- Cherry Bekaert (Waltham, MA)
- …record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning ... unemployment rates as high as 31.2%. About The Innovate Fund (TIF): TIF serves the state of Georgia, North...+ Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner… more
- PNC (Boston, MA)
- …Business Analytics, Decision Making and Critical Thinking, Effective Communications, Fund Management, Investment Performance Measurement, Problem Solving, ... within PNC"s footprint will be considered. **Job Description** + Manages the fund modeling, forecasting and budgeting functions and understands the tax ramifications… more
- BlackRock (Boston, MA)
- …successful completion of contract negotiations in support of the US open-end mutual fund , Retail Alternatives and Liquidity products lines. We manage the end-to end- ... detail-oriented + JD is required + Familiarity with mutual funds and alternatives products and related regulations + Change...This mission would not be possible without our smartest investment - the one we make in our employees.… more
- Manulife (Boston, MA)
- …meeting + Coordinate and perform the first level of review for Manulife Investment Management Private Equity and Credit (MIMPEC) Fund valuations, and prepare ... The Manager, Valuation Oversight will be reporting to the Director, Global Investment Accounting & Capital Advisory and Valuation Oversight. This role is accountable… more
- Lincoln Financial (Boston, MA)
- …as a member of the fiduciary investment committee that monitors the investment funds used to track deferred compensation liabilities, providing insights and ... administration of company-owned life insurance (COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split dollar policies. *… more
- Bank of America (Cambridge, MA)
- …age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Financial-Solutions-Advisor Consumer- Investment Boston-Market\_25028595) **Job ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job… more
- JPMorgan Chase (Boston, MA)
- …equity-linked product within the CIB. The team delivers equity research & investment ideas, facilitates investor, corporate and analyst access, and markets equity ... building, strengthening, and maintaining relationships with the largest mutual funds and hedge funds in the world....200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Robert Half Finance & Accounting (Boston, MA)
- Description Our client is a well-established investment management company is looking to add to the Finance team in their Boston office. The Finance team works ... alongside investment professionals, legal, tax, and operations groups to support...trends. The role involves primary oversight of real assets fund investments, including real estate, private credit, and private… more
- Massachusetts Municipal Wholesale Electric Company (Ludlow, MA)
- …Cash & Treasury Support_ 1. Learn payment tracking methods and observe fund transfer processes. 2. Help organize financial documentation. 3. Assist with identifying ... Help compile information for internal treasury reports. _C) (20%) Investment Learning_ 1. Learn to record and track basic... Learning_ 1. Learn to record and track basic investment activity. 2. Help identify simple discrepancies in … more
- Deloitte (Boston, MA)
- …specific to investment management, private equity, real estate and/or hedge fund clients? If you are ready to make a greater impact on organizations ... in a diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group has more than 1,500 professionals worldwide and our… more