- Citigroup (Tampa, FL)
- …of this role is to ensure the seamless delivery of tax services to our US mutual fund tax clients. **Responsibilities:** + Manage tax operations at a site or ... of relevant experience + Chartered Accountant / CFA / MBA + Experience within financial markets and fund... MBA + Experience within financial markets and fund accounting + Experience in financial services, client management,… more
- City National Bank (New York, NY)
- …of CNR Director of Business Affairs, assist in the operations of the affiliated family of mutual funds , closed end funds and private funds , including ... a role requiring complex problem solving * Investment Management experience preferred * Experience with mutual funds , closed end funds and private funds … more
- Lincoln Financial (Radnor, PA)
- …manager selection, portfolio construction, asset allocation, or risk management. + Experience in mutual funds . + Experience in manager/ fund research and risk ... $92B of which is Lincoln's proprietary variable insurance trust mutual funds . You will regularly interact with...for** **Education** + 4 Year/Bachelor's Degree required. CFA and/or MBA preferred. **Experience** + 3+ years of experience in… more
- Citigroup (Boston, MA)
- …area or equivalent work experience, MBA is a plus + 10+ years mutual fund (or equivalent) financial reporting experience and fund administration ... oversees production of various Securities and Exchange Commission ("SEC") filings within the Mutual Funds space including Forms N-PORT, N-MFP, and N-CEN. The VPs… more
- Citigroup (Boston, MA)
- …Finance, or business-related area, MBA and/or CPA a plus + 5-7 years mutual fund (or equivalent) financial reporting experience and fund administration ... and external client inquiries + Demonstrate an advanced understanding of investment types, mutual funds , and financial markets and serve as a resource for… more
- T. Rowe Price (Baltimore, MD)
- …distribution of TRPIS/TRPA investment management strategies across multiple vehicles (ie, mutual funds , ETFs, and separately managed accounts) through registered ... + Advanced knowledge and understanding of T. Rowe Price mutual fund , ETF, and separately managed account...+ Professional designations such as CFA, CFP, CIMA, or MBA FINRA Requirements FINRA licenses are required and will… more
- Cherry Bekaert (Dover, DE)
- …record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning ... unemployment rates as high as 31.2%. About The Innovate Fund (TIF): TIF serves the state of Georgia, North...Finance, Accounting, Economics or related field + CPA license, MBA , JD, LLM, Master's Degree (other field related certifications… more
- The Hartford (Wayne, PA)
- …on RIA's, Bank Trust and Private Wealth Groups + Position requires knowledge of the mutual funds market, and an existing network of RIA's in assigned territory. ... RIA Sales Consultant is responsible for directing sales efforts for Hartford Funds within the assigned geographic territory. This includes identifying and developing… more
- Vanguard (Charlotte, NC)
- …CIMA, CFP, CFA, CAIA. MBA preferred. + Wholesaling experience selling mutual funds and/or ETFs required. + Bachelor's degree in finance, Business, ... + Product Knowledge: Gain in-depth understanding of our product offerings, including mutual funds , ETFs, and other investment solutions. + Client Relationship… more
- Nuveen Investments (New York, NY)
- …new client opportunities to successful close, and leveraging networks to achieve mutual goals with Income Alliance Partners. Alliance Partners will include competing ... firms in the defined contribution market with top performing target date funds and industry leading in-plan annuity embedded retirement solutions. To advance our… more