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The Institutional RIA business was launched in 2021 through the acquisitions of Hyas Group and Cook Street Consulting and subsequently the Southern Employee Benefits practice of Milliman. Experience with investment and financial analysis platforms such as Bloomberg, eVestment, and Morningstar Direct is preferred.
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This includes working closely with high net worth RIA and Family Office clients, completing analysis requests, providing client service support, and directly assisting the sales teams on ad hoc requests as needed.
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Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint) Responsible for research and analysis of various federal income tax issues, including partnerships, S corporations, C corporations, timing issues and accounting methods, digital assets, and other matters.
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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
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8+ years of progressive federal income tax consulting experience (large law firm, large accounting firm, or IRS preferred) Draft Firm-wide alerts on current developments in federal income tax. Assist with Federal domestic tax due diligence in connection with M&A transactions.
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A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation, and transparency. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law.
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Assist with M&A tax structuring, internal restructuring. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients.
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Assist with Firm-wide trainings in federal income tax. For NYC and California, the expected salary range for this position is between. Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts.
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Actively engage in macroeconomic analysis and translate to Bartlett portfolio needs. 10+ years of relevant experience, preferably with an RIA/wealth management firm. Support the fixed income team in other research and portfolio management needs including credit analysis, monitoring of securities, and proactive cash management.
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Follow IACUC guidelines basic analytical assays including ELISA, RIA, calorimetric assays. Conducts research experiments including: mouse metabolism analyses, weekly cage changes and room management, daily rodent health checks and molecular analysis of plasma samples.
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Park Avenue Securities is Guardian’s broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and solutions to help them achieve financial well-being.
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About Cumberland Cumberland Advisors is a Registered Investment Advisory and Asset Management firm headquartered in Sarasota, FL with over $3bn in AUM. Founded in 1973, Cumberland Advisors is a dedicated fee-for-service only asset manager utilizing market leading knowledge, analysis, and investment management.
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Prior experience within an asset management, investment management, RIA, or similar financial firm required. Cumberland Advisors seeks to add an experienced Full Stack Developer to work closely with the firm's Chief Innovation Officer.
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This role may be fully remote for the right candidate, though travel to the office on occasion may be required. Strong ability to code within various languages including Python, JavaScript, C#, & MS SQL. Prior experience with PostgreSQL & Django a plus.
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Senior Full-Stack Developer Location: Sarasota, FL (Hybrid or Remote) Job Description Cumberland Advisors is seeking an experienced and entrepreneurial full stack developer who takes pride in building high-impact, customized solutions for daily workflows.
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