- Citigroup (Columbus, OH)
- …Word) required; * Understanding of generally accepted accounting principles as they relate to mutual funds and mutual fund expense management practices; * ... and external clients, responsible for resolving technical issues, board and client reporting , timely and accurate delivery of regulatory financial filings; *… more
- JPMorgan Chase (Columbus, OH)
- …and analysis, regulatory requirements, escalation items and other relevant topics. + Financial reporting and disclosure controls - prepare all valuation-related ... hedge funds) and activities from an investment, operational, regulatory, accounting and financial reporting perspective. + Strong analytical skills with ability… more
- Thrivent Financial (OH)
- … and lnvestment Representatives. The RIC is an external mutual fund wholesaling position. RICs proactively interact with Financial Representatives through ... The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds, ETFs and Thrivent Managed Portfolios. Position will provide field sales… more
- Cherry Bekaert (Cincinnati, OH)
- …skills; ability to solve complex issues. + Expert knowledge of tax credit finance reporting required, with specific experience with CDFI Fund 's AMIS reporting ... record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning… more
- Deloitte (Cleveland, OH)
- …person should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...determination, and identifying necessary federal, international and state investor reporting . Tax seniors in our Hedge Fund … more
- JPMorgan Chase (Columbus, OH)
- …capabilities, and skills** + Knowledge of the Asset Management industry and mutual fund structures + Strong Microsoft Office application skills with ... of our Intermediary Fee process, ensuring accuracy in analysis, reporting , and error resolution. You will play a crucial...a focus on Excel JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to… more
- Cherry Bekaert (Columbus, OH)
- …Lending + Strong written communication skills + Knowledge of finance, data and/or reporting , with specific experience with CDFI Fund 's AMIS reporting ... strategies, community outcomes and compelling applications that translate to smooth financial closings + Identifying and managing other grant and application writing… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …in the Financial Services industry, preferably in securities processing, mutual fund operations or brokerage operations environment. + Proven excellent ... appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES & RESPONSIBILITIES: +… more