Analysis: Develop ... Investments, visit www.fidelity.com. The Department Strategic Advisers, LLC is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides … more
- WSFS Bank (Greenville, DE)
- …clients, including but not limited to: Trust Operations Employees, Trust Officer, Investment Manager , and supporting VendorsManage multiple time sensitive tasks ... simultaneously for both internal and external client duties and obligationsPrepare for and participate in select client and departmental meetingsAssist in opening and closing accountsSupport other duties that may arise from time-to-timeProvide internal and… more
- Fidelity TalentSource LLC (Merrimack, NH)
- Job Description:The RoleAs a Senior Vice President, Relationship Manager (RM) you will cultivate relationships with the research teams and field offices of ... investment consultants to elevate Fidelity s institutional brand and...purview outlining growth opportunities for our broad range of investment capabilities and identifying gating issues that need to… more
- Fidelity TalentSource LLC (Durham, NC)
- …lifetime relationships with our customers through financial planning and investment guidance.The Skills You BringYour outstanding mentoring and leadership skills, ... in person face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage… more
- Creative Financial Staffing (Boston, MA)
- …Financial Staffing (CFS) has partnered with one of the most experienced and successful investment firms in North America in their search for a Tax Manager . ... and mentor for future leadership. Highlights of the Tax Manager opportunity: The Company: Established nearly 40 years ago,...one of the most experienced and successful private equity investment firms in North America. They completed over $82… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- Job Description:The Senior Manager Data Strategy (Quant Services) position is responsible for providing guidance and performing business, systems & data analysis ... Data Services and Portfolio Engineering teams to insure timely remediation. The Senior Manager Data Strategy will play an important role in the coordination of all… more
- Fidelity TalentSource LLC (Boston, MA)
- …roadmap to motivate and build team, partner support, and alignment. Uses investment technology to plan and prioritize product backlog. Anticipates, discovers, and ... member growth, development, and learning. Primary Responsibilities: Collaborates with Investment Professionals -- Portfolio Managers, Quantitative Analysts, or Traders.… more
- Fidelity TalentSource LLC (Westlake, TX)
- …design alternatives.The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.Identifying key drivers and ... consistent formal/informal contact with key client decision makers.Actively facilitating Investment Review meetings.Working closely and actively leads discussions with… more
- Fidelity TalentSource LLC (Merrimack, NH)
- Job Description:The RoleThe Senior Tax Manager is primarily responsible for performing detailed reviews of the workpapers for Regulated Investment Companies, ... year-end tax deliverables.\u00A0 In addition, as a Senior Tax Manager , you will share your knowledge with staff-level associates...Tax Team is part of the Fidelity Fund and Investment Operations (FFIO) business unit, which provides accounting and… more
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