- Deloitte (Morristown, NJ)
- …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...on issues related to work/life fit. The Team As global leaders in providing professional services to the Real… more
- Deloitte (Morristown, NJ)
- …The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical ... in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax… more
- Citigroup (Jersey City, NJ)
- …regulations, risks and typologies, including, but not limited to Information Barriers, Global Research Settlement, Banking/ Research conflicts of interests ... Compliance Risk Management (ICRM)'s Control Room team. The ICRM Global Surveillance platform encompasses a number of Surveillance/Control related portfolios… more
- BlackRock (Princeton, NJ)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... income, and mutual fund trades across all SMA distribution channels. * Research and resolve individual account discrepancies to ensure a consistent client experience… more
- Deloitte (Morristown, NJ)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across ... planning and compliance support for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a national… more
- TD Bank (Mount Laurel, NJ)
- …of TD Bank, NA encompassing banking, custom credit, asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD ... and complex regulatory regimes. The Financial Advisors, Relationship Managers, and Investment Advisors who are part of the client-facing Distribution teams are… more
- TD Bank (Mount Laurel, NJ)
- …of TD Bank, NA encompassing banking, custom credit, asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD ... and complex regulatory regimes.** **The Financial Advisors, Relationship Managers, and Investment Advisors who are part of the client-facing Distribution teams are… more
- MetLife (Whippany, NJ)
- Role Value Proposition: Based in Whippany, New Jersey, MetLife Investment Management ("MIM") is one of the largest institutional investors and asset managers in the ... portfolio diversification, potential downside protection, and asset-liability matching. Our Investment Grade Private Credit strategies include investments in corporate,… more
- Citigroup (Ridgewood, NJ)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial… more
- Citigroup (Jersey City, NJ)
- …all the difference in our success. **Organizational Context** Citi, the leading global bank, has approximately 200 million customer accounts and does business in ... Deliver with Pride, and We Succeed Together. **About Citi Global Wealth** Citi Global Wealth (CGW) is...to end oversight of the annual financial planning and investment prioritization process in coordination with Wealth front office… more