- CIBC (New York, NY)
- …**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 ... please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** The Sr . Analyst, Fund Administration will be responsible...Business. + You bring 5 - 7 years of Mutual Fund , Private Fund Administration,… more
- Principal Financial Group (New York, NY)
- …in accounting, finance, economics or business + 2+ years professional experience in investment/ mutual fund operations or related field + Understanding of ... and clients' needs. + Collaborate with internal and external partners including senior operations , client services, and compliance to share information and… more
- CIBC (New York, NY)
- …tax reporting, and board reporting tasks. Act as the Subject Matter Expert on running mutual fund and private funds. **Who You Are** + **You engage with your ... CIBC, please 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 the… more
- Cherry Bekaert (Albany, NY)
- …consistently recognized as a Great Place to Work (https://www.cbh.com/about/awards-and- recognition /) , **Cherry Bekaert** delivers innovative advisory, assurance and ... (https://www.cbh.com/services/advisory/risk-accounting-advisory/risk-advisory/) practice, we have an excellent opportunity for a ** Senior Associate (Consumer Compliance)** to join our team providing… more
- Neuberger Berman (New York, NY)
- …wealth management, trust company, sales distribution and supervision, client reporting, fund governance, compliance, operations , risk, branch exams, etc. + ... separately managed institutional accounts, private wealth management services, 40 Act Mutual Funds, UCITS Funds, and Private Funds. Investment management strategies… more