Mutual fund manager job description

Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? If this is music to your ears, and you love a challenge and a very fast-paced environment, we have the career for you!
What you'll do

As a Tax Manager, you will draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a high-level of tax research and work on regulated investment company (RIC) tax work papers, financial statement provisions and related tax disclosures and federal and relevant state returns, excise calculations, and RIC compliance tests. Additionally, you will motivate, mentor, supervise, and train new and experienced-level Tax Consultants and Tax Seniors; begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one engagement-specific training and one national training per year.

The team

As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.

Qualifications

Required:

+ 4+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns

+ Bachelor's degree in accounting, finance, or other business-related field

+ One of the following accreditations obtained:

+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA

+ If not CPA eligible:

+ Licensed attorney

+ Enrolled Agent

+ Demonstrated advanced understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies

+ Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve

+ Limited immigration sponsorship may be available.

Preferred:

+ Previous Big 4 experience

+ Experience working in a fast-paced, team environment

+ Strong verbal and written communication skills

+ Knowledge of fund accounting and general ledger accounting

+ Demonstrated basic understanding of Subchapter K and investment partnership taxation

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Denver Zoo is a leader in animal care, wildlife conservation and education. We are passionate about our commitment to excellence in support of our mission of Inspiring Communities to Save Wildlife for Future Generations.

Denver Zoo honors our animals, staff, and guests by conducting ourselves at the highest level of integrity through our Core Actions -- Inspire Awe: Safety, Care, Connect and by embracing our Core Behaviors of: Welcoming, United, Transformative, Curious and Courageous in all that we do.

The Annual Fund Manager advances Denver Zoo's mission and goals by fundraising at the annual fund level. This position provides both the strategic leadership and tactical management necessary to successfully execute a successful Annual Giving program. Denver Zoo defines Annual Giving as those donors contributing $1-$9,999 annually.

Our staff is a dedicated and diverse group of individuals committed to providing quality care to our animals while creating moments of awe for guests. If you are a like-minded individual and thrive in a dynamic, fast paced and innovative culture, Denver Zoo is the place for you!
Essential Duties and Responsibilities

* Develops Denver Zoo's annual giving plan emphasizing growth in the number of donors and revenue to the annual fund year over year, with support from the Director of Development and Partnerships.
* Manages annual giving channels, including: online, social media and web; onsite; employee/volunteer giving; direct mail; other alternative giving programs (e.g. vehicle donations) associated with annual giving.
* Oversee marketing and data tracking for Denver Zoo's leadership annual giving program, Zoo Pride, by maintaining a retention, acquisition, renewal and stewardship strategy in alignment with the overall annual giving plan. Collaborate with the Individual Giving Manager on personal outreach to ZP donors and with the Donor Experience Manager on stewardship.
* Develop, implement and manage annual Colorado Gives Day appeals and stewardship, as well as the relationship with the Community First Foundation
* Oversee Denver Zoo's web-based giving pages in collaboration with External Relations staff.
* Use data, benchmarking and digital marketing best practices to make decisions and adjustments to the annual giving and leadership annual giving program.

Other Responsibilities and Duties

* Other assistance, as designated by the Director of Development and Partnerships, to support the overall goals of the department and organization. Denver Zoo retains the right to add or change duties and/or responsibilities at any time.
* Develop and manage annual fund budget as part of overall Development department budget. Acts as a good steward of Denver Zoo's resources.
* The nature of this position requires safeguarding against the release of confidential and proprietary information of Denver Zoo.
* This position will interact with managers at all levels and staff members across the organization, in addition to members of external organizations and the public.
* Work Location: Hybrid

Technical / Professional Requirements & Qualifications

* 2-year degree required; 4-year degree preferred. Any equivalent combination of education and/or experience accepted.
* Requires minimum of 3-years' experience in fundraising or marketing; experience working in a nonprofit with donors or with a marketing team is strongly preferred, or any equivalent combination of experience, lived experience, and/or special skills.
* Proven computer skills including Microsoft Office Suite and Raiser's Edge or similar donor/CRM software are necessary.
* Requires superior organizational skills, written and oral communication skills, attention to detail, and ability to prioritize work and tasks.
* Requires adaptability to produce and meet deadlines in a fast-paced, multi-task and changing environment, and the ability to work independently and as part of a team.
* Must have good negotiation skills and the ability to handle sensitive information with diplomacy.
* Must be an outstanding communicator and considered to be a developer of programs who is comfortable working and collaborating with a broad cross section of people in direct and matrixed relationships to drive programs to meet strategic goals.
* Experience applying an equitable analysis to all duties to achieve organizational goals and demonstrate the Denver Zoo's commitment to diversity, inclusion, equity, and anti-racism preferred.

Position Conditions

* Ability to pass a background check and pre-employment drug and alcohol screen.

Compensation

Range for this position is $5,206 - $6,508 (monthly).

Benefits

This is a full-time position with excellent benefits including medical, dental and vision benefits; life insurance; short term and long-term disability; 403(b) retirement plan; and vacation and sick leave.

Application Process and Timelines

Resumes / Completed applications must be submitted by October 27th, 2022. Review of applications will begin immediately. Denver Zoo reserves the right to close the position prior to this date.

Denver Zoo is following all CDC guidelines. CDC states that receiving the COVID-19 vaccine is the best defense against the spread of, and severe illness due to, COVID-19. Denver Zoo highly encourages our employees to be vaccinated. We do ask for employees to upload their vaccination card into our HRIS for documentation. This information is kept confidential.

Black, Indigenous, and People of Color (BIPOC) and others who identify as nonwhite, people with disabilities, members of the LGBTQIA+ community, and those with lived experience with racism and/or misogynoir are encouraged to apply for this role.

Denver Zoo is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected status or any other characteristic protected by law.

www.denverzoo.org

Responsibilities

The Division of a Cardiology is seeking a motivated candidate to play a key role within a world-class health

organization. Contribute to the financial well-being of a nationally-renowned

research institute. Take your professional expertise to the next level. You can

do all this and more at UCLA Health.

As a Fund Manager, you will provide comprehensive analysis while managing extramural

grant fund functions for the assigned Department of Medicine- Cardiology Division. In this

high visibility position, we're looking to you to represent Research Faculty

interests in all pre- and post-award areas. You will:

*Contact funding agencies to clarify and resolve issues

*Coordinate research activities, agency reports, and special requests

*Compose, edit, and prepare written correspondence

*Support the implementation of new/ongoing research administration activities

*Help Division Administrator complete research administration assignments

*Manage the preparation and submission of grant proposals and budgets

*Provide financial analysis and long-range planning for all awards

*Oversee operations of post-award activation and administration

*Review and recommend process improvements

*Develop systemized accounting operations

Qualifications

Required:

+ Demonstrated skill in financial analysis, planning, preparation, and administration of a budget with multiple complex funding sources.

+ Demonstrated experience in post-award research administration, including fund close-out.

+ Skill in navigating through Query Data Base (QDB) and Employment Data Base (EDB).

+ Demonstrated experience in interpretation and hands-on application of accounting, budgetary, and auditing principles and practices in a University or non-profit environment.

+ Working knowledge of University financial ledgers and payroll and accounting systems.

+ Demonstrated skill in preparing short and long term budget projections and analyzing financial reports.

+ Mathematical skills and experience sufficient to monitor expenses, analyze costs, prepare budget projections, identify discrepancies, and identify potential problems using spreadsheet programs.

+ Working knowledge of University, NIH, and other major awarding agencies' grants restrictions and requirements.

+ Familiarity with UCLA transfer of fund online system.

+ Knowledge of microcomputer systems and local area networks in order to enter and manipulate

+ data on various computerized financial programs and downloads.

+ Familiarity with Microsoft word processing and spreadsheet programs to include MS Word, Excel, and Access.

+ Ability to initiate and implement novel solutions to various financial problems, including skill in organizing material, information, and resources in a systematic way to maximize efficiency and minimize duplication.

+ General knowledge of University personnel, payroll, purchasing and travel procedures and policies.

+ Ability to prepare computer-based analytical and administrative (ad-hoc) financial reports and correspondence, including cost management analysis to correlate resources with divisional programmatic needs in a clear, concise, and appropriate manner.

+ Ability to work with minimal supervision and set priorities in order to meet varying demands and competing deadlines from a variety of individuals.

+ Familiarity with human subject and animal subject and IRB policies and procedures.

+ Ability to accurately provide oral and written instructions and communicate clearly and concisely using proper English in order to convey messages, follow instructions, and obtain information.

+ Demonstrated excellence in interpersonal skills to interact effectively with all levels of faculty, physicians, principal investigators, staff, fellows, and the public in a cooperative manner, including members of EFM, OCGA, general accounting, and funding agencies.

+ Ability to function as part of a team and as accounting/grants manager liaison/analyst in large, complex divisions.

+ Ability to provide information and/or explain policies and procedures.

+ Skill in organizing material, information, and resources in a systematic way to maximize efficiency and minimize duplication.

+ Skill in projecting, analyzing, and monitoring income and expense trends on basis of existing revenue and cost data.

+ Skill in maintaining confidentiality at the highest levels

+ Skill in programmatic evaluation to develop and maintain information systems as they relate to extramural awards and proposals, personnel, financial and organizational needs.

+ Organizational skills to work effectively as a representative of the division.

Preferred:

+ Demonstrated expertise in proposal pre-award submission process.

+ Demonstrated ability in creation of comprehensive databases and database management.

+ Familiarity with UCLA Payroll Expense Transfer system relating to transfer of salary funding.

+ Demonstrated management skills to provide direction and management of large divisional unit as necessary back-up and to represent the division at regional and national meetings.

UCLA is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.

UCLA Health welcomes all individuals, without regard to race, sex, sexual orientation, gender identity, religion, national origin or disabilities, and we proudly look to each person's unique achievements and experiences to further set us apart.