- Deloitte (Boston, MA)
- …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
- Eastern Bank (Boston, MA)
- …+ Communicates with an assigned set of clients to ascertain investment objectives and constraints, establish appropriate asset allocation, recommend and implement ... clients. + Assists in new business development process by giving investment presentations to individuals and institutional prospects. Readily and easily explains… more
- Principal Financial Group (Boston, MA)
- …within the direct lending community with responsibilities that include: + Originate investment opportunities based on strategic fit and financial return + Develop, ... and leverage relationships with prospective business owners / targets, investment bankers / business brokers, advisors, developers and other...That Will Help You Stand Out** + MBA or CFA expected + Easily demonstrates excellent verbal and written… more
- Manulife (Boston, MA)
- …to top strategy holdings and portfolio positioning. + Strives to improve investment knowledge by conducting research and reading articles. + Fosters and develops ... degree in Economics, Finance or a related field + 1-3 years of related investment work experience + Investment knowledge within Fixed Income asset class… more
- Deloitte (Boston, MA)
- …development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...+ Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced… more
- Deloitte (Boston, MA)
- …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 ...+ Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) + Ability to… more
- BlackRock (Boston, MA)
- …Model Portfolios and Model Portfolio landscape. + Deliver fiduciary and investment insights through portfolio construction conversations. + Accelerate the growth of ... and Qualifications** + Bachelor's degree required + CIMA or CFA preferred + Minimum 3+ years as an experienced...(external) + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and… more
- Deloitte (Boston, MA)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and… more
- BJs Wholesale Club (Marlborough, MA)
- …President of Investor Relations to lead and elevate our engagement with the investment community. Reporting to the CFO and partnering closely with the Executive ... goals. + Serve as the primary contact for the investment community, maintaining strong relationships with analysts and investors....in Finance, Accounting, Economics, or related field preferred. + CFA , CPA, or MBA preferred. + 10+ years of… more
- Deloitte (Boston, MA)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... and compliance support for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a national team of… more