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Candidates with experience from the Investment Banking, Venture Capital, or Private Equity or Deal Advisory, will be given first priority. LHH specializes in the career placement of top notch accounting and finance professionals.
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Application Engineering Support (AES) is responsible for a range of critical tasks aimed at ensuring smooth and efficient functioning and high availability of Envestnet’s Unified Wealth Management Platform, which encompasses modules such as accounting, model management, trading, billing, financial planning, performance computations, investment research, and reporting.
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The Accounting Division is responsible for maintaining the general ledger, processing member benefit and tax payments, accounts payable, fixed assets, coordination of the external audit, investment accounting, preparation of the Comprehensive Annual Financial Report, cash transfers and reporting, and oversight of the operating and capital budgets.
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Knowledge of or exposure to community foundations, fund accounting, and/or investment and endowment management is preferable. Reporting directly to the Executive Director, the CFO will be an integral member of the Foundation’s leadership team responsible for the administration of fiscal functions and for financial and investment accounting for the overall operation of the Foundation.
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Ensuring data management and information integrity across the operational platform, including oversight of outsourced functions such as back-office fund accounting and middle office operations.
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The Tax Team is part of the Fidelity Fund and Investment Operations (FFIO) business unit, which provides accounting and investment management support services to Fidelity businesses and mutual fund shareholders.
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Minimum of 7 years of experience in top tier, global capital markets or investment management firms with experience in Treasury Operations, Cash Management, and/or Accounting. Principal, Investment Accounting.
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Reporting to the MassMutual’s Head of Investment Accounting Systems Governance Investment Controllership, the Director of Investment Operational Accounting Governance will be a key partner and representative to the operational accounting impacts of the investment operations processes.
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Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company.
$50,000 - $94,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Bachelor's degree in finance, accounting, business, or economics required; CFP certification strongly preferred. As a financial planner, you will be responsible for providing comprehensive financial planning and investment advisory services to clients.
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The Moody Street Group, LLC is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or a Registered Investment Advisor. Note : Securities offered through OneAmerica Securities, Inc.,Member FINRA, SIPC, A Registered Investment Advisor.
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Named as the #1 Place to Work in Southwest Florida by Gulfshore Business in 2022, our client is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine.
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Provides accounting and advisory services to the treasury business line to support implementation of derivatives trading strategies, derivatives hedging strategies, investment strategies, funding strategies, including asset securitizations and other balance sheet optimization strategies.
$171,557.8 - $285,929.66 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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This newly created team is responsible for the ensuring the integrity of the accounting information received from the Investment Operations securities system. Against the backdrop of an increasingly complex general investment account portfolio with diverse asset classes and strategies, this role will build a framework and lead a vision that provides for the effective controls of operational securities accounting.
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Proficiency with accounting software and tools; knowledge of QuickBooks online is a plus. G2 is an integrated multi-product, industry-focused investment bank and restructuring advisory firm creating bespoke solutions for corporate and investor clients.
ExpandApply NowActive JobUpdated 8 days ago
investment accounting jobs
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