- Deloitte (Philadelphia, PA)
- …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 ...accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA +… more
- Deloitte (Philadelphia, PA)
- …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 ... 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
- Deloitte (Pittsburgh, PA)
- …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 ...to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA +… more
- Deloitte (Philadelphia, PA)
- …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 ... compliance services to a diverse client base in the investment management industry. You will grow your technical knowledge...to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA +… more
- Vanguard (Malvern, PA)
- …promoters of Vanguard. + Drives results and raises awareness of Vanguard's investment products and services by delivering key messages through targeted cold calls ... their decision to partner with Vanguard for meeting their investment goals. + Execution of the sales and lead...+ Strong time management skills. + Knowledge of MS Office products. + Broad knowledge of Vanguard funds, products… more
- Robert Half Finance & Accounting (Media, PA)
- …be responsible for managing and maintaining accurate financial records for investment portfolios ensuring timely and accurate reporting of portfolio performance, ... account reconciliation, and working closely with investment managers, operations teams, and auditors to support financial...Real Estate industry experience preferred . Proficient in Microsoft Office . Yardi preferred For more information on this… more
- Lincoln Financial (Harrisburg, PA)
- …: Preferred employee will work 3 days a week in a Lincoln office **Relocation assistance:** is not available for this opportunity. **Requisition #:** 74854 **The ... needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds...the fiduciary investment committee that monitors the investment funds used to track deferred compensation liabilities, providing… more
- Robert Half Finance & Accounting (Wayne, PA)
- …seeks a success-driven, Fund Accountant who is eager to grow within the funds/ investment industry. In this role, you will be responsible for overseeing numerous ... financial funding and investment operations such as: tracking budgeting and forecasting models,...or fund administrator . CPA preferred . Proficient Microsoft Office Suite knowledge . Excellent presentation and communication skills… more
- Lincoln Financial (Radnor, PA)
- …: Preferred employee will work 3 days a week in a Lincoln office **Relocation assistance:** is not available for this opportunity. **Requisition #:** 74402 **The ... integrity of unit value and performance reporting for our investment products. This is an exciting opportunity to build...field. + 3+ year of experience in performance reporting, investment operations, fund accounting, or a similar area. +… more
- Aegon Asset Management (Philadelphia, PA)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more