- PNC (Washington, DC)
- …and compliance related issues for assigned accounts. Communicates with Investment Advisor and Fiduciary Advisor, solves problems, and escalates anticipated or ... the Washington DC market. This position provides critical support for investment and sales professionals responsible for PNC's institutional asset management… more
- Deloitte (Miami, FL)
- …team and draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax … more
- Wellington (Boston, MA)
- …( _e.g.,_ CFA) is a plus + Minimum 3-5 years of experience with compliance , operational or business controls for an investment advisor + Excellent organizational ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … 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...and captivating visual content for various platforms while ensuring compliance and brand consistency. **RESPONSIBILITIES** Primary responsibilities will include:… more
- World Insurance Associates, LLC. (Waukesha, WI)
- …client appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information in CRM and ... and mail forms and applications to clients as needed + Forward investment checks and enrollment/application forms to necessary broker + Administrative Tasks +… more
- CVS Health (Hartford, CT)
- …management process, maximizing the total return of Aetna's real estate investment portfolio, which includes (1) mortgage loans, (2) affordable housing/low-income ... equity investments (JVs). You will be a vital member of Aetna's Real Estate Investment (REI) team, reporting directly to the Head of Real Estate Investments. Your… more
- BlackRock (Princeton, NJ)
- …Data Services (BDS) is entrusted with maintaining all data integral to the investment decision process, for BlackRock the Investment Manager and its BlackRock ... Solutions (BRS) business, in our proprietary Aladdin(R) end-to-end investment platform. BDS closely partners with teams, such as Portfolio Management, Global Capital… more
- BlackRock (New York, NY)
- …of Infra Credit products globally by working closely with internal stakeholders ( investment teams and other BlackRock teams such as Client Businesses, Consultant ... Relations, Risk & Analytics, Legal & Compliance and Ops & Admin) and external clients. This...This role will be exposed to a variety of investment and investor themes, will develop a strong understanding… more
- Wellington (New York, NY)
- **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...also business partners in IT, Operations, Capital Formation, Legal, Compliance , Human Resources, and Finance. The ability to provide… more
- Comcast (New York, NY)
- …a fast-paced, high-energy environment. This role will also work closely with the investment team and operational partners to provide strategic insights that support ... investment decisions and strategy. The ideal candidate must have...disbursements, record proceeds from investments and exits, and ensure compliance with regulatory and internal reporting requirements** **Coordinate closely… more