- US Bank (Milwaukee, WI)
- …footnotes and tailored shareholder reports) and the accompanying support packages for mutual funds , ETFs, and other investment vehicles. 2. Ensure compliance ... certified or candidate - Nine or more years of experience in Mutual Fund Administration or related field, ie, public accounting Preferred Skills/Experience +… more
- BMO Financial Group (Beaver Dam, WI)
- …client needs and provides solutions though the sales of managed products and services (eg mutual funds , mutual fund wrap accounts, ETF wrap accounts, ... insurance, annuities, retirement savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales, joint appointments,… more
- UMB Bank (Milwaukee, WI)
- …or in person support for clients and customers **Bonus Points if:** + Knowledge of mutual funds and alternative investment products. + One year of balancing and ... the penny. In addition to balancing, the group ensures accurate setup when new funds come to the company. As an **Alternative Investment Specialist** , you will… more
- Deloitte (Milwaukee, WI)
- …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 (Milwaukee, WI)
- …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
- Cherry Bekaert (Madison, WI)
- …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
- Deloitte (Milwaukee, WI)
- …of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds , investment partnerships, hedge funds , private ... K, and the tax compliance process for real estate funds , then we have an exciting opportunity for you...methodologies, and the tax compliance process for real estate funds - Experience working in a fast-paced, team environment… more
- Cherry Bekaert (Madison, WI)
- …+ Servicemembers Civil Relief Act (SCRA) + Military Lending Act (MLA) + Electronic Fund Transfer Act (EFTA) + Expedited Funds Availability Act (EFA) + Truth ... that foster inclusion and belonging include uncompromising integrity, collaboration, trust, and mutual respect. + The opportunity to innovate and do work that… more
- Guardian Life (Madison, WI)
- …opportunities for Guardian's various product lines, including life and disability insurance, mutual funds and annuities, by: + Preparing business valuations and ... on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a… more
- Festival Foods (WI)
- …& Premium Pay:Hourly associates are paid weekly, providing more frequent access to their funds . Part-time store associates are paid a $1 premium per hour on Sundays ... earnings. At Festival Foods we are committed to providing an environment of mutual respect where equal employment opportunities are available to all. We are… more