- Deloitte (New York, NY)
- Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and ... funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment… 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 ... funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment… more
- Neuberger Berman (New York, NY)
- …advice and support on Neuberger Berman's US registered fund business, including mutual funds, exchange-traded funds and closed-end funds. The lawyer will also ... provide support to our intermediary distribution efforts. This position will report to the General Counsel - US Registered Funds. This is an exceptional opportunity for a well-rounded investment management attorney who enjoys working on many different… more
- CIBC (New York, NY)
- …of products** - Familiar with registered interval / tender funds, 40 act mutual funds, hedge funds, private equity funds, and multi-series funds. + **Multi-Tasker** ... tasks. Act as the Subject Matter Expert on running mutual fund and private funds. **Who You Are** +...Tax Accounting, Audit, or Accounting experience with interval funds, mutual funds, hedge or private equity funds. + Must… more
- City National Bank (New York, NY)
- …for City National Securities (CNS). Process stock, option, fixed income, and mutual fund transactions for clients of City National Securities. Assist CNS brokerage ... accounts. * Work with CNS clients to enter equity, option, fixed income, and mutual fund orders into the National Financial Services (NFSC) system in accordance with… more
- GuideOne Insurance (New York, NY)
- …while ensuring cost efficiency and operational scalability to support multiple mutual insurance companies. This role demands strong expertise in cloud infrastructure ... on-prem environments. + Build scalable multi-tenant infrastructure supporting P&C mutual insurance clients with minimal rework and centralized operations.… more
- Neuberger Berman (New York, NY)
- …Berman Wealth Advisory clients. The Group administers Equity, Fixed Income and ETF/ Mutual Fund allocation products offered to numerous SMA and Unified Managed ... with strategy guidelines and portfolio manager directives *Routing equity, ETF and mutual fund order flow *Generating orders for new accounts, flows, terminations… more
- GuideOne Insurance (New York, NY)
- …This role supports a multi-client, service-provider model designed to flexibly serve multiple mutual P&C insurance companies. In addition, you will play a key role ... Model Leadership: + Architect and manage application platforms that serve multiple mutual insurance companies in a multi-tenant or shared services environment. +… more
- City of New York (New York, NY)
- …for the purpose of exchanging data and advancing key initiatives to benefit mutual clients. These include relationships with entities such as the NYS Office of ... bodies and in discussions with State and Federal agencies in areas of mutual concerns, administration of agreements and waivers with federal, state and local… more
- CIBC (New York, NY)
- …You'll Succeed** + Complete annual 15C questionnaire for our Interval and 40 act mutual fund platforms + Assist in the management of all procedures and controls ... Finance, Economics, or Business. + You bring 5 - 7 years of Mutual Fund, Private Fund Administration, Tax Accounting, or Audit and Accounting experience of… more