- Fidelity TalentSource LLC (Westlake, TX)
- …is preferred. CFA, CAIA or progress towards is preferred.Experience in an investment oversight or compliance role.Experience conducting analysis of portfolio ... and their role in a well-diversified portfolio.Experience with the creation of investment reporting to senior leadership and/or boards.Experience with proxy… more
- Fidelity TalentSource LLC (Boston, MA)
- …the experienced sales team drive AUM growth across Fidelity s alternative investment capabilities.\u00A0 Key responsibilities include:Work with Investment ... partnership skills and ability to partner across portfolio managers, product development, senior managers, legal and compliance , and salespeople across various… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …initiatives, and model risk. Products include securities, fixed income, options, alternative investment funds, and digital assets. The Expectations for ... this RoleAdvise new product, business and senior leadership on operational risks and risk mitigation strategies. Support business units to build a robust control… more
- KPMG (Dallas, TX)
- **Business Title:** Tax Senior Manager, Alternative Investment Partnerships (Hedge) **Requisition Number:** 117369 - 87 **Function:** Tax Services **Area of ... practice/service line, your recruiter can provide you with that list + Alternative investments ( investment partnership and/or mutual fund tax) experience +… more
- Morgan Stanley (West Conshohocken, PA)
- We're seeking someone to join our team as an Alternative Investment Services Private Equity Portfolio Accounting Operations Director in IM operations to be ... to diversifying its workforce (M/F/Disability/Vet). #LI-JO1 **Job:** **Other* **Title:** * Alternative Investment Services Private Equity Portfolio Accounting… more
- Wells Fargo (St. Louis, MO)
- …this Role** Wells Fargo is seeking a Senior Business Execution Administrator - Alternative Investments for the Alternative Investment Product team in the ... up and test new and migrated fund documents for Alternative Investment trades, partner with Alternative...reporting + Coordinate with other business units (Legal, Risk, Compliance , Sales, Operations) to address business support issue +… more
- KPMG (New York, NY)
- …as a tax senior manager in a public accounting firm supporting alternative investments ( investment partnership and/or mutual fund tax experience) + Solid ... **Business Title:** Manager/ Senior Manager, NYFS Alternative Investments **Requisition...corporate tax experience in the financial services industry supporting alternative investments ( investment partnership and/or mutual fund… more
- USAA (San Antonio, TX)
- …certification such as Chartered Financial Analyst (CFA) certification and or Chartered Alternative Investment Analyst (CAIA) is preferred. + Managed ... investment governance, and investment operations. Provides investment insight and advice to senior leaders...and use of software and quantitative tools used in investment management to drive governance, compliance , risk… 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. ... Join our team as we help shape the future. Senior Investment Analyst, Private Asset Based Lending...structured credit facilities. Private ABL is part of HIMCO's Alternative Investments group. The team primarily focuses on sourcing… more
- CIBC (Boston, MA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Investment Analyst will perform investment research ... net worth clients with greater and easier access of alternative investments to our high net worth clients. We...Source and analyze new strategies and managers + Support senior management and the investment officers by… more
- Deloitte (Columbus, OH)
- …Tax Senior , you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients ... every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers,… more
- Deloitte (San Jose, CA)
- …solid understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships, we have an exciting ... Senior Tax Manager, you will utilize your prior experience to provide tax compliance and consulting services to investment management clients. You will assist… more
- Capital One (Charlotte, NC)
- …portfolio of tax credit investment products including New Market Tax Credits and Alternative Energy Tax Credits. As a Senior Associate on the Tax Credit ... St (46004), United States of America, Charlotte, North Carolina Senior Associate, Tax Credit Operations (New Market Tax Credit...Associate, Tax Credit Operations (New Market Tax Credit and Alternative Energy) Are you looking for a challenging role… more
- KPMG (Minneapolis, MN)
- **Business Title:** BTS Senior Associate, Alternative Investments **Requisition Number:** 118099 - 46 **Function:** Tax Services **Area of Interest:** **State:** ... KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG… more
- Citizens (OH)
- …Line Risk Senior Manager will integrate activities between Risk, Compliance , and brokerage and Investment management Supervision. Experience in developing ... has an immediate opening for a First Line Risk Senior Manager supporting our Private Wealth Management - RIA...Private Wealth risk and compliance programs for dual-registered Broker-Dealer/Registered Investment Advisor,… more
- CIBC (Houston, TX)
- …including equities, fixed income and alternative investments. + Evaluate investment opportunities and provide recommendations to senior analysts and ... to the investment management team, work in conjunction with a senior associate to report on client portfolios, actively monitor portfolios and allocations, and… more
- Citigroup (Washington, DC)
- …broad understanding of the drivers of value across traditional, levered and alternative investment strategies. + Appropriately assess risk when business ... The Invst Counselor Func Grp Mgr manages multiple teams of senior professionals through other senior managers. The job requires a broad and comprehensive… more
- Nuveen Investments (Frisco, TX)
- …reporting regulations and participate in various industry working groups to ensure compliance . + Network with senior personnel and internal/external stakeholders ... Investment Accounting Management - Real Estate Investment...SEC guidelines and that all corporate entities remain in compliance with SEC rules for public companies. This includes… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset Managementhas one of the industry's most comprehensive and well-regarded alternative investment businesses, with more than $170 billion in Assets ... and portfolios. + Enhance risk oversight processes, policies, and procedures for Investment , Liquidity and Counterparty Risk, ensuring compliance is maintained +… more
- City and County of San Francisco (San Francisco, CA)
- …markets and engage in internal investment discussions. + Receive direction from senior investment staff and complete assigned tasks accurately and timely. + ... of the time. + Possession of Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, integrity, and… more
