- Deloitte (Miami, FL)
- …engagement team and draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You ... 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)
- **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...of technology assets with outcomes tied to cost efficiency, compliance , and resilience. + Drive product model thinking in… more
- Wellington (Boston, MA)
- …as an analyst, specialist, or related role for an asset manager, hedge fund, investment bank, insurance company, or consulting firm. Must have two (2) years ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- World Insurance Associates, LLC. (Barrington, IL)
- …to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory ... client appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information in CRM and… more
- PNC (Louisville, KY)
- …Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting , Portfolio Management, Products and Services, ... primary point of contact to provide: 3(21) investment advice or 3(38) investment management, fiduciary education and compliance support, and vendor fee and… more
- BlackRock (New York, NY)
- …years of experience in Product Strategy, Infrastructure or Private Credit Investing, Investment Consulting , Fundraising, Investment Banking, or Portfolio ... of Infra Credit products globally by working closely with internal stakeholders ( investment teams and other BlackRock teams such as Client Businesses, Consultant… more
- Kraus-Anderson (Minneapolis, MN)
- …Estate Advisory Services division of Kraus-Anderson, integrating strategic real estate consulting with commercial construction solutions. This role will focus on ... Advisory & Client Engagement** + Provide expert commercial real estate consulting to clients, including investors, developers, and property owners. + Develop… more
- Truist (Atlanta, GA)
- …demand optimization. The successful candidate will leverage their management consulting background to provide strategic insights, develop comprehensive technology ... strategic alignment and value delivery. 8. Develop and maintain IT investment portfolios with clear business value measurement and strategic outcome tracking.… more
- Zurich NA (New York, NY)
- …+ Lead or co-lead deal origination, research, and analyzing of direct co- investment and secondary GP-led or continuation vehicle (CV) opportunities and / or ... managers (ie, primary fund commitments) that conform to investment mandates and across multiple strategies, including buyouts, growth equity, and venture capital. +… more
- Qualtrics (Seattle, WA)
- …7+ years of progressive experience in relevant financial environments, such as consulting , investment banking, accounting, or corporate finance. + Demonstrated ... particularly in managing our capital markets, foreign exchange exposures, and investment portfolios. Reporting directly to the Treasurer, this position offers high… more