- 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 ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** The Sr. Analyst , Fund Administration will be responsible for...Business. + You bring 5 - 7 years of Mutual Fund , Private Fund Administration,… 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...As a Fund Tax Analyst at Vanguard, you will play a critical...compliance with global tax regulations within US and non-US Fund structures. Working alongside a team of tax professionals,… more
- Lincoln Financial (Radnor, PA)
- …**Requisition #:** 74402 **The Role at a Glance** We're looking for a motivated Analyst to join our Funds Management team. You'll play a key role in ensuring ... be doing** + Prepare and validate daily, monthly, and quarterly unit value and fund reports. + Ensure accuracy and consistency of performance and fund data… 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 ... **Requisition #:** 74952 **The Role at a Glance** The Analyst on the Funds Strategy & Analytics Team is...$92B of which is Lincoln's proprietary variable insurance trust mutual funds. You will regularly interact with senior management,… more