- City National Bank (Jersey City, NJ)
- …wealth management operations and subsidiaries. Substantial expertise in advising registered investment advisers and broker-dealers is essential as is the ability to ... Provide transactional and regulatory counsel to the Bank and its registered investment adviser, broker-dealer, and registered investment fund subsidiaries and… more
- Deloitte (Mclean, VA)
- …you will draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct ... funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax … more
- BlackRock (New York, NY)
- …from investment professionals to operational teams, to legal and compliance , and therefore requires a high aptitude for multi-tasking project management skills, ... **About this role** **BlackRock** is a global leader in investment management, risk management and advisory services for institutional and retail clients. As of June… more
- JPMorgan Chase (New York, NY)
- …of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed ... to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure,… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...across the organization, working hand-in-hand with other risk leaders, compliance , legal, and business partners to ensure a unified… more
- Toyota (Plano, TX)
- …this position at this time. **Who we're looking for** Toyota's Treasury and Investment Group is looking for a passionate and highly motivated Portfolio Strategist. ... person in this role will support the Treasury and Investment Group's objective to effectively manage the Benefit Plan...**What you'll be doing** + Oversee performance, risk and compliance for all of Toyota Motor North America and… more
- KeyBank (Tarrytown, NY)
- …- Tarrytown, New York 10591 **JOB BRIEF** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or ... Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal… more
- Atria Wealth Solutions (King, NC)
- …everyone is united in their commitment to serving our members. The Allegacy Investment Group is seeking a financial professional guided by a "doing right" philosophy ... position will assist clients in the identification, analysis and appropriate investment and insurance activity directed toward accomplishing their financial goals.… more
- Robert Half Finance & Accounting (Baltimore, MD)
- … fund accounting experience (fund accounting, financial reporting, and tax compliance ). + Technical Knowledge: Expertise in investment -related accounting ... role offers a unique opportunity to work closely with private equity and investment fund financials, elevate your skill set, and enjoy competitive compensation with… more
- M&T Bank (Bear, DE)
- …worth customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to ... deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs of each customer and with the client's best… more