- 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 (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
- EY (New York, NY)
- …and experienced with varied and specialized facets of hedge fund , private equity fund and mutual fund taxation, including fund and organizational ... the appropriate questions before the work is sent for review to the partner or senior manager - and consult when necessary To qualify for the role you must have… more
- EY (Chicago, IL)
- …and experienced with varied and specialized facets of hedge fund , private equity fund and mutual fund taxation, including fund and organizational ... tax minimization planning, on-call advice, and tax compliance.Your key responsibilitiesA Services Manager in FSO EDGE WAM will be responsible for delivering and… 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 (Boston, MA)
- 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
- Deloitte (Costa Mesa, CA)
- …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
- KPMG (Stamford, CT)
- **Business Title:** Manager / Senior Manager , NYFS Alternative Investments **Requisition Number:** 112296 - 20 **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
- 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
- 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. ... Manager Vice President will partner and interface with senior stakeholders across Portfolio Management, Legal, Compliance, Operations, Development,… more
- WEPOWER (St. Louis, MO)
- Senior Director, Organizing & Campaigns About WEPOWER WEPOWER is building a team full of dreamers and doers to advance our mission. We activate community power to ... access to capital, coaching, and connections, and launched a one-of-a-kind investment fund . We envision a future where systems are accountable to powerful… more
- Quality Technology Services, LLC (Overland Park, KS)
- …a unique place to grow your career! (https://vimeo.com/727409140/ff26de87d4) The ** Senior Billing Specialist** is responsible for facilitating the timely ... and distribution of all invoices. One must be skilled in developing a cohesive mutual relationship with our customers and internal partners from the beginning of the… more
- T. Rowe Price (Colorado Springs, CO)
- …contact for inbound participant service requests + Respond to requests for investment, mutual fund , and account information. Resolve complex account issues + ... make a difference. We are a premier asset manager focused on delivering global investment management excellence and...your career with us. ABOUT THIS POSITION As a Senior Sales Specialist, you will play an integral role… more
- Ace Hardware (Oak Brook, IL)
- **About This Role** The ** Senior Digital Marketing Analyst** position is responsible for providing analytical support and strategic guidance to the Digital Marketing ... works with appropriate partners to build out the solution (agencies, manager , IT, etc). + **Data/Tools/Technology:** Proficient understanding of data structure… more
- Edward Jones (Tempe, AZ)
- …Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. + Strong understanding of the sub-adviser ... and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund , as well as… more
- JPMorgan Chase (New York, NY)
- …+ Direct experience in conducting due diligence on public equity oriented separate account, mutual fund or commingled fund strategies + Ability to ... Join JPMorgan Chase as a Portfolio Manager and be a part of the Retirement...hoc) for internal stakeholders, including the investment committee and senior management + Identify and mitigate investment risks through… more
