• Specialist - Mutual Fund…

    Lincoln Financial (Charlotte, 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 (08/27/25)
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  • Sales Desk Manager- Mutual Funds Team

    Equitable (Charlotte, NC)
    …presentations and general business activities designed to promote and sell 1290 Funds mutual fund strategies. This person will also be responsible for ... individual should also possess knowledge of investment products and strategies, the mutual fund industry, and advisory platform marketplace, conference calls… more
    Equitable (08/20/25)
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  • Sr Consultant, Fund Admin, Regulatory

    Lincoln Financial (Greensboro, NC)
    …(eg "stickers"). * Leading the process for maintaining, updating, and organizing mutual fund registration documents and all exhibits, including complex ... * Researching, evaluating and reporting on regulatory matters related to mutual fund registration documents and fund financial statements. * Preparing… more
    Lincoln Financial (08/14/25)
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  • Attorney, Funds Management

    Lincoln Financial (Greensboro, NC)
    …agreements, vendor contracts for services supporting the advisor and the mutual fund complex. * Drafting negotiating, and interpreting participation ... support, legal project management and guidance regarding the proprietary mutual funds, including advice regarding fund operations...the proprietary mutual funds, including advice regarding fund operations and fund board matters. **What… more
    Lincoln Financial (08/14/25)
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  • Advertising Compliance Reviewer

    Equitable (Charlotte, NC)
    …rules and regulations, and a foundational knowledge of variable annuity, variable life and mutual fund products as they are discussed and promoted in traditional ... advertising, sales literature, internal training material, and electronic/digital communications, and must be able to reasonably, practically, flexibly, and independently interpret and apply these rules in a business environment and in a manner that ensures… more
    Equitable (08/08/25)
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  • C# .Net Entity - Senior Software Engineer I

    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
    RELX INC (08/08/25)
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  • AVP-Technology (Global Head of Investment…

    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
    Principal Financial Group (08/08/25)
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  • Tax Manager - Mutual Funds

    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
    Deloitte (06/23/25)
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  • Director - Strategic Financing Services…

    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
    Cherry Bekaert (07/28/25)
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  • Tax Senior - Hedge Funds

    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 (08/21/25)
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