- BlackRock (New York, NY)
- … fund boards in the US and UK, enhancing understanding of BlackRock's mutual fund and ETF businesses, including profitability, economics of scale analytics ... **About this role** The Fund Board Reporting & Analytics team, within BlackRock's...Partnering with various functions across BlackRock, this position supports fund board reporting, including modeling, analytics, process design, and… more
- JPMorgan Chase (New York, NY)
- …in the investment management industry + Technical and business knowledge of various Fund structures (eg, mutual collective investment and ETFs) and activities ... As a Fund Controller Asset Management Client Service division the...and oversight of a group of Funds including US Mutual Funds, ETFs, and Collective Investment Funds in addition… more
- TIAA (New York, NY)
- …4+ years of public/private investment taxation experience. + CPA preferred. + Mutual Fund /RIC compliance experience strongly preferred. Experience with Business ... is a plus. + Knowledge of private credit and traditional private equity fund taxation. + Proficient in Microsoft Excel. + Highly organized and detail-oriented… more
- Equitable (New York, NY)
- …investment expertise to individual investors through variable insurance and retail mutual fund investment options. The intern's key responsibilities will ... the annual 15(c) process for Equitable Investment Management Group's fund complex + Conduct detailed analysis and evaluate ...fund complex + Conduct detailed analysis and evaluate fund characteristics within their peer group, using fund… more
- JPMorgan Chase (New York, NY)
- …team responsible for the development, modernization, and support of Money Markets and Mutual Fund platforms + Collaborate with senior stakeholders across Wealth ... Wealth Management technology and/or direct exposure to Money Markets and Mutual Fund products. + Proven track record of building large-scale, cloud-native… more
- NBT Bank (NY)
- …respect to 401(k) Plans. + Knowledgeable about the retirement plan industry and insurance/ mutual fund market. + Demonstrated in depth knowledge of ERISA laws ... governing qualified retirement plans and the retirement plan industry. + Must be able to expertly develop and deliver meaningful presentations to a wide variety of audiences.Ability to read and interpret documents such as procedure manuals and technical… more
- JPMorgan Chase (New York, NY)
- …Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + ... Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP… more
- Neuberger Berman (New York, NY)
- …and client data availability. + In-depth understanding of equities, fixed income, derivative, mutual fund , ETF, SMA, and Alternative asset classes and structure ... client solutions that may incorporate multiple underlying asset types. + Partner within internal sales and analytical teams to build effective pipeline and capacity planning metrics. + In partnership with internal product teams, oversee applicable service… more
- Deloitte (Jericho, 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
- NYSERDA (Albany, NY)
- …energy transition. NYSERDA's NY Green Bank division is a specialized investment fund , dedicated to bridging financial gaps and mobilizing private capital to advance ... than seven years of audit experience, including meaningful exposure to investment fund operations. This role will be responsible for identifying risks, evaluating… more