- Deloitte (Costa Mesa, CA)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax ... trainings. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of… more
- Equitable (New York, NY)
- …auditing control design and operating effectiveness for the processes within the Investment and Accounting areas. In addition, this role will perform continuous ... management, and control processes. + Monitor the risk profile within the Investment , Accounting and Treasury areas. + Perform fieldwork activities, including inquiry… more
- Equitable (Charlotte, NC)
- …for the internal wholesalers as it relates to Equitable Investment Management's products and services, competitor knowledge, portfolio assessment, presentation ... management. Since this individual should also possess knowledge of investment products and strategies, the mutual fund industry, and...with other business teams to help drive sales initiatives, firm strategies and goals. The base salary for this… more
- JPMorgan Chase (Jersey City, NJ)
- Bring your expertise to JPMorganChase (the firm ). As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. ... You help the firm grow its business in a responsible way by...communication skills, with the ability to present findings persuasively. ** Preferred qualifications, capabilities, and skills** + JD degree is… more
- TD Bank (Providence, RI)
- …advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to ... TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role...+ Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (eg OCC,… more
- Citigroup (San Francisco, CA)
- …Corporate Bankers work in partnership with various Citi groups across the firm including Risk Management, Investment Banking, and the Capital Markets ... NE is an intermediate level position responsible for leading the planning of investment strategies and solutions for major market clients in coordination with the… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Client Service Associate - Wealth Management A well-established and rapidly growing investment advisory firm is seeking a highly motivated Client Service ... to deepen their expertise in client relations, portfolio operations, and investment analysis within a collaborative and education-focused environment. About the… more
- BlackRock (New York, NY)
- …Word). **Qualifications** . BA/BS required . 2 -4 years of financial or investment management-related experience preferred . Solid Excel and PowerPoint skills ... Solutions (GPS) business innovates and curates all of BlackRock's investment solutions for our clients to achieve the outcomes...growth for our global product platform and the entire firm . **Role description** As part of the US Retirement… more
- Innovapptive (Houston, TX)
- … investment led by Vista Equity Partners ("Vista"), a leading global investment firm focused exclusively on enterprise software, data and technology-enabled ... participated in the round. Vista is a leading global investment firm with more than $96 billion...+ Bachelor's degree in Engineering or Science; Master's degree preferred . What We Offer: US & Other Regions +… more
- T. Rowe Price (Colorado Springs, CO)
- …asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset ... is good business . With a career at the firm , y ou can expect opportunities to create real...as separation of service from an employer, retirement, and investment planning. + Obtain knowledge of the participant's financial… more