- Robert Half Legal (Nashville, TN)
- Description Exciting Opportunity: Mutual Fund ('40 Act) Paralegal - $150K+ ⚖️ Are you a detail-oriented Paralegal with extensive experience in mutual fund ... compliance and legal strategy! What You'll Do As A Mutual Fund Paralegal: ✔️ Support attorneys with...assist with tender offer filings ✔️ Organize and maintain fund records and keep officer/ manager databases updated… more
- Boston Mutual Life Insurance (Canton, MA)
- All Boston Mutual employees who interact with our policyholders, our producers, and our BML associates embrace the principles of our brand and service philosophy. We ... at a time. The following statements represent what Boston Mutual stands **_"FOR"_** - it is what makes us...where we found them" **Statement of Position** The Tax Manager reports directly to the Treasurer, EVP Finance, Investments… more
- Deloitte (Mclean, VA)
- Mutual funds-Are you a leader, passionate about financial...career for you! What you'll do As a Tax Manager , you will draw on experience in accounting and ... funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment… more
- Neuberger Berman (New York, NY)
- …will be providing legal advice and support on Neuberger Berman's US registered fund business, including mutual funds, exchange-traded funds and closed-end funds. ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm manages $515 billion… more
- US Bank (Milwaukee, WI)
- …Transfer Agent, we act as liaison and provide service to over 200 mutual fund /alternative investment companies and their shareholders. We have numerous ... to provide a superior level of service within the mutual fund industry to our growing group...presentations may be accompanied by Senior TA Client Services Manager . + Flexibility with work hours as required meeting… more
- Lincoln Financial (Radnor, PA)
- …*4 Year/bachelor's degree (or equivalent) (Minimum Required) **Experience** *3-5 years experience in mutual funds and experience in manager / fund research and ... contributor to the reporting and analysis efforts across Lincoln Funds Management team's manager of manager 's platform which includes public fixed income, public… more
- Citigroup (Boston, MA)
- …business-related area or equivalent work experience, MBA is a plus + 10+ years mutual fund (or equivalent) financial reporting experience and fund ... The Financial Administration Senior Manager , Vice-President ("VP") oversees production of various Securities...various Securities and Exchange Commission ("SEC") filings within the Mutual Funds space including Forms N-PORT, N-MFP, and N-CEN.… more
- US Bank (Milwaukee, WI)
- …- CPA certified or candidate - Nine or more years of experience in Mutual Fund Administration or related field, ie, public accounting Preferred Skills/Experience ... We are seeking a detail-oriented and strategic Financial Reporting Manager to lead a team responsible for the preparation...preferred. + 10 + years with extensive experience in Mutual Fund Administration, investment company financial reporting… more
- Deloitte (New York, NY)
- …planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate ... and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should...support of our robust Washington National Tax group. Tax Manager build relationships as they coordinate and communicate with… more
- BlackRock (Boston, MA)
- …**Experience** + 6-10 years 1940 Act investment management industry experience with fund structures such as open-end mutual funds and exchange traded ... **About BlackRock** Elevate your career by joining the world's largest asset manager ! Thrive in an environment that promotes positive relationships and recognizes… more