- Loomis, Sayles & Company (Boston, MA)
- …prospectus documents for client eligibility Review Investment Company, Investment Adviser and ERISA regulations for investment eligibility requirements Respond to ... related field - MBA preferred At least 10 years of investment adviser guideline compliance experience is required Must have supervisory experience managing… more
- Wellington Management Company (Boston, MA)
- …of the world's largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets ... under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a… more
- Wellington Management Company (Boston, MA)
- …of the world's largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets ... under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a… more
- Menlo Ventures (Boston, MA)
- …and external leaders and stakeholders. You must work as a trusted adviser to translate customer objectives into detailed solutions and effectively communicate and ... demonstrate those solutions to prospects and customers. RESPONSIBILITIES Effectively partner with account executives, SC peers, and leadership to create account and deal strategies that lead to selection, planning out customer engagements that lead to… more
- Ernst & Young Oman (Boston, MA)
- …minimum of 5 years of experience working as an IT auditor or IT risk adviser for a public accounting firm, a professional services firm, or within industry Bring ... your significant experience in applying relevant technical knowledge in at least one of the following engagements: (a) financial statement audits; (b) internal or operational audits; (c) Service Organization Controls Reporting engagements; (d) ERP security and… more
- RGH-Global Ltd (Boston, MA)
- …compliance and advisory services. Build strong relationships, acting as their trusted adviser and ensuring a seamless client experience. Coach and mentor junior team ... members, sharing your expertise and fostering a culture of continuous learning and growth. Work closely with colleagues in other departments to identify tax-related opportunities and risks for clients, ensuring a holistic approach to service delivery.… more
- Commonwealth Financial Network (Waltham, MA)
- …About Commonwealth Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser , provides a suite of business solutions that empowers more than ... 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio.Turning our advisors into raving fans starts by doing the same for our employees. We… more
- Wellington Management Company (Boston, MA)
- …With US$1 trillion in assets under management, we serve as a trusted adviser to institutional clients and financial intermediaries in over 50 countries. Our ... innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose… more
- Wellington Management Company (Boston, MA)
- …assets under management as of 30 September 2018, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative ... investment solutions are built on the strength of proprietary, independent research and span the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment… more
- Wellington Management Company (Boston, MA)
- …With over $1.5 trillion in assets under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our ... innovative investment solutions are built on the strength of proprietary, independent research and span the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is… more
