Associate, Financial Planning

Support advisors in creating and delivering comprehensive financial plans for their retail clients. **Responsibilities** - Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level - Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful...

**Associate - Financial Planning & Analysis (FP&A)**: **Location**: **Gurgaon, Haryana** Category: **Financial Planning & Analysis** Job Requisition #**:R241685** Date posted**:Sep. 02, 2024

Prepare annual, semiannual, and quarterly financial reports for the Columbia Mutual Funds, Life and Annuity Products and Collective Funds, including financial statements, notes to the financial statements, financial highlights and portfolio of investments. Preparation of various internal reports and reports that are filed with regulatory agencies including...

As a member of the Fund Administration Financial Reporting team, you will join a growing team focused on monthly, quarterly and annual deliverables. **Responsibilities** Prepare and review monthly Form N-PORT for all assigned mutual funds with the SEC Review financial information for accuracy and analyze various financial relationships Complete all...

Perform Accounting, Reconciliation, and Reporting functions on day to day basis for Specialized Accounting processes for Inter company, Fixed Assets, Software Capitalization, Fee Billing, Real Estate Accounting, Allocations, etc. Accurately and timely meet all internal and external service level agreements (SLAs). **Responsibilities** Perform the...

Support US Corporate Tax group in Tax compliance functions which includes tax return filing, payments, accounting, reconciliation, audit support,etc. for US Sales and Use Tax, State Income Tax, Personal Property tax, Premium tax, State Withholding and International VAT for different Countries. **Responsibilities** **Required Qualifications** Sales and Use...

Financial Control & Reporting, Finance Financial Control Associate, AVP - Gurugram, India- Permanent- Full Time#R-00246135 Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. - This role is based in India and as such all normal working days must be...

**Responsibilities** Enable and structure updates across multiple marketing tools being utilized as part of the process o Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely posts o Updating team website when necessary o Enable Drip Marketing & Prospecting for advisor practices through LinkedIn - Enable relevant research and...

**Position Title** - Associate** **Experience Level** - **1-4 years. **Department** - **Private Market **Location** -** **Gurgaon/Pune **Position reports to** - **Assistant Director **Job Purpose** **Financial Analysis/Spreading** This opportunity is ideal for a private equity professional who is interested in working with leading global private...

Production of financial report packages, Investment review and performance reports. Responsible for ROA creation and quality control for Investment Reviews. Investigate and validate daily, weekly, monthly and quarterly reports and deliver to client, Investment Relationship Manager, custodian etc. Work independently on research and validation reports packages...