- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... including Product Management , Client Service, Trading, Portfolio Management , Portfolio Services, Legal & Compliance, and Tax...Management is one of the world's largest independent investment management firms. We serve as a… more
- University of Pennsylvania (Philadelphia, PA)
- …response efforts while maintaining Wharton's commitment to excellence in facilities management . Reporting to the Senior Associate Director for Operations, ... issues. The role also involves significant project and space management responsibilities, working closely with Senior Associate...for eligible health care and dependent care expenses with pre- tax dollars. + Tuition : Take advantage of Penn's… more
- Oracle (Cheyenne, WY)
- **Job Description** As a Senior Consultant, you will consult with clients on service line workflow, and guide them through interdependencies and design decision ... higher education including knowledge and experience with the Oracle Health Referral Management product(s) + Highly organized with the ability to manage multiple… more
- Raymond James Financial, Inc. (Memphis, TN)
- …TN, corporate office._ As part of the AMS Trading team, the Asset Management Senior Trading Associate utilizes knowledge and skills acquired through work ... with outside managers regarding trade execution, model discrepancies. + Perform tax loss harvesting. + Research and resolve complex account errors, providing… more
- CIBC (Atlanta, GA)
- …experience in portfolio management , wealth management , personal tax , or financial planning. + Investment knowledge: Possess comprehensive understanding ... Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management , Profitability Management , Risk… more
- CIBC (Dallas, TX)
- …experience in portfolio management , wealth management , personal tax , or financial planning. + ** Investment knowledge:** Possess comprehensive ... Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management , Profitability Management , Risk… more
- Neuberger Berman (New York, NY)
- …As a key member of one of NB Private Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients on all ... aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable giving. The role...relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both internal and… more
- Comcast (New York, NY)
- …want you to fast-forward your career at Comcast. **Job Summary** The Senior Analyst, Finance and Portfolio Analytics supports Comcast Ventures' financial operations ... and portfolio management by combining portfolio analysis, valuation, and financial reporting...valuation, and financial reporting with operational support for the investment team. The ideal candidate has strong analytical and… more
- Oracle (Hagatna, GU)
- **Job Description** **Why Work as a Low-Voltage Vendor Management TPM at Oracle?** This role offers a unique opportunity to shape and lead a critical function within ... cloud infrastructure, collaborate with diverse teams, and drive innovation in vendor management and construction processes. The Low-Voltage Vendor Management TPM… more
- HUB International (Albuquerque, NM)
- …and employee benefits broker, providing a broad array of property, casualty, risk management , life and health, employee benefits, investment and wealth ... industry leading success in mergers and acquisitions. As a Senior Wealth Advisor, you will work directly with referral...65, or CFP required **Skills and Knowledge** + Wealth management experience with fee-based consulting, tax , mutual… more