- Insight Global (Boston, MA)
- …COMPANY OVERVIEW Our client, together with its subsidiaries, is a leading global investment firm that offers alternative asset management and capital markets and ... insurance solutions. Our client aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …limited to topics such as Reporting, Investment Research, Portfolio Management (including Unified Managed Account), Tax Optimization, Discretionary & ... of the following office location: St. Petersburg, FL.** **Job Summary:** This Senior Business Analyst, Technology will partner closely with the Wealth Management… more
- American Water (Camden, NJ)
- …refinancing analytics, bonds, convertible bonds, preferred stock, and interest rate risk management . * Knowledge of Tax Exempt debt, industrial development bonds ... Sr Treasury Leadership for all subsidiary public and private tax exempt debt offerings and redemptions and re-financings, including...process as well as short-term debt issuances with various investment banks. * Funding of daily cash needs through… more
- Robert Half Finance & Accounting (Walnut, CA)
- Description We are looking for a highly skilled Senior Trust Accountant with expertise in investment accounting to join our team in Walnut, California. This role ... accounting, or a related field. * Advanced knowledge of fund administration and management of investment portfolios. * Proven expertise in handling equity… more
- Neuberger Berman (New York, NY)
- …+ Work with investor relations answer LP questions + Various ad-hoc requests from senior management and portfolio managers + Assist with SEC or other regulatory ... across our private equity fund of funds, secondary investments, co- investment and direct investment areas, including private...quarterly basis and prepare ad hoc calculations + Review management fee calculations + Assist audit and tax… more
- TIAA (Boston, MA)
- … Planned Giving Technical Consultant job provides expert advice to the department's management and staff regarding legal, tax , and regulatory requirements that ... to support complex gift planning initiatives and the resolution of gift administration, tax , and investment issues on specific client accounts. + Reviews and… more
- SMBC (New York, NY)
- …other senior stakeholders and independently managing production of standard management reports and presentations. **Responsibilities** + Play an integral role in ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- Lincoln Financial (Augusta, ME)
- …#:** 74911 **The Role at a Glance** We are seeking an AVP & Actuary, Risk Management to join the Financial Risk oversight team, which is a part of the broader ... Enterprise Risk Management (ERM) function in the Office of the CRO....a related field, preferably within the financial services or investment banking industry. Experience working in a second line… 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
- Lincoln Financial (Fort Wayne, IN)
- …serve as a subject matter expert and provide highly specialized legal counsel to Senior Management for Lincoln's SEC-registered investment adviser that is ... responsible for providing investment management services to proprietary funds and separate accounts. You...respective employees, representatives and/or insurance agents do not provide tax , accounting or legal advice. Lincoln is committed to… more