- Deloitte (Jericho, NY)
- Mutual funds -Are you passionate about financial products and...have the career for you! What you'll do As a Tax Senior you will work within an engagement ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- Deloitte (Jericho, NY)
- …federal, international and state investor reporting. Tax seniors in our Hedge Fund Tax practice perform detail-level review of tax workpapers, ... understand tax planning and returns, identifying complex tax issues for a variety of hedge fund... funds , private equity, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and… more
- Deloitte (Rochester, NY)
- …tax practice and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! What You'll Do As a Tax Senior ... a part of the largest growth area in the tax industry? Do you have experience serving clients in..., private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and… more
- Tompkins Community Bank (Mount Kisco, NY)
- …conference call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager selection and sourcing of new ideas - ... meet regularly with fund managers and research analytics of fund ...knowledge of portfolio construction, asset allocation, liquidity preferences and tax issues. + Encourage spirited, diverse and independent thinking… more
- JPMorgan Chase (New York, NY)
- …emerging market debt. Our solutions are available to individual clients through our active mutual fund and ETF offerings as well as institutional clients. Our ... New York, Los Angeles, and San Francisco. + **Hedge Funds :** We manage hedge fund portfolios for...JPMorgan Asset Management. Clients access MAS's strategies through active mutual funds , model portfolios, and custom institutional… more
- MetLife (New York, NY)
- …returns and all economic drivers. This candidate will also develop and maintain mutual fund strategy and fund -line ups, exploring cross-sell opportunities ... business is ~$13B in assets under administration, $70M in pre- tax earnings, ~13K employer groups and ~280K participants. The...and implementation of new products. * Develops and maintains mutual fund strategy and fund … more
- Bank of America (New York, NY)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite… more