- Merck & Co. (North Wales, PA)
- …an individual like you. To this end, we strive to create an environment of mutual respect, encouragement and teamwork. As part of our global team, you'll have the ... The Senior Director is responsible for maintaining a strong scientific fund of knowledge by: -Maintaining awareness of scientific developments within his/her… more
- Lincoln Financial (Radnor, PA)
- …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 (Radnor, PA)
- …(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
- CIBC (Pittsburgh, PA)
- …**How You'll Succeed** + Complete annual 15C questionnaire for our Interval and 40 act mutual fund platforms + Assist in the management of all procedures and ... Finance, Economics, or Business. + You bring 5 - 7 years of Mutual Fund , Private Fund Administration, Tax Accounting, or Audit and Accounting experience… more
- Vanguard (Wayne, PA)
- …familiarity with FATCA regulations and related compliance requirements. + Experience in mutual fund taxation and international tax law Special Factors ... As a Fund Tax Analyst at Vanguard, you will play...compliance with global tax regulations within US and non-US Fund structures. Working alongside a team of tax professionals,… more
- Lincoln Financial (Radnor, PA)
- …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
- Vanguard (Malvern, PA)
- …following: fiscal planning, financial modeling, financial performance reporting, risk management, mutual fund accounting and operations, or supporting a Finance ... investment management companies such as Financial Planning & Analysis, Internal Audit, Fund Analysis & Operations, or Finance Technology. + Lead an assignment within… more
- The Hartford (Wayne, PA)
- …This position will give selected individuals the exciting opportunity to learn our Mutual Fund and ETF businesses and obtain securities licenses. Advisor Support ... Consultants will work with financial advisors, advisor consultants, and internal sales professionals to further their knowledge of the financial services industry. If you are smart and eager to learn, then you will develop the skills and expertise needed to… more
- Deloitte (Philadelphia, PA)
- 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
- Lincoln Financial (Radnor, PA)
- …Year/bachelor's degree (or equivalent) (Minimum Required) **Experience** *3-5 years experience in mutual funds and experience in manager/ fund research and risk ... totaling $174B, $92B of which is Lincoln's proprietary variable insurance trust mutual funds. You will regularly interact with senior management, Lincoln Variable… more
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