- Neuberger Berman (New York, NY)
- …This includes separately managed institutional accounts, private wealth management services, 40 Act Mutual Funds , UCITS Funds , and Private Funds . ... wealth management, trust company, sales distribution and supervision, client reporting, fund governance, compliance, operations, risk, branch exams, etc. + Work… more
- Tompkins Community Bank (Mount Kisco, NY)
- …conference call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager selection and sourcing of new ideas - ... meet regularly with fund managers and research analytics of fund ...expert knowledge on our investment holdings (stocks, ETFs, and funds ), investment process and trade rationale. Act as a… more
- Citigroup (New York, NY)
- …global markets relationship among Corporates, Governments, Central Banks, Commercial Banks, Pension funds , Insurance companies and Mutual Funds . Provided ... clients: Corporates, Public Sector, Central Banks, Commercial Banks, Pension funds , Insurance companies and Mutual Funds to understand their market needs in… more
- City National Bank (New York, NY)
- …conduct and/or oversee the manager research and due diligence efforts for approved mutual funds , exchange traded funds (ETFs), separately managed accounts ... for identifying and researching alternative managers and strategies, including private funds and other partnership structures. * Assist with maintenance of CNR… more
- BlackRock (New York, NY)
- …the successful completion of contract negotiations in support of the US open-end mutual fund , Retail Alternatives and Liquidity products lines. We manage the ... and highly detail-oriented + JD is required + Familiarity with mutual funds and alternatives products and related regulations + Change management experience… more
- CIBC (New York, NY)
- …Investments, Hiring, Incentive Compensation, Investigating, Margin Calculations, Mentoring Staff, Mutual Funds , Operations Management, People Management, Prime ... and track complex corporate actions for high profile hedge fund clients. This will help ensure these clients are...Actions processing + Relevant experience in servicing US hedge funds ' corporate action needs. + Knowledge of internal CIBC… more
- Deloitte (Rochester, NY)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... + Previous Big 4 experience or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Experience working in a fast-paced, team… more
- Deloitte (Jericho, NY)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... + Previous Big 4 experience or large CPA firm equivalent + Knowledge of fund accounting and general ledger accounting The wage range for this role takes into… more
- MetLife (New York, NY)
- …returns and all economic drivers. This candidate will also develop and maintain mutual fund strategy and fund -line ups, exploring cross-sell opportunities ... as leads development and implementation of new products. * Develops and maintains mutual fund strategy and fund line-up, explores and defines new cross-sell… more
- Cherry Bekaert (Albany, NY)
- …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