5,031 Fidelity Investments jobs in the United States

Overview Wolf and Company is seeking an experienced investment management industry focused Tax Manager to join our tax team. This principal-track position with unlimited growth potential requires a motivated, experienced tax professional with strong interpersonal and management skills. A successful candidate should possess a deep knowledge of federal and state taxation. Your role will include the following responsibilities which are focused around two core concepts: your technical expertise and your ability to deliver excellent quality client service. Responsibilities Manage and grow a portfolio of business clients, primarily S corporations and partnerships in the investment management industry working with hedge funds, private equity funds, venture capital funds, fund-of-funds, funds that invest in digital assets, registered investment advisors, and family offices. Familiarity with taxation of a variety of financial products including equity investments, debt instruments, derivatives, commodities, cryptocurrency, and digital assets. Plan, execute, and deliver innovative federal and state tax planning, consulting and compliance expertise to clients. Review foreign filings including, but not limited to, Forms 5471, 8621,8858, 8865 and 8938 as well as foreign withholding Forms 1042, 1042-S, 8804, and 8805. Analysis of securities transactions including wash sales, constructive sales, straddles, and qualified dividends Conduct tax research related to federal and multi-state income taxes, including non-resident withholding and composite tax matters Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines and proactively sharing tax saving strategies Work closely with principals and staff on client management, professional development and business development activities Manage, develop, train and mentor staff including performance and engagement reviews Qualifications CPA certification required with 6+ years tax experience Expertise in S corporations and partnerships, including partnership capital account maintenance and allocations Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research Ability to attract and develop profitable, sustainable client relationships A demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines Outstanding leadership, mentoring and interpersonal skills fostering client and staff relationships Additional Information Wolf & Company, P.C. is committed to striving to be an employer of choice that embraces inclusion & diversity. At Wolf, the strength of our team is measured by the uniqueness of each and every one of us. Our culture of inclusion and diversity celebrates our differences and recognizes the ongoing need to build a welcoming, collaborative, and supportive environment where our people can be their authentic selves and thrive. We strive for diversity inclusive of race, color, ethnicity, national origin, gender identity, gender expression, sex, age, color, religion, sexual orientation, physical abilities, medical condition, pregnancy, education, social classes, marital status, veteran status, and so much more. Wolf is committed to making employment decisions without regard to an individual’s protected characteristics and to providing equal opportunity for all. The salary range for this position is $115,000 - $160,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. In addition to base pay, you may be eligible to participate in our performance-based incentive compensation or sales commission plans. In addition, Wolf offers a wide range of benefits including spot awards, 401(k) savings, flexible work, and a generous total rewards and benefits package. #J-18808-Ljbffr

• Leverage financial models to forecast deal-level returns and put together hold/sell/refinance recommendations for distribution to management and equity partners
• Facilitate transactions by compiling and reviewing due diligence materials and drafting responses to inquiries from brokers and potential investors
• Prepare and review weekly leasing updates for distribution to equity partners
• Perform ad-hoc financial analysis for distribution to management, lenders, and equity partners
• Assist Asset Managers with the review of rate plan and budget targets for each asset and provide feedback to leasing and operations teams based on prior year approved values, actual operating performance, and relevant underwriting
• Assist the Asset Management team in the preparation of quarterly investor reporting
• Interface with external groups - lenders, consultants, brokers - and provide subject-matter insights to Asset Management team in specific functional areas such as property taxes, loan compliance and capital projects
• Travel to markets with Asset Managers to gain insight into market trends and property operations

• 2-3 years of Commercial Real Estate experience is preferred.
• Bachelor's degree preferably with a focus in Business, Real Estate, Finance, or other relevant subject matter.

• Attention to detail and ability to handle multiple simultaneous projects.
• Understanding of financial concepts, (i.e. IRR, ROE) and the ability to apply that in an excel model.
• Proficiency in Microsoft Windows-based software applications and advanced level of Excel skills required.
• Strong analytical and research capabilities with outstanding organization skills.
• Excellent interpersonal, written and verbal communication skills.
• Multifamily/Student Housing experience preferred but not required.

• The work environment characteristics described herein are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate to low.
• Travel: 10%

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl and talk or hear.
• Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
• The employee may infrequently drive a vehicle (intrastate and interstate travel) or be subject to air travel for purposes of Company business.

The Associate will play a central role in Tesla’s investment management activities, including transaction operations, investment analytics, security valuations, performance reporting, compliance, and audit activities for Tesla’s investment portfolios. The new team member will work collaboratively with internal business partners from treasury, accounting, tax, technology, legal, financial planning, insurance, and other operational teams. The Associate will be an effective communicator who can interface with senior leadership, trading partners, and service providers. Finally, a successful candidate will have excellent problem-solving skills, demonstrated aptitude for being a team player, and have a strong dose of common sense, practicality, and adaptability.

What You’ll Do

• Leading transaction operations, investment analytics, compliance, and audit activity for Tesla’s investment portfolios
• Managing internal and external performance reporting
• Creating analytical dashboards to support strategic decision making, understand portfolio dynamics, and manage risk
• Supporting the development of internal investment management systems
• Maintaining and building relationships with key banking and trading partners and engaging with 3rd party service providers
• Providing recommendations on individual investments, investment strategies, and updates to Tesla’s corporate investment policy
• Overseeing other strategic treasury and capital markets projects as necessary

What You’ll Bring

• 5+ years of experience in investment management, corporate finance, investment banking, sales and trading, or treasury operations with a strong track record of superior performance
• Excellent interpersonal, time management, negotiation, and communication skills and ability to convey complicated and technical points clearly to a variety of stakeholders
• Experience working cross-functionally with treasury, legal, accounting, tax, financial planning, IT, and other operational teams
• Bachelor’s degree or equivalent experience
• Familiarity with basic accounting principles and treasury operations
• Expert with Excel, PowerPoint, PowerBI, and Tableau

Compensation and Benefits

Along with competitive pay, as a full-time Tesla employee, you are eligible for the following benefits at day 1 of hire:

• Aetna PPO and HSA plans > 2 medical plan options with $0 payroll deduction
• Family-building, fertility, adoption and surrogacy benefits
• Dental (including orthodontic coverage) and vision plans, both have options with a $ paycheck contribution
• Company Paid (Health Savings Account) HSA Contribution when enrolled in the High Deductible Aetna medical plan with HSA
• Healthcare and Dependent Care Flexible Spending Accounts (FSA)
• 401(k) with employer match, Employee Stock Purchase Plans, and other financial benefits
• Company paid Basic Life, AD&D, short-term and long-term disability insurance
• Employee Assistance Program
• Sick and Vacation time (Flex time for salary positions), and Paid Holidays
• Back-up childcare and parenting support resources
• Voluntary benefits to include: critical illness, hospital indemnity, accident insurance, theft & legal services, and pet insurance
• Weight Loss and Tobacco Cessation Programs
• Tesla Babies program
• Commuter benefits
• Employee discounts and perks program

Expected Compensation

68,000 - 162,000/annual salary + cash and stock awards + benefits

Pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

Tesla is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to any factor, including veteran status and disability status, protected by applicable federal, state or local laws.

Tesla is also committed to working with and providing reasonable accommodations to individuals with disabilities. Please let your recruiter know if you need an accommodation at any point during the interview process.

Privacy is a top priority for Tesla. We build it into our products and view it as an essential part of our business. To understand more about the data we collect and process as part of your application, please view our Tesla Talent Privacy Notice.

We are seeking someone to join our Finance team as a Controller in Investment Management (IM) Finance to provide support to Morgan Stanley's Investment Management segment (MSIM) a leading global asset manager across the public and private markets.

In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is a Director level position within our Corporate Controller, Reporting & Accuracy Job Family which is responsible for the accuracy and control of the Firm's books and records to produce the consolidated firm, segment and legal entities financial statements, including development, management and oversight of financial accounting & reporting systems as well as database management, including capital and liquidity reporting and external reporting functions.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you'll do in the role:
- Collaborate with a varied group of colleagues in Finance and across the Firm
- Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments
- Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work
- Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
> Own and control the accounting function for the financial product(s) under your remit.
> Interact extensively with key business unit staff, the finance division, IT, operations, internal and external counsel, compliance, internal audit, middle office, and third-party data providers
> Work on transformation products that support the IM Finance function
> Make recommendations to enhance efficiency of accounting, reporting functions, valuations, reliance on systems, and increase data quality
> Strong contributor to cross-functional process improvement projects affecting IM Finance

What you'll bring to the role:
- In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
- Ability to operate independently with respect to most job responsibilities
- Ability to provide positive and constructive feedback and innovate processes
> Bachelor's degree in Finance or Accounting
> Preferred 5+ years of related work experience
> Results-oriented with capacity and desire to work both at a strategic and detailed analysis level
> Ability to collaborate cross-functionally on various projects and new initiatives
> Experience working in accounting subledgers and within a network of connected financial systems
> Highly skilled communicator, both written and verbal
> Ambitious, self-motivated individual, strong work ethic, positive attitude, and the ability to work both independently and as part of a team
> Technical skills, including proficiency in Microsoft Excel, PowerPoint, and Word.
> Effective time management and ability to meet tight deadlines, handle pressure situations, and balance multiple tasks
> Bank regulatory reporting experience a plus

- At least 4 years' relevant experience would generally be expected to find the skills required for this role

What you can expect from Morgan Stanley:

We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and brightest in an environment where you are empowered to achieve your full potential. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. To learn more about our offices across the globe, please copy and paste into your browser.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Salary for the position: $110,000/ Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan, Lewis & Bockius LLP, one of the world's leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, is seeking a Legal Administrative Coordinator (LAC) to support the Investment Management Practice Group. Reporting to the Administrative Support Manager this position will be responsible for providing a broad range of administrative, secretarial and document processing support with guidance to the assigned Practice Group in an environment where superior client service is emphasized and practiced.

Maintaining an in-office presence is important to delivering our services through an integrated and collaborative work culture. Firm policy requires this role to work in the office three days per week as scheduled by their manager unless client demands, or another accommodation approved by their practice group, require them to be elsewhere.

PRIMARY FUNCTIONS AND RESPONSIBILITIES

• Regularly utilizes Task Delegation and Workflow Management software (BigHand) to receive, enter and update assignments; timely communicates with supervisor(s) through BigHand and/or directly the status of task completion and new developments that may impact the assignment and proactively seeks additional information or guidance when needed.

• Assists with word processing; edits and proofreads correspondence, memorandums, reports, and other general communications.

• Answers phones and takes messages, schedules appointments and coordinates meetings; arranges audio and video conferences; reserves conference rooms and arranges set-ups.

• Maintains attorney calendar and advises attorney of appointments, updates attorney address book and InterAction entries.

• Assists with time entry.

• Processes new business intake, related forms, and correspondence.

• Processes expense reports and invoices; arranges check requests; monitors through completion.

• Arranges travel and prepares itineraries; maintains attorney travel and desk profiles.

• Coordinates or assists with printing, scanning, copying of documents and/or sending of same.

• Provides legal research, case support and project assistance.

• Other administrative duties as assigned.

EDUCATION AND EXPERIENCE

• At least two (2) years of administrative support experience required.

• Bachelor's degree a plus.

• Previous law firm experience required.

• Demonstrates proficiency in Microsoft Outlook, Word, Excel, Power Point and Portable document Format (PDF) software.

• Flexibility to work overtime required.

Qualified candidates must apply online by visiting our website at selecting "Careers."

#LI-Hybrid

Morgan, Lewis & Bockius LLP is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value inclusion and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.

Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment qualified applicants with arrest and conviction records.

California Applicants : Pursuant to the California Consumer Privacy Act, the following link contains the Firm's California Consumer Privacy Act Privacy Notice for Candidates which explains the categories of personal information that we collect and the purposes for which we use such personal information. CCPA Privacy Notice for Candidates

Morgan, Lewis & Bockius, LLP reasonably accommodates applicants and employees who need them to perform the essential functions of the job because of disability, religious belief, or other reason protected by applicable law. If you believe you need a reasonable accommodation during the application process, please contact Talent Acquisition at or

If hired, your employment relationship with the firm will be on an "at-will" basis, meaning that the firm may modify the terms and conditions of your employment at any time, and that either you or the firm will be free to end the relationship at any time with or without cause and with or without advance notice, although reasonable notice would be expected.

We're seeking an experienced audit professional to join our Investment Management audit team as a Director to execute various assurance activities in order to assess risk and formulate a view on the control environment.

The Internal Audit Division (IAD) drives attention and resources to vulnerabilities by providing an independent and well-informed view and impactful messages about the most important risks facing our Firm. This is accomplished by performing a range of assurance activities to independently assess the quality and effectiveness of Morgan Stanley's system of internal control, including risk management and governance systems and processes. IAD serves as an objective and independent function within the Firm's risk management framework to foster continual improvement of risk management processes. This is a Director level position within Business Audit, which is responsible for inspecting controls in front, middle and back offices.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

• Help identify risk and impact to relevant coverage area to prioritize areas of focus
• Execute and lead aspects of assurance activities (e.g., audits, continuous monitoring, closure verification) to assess risk and formulate a view on the control environment
• Facilitate conversations with stakeholders on risks, their impact and how well they are managed in a clear, timely and structured manner
• Assist in managing multiple deliverables in line with team priorities
• Solicit and provide feedback and participate in formal and on-the-job training to further develop self and peers

• Understanding of business line and key regulations relevant to coverage area (asset management experience preferred)
• Strong understanding of audit principles, methodology, tools, and processes (e.g., risk assessments, planning, testing, reporting and continuous monitoring)
• Ability to identify and analyze multiple data sources to inform point of view
• Ability to ask meaningful questions, understand various viewpoints and adapt messaging accordingly
• A commitment to practicing inclusive behaviors
• At least 4 years' relevant experience would generally be expected to find the skills required for this role
• Relevant certifications (i.e., CIA, CPA,CIDA, CAIA, CFA)

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Opportunity

Join our dynamic team as a Director of Investment Management Technology, where you'll play a pivotal role in driving the execution of our technology strategy for Market & Credit Risk. As a key leader, you will build and develop a highly collaborative skilled team that supports complex, high-impact programs across the organization. In this role, you will be responsible for overseeing cross-functional teams and managing multiple, large-scale initiatives from concept to completion. The ideal candidate will have a proven track record of driving successful building teams, program execution, ensuring alignment with organizational objectives, and delivering measurable business results. You will work closely with executive leadership, stakeholders, and project teams to ensure the timely and efficient delivery of key programs. If you're passionate about making a meaningful impact and thrive in a fast-paced, collaborative environment, we invite you to be part of our journey towards excellence.

The Team

You'll be an integral part of our esteemed Corporate Technology Team, focused Investment Management Technology. Our team operates on a global scale, driving innovation and excellence across diverse areas of expertise. As the Director of Credit & Market Risk, you'll play a pivotal role in high impact Corporate Technology Quantitative Analysis & Portfolio Mgmt  Initiatives, ensuring alignment with organizational objectives and driving impactful outcomes. This is a high-visibility position, offering the opportunity to collaborate closely with our Corporate Technology leadership team. Our team thrives on collaboration, innovation, and a shared commitment to excellence. Together, we're shaping the future of technology within our organization and making a lasting impact on a global scale. Join us and be part of a dynamic team where your contributions will be valued and your potential unleashed.

The Impact:

• Develop and execute a technology roadmap aligned with the goals of Credit Risk, Market Risk and Quantitative Analysis teams.
• Build and develop a team that can execute on the roadmap
• Lead the evaluation, selection, and implementation of Risk Analysis solutions and systems.
• Partner with Investment teams, Quantitative Research teams, and Portfolio Management leadership to ensure cohesive data architecture and reporting ecosystems.
   

System Implementation & Optimization

• Oversee system integrations between qualitative models, Risk Systems, portfolio management systems, and data warehouses.
• Lead upgrades and enhancements to ensure continuous improvement in system performance and user experience.
   

Data & Analytics

• Ensure investment data flows are secure, accurate, and efficient.
• Enable advanced analytics and dashboards using BI tools e.g., Power BI, Tableau.
• Collaborate with data governance teams to uphold data quality, lineage, and compliance.
   

Stakeholder Engagement

• Serve as a liaison between Portfolio mgmt, Risk & Quantitative research, and IT teams, translating business needs into technical solutions.
• Train and support teams in adoption of new tools and technologies.
• Provide senior leadership with strategic insights into technology capabilities and ROI.
   

Governance & Compliance

• Maintain compliance with regulatory and internal controls for Risk systems.
• Establish and monitor KPIs related to Risk & Analytics system performance and data accuracy.

The Minimum Qualifications

• Bachelor’s degree in Computer Science, Engineering, Information Systems, or related technical field
• 8+ years of experience in technology leadership roles.
• 3+ years of experience with deep understanding of risk analytics and quantitative research tools, and data needs.
• 3+ years of experience managing large-scale system implementations or transformations.
• 3+ years of experience building and developing new teams
• 3+ years of understanding of data architecture, APIs, ETL, and quantitative modeling.

The Ideal Qualifications

• Masters degree
• Cloud Computing: Knowledge of cloud platforms e.g., AWS, Azure, GCP and their application in investment mgmt, including cloud-based investment systems and data storage.
• Integration & APIs: Understanding of integration technologies and APIs to connect different investment systems and data sources is necessary for creating a seamless Risk technology ecosystem.
• Cybersecurity & Data Security: Awareness of cybersecurity threats and best practices for protecting investment data.
• Emerging Technologies in Investment: Familiarity with emerging technologies in investment e.g., AI/ML, blockchain, RPA and their potential applications is crucial for driving innovation.
• Skills in evaluating and managing technology vendors and partnerships are important for procuring and implementing investment technology solutions. 
• Exceptional leadership, communication, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Ability to influence and motivate teams without direct authority.
• Excellent time management and organizational skills, with the ability to prioritize multiple initiatives.

#LI-SC1