- Love's Travel Stops & Country Stores (Oklahoma City, OK)
- **Req ID:** 446246 **Summary:** Cortes Capital is the Oklahoma City-based private investment office for the Love family . Our vision is to deliver exceptional ... experience in an investment related field (private equity, endowment, foundation, family office , investment research and/or investment banking) OR a… more
- JPMorgan Chase (New York, NY)
- …strategy and portfolio positioning on a regular basis to clients, including Principals, Family Office staff, Boards, and Investment Committees. The candidate ... go and leaders who will support you in getting there. **J.P. Morgan Outsourced Chief Investment Office ("OCIO team")** The OCIO team is a specialist group of… more
- Morgan Stanley (Purchase, NY)
- …on live client and prospect cases from the PWM, Graystone, OCIO, and MS Family Office channels, devising holistic investment and wealth planning strategies ... Planning Tools (WSPT) is a team within Morgan Stanley's Global Investment Office (GIO) dedicated to Wealth Management's ultra-high net-worth and institutional… more
- City and County of San Francisco (San Francisco, CA)
- … management firm, pension plan, university, endowment, foundation, corporation, family office , consulting firm or other investment institution with at least ... San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement... management firm, pension plan, university, endowment, foundation, corporation, family office , or consulting firm. Substitution *… more
- Robert Half Finance & Accounting (Midland, TX)
- …issues to optimize their financial strategies. The role also includes supporting the family office 's investment strategy, financial planning and operational ... and investment research to identify opportunities that align with the family office 's goals and investment strategy. . Analyze financial statements and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …investor reporting -Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds -Maintain the general ... ROBERT HALF FOR MORE INFORMATION CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/ FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO...ledgers and accounting entries for the Family and their investment portfolio… more
- Morgan Stanley (Purchase, NY)
- …office clients. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office ("MSFO"), Outsourced Chief Investment Office ... a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan… more
- Deloitte (Columbus, OH)
- …every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, ... experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective...to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA +… more
- Deloitte (Columbus, OH)
- …every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, ... experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective...accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA +… more
- KPMG (New York, NY)
- …quality tax service and play a key role in growing KPMG's Family Office Tax Practice, which focuses on investment management companies, family limited ... **Business Title:** Tax Senior Manager, Family Office **Requisition Number:** 119467 -...important than investing in our culture because it's an investment in our people, our future, and what we… more
- Deloitte (Columbus, OH)
- …and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business ... decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving...accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA +… more
- Deloitte (Columbus, OH)
- …and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business ... decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving...to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA +… more
- Citigroup (Miami, FL)
- …organizational skills. Ability to work without direction. Self motivated. Strong Microsoft office skills. + Banking and/or investment experience + Strong ... in order to provide tailored support to the front office and product specialists + Take market orders, provide... Family Group:** Private Client Product Services **Job Family :** Investment Sales Services **Time Type:** Full… more
- Federal Reserve Bank (Newark, NJ)
- **Company** Federal Reserve Bank of Atlanta The SVP, Chief Investment Officer for the Office of Employee Benefits (OEB) in Newark, NJ, impacts the direction of ... paid time off, top-notch health care benefits, child and family care leave, professional development opportunities, a 401(k) match,...must live within commuting distance to the Newark, NJ office . Routine and ongoing onsite presence in the Newark… more
- CNO Financial Group (Carmel, IN)
- …+ Five years of experience in a related field. + Proficient in Microsoft Office Suite (Excel, Word). + Proficient in investment accounting concepts. + Strong ... **Accounting and Finance Department are hiring a Sr Staff Accountant Investment Accounting** for accounting and reporting responsibilities for the invested assets… more
- The Hartford (Hartford, CT)
- …or related filed; MBA or CFA a plus. + 5+ years of experience in Investment Management Operations or Middle Office roles. + Broad understanding of securities ... ALERT & Trade Suite), MarkitWire ,TriOptima or Wall Street Office a plus. Join HIMCO Investment Operations?...trades for the accounts of you and your household family members as more fully described in the Code… more
- CalSTRS (Sacramento, CA)
- Job Posting: Head of Investment Risk State Teachers' Retirement System JC-457104 - Head of Investment Risk PORTFOLIO MANAGER $16,000.00 - $24,000.00 per Month ... Under the general direction of the Senior Portfolio Manager, TFM the Head of Investment Risk is responsible for management and oversight of CalSTRS' total fund risk… more
- T. Rowe Price (Baltimore, MD)
- …associates from across the firm (Investments, Enterprise Risk, Legal & Compliance, Global Investment Operations, Front Office Technology, Chief Data Office , ... difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today… more
- The Hartford (Hartford, CT)
- …approach, establishing successful and collaborative working relationships both with other front office investment professionals as well as others at the firm. ... team of Credit Research Analysts responsible for analyzing and making investment recommendations. Specific industry coverage will include industrial companies. Our… more
- The Hartford (Hartford, CT)
- Senior Investment Analyst - DFH703 We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... our team as we help shape the future. Senior Investment Analyst, Private Credit Sector Senior Investment ...with the expectation of working in our Hartford, CT office 3 days a week (Tuesday through Thursday). This… more