- Deloitte (Boston, MA)
- …utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, ... pursuits The team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a… more
- TD Bank (Boston, MA)
- …of Business:** TD Wealth **Job Description:** The Head of Wealth Business Management / Administration is a critical executive role responsible for management ... & regulatory reporting. **Depth & Scope:** + Provides people management leadership by hiring the best talent, setting goals,...or related field; an MBA or professional certification (eg, CFA ) is preferred + 15+ years of experience with… more
- Deloitte (Boston, MA)
- …real estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will provide federal tax ... understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to… more
- Eastern Bank (Boston, MA)
- …process with regard to asset allocation, portfolio construction, risk management , identifying relative value across sectors/regions and macro research ... + Communicates with an assigned set of clients to ascertain investment objectives and constraints, establish appropriate asset allocation, recommend and implement… more
- Deloitte (Boston, MA)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide ... trainings. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range… more
- Bank of America (Boston, MA)
- …The Socially Innovative Investing (S2I) platform is a suite of proprietary investment strategies that seek to achieve competitive performance, while helping clients ... align their investment portfolio with their sustainability mission, objectives and/or values....industry with a focus on sustainable public equity investments. CFA designation or progress toward preferred. The candidate will… more
- Principal Financial Group (Boston, MA)
- …for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** ... That Will Help You Stand Out** + MBA or CFA expected + Easily demonstrates excellent verbal and written... Management positions, you'll need to follow an Investment Code of Ethics related to personal and business… more
- Deloitte (Boston, MA)
- …development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address ... spectrum of tax services to a broad range of Investment Management companies. Our clients include ...+ Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced… more
- Deloitte (Boston, MA)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address ... spectrum of tax services to a broad range of Investment Management companies. Our clients include ...+ Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) + Ability to… more
- BlackRock (Boston, MA)
- …The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock is a leader and ... Model Portfolios and Model Portfolio landscape. + Deliver fiduciary and investment insights through portfolio construction conversations. + Accelerate the growth of… more