3 hfa financial advisor senior jobs found in Westfield Center, OH

Job Summary The Investment Analyst, under moderate supervision, provides direct support to assigned Senior Portfolio Manager on fixed income, equity, or alternatives portfolios of all Westfield affiliated companies by performing economic, sector and sub-asset class allocation, recommending specific securities, executing trades, and performing ongoing monitoring of securities and portfolios. This role is not eligible for visa sponsorship.   Job Responsibilities Provides direct support to assigned Senior Portfolio Manager on fixed income, equity, or alternatives portfolios by performing economic, sector, sub-asset class and individual security or fund research, recommending specific securities, mutual funds, ETFs, limited partnership deals, or direct coinvestment deals, executing trades or agreements, and performing ongoing monitoring of all portfolio investments. Works to define the optimal sub-asset class allocation for each portfolio.   Responsible for full...

Job Summary: The Associate Investment Analyst applies broad theoretical investment and financial knowledge to support fixed income, equity, and alternative investment portfolio activities for Westfield affiliated companies. Working under close supervision, the role gathers data, prepares basic analysis, monitors assigned information sources, maintains reports, and drafts summaries for review by investment team members to support established portfolio processes and decision making.  This role is not eligible for visa sponsorship.   Job Responsibilities: Assists with assigned portfolio activities by gathering economic, sector, sub-asset class, security, fund, and manager information and organizing findings for review by investment team members.  Prepares basic analysis to support investment review activities, including issuer, credit, equity, alternative investment, performance, risk, liquidity, and valuation information using established methods.  Monitors...

Job Summary The Tax Senior Accountant, working under minimal supervision, is responsible for organizing and coordinating tax data for the accurate and timely completion of business tax returns and tax accounting duties. This role analyzes and prepares complex federal, state, and local income and premium tax returns and reserves and assists with review of basic federal, state, and local income and premium tax returns, estimates, and extensions prepared by tax department paraprofessionals and tax accountants.  This role mentors and guides tax paraprofessionals and tax accountants in completing various basic tax support tasks. The role also conducts tax research as needed while assisting with data gathering and analysis during regulatory audits.   This role is not eligible for visa sponsorship.   Job Responsibilities Prepares monthly federal tax provision based on SAP and GAAP, including calculation of current income tax expense, federal tax payable, and deferred taxes....