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As a Marketing Associate, your primary role is to fortify our marketing initiatives by developing and executing campaigns that spotlight our...
Who You Are: You are a proactive, assertive, take-charge person who loves to roll up your sleeves to solve today’s problems and can think ahead to...
Responsibilities will include but not limited to:
· Preparing and reviewing tax returns for individuals, S & C-corporations, partnerships, trusts...
High Net Worth Representative
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the...
In this pivotal role, you will support our Director of Investment Operations, playing a key role in streamlining our investment operations, enhancing...
* Prepare month and year-end financial statements, communicating variances to senior management
* Responsible for cash flow forecasting and...
* Provide timely resolution of functional and technical issues, reporting incidents to the appropriate chain of command.
* Troubleshoot functional...
* Accepts orders from advisors and account holders.
* Assist advisors and their staff with navigating the trading platform and provide trade support...
* Lead end-to-end project management activities, including project planning, execution, monitoring, and reporting.
* Manage project scope...
The Accounting Manager manages the General Ledger, Accounts Payable, and Fixed Asset Accounting activities of the Association and provides...
Primary duties and responsibilities include, but are not limited to, the following:
* Directs and oversees the internal accounting processes...
• Maintains the organization’s accounting principles, practices, and procedures. • Manage the accurate and timely monthly, quarterly, and year...
The AVP in Fixed Income Ops would be primarily responsible for:
* Ensuring clearance and settlement of Fed cash and repo securities
* Managing an...
Direct the activities and mentor the members of the finance and accounting team that report to you. Mentor those team members in their career development...
Our client is a leading asset manager in Korea with $92 billion in assets under management. The company is a wholly owned subsidiary of the second...
* Street-side reconciliation of books and records vs the Options Clearing Corporation including trades, positions, and cash.
* Regulatory &...
Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers...
Our client, an established and well-performing investment manager in San Francsico CA, is seeking a Compliance Analyst to join their team.
As...
* Contributes to the ongoing independent oversight and challenge of day-to-day risk management activities, client, product and process change...
The Treasury department is responsible for the management of BNY Mellon’s balance sheet. It assumes a variety of risks in its activities to generate...
* Experience in the CMBS or ABS Sectors
* 3+ Years experience as a fixed income analyst
* CFA or willing to obtain
‘Premier Benefits to Support YOU’
*...
Xponance is a distinguished, woman-led, and entirely employee-owned multi-strategy investment firm dedicated to revolutionizing access...
We are seeking a Compliance Director. The Director will be responsible for supporting in the administration of Compliance for clients.
We are...
Scope of Responsibilities:
* Prepares and assists external tax advisors with US consolidated federal, state, and local tax returns for the company...
Responsibilities:
* Management of cash transactions and banking activities
* Handling accounts payable and disbursements
* Supervising inventory...
