- Neuberger Berman (New York, NY)
- …Ability to take initiative and meet clear deadlines + Familiarity with High Net Worth, Mutual Fund , UCITS, SMA, and Sub-advised business lines is a plus + ... Flexible and able to collaborate effectively with Client Associates, Portfolio Managers, and Client Relationship Managers Compensation Details This position is paid based on production compensation only. We offer a comprehensive package of benefits including… more
- Principal Financial Group (New York, NY)
- …Collaborate with a range of governance and advisory groups, including the 40-Act Mutual Fund Board, committees, councils, and working groups. Foster strong ... relationships and contribute meaningfully to strategic discussions to ensure alignment and drive collaboration. Partner closely with business leaders and peers across the organization to identify opportunities, address challenges, prioritize initiatives, and… 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 (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
- Cherry Bekaert (Albany, NY)
- …record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning ... low as 14.24%, and unemployment rates as high as 31.2%. About The Innovate Fund (TIF): TIF serves the state of Georgia, North Carolina, South Carolina, Tennessee,… more
- Deloitte (Jericho, NY)
- …planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate ... identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should have a solid understanding of… more
- Deloitte (New York, NY)
- …planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate ... Identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should have a solid understanding of… more
- BlackRock (New York, NY)
- …variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading ... in 1989, with the launch of the Global Allocation Fund and has been a flagship of the unconstrained,...expanded its product offerings to include a range of mutual funds and model offerings as well as offshore,… more
- Ithaca College (Ithaca, NY)
- …to solicit donors and prospects for high-level gifts in support of fund -raising priorities. As appropriate, introduce and involve additional College staff in the ... fund -raising process. + Supervise the management of administrative responsibilities...four (4) references (who will be contacted only if mutual interest is determined) to: Doug Cooney, Executive Search… more
- Broadridge Financial Solutions (New York, NY)
- …years work experience in product management, portfolio accounting, or investment fund accounting. + Experience with hedge funds, CLO investment structures, ... syndicated loans, and master feeder fund structures + Deep understanding of asset classes, accounting...guided by the Service-Profit Chainthe idea that success is mutual , directly connecting employee engagement, client satisfaction, and the… more