- CNO Financial Group (Carmel, IN)
- …and capital management activities, including the allocation of net investment income and financial analyses. This role also supports Actuarial Valuation in ... A-L risk, including programs for measuring liability duration and hedging the Fixed Indexed Annuity and Indexed Universal Life products. + Supporting Actuarial… more
- Principal Financial Group (Charlotte, NC)
- …net asset growth across a full spectrum of asset classes including Equity, Fixed Income , Stable Value, Target Date, Liability‑Driven Investing, Real Estate, and ... plan goals to menu construction (core lineup, QDIA, capital preservation, retirement income ), backed by attribution, fees, and peer benchmarking. + Provide fiduciary… more
- Robert Half Finance & Accounting (Bee Cave, TX)
- …with business transactions and reporting requirements. + Oversee tax-related fixed assets, depreciation schedules, and associated systems. + Lead and mentor ... as a key advisor on tax implications for strategic business decisions. Key Responsibilities Tax Compliance & Reporting +...accurate preparation and filing of federal, state, and local income tax returns in collaboration with external tax advisors.… more
- Wellington (Radnor, PA)
- …and span nearly all segments of the global capital markets, including equity, fixed income , multi-asset, and alternative strategies. As a private partnership ... Research Analyst (Analyst) to join our established Value Equity Income Portfolio Management team. This team manages approximately $74...whose sole business is investment management, our long-term views and interests… more
- Neuberger Berman (New York, NY)
- …client assets (as of September, 2025) across a range of strategies-including equity, fixed income , quantitative and multi-asset class, private equity and hedge ... The individual should have strong technical knowledge of gift, estate, and fiduciary income tax, ability to prioritize and complete tasks without error and the… more
- Neuberger Berman (New York, NY)
- …client assets (as of September, 2025) across a range of strategies-including equity, fixed income , quantitative and multi-asset class, private equity and hedge ... the annual offering as well as the calculation and subsequent payment of income distributions. + Collaborate with Finance and external vendors to administer certain… more
- TEKsystems (Riverview, FL)
- …to Value ratios. Analyze income from salaried, commissioned, self-employed, investments, fixed income sources. Analyze assets statements for all types of ... assess overall risk and potential fraud exposure resulting from clients' underlying business practices. Meet the minimum daily production goals and quality targets… more
- CIBC (New York, NY)
- …a broad range of Capital Markets products, including but not limited to Fixed Income , Margin Lending, Securities Lending, Options, Futures, and Derivatives. ... is in line with IFRS and US GAAP; reconcile balance sheets and income statements, and resolve outstanding issues. + **Process Improvements** : Continuously seek… more
- First Horizon Bank (Memphis, TN)
- …small business , wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... actively serves in a leadership capacity in support of bank programs. Sales and business development + Implement and coach advice driven sales process. + Drive … more
- JPMorgan Chase (New York, NY)
- …excellent communication skills. Preferred qualifications, capabilities, and skills: + Knowledge of Fixed Income products, Treasury concepts, and Markets is a ... you will play a pivotal role in shaping the profitability strategy across our business . As a Treasury Associate within our dynamic Treasury team in Asset and Wealth… more