• Mutual Fund Reconciliation Support…

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …Complex investment concepts, practices, procedures and industry regulations related to Mutual Fund Reconciliation activities. + Intermediate mathematical skills ... to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure. + Develop...and reconciliation to provide support and oversight of the mutual fund reconciliation cash and/or share functions.… more
    Raymond James Financial, Inc. (08/21/25)
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  • Sr Manager , Fund Accounting

    Charles Schwab (Lone Tree, CO)
    … funds, exchange-traded funds (ETFs), and bank collective trust funds. The Fund Accounting Team is looking for a Senior Manager to support their growing ... status quo" and transform the finance industry together.** The Fund Accounting Team function within Schwab Asset... fund Net Asset Values (NAVs) and oversees fund distributions. As a Senior Manager you… more
    Charles Schwab (08/30/25)
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  • Tax Manager - Mutual Funds

    Deloitte (Mclean, VA)
    …JD, and/or LLM + Previous Big 4 or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Strong verbal and written ... 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 more
    Deloitte (06/23/25)
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  • Fund Accountant III

    UMB Bank (Milwaukee, WI)
    …or related experience or Three (3) and a half year of UMB Fund accounting experience. **Work Environment:** Typical office environment **Compensation Range:** ... **Duties & Responsibilities:** Independently utilizes generally accepted accounting principles, Fund Accountant III's are...daily calculation of the net asset value for multiple mutual funds. Fund Accountant III's are responsible… more
    UMB Bank (08/21/25)
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  • Financial Analyst/ Manager

    Robert Half Finance & Accounting (Buellton, CA)
    …accounts, trades, and settlements of stocks and bonds, and real estate and mutual fund transactions from third-party managers. * Evaluates enterprise contracts ... * Upholds a work environment that promotes teamwork, partnership, recognition, mutual respect, and collaboration, while role modeling the company values, behaviors,… more
    Robert Half Finance & Accounting (08/23/25)
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  • Transfer Agent Client Services Manager

    US Bank (Milwaukee, WI)
    …an understanding of operations, legal or accounting principles which impact the mutual fund industry. + Working knowledge of applicable SEC & IRS regulations ... Services offers fund administration, compliance, legal administration, fund accounting , fulfillment, distribution and marketing, custody, securities… more
    US Bank (08/21/25)
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  • Financial Reporting Manager

    US Bank (Milwaukee, WI)
    …or candidate - Nine or more years of experience in Mutual Fund Administration or related field, ie, public accounting Preferred Skills/Experience + College ... 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
    US Bank (09/05/25)
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  • Vice President, Product Oversight and Governance

    BlackRock (Boston, MA)
    mutual funds and exchange traded funds. + Experience in ETF operations and/or ETF Fund Accounting a plus + Understanding of US GAAP and SEC regulatory ... **About BlackRock** Elevate your career by joining the world's largest asset manager ! Thrive in an environment that promotes positive relationships and recognizes… more
    BlackRock (08/08/25)
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  • Tax Manager - Hedge Funds

    Deloitte (Morristown, NJ)
    …Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Knowledge of fund accounting and general ledger accounting The wage range for this role ... identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale...support of our robust Washington National Tax group. Tax Manager build relationships as they coordinate and communicate with… more
    Deloitte (08/21/25)
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  • Manager , Corporate Treasury - On-site…

    GuideOne Insurance (West Des Moines, IA)
    As the Manager of Corporate Treasury, you will lead the forecasting of cash flow positions, manage short-term investment portfolios, and ensure sufficient liquidity ... oversee daily cash operations. Accountabilities: + Works with The Mutual Group (TMG) and CIO to forecasts cash flows...daily cash position, track and manage intra-company funding and fund transfers to asset managers. + Work with CIO… more
    GuideOne Insurance (08/02/25)
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