- Deloitte (Pittsburgh, PA)
- …state investor reporting. Tax seniors in our Hedge Fund Tax practice perform detail- level review of tax workpapers, allocations and tax returns, as well as perform ... information. They also train, mentor and supervise new and experienced- level staff and attend required Deloitte Tax LLP and...+ Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) + Ability to… more
- The Hartford (Wayne, PA)
- …and industry trends, as well as competitor products. + Maintains a detailed level of knowledge of Hartford Funds products and services. + Supplies input concerning ... an annual regional business plan. + Requires high activity level of face-to-face selling. Qualifications: + Bachelor's degree required;...travel overnight approximately 70% of time. + CIMA or CFA Designation preferred + FINRA Series 7 and 63… more
- Deloitte (Pittsburgh, PA)
- …tax advisory services to the client. Responsibilities Will Include: + Performing detail- level reviews of tax research, partnership work papers, allocations, and tax ... complete their tax returns. + Training, mentoring, and supervising new and experienced- level tax staff, and attending required Deloitte Tax LLP and sector-specific… more
- TIAA (Philadelphia, PA)
- …Series 65 **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level ** 8IC **Required Qualifications:** + 5+ years working directly with wealth ... Qualifications:** + 7+ years working directly with wealth management clients + CFA , CFP Certification **PLEASE NOTE:** TIAA's Portfolio Manager - Private Asset… more
- PNC (Philadelphia, PA)
- …understanding of MSCI (Wealth Manager + BarraOne), Bloomberg and FactSet * CFA /FRM preferred **Job Description** + Establishes Line of Business risk management ... Services, Standard Operating Procedures **Work Experience** Roles at this level typically require a university / college degree, with...to 25 vacation days each year, depending on career level ; and years of service. To learn more about… more
- Deloitte (Pittsburgh, PA)
- …objectives + Ability to manage aspects of multiple work streams and train lower- level staff + Uses problem solving skills to provide alternative solutions to complex ... TeamOur Performance Improvement & Restructuring (PI&R) practice develops and leads enterprise- level Board and C-suite agendas for clients across the performance… more
- PNC (Philadelphia, PA)
- …Excellent writing skills * Detail oriented * Pursuing or interest in pursuing a CFA or CAIA a plus **Job Description** + Under limited direction, performs analysis, ... Environment - Financial Services **Work Experience** Roles at this level typically require a university / college degree, with...to 25 vacation days each year, depending on career level ; and years of service. To learn more about… more
- Vail Resorts (PA)
- …(FBAR filings, etc), company policies, and internal controls + Maintain high level of confidentiality within the organization as well as with external contacts ... Finance, Accounting, Economics or a related field; MBA or professional certifications (CTP, CFA ) preferred + Experience: 10+ years in treasury, including 5+ years in… more
- Ankura (PA)
- …generating $2-$4 million+ in annual revenue and personally billing at a senior level . . Deep relationships with key stakeholders in the M&A ecosystem, including ... a top academic institution; advanced degrees and professional certifications (CPA, CFA , CIRA) preferred. . Expertise in financial analysis, deal structuring, and… more
- PNC (Pittsburgh, PA)
- …strong client focus * Strong work ethic with examples of past successes * AIF, CFA or CIMA designation or in process of obtaining a plus **Job Description** + ... Environment - Financial Services **Work Experience** Roles at this level typically require a university / college degree, with...to 25 vacation days each year, depending on career level ; and years of service. To learn more about… more