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Minimum five years of recent tax experience in the financial services industry supporting registered investment funds and alternative investments (investment partnership and or mutual fund tax experience) with previous experience as a tax manager with a public accounting firm.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Working knowledge of the investment, asset management, and mutual fund business and corresponding matters related to the distribution of institutional and high net worth products is highly desirable.
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Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various reconciliation processes. Certified Employee Benefits Specialist (CEBS) or other retirement industry certificatesCOMPETENCIESClient Service OrientedPersonableTeam PlayerProactiveProblem SolverResourcefulIndependentIntegrityTime ManagementBuilds Collaborative RelationshipsWritten and Oral Communication SkillsDetail OrientedTRAVELUp to 5%We are proud to be an Equal Opportunity Employer.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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This is a fantastic opportunity for a paralegal with at least 2 years' proven experience within a corporate practice area to take on a number of projects that will include corporate governance, regulatory matters, supporting and maintaining compliance program, preparation of shareholder disclosure statements and proxy statements, Board work, drafting contracts, mutual fund governance and special assignments on an as needed basis.
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Since 1924, when our founders invented the mutual fund, collaboration, a long-term focus and skilled active research have fueled our success. Working knowledge of the following analytical tools recommended: Excel, Morningstar Direct, FactSet, SPAR, SharePoint, and Bloomberg (Point/Port.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Review and support the preparation of fund prospectuses, statements of additional information, and supplements for the company’s mutual funds and ETFs, including drafting new disclosures and working with outside counsel on registration statement matters.
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Strong technical knowledge of mutual fund GAAP/financial reporting and mutual fund accounting. 15+ years' experience in the mutual fund/private fund accounting or administration field.
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Real Money Funds (RMF) Credit Risk is an independent credit approval and monitoring function within Deutsche Bank for Mutual Fund counterparties. Job Title Real Money Fund Credit Risk Officer.
$78,000 - $111,800Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Our clients include public funds, central banks, insurance entities, endowments, foundations, mutual fund sponsors, retirement plan sponsors — both defined benefit and defined contribution — and many other types of institutions.
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As lead commercial counsel on the review and negotiation of key enterprise agreements such as institutional agreements and third-party vendor agreements (including sub-advisory, SaaS, investment management, CIT/mutual fund agreements, etc.
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Must have 2 - 3 years of mutual fund operations experience. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
$52,000 - $75,400 a yearExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Our clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.
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Ability to discuss Fiduciary Solutions, including various mutual fund share classes and impact on plan/cost. The Vice President, Sales Consultant’s primary responsibility is to facilitate the growth of new relationships and business for FuturePlan.
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Minimum of 3-5 years in mutual fund/separate account wholesaling or supporting a mutual fund/separate account wholesaler. Must have in-depth working knowledge and experience with mutual funds and separate accounts.
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5 to 7 years of mutual fund experience at an asset management preparing Board materials or law firm as a mutual fund paralegal or similar preparing Board documents. Global Regulatory Compliance, Mutual Funds is a five-person team responsible for overseeing the compliance programs of the US domiciled registered investment companies for the Chief Compliance Officers.
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