- Edward Jones (Tempe, AZ)
- …within the Private Wealth area that serves as the planning and investment consultation group supporting the delivery of financial planning services and ... implementation through investment solutions to high net worth (HNW) clients. We...tax highly preferred + Bachelor's degree in business, Finance, Accounting or Law required + Ability to interpret and… more
- World Insurance Associates, LLC. (Santa Barbara, CA)
- …in resolving issues involving new accounts set up with Operations and Accounting departments. + Monitor general department email inboxes and/or department ticketing ... 120 days of hire). + Strong working knowledge of both brokerage and investment advisory business concerning the regulatory framework in which they operate. + A… more
- State of Massachusetts (Boston, MA)
- …all aspects of the development, management, and financing of the Commonwealth's Capital Investment Plan (CIP) - a five-year, $29 billion plan that funds major ... for Capital provides strategic leadership and oversight of the Commonwealth's capital investment portfolio and debt management strategy. This role spans the full… more
- Manulife (Boston, MA)
- …including required distributable amount, incorporating all required tax adjustments to net investment income. + Prepare the federal and state income tax returns for ... the Manufacturers Investment Trust portfolios + Calculate tax basis dividend distributions...policies and procedures. **Required Qualifications:** + University degree in Accounting or Finance or related experience + 3-5 years… more
- Sunrise Senior Living (Mclean, VA)
- …with financial modeling, variance analysis and underwriting for investment opportunities, including acquisitions, developments and strategic partnerships. ... operating expenses and capital spending to support margin improvement and return on investment across assigned assets + Contribute to the evaluation of investment… more
- Tompkins Community Bank (Ithaca, NY)
- …including capital planning and financial stress testing. + Treasury and Investment Oversight-Manage all aspects of treasury operations, including cash management, ... investment strategies, banking relationships, and ensuring compliance with financial...technical expertise in all areas of global finance and accounting . + Ability to travel to affiliate Company locations.… more
- Equitable (New York, NY)
- …is responsible for the General Account function as well as the Equitable Investment Management Group. The Equitable Investment Management Group provides ... to individual investors through variable insurance and retail mutual fund investment options. The intern's key responsibilities will include: + Coordination and… more
- Scotiabank (New York, NY)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a… more
- Neuberger Berman (New York, NY)
- …our global businesses, varied client base, and across our breadth of investment solutions. **KEY RESPONSIBILITIES** **Leadership & Management:** + Identify our most ... processes and client experiences that position Neuberger as an easy-to-work with investment partner ultimately resulting in sales deepening and revenue growth. +… more
- KeyBank (Cleveland, OH)
- …degree in finance, Accounting , or Economics with 2-3 Years of relevant investment experience. * Proficiency in Microsoft Office Suite. * Ability to work under ... Cleveland, Ohio 44114 ABOUT THE JOB Serves as a member of the Investment Management team executing various trades. Develops street relationships to enhance market… more