- Lincoln Financial (Greensboro, NC)
- …desired . A minimum of 1-4 years of accounting, financial reporting/analysis experience in mutual fund , insurance, or public accounting environment . Mutual ... focus of this position is to ensure the Lincoln Mutual Funds successfully complete all required SEC filings timely...ensure they are filed timely and accurately. . Assures fund administration compliance with the Investment Company Act of… more
- Lincoln Financial (Charlotte, NC)
- …of financial operations for the insurance company separate accounts and LVIP Trust mutual fund complex. Specifically, you will be responsible for placing trades ... * Operational and accounting functions related to variable separate accounts. * Mutual fund transfer agency functions, in both an operational and oversight role.… more
- RELX INC (Raleigh, NC)
- …complex products/applications/platforms for Blue Sky regulatory and compliance services within the US Mutual Fund space About the role, this is a position on ... the Blue Sky software development team. The role will focus on maintaining and building out new features for our leading cloud-based SAAS product Blue Sky Solutions. You will work closely with our product owners and technical teams. You will also be an… more
- Principal Financial Group (Charlotte, NC)
- …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
- Equitable (Charlotte, NC)
- …and small group settings - in person and virtually + Managed account, mutual fund , and brokerage experience + Financial planning experience **Preferred ... Qualifications:** + Industry designations (including CFP(R) and ChFC(R)) or progress toward completion + Experience with investment research/proposal tools and financial planning software (including Morningstar Advisor Workstation, eMoney, AdvicePay,… more
- Equitable (Charlotte, NC)
- …and small group settings - in person and virtually + Managed account, mutual fund , and brokerage experience + Financial planning experience **Preferred ... Qualifications:** + Experience working with investment products and advisory services, Financial Professionals, or end-clients + Industry designations (including CFP(R) and ChFC(R)) or progress toward completion + Experience with investment research/proposal… more
- Deloitte (Raleigh, NC)
- 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 (Raleigh, NC)
- …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 (Raleigh, NC)
- …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 (Charlotte, NC)
- …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