- Raymond James Financial, Inc. (Memphis, TN)
- …party applications + Answer calls and questions on operational topics and account maintenance. + Contacts internal/external customers including fund companies to ... investment concepts, practices, procedures and industry regulations related to Mutual Funds + Basic mathematical skills including addition, subtraction,… more
- T. Rowe Price (Colorado Springs, CO)
- …contact for inbound participant service requests + Respond to requests for investment, mutual fund , and account information. Resolve complex account ... our participants reach their long-term financial goals through exemplary service , education, and support. Join our team and you...T. Rowe Price offers unparalleled active management products and services . Come join our team and help our clients… more
- Deloitte (Memphis, TN)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and… more
- Deloitte (Jersey City, NJ)
- …planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate ... and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should...training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP… more
- Wellington (Boston, MA)
- …long only funds to alternative strategies, including hedge funds & private equity. Fund Services is responsible for the financing, accounting, and operations for ... these investment funds. Fund Services is comprised of several teams:...frequent interaction and collaboration with other Wellington teams and service providers (Prime Brokers, Fund Administrators, Auditors… more
- T. Rowe Price (Owings Mills, MD)
- …through inbound client service requests. Responding to requests for mutual fund /brokerage transactions, providing account information, and influencing ... you . Role Summary As a Specialist, Contact Center Services with our Select Client Services group,...support to our high net worth investors, with complex service requests and/or specialized internal process support. Join our… more
- Wellington (New York, NY)
- …the US Wealth channel, we are currently seeking to recruit a high-quality US Registered Fund Counsel to join our legal team in the US. This individual will provide ... This Counsel will also support the firm's sub-advised active ETFs, '40 Act mutual funds, as well the distribution of Wellington Management's sponsored funds to… more
- Deloitte (Charlotte, NC)
- …planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate ... and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should...development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP… more
- Raymond James Financial, Inc. (Memphis, TN)
- …gained through work experience to review and apply model portfolio overlays on Mutual Fund /ETF (MF/ETF) managed account platforms using exchange-traded ... evaluation and complex decision-making. This includes executing trades and resolving account issues. **Essential Duties and Responsibilities** + Overlay accounts to… more
- T. Rowe Price (Baltimore, MD)
- …and externally. + Advanced knowledge and understanding of T. Rowe Price mutual fund , ETF, and separately managed account vehicles. + Able to establish and ... of TRPIS/TRPA investment management strategies across multiple vehicles (ie, mutual funds, ETFs, and separately managed accounts) through registered investment… more