Job Description: Overview The Senior Portfolio Planner within the Strategic Portfolio Management team... is responsible for ensuring the capture and management of data supporting a ~$250M yearly IT & Digital investment portfolio...
's unique needs Leverage your aptitude for analysis to assess investment opportunities and optimize portfolio performance... expectations Skills: Bachelor's Degree in Finance or related field CFP (Certified Financial Planner) designation- 5+ years...
, BNA Tax Planner, GoFileRoom, SurePrep), preferred Experience with tax research tools (BNA Portfolio, CCH IntelliConnect... to supervise associates, senior associates and managers, as the situation dictates Reviews work prepared by associates and senior...
, BNA Tax Planner, GoFileRoom, SurePrep), preferred Experience with tax research tools (BNA Portfolio, CCH IntelliConnect... to supervise associates, senior associates and managers, as the situation dictates Reviews work prepared by associates and senior...