Hybrid Tax Overlay & Portfolio Implementation Analyst
SEI Corporation
SEI Corporation in Oaks, PA seeks an Analyst, Tax Overlay & Portfolio Implementation to manage daily rebalance and trade generation for client accounts, implement new account openings, cash requests, and asset allocation changes. The ideal candidate has a 4-year degree in business or finance, at least 2 years in financial services, strong Excel skills (macros a plus), and the ability to work with minimal supervision in a hybrid office environment three days per week. #J-18808-Ljbffr SEI Corporation
$75.82k - $89.2k
...professionals as an Infrastructure Finance Portfolio Financial Analyst. The Portfolio Financial Analyst... ...portfolio of U.S. Bank renewable energy tax credit investments and loans.Essential... ...ExpectationsThe role offers a hybrid/flexible schedule, which means there's...TaxFull timeWork at officeLocal areaRemote workFlexible hours3 days per week$130k - $160k
...diverse culture! We offer a flexible hybrid office/remote work environment, and... ...NY office.Equitable is looking for a Portfolio Compliance Analyst to join our team. The Equitable... ...daily compliance testing, regulatory implementation and reporting to the funds’ board of...SuggestedFull timeTemporary workWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week$110k - $120k
Solomon Page is seeking a Business Solutions Analyst to partner with Portfolio Management, Portfolio Finance, Corporate Finance and Technology teams... ...and investment decision support. The role is fulltime and hybrid, requiring 3 days on-site in New York City. Compensation...SuggestedFull time- Two Sigma in New York, NY is seeking an Analyst to join the Portfolio Solutions and Initiatives team, focusing on operational processes within both... ...and problem-solving skills. The position offers a hybrid work model with competitive benefits, including fully paid...Suggested
$145k - $185k
A financial services firm is seeking a Portfolio Investment Associate based in New York, NY. The role encompasses responsibilities around... ...compensation range between $145,000 and $185,000 annually and supports a hybrid work model. #J-18808-Ljbffr TEEMA Solutions GroupSuggested$140k - $185k
Portfolio Evaluation Analyst - Private Equity (Entry-Level) Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 - $185,000+ total compensation (varies by employer) About This Role This Portfolio Evaluation Analyst - Private...Full timeInternship$80k - $90k
Where you’ll work: Our flexible, hybrid work model offers the option... ...: As a Senior Financial Analyst, you’ll be responsible primarily... ...procedures, and metrics. Identify, implement, and/or strengthen internal... ...vision, and dental plans plus tax-free health savings accounts with...TaxRemote jobTemporary workWork experience placementWork at officeFlexible hours$66.5k - $70k
...Audio, Penguin Young Readers, Portfolio, Puffin, Putnam, Random House,... ...York, United States, NY 10019. hybrid. USD 66,500 - 70,000 (Yearly).... ...we’re looking for a Financial Analyst to join our US team reporting... ...Health Savings Account Pre-Tax and Roth 401(k) Short and Long...TaxFull timeTemporary workLive inWork at officeFlexible hours2 days per week3 days per week- National Grid is seeking a Senior Analyst, Portfolio Planning & Performance to help shape Gas IT strategy and execution. This role focuses on... ...applying a builder mindset and a focus on actionable insights. Hybrid work across Waltham, MA or Brooklyn, NY. #J-18808-Ljbffr...
- Citi is seeking a Credit Portfolio Senior Analyst in New York to monitor, analyze, and optimize client portfolios with a focus on risk management... ...VBA, with a willingness to work on the trading floor in a hybrid environment in New York. #J-18808-Ljbffr Citibank (...
- Dimension Energy is seeking a Project Finance Analyst, based in New York, with a hybrid work arrangement. The role supports financial modeling for debt and tax equity transactions, capital calls, and portfolio management. The candidate will work with development, engineering...Tax
- CFA Institute is looking for a Credit Portfolio Analyst to enhance the Risk Identification and Risk Appetite processes for the Americas Division... ..., and advanced Excel skills. The position supports a hybrid work model, allowing for flexibility between remote and in-office...Work at officeRemote work
- SMBC is hiring a Credit Portfolio Analyst in New York to support risk identification and appetite processes for the Americas Division. This... ...proficiency in Excel and PowerPoint are essential. SMBC operates a hybrid workforce model requiring candidates to live close to the...Work at office
- ...private equity, M&A, finance, real estate, tax, antitrust, life sciences, health care,... ...practice technology initiatives by evaluating, implementing, and supporting innovative legal... ...Working Conditions This position requires hybrid on-site presence as an essential function...TaxContract work
- ...LLC in New York City is seeking a Merger Integration Investment Analyst to work with senior leadership on merger review, integration,... ...diligence capabilities, and strong communication. This in-office hybrid role offers exposure to leadership and a path to impact notable...Work at office
- ...finance recruitment platform is seeking an Investment Infrastructure Analyst to support investment decision-making systems and processes.... ...offers exposure to end-to-end investment activities in a hybrid work environment, promoting collaboration among finance teams....
- ...Will be Responsible For: Responsible for managing and coordinating tax compliance and advisory work for clients Review Federal, Multi-... ...the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized firm, our...TaxFull timeLocal area
- ...Development Senior Specialist for its Finance and Tax team. This role requires developing... ..., conducting market research, and implementing strategic initiatives. Ideal candidates will... ...market trends. The position allows for a hybrid work schedule and offers a competitive salary...Tax
- Are you a motivated tax professional who thrives in a collaborative entrepreneurial... ...advancement! Title: Senior Tax Accountant - Hybrid Salary: $90,000 to $115,000, Bonus... ...including participating in the design and implementation of tax technology solutions that support...Tax
$93.37k - $153.4k
...Workday Financials Functional Analyst (Financial & Procurement) The... ...to your success. This is a Hybrid position. We value in-office... ...teams (Accounting, Finance, Tax and Internal Audit) and IT teams... ...conducting data audits and implementing data quality measures to maintain...TaxTemporary workWork experience placementWork at officeWork from homeHome officeRelocation packageFlexible hours- A leading law firm in New York is seeking a mid-level associate for their tax group. The role involves advising clients on M&A and financing transactions, designing tax-efficient structures, and providing state tax planning advice. The ideal candidate will have at least...Tax
$100k - $125k
...As an M&A Investment Banking Experienced Analyst you’ll work in a team setting to help provide... ...us in our team-led and leader-enabled hybrid model. Our expectation is for most people... ...of services in assurance, consulting, tax, strategy and transactions. Fueled by sector...TaxSummer holidayWork at officeFlexible hours$145k - $185k
...financial services firm is looking for a Consumer & Retail Investment Analyst to provide insights into early-career investment and sector-... ...the consumer and retail industries. The position offers a hybrid work model based in New York, with total annual compensation estimated...- A leading investment banking firm is seeking a Client Coverage Analyst in New York, NY. The role involves assisting senior bankers in... ...banking or consulting is a plus. Competitive compensation and hybrid work options are included. #J-18808-Ljbffr TEEMA Solutions Group
- ...investment platform is looking for an Investment Strategy & Execution Analyst in New York, NY. This full-time position focuses on assisting... ...professionals, the role offers an opportunity to engage in a hybrid work model with a competitive compensation range. Candidates...Full time
$145k - $185k
Overview Capital Investment Analyst - Initio Capital Location: New York, NY, United States Employment Type: Full-Time, Part-Time, Contract, Temporary, Internship, Casual Hybrid | New York, NY Compensation Estimated Compensation: $145,000 - $185,000 total annual compensation...Full timeContract workTemporary workPart timeCasual workInternship- Abacus Group, LLC in Manhattan, NY is seeking an Operations Analyst to join their client’s investment banking team. The role focuses on... ...Compliance to resolve issues. Hours are 8-5 in-office during training; later, a hybrid schedule. #J-18808-Ljbffr Abacus Group, LLCWork at office
- We are seeking an AVP, Program Governance Analyst to support enterprise portfolio reporting, governance oversight, and PMO processes across strategic initiatives. This individual will partner with project teams and stakeholders to ensure reporting accuracy, drive adherence...Local area
$145k - $185k
A recruitment firm in New York is offering a Pipeline Development Analyst position. This hybrid role is crucial for individuals looking to dive into early-career investment pipeline and corporate development roles. The estimated annual total compensation ranges from $14...- A leading investment firm is looking for an Alternative Investment Officer in New York, NY (Hybrid). This role entails evaluating alternative investments like private equity and venture capital while building financial models to assess risks and returns. Candidates should...
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