- Deloitte (Grand Rapids, MI)
- …understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to ... to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real...Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner… more
- Wells Fargo (Birmingham, MI)
- Wells Fargo is seeking a Market Growth Director in Wealth and Investment Management as part of Wells Fargo Advisors. This role is part of the National Sales ... be a dynamic leader with strong coaching skills, deep financial product knowledge, and a proven ability to influence...participation across a wide range of Wells Fargo Wealth Investment Management products to include investment sales,… more
- Publicis Groupe (Birmingham, MI)
- …At the macro level, for their assigned client, the Senior Associate will manage financial reporting and compliance; ensure that the Investment and Strategy teams ... across practice area within the agency, working closely with Strategy, Investment , HR, Finance, Invoice Reconciliation, and Agency Administration & Compliance. We… more
- Deloitte (Lansing, MI)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax ... trainings. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of… more
- Raymond James Financial, Inc. (Southfield, MI)
- …and the financial industry. + Accounting concepts and principles. + Investment concepts, practices and procedures used in the securities industry and as required ... (KPIs); develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets. + Communicate… more
- Howmet Aerospace (Whitehall, MI)
- …is not available for this position. Preferred Qualifications + Good knowledge of financial data + Competent working knowledge of investment casting processes, ... across enterprise + Prioritization--understands the business and its technical, financial and strategic direction and goals; prioritizes work accordingly and… more
- University of Michigan (Ann Arbor, MI)
- …long-term financial sustainability. + Measure and communicate returns on investment for each portfolio project, helping drive organization-wide adoption of AI ... the impact of AI in health care, budgeting and financial stewardship, and resource allocation, guide staff deployment and...for measuring impact of AI models to fuel future investment and philanthropy opportunities. + Share a vision for… more
- Deloitte (Detroit, MI)
- Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge ... a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. trader vs.… more
- UMB Bank (Rust, MI)
- …Management** takes a holistic and collaborative approach to advise our clients on the investment plan that makes the most sense for their personal financial ... to the directives in the will, trust document or investment management, IRA or custody agreement as well as...equivalent background. + You hold a Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner… more
- Bank of America (Farmington Hills, MI)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more