- Wellington (New York, NY)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence,… more
- Deloitte (New York, NY)
- …you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? ... accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of accounts by… more
- Wellington (New York, NY)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence,… more
- Wellington (New York, NY)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence,… more
- JPMorgan Chase (New York, NY)
- …of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed ... to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure,… more
- Bank of America (New York, NY)
- …and make an impact. Join us! **Job Description:** Job Description The Chief Investment Office (CIO) is the centralized resource to access the latest insights and ... solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best… more
- JPMorgan Chase (New York, NY)
- JPMorgan Asset Management Global Alternative Investment Solutions is responsible for selecting and monitoring hedge fund managers (multiple asset classes including ... equity, fixed income, macro, etc.) for investment by both institutions and high net worth clientele....and clients + Strong teamwork and interpersonal skills + CFA or MBA JPMorganChase, one of the oldest financial… more
- Deloitte (Jericho, NY)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... 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 (New York, NY)
- …Group (ICG) and offers a wide range of products and solutions, from investment strategies, to banking and lending, to trust and specialized services. CGW delivers ... capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. The CIO team is comprised of approximately… more
- City National Bank (New York, NY)
- …OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial Advisors ... CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these...Rep *Additional Qualifications* * Completion of or pursuit of CFA designation, MBA or both. * Excellent knowledge in… more