- Broadridge Financial Solutions (Edgewood, NY)
- …along the way, come join the Broadridge team. Broadridge is Growing! We are seeking a Mutual Funds Supervisor - Operations to join a stellar team in a leadership ... the time. Responsibilities: + Lead the transition of all Mutual Fund Reconciliations and processing activities for...deliver complex projects on time. + In-depth knowledge of Mutual Funds including Surpas, best practices, and… more
- US Tech Solutions (Denver, CO)
- **Job Title: Mutual Fund Tax Analyst** **Location: Chesterbrook,...Tax Experience + Investment Background + Cost Basis in mutual funds + ROC SOP + 1 ... Degree in Accounting/Finance or equivalent + One to three years of experience in mutual fund tax + Strong knowledge of mutual fund industry and… more
- Wellington (Boston, MA)
- …Auditors etc.). **RESPONSIBILITIES** . Review annual financial statements for a book of registered mutual funds and collective investment funds . Oversee the ... long only funds to alternative strategies, including hedge funds & private equity. Fund Services is responsible for the financing, accounting, and operations… more
- Aegon Asset Management (Denver, CO)
- …sales by proactively and reactively marketing Transamerica as a premier provider of mutual funds , annuities, and insurance products. This is accomplished by ... Presidents (RVP) with a common goal of increasing company's share of mutual funds , annuity, and insurance marketplace as well as visibility of Transamerica's… more
- Deloitte (Memphis, TN)
- Mutual funds -Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- Raymond James Financial, Inc. (Memphis, TN)
- …+ Basic investment concepts, practices, procedures and industry regulations related to Mutual Funds + Basic mathematical skills including addition, subtraction, ... topics and account maintenance. + Contacts internal/external customers including fund companies to resolve account maintenance issues/requests + Monitors reports… more
- Equitable (Charlotte, NC)
- Entry Level Mutual Fund Internal Wholesaler (Strong Compensation Package) ( 2500009M ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : ... This role is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such as… more
- Raymond James Financial, Inc. (Southfield, MI)
- …Complex investment concepts, practices, procedures and industry regulations related to Mutual Fund Reconciliation activities. + Intermediate mathematical skills ... balancing and reconciliation to provide support and oversight of the mutual fund reconciliation cash and/or share functions. + Independently resolve and/or… more
- Aegon Asset Management (Denver, CO)
- …Summary Provide support for all internal and external sales efforts on all Transamerica product lines. Job Description Responsibilities + As part of a team, works ... productively together with the Cedar Rapids home office departments, the Internal and External Wholesalers, Divisional Vice Presidents, Channel Heads and the Internal Relationship Managers to effectively service and support Transamerica financial partners. +… more
- Citigroup (Columbus, OH)
- …+ Responsible for a portfolio of highest intensity platinum clients acting as their advocate and owning the client experience relationship end to end across geography ... The Client Mgt Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within… more
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