- KPMG (Orlando, FL)
- **Business Title:** Senior Associate , Mutual Fund Tax **Requisition Number:** 114512 - 25 **Function:** Tax Services **Area of Interest:** **State:** FL ... for as a firm KPMG is currently seeking a Senior Associate to join our Business Tax...+ A minimum of three years of experience of mutual fund tax + BS/BA degree in… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** We're looking for a Senior Associate to join our Fund Administration, Tax & Oversight team. In this role, you'll be responsible for ... regulatory and internal control procedures and guideline and also involved in fund actions to aid the team in achieving operational readiness. + Financial… more
- Boston University (Boston, MA)
- …their philanthropy. Associate Director In partnership with and reporting to the Senior Associate Director Fund Stewardship & Compliance, the Associate ... connections and working collaboratively with academic and financial partners to encourage fund compliance and integrity in spending. The Associate Director will… more
- Neuberger Berman (New York, NY)
- …classes and strategies (equity, fixed income, liquid alternatives and private equity) in mutual fund , exchange-traded funds and closed-end fund structures. ... **Responsibilities:** + Managing all aspects of a registered fund compliance program, including: + Annual Rule 38a-1 compliance review; + Maintaining compliance… more
- UMB Bank (Concord, NH)
- …your time:** + Assessing, prospecting and calling on financial institutions in the mutual fund and alternative investment industries + Cross selling company ... fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund ; and various associate banking benefits.… more
- JPMorgan Chase (Boston, MA)
- … service team responsible for high quality service delivery across all institutional and/or mutual fund product offerings provided by Global Fund Services. ... achieve great results for clients. As a Client Service Associate within the Global Fund Services Operations...timely manner and client status updates are communicated to senior management. To be successful, you must have a… more
- Boston University (Boston, MA)
- …but a career and a community. Now, our Annual Giving team is looking for an Associate who wil l function as a co-leader of the crowdfunding platform at BU which is ... software at BU. These gifts are then deployed to fund research, provide emergency student assistance, pay for travel...conferences, and lots more throughout the year. Annual Giving Associate This role serves as a co-lead for crowdfunding… more
- Morgan Stanley (Washington, DC)
- …visit www.calvert.com. Calvert Research and Management has approximately $38.7 billion of mutual fund and separate account assets under management as of ... company traces its roots to Calvert Investments, which in 1982 launched the first mutual fund to avoid investment in companies doing business in apartheid-era… more
- KPMG (Raleigh, NC)
- **Business Title:** Senior Associate , Alternative Investments **Requisition Number:** 113234 - 53 **Function:** Tax Services **Area of Interest:** **State:** NC ... for as a firm KPMG is currently seeking a Senior Associate to join our Business Tax...minimum of three years of recent investment partnership and/or mutual fund tax experience in public accounting… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Intermediate investment concepts, practices, procedures and industry regulations related to Mutual Fund trading activities. * Principles and practices of ... trading support to financial advisors and responds to inquiries regarding fund suitability, products and services. * Establishes and maintains periodic orders.… more