In this role, the selected candidate will be responsible for managing multiple sophisticated client engagements for High net Worth individuals and family groups; reviewing complex individual tax returns and related fiduciary, partnership, corporate and nonprofit returns.
In this role, the selected candidate will provide and/or oversee the provision of administrative assistance and support to the district manager, to include problem solving, project planning and management, fiscal management, day-to-day office coordination, and secretarial services.
The Research Project Manage r is an integral member of the research team and Adult Bone Marrow Transplant Service (ABMT) in the Clinical Trials Office (CTO) . This role manages the functions and activities of assigned projects within the research organization and ensures compliance with all regulatory, institutional, and departmental requirements. This role also has direct staff management.
The projects and programs will include efforts to develop and adopt golden sources of data across AM businesses, partner with technology and business stakeholders in reengineering platform functionality and operational processes.
The Project Manager will be part of the Investment Products Data Strategy team which is driving the build and adoption of strategic data sources, data governance and data operating procedures for Investment Products data such as Funds, SMAs and Market Data.
This position will be responsible for the oversight and execution of middle office activities that includes in-house and outsourced settlement processes for international, domestic and government securities.
In this role, you will be responsible for financial reporting, including planning and analysis, development of financial reporting strategies, policies and procedures, and understanding and applying financial standards to the Office of Employee Benefits.