- City of Boise (Boise, ID)
- …Retirement and Investment Plans: + PERSI retirement benefits + 401(k) or 457b pre- tax investment options with employer match. + 457b Roth after- tax ... family. Plus, a retirement plan that provides a lifetime annuity, investment matching, a cash-incentive wellness program, public employee student loan forgiveness,… more
- City of Boise (Boise, ID)
- …Retirement and Investment Plans: + PERSI retirement benefits + 401(k) or 457b pre- tax investment options with employer match. + 457b Roth after- tax ... your family. Plus, a retirement plan that provides a lifetime annuity, investment matching, a cash-incentive wellness program, public employee student loan forgiv e… more
- City of Boise (Boise, ID)
- …Retirement and Investment Plans: + PERSI retirement benefits + 401(k) or 457b pre- tax investment options with employer match. + 457b Roth after- tax ... your family. Plus, a retirement plan that provides a lifetime annuity, investment matching, a cash-incentive wellness program, public employee student loan forgiv e… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... portfolio managers and external partners, including fund administrators, auditors, and tax professionals. The Assistant Controller is responsible for overseeing all… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- …reporting of the fund's investment activity of public and private investment manager accounts, the reconciliation of the monthly financial statements and ... Accounting section is responsible for administering and directing all the investment accounting functions/ transactions for the pension fund with a fair… more
- Bank of America (Jersey City, NJ)
- …overlay products and services in line with client objectives. These include tax efficient strategies and transition services that promote additional flows into Firm ... and maintenance of internal model portfolios.** * Research, develop and implement investment solutions. * Support new financial investment portfolio management… more
- KeyBank (Hartford, CT)
- …specific estate and tax planning issues + Maintains deep expertise in fiduciary, investment , tax , and other related wealth issues by keeping current as to ... determine duties and responsibilities of bank and to provide well-coordinated estate, tax and financial planning alternatives to meet client's needs + Facilitate the… more
- Vanguard (Charlotte, NC)
- …giving, and corporate trust services. They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in partnership ... partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic… more
- Truist (Atlanta, GA)
- …Consulting (AMC) Advisory product platform. This position is part of the Investment Consulting Group (ICG) and reports to the Wealth Advisory Senior Product ... Manager . The ICG team is comprised of teammates with...Assist FA Teams with constructing and generation of client investment proposals + Assist FA Teams with investment… more
- M&T Bank (Buffalo, NY)
- …support with the management and oversight of Community Finance's applicable tax credit equity investments and other structured lending products. **Primary ... process for new investments by assisting the Operations & Risk Manager with closing tasks such as validating documentation, conducting preliminary reviews,… more