- Deloitte (Detroit, MI)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...of Investment Management companies. Our clients include investment advisers and administrators from every sector of the… more
- Bank of America (Saginaw, MI)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Robert Half Finance & Accounting (Southfield, MI)
- …an experienced finance expert to contribute to strategic growth initiatives and investment decisions. The ideal candidate will excel in financial modeling, due ... Responsibilities: * Conduct comprehensive due diligence for potential acquisitions and investment opportunities. * Build and refine complex financial models to… more
- KeyBank (Ann Arbor, MI)
- …clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client ... + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads,… more
- Deloitte (Detroit, MI)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... tax consulting and compliance services to a diverse client base in the investment management industry. You will grow your technical knowledge by working on large,… more
- UMB Bank (Rust, MI)
- …takes a holistic and collaborative approach to advise our clients on the investment plan that makes the most sense for their personal financial goals. The ... custody accounts according to the directives in the will, trust document or investment management, IRA or custody agreement as well as applicable laws statutes,… more
- Lincoln Financial (Lansing, MI)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... administration of company-owned life insurance (COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split dollar policies. *… more
- Verint Systems, Inc. (Lansing, MI)
- …debt including overall leadership of the cash management, debt management, and investment management functions of the organization and its affiliated entities. The ... pooling. + Prepare consolidated cash flow projections. + Establish fixed income investment positions. + Assess foreign exchange risk and implement hedge programs and… more
- Lenovo (MI)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... stakeholders; drive progress without direct authority. + Develop strategy materials, investment frameworks, and CEO-level presentations. + Lead the annual Global… more
- Hantz Group (Marquette, MI)
- …As a Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty ... Essential Job Functions: + Develop and Maintain Client Base + Analyze Investment Opportunities and Client Needs, and Recommend Appropriate Strategies + Market and… more