- Larson Wealth Partners, LLC (Minneapolis, MN)
- …clear, timely communication. Process new business and manage paperwork for investments , insurance, and alternative assets. Coordinate transfers, contributions, ... distributions, and premium payments across custodians and carriers. Maintain and track tasks, follow-ups, and planning milestones using Salesforce. Schedule and prepare for client meetings, including calendar management and pre-meeting materials. Gather and… more
- Bank of America (Chicago, IL)
- Alternative Investments Regional Specialist - Private Bank Chicago, Illinois;Washington, District of Columbia **To proceed with your application, you must be at ... impact. Join us! **Job Description:** Bank of America Merrill Alternative Investments is seeking an experienced sales...on trends impacting both the broader financial markets and alternative investment strategies in order to educate… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the basis of merit and business needs. **Department Overview** The Raymond James Alternative Investments Group is a team of professionals dedicated to providing ... marketing and sales support to the Financial Advisors of Raymond James. The Alternative Investments Group provides a selection of non-traditional investments … more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset Management is a global leader in alternative investments , committed to delivering innovative solutions and exceptional results for our clients. ... Our Global Alternative Investments Solutions ("GAIS") platform offers a...investment due diligence for real estate equity, debt, co- investments , secondaries, and primary fund investments , ensuring… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …face meetings with financial advisors to discuss opportunities available on the Alternative Investments platform and how those opportunities integrate within the ... knowledge of complex products and strategies offered on the Alternative Investment platform including but not limited...on the complex strategies and products offered on the Alternative Investments platform. * Represent the company… more
- Bank of America (Jacksonville, FL)
- Transaction Management Ops Analyst - Alternative Investments Trading & Operations Jacksonville, Florida **To proceed with your application, you must be at least ... Operations team is a part of Wealth Management Operations. The Alternative Investments Trading and Operations Team is responsible for transactional exception… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …on the basis of merit and business needs. **Department Overview** The Alternative Investment Operations team provides comprehensive oversight of platform ... and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets...operations for alternative investments . The team partners with financial… more
- Bank of America (New York, NY)
- Alternative Investments Perpetual Funds Platform Specialist New York, New York **To proceed with your application, you must be at least 18 years of age.** ... origination team and operations team to onboard new funds to the Alternative Investments Platform * Respond to inquiries on existing funds from financial… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …obtained through experience and formal training to develop and maintain an alternative investment operational due diligence program. Coverage universe will span ... reports based on analysis performed. Collaborate with Raymond James Alternative Investments Group (AIG) Operations and Due...of major securities acts and how they apply to alternative investment funds **Skill in** + Performance… more
- Wells Fargo (Charlotte, NC)
- …Wells Fargo is seeking a Customer Service Manager to join the Alternative Investments team within Wealth and Investment Management as part of Wells Fargo ... provide high touch to complex customer support on how to do Alternative Investments and engage key stakeholders and business partners associated with customer… more
- JPMorgan Chase (New York, NY)
- …focused on building digital solutions that help clients discover and manage Alternative investments to further diversify their portfolios. Examples of projects ... mobile digital capabilities to support the E2E lifecycle of alternative investments to create a seamless, efficient,...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (Newark, DE)
- …in fund operations, client onboarding, and process optimization to support complex alternative investment transactions for our global client base. You will ... redemptions, transfers, conversions, and capital calls for both investors and investments . + Execute and reconcile complex investment transactions with… more
- US Bank (New York, NY)
- …or equivalent experience - Seven to nine years of experience in alternative investments industry **Preferred Skills/Experience** - Working knowledge of Microsoft ... who are responsible for providing accounting, administration and investor servicing to investment companies and advisers. Serves as trusted advisor to clients by… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary:** Under very limited supervision, the Director of Alternative Investment Operational Due Diligence utilizes specialized knowledge and skills ... through direct work experience and formal training to develop and maintain an alternative investment operational due diligence program designed to provide high… more
- JPMorgan Chase (New York, NY)
- …equities, fixed income, alternatives, multi-asset, and money market funds. As the Alternative Investments Product Marketing Vice President within the Global ... JP Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals, and retail… more
- US Bank (Milwaukee, WI)
- …new skills and discover what you excel at-all from Day One. **Job Description** Alternative Investments Associates and Accountants work as part of a team ... net asset value(s) and disseminate financial and performance information to the investment advisor and their investors. Acting as primary fund accountant on multiple… more
- US Bank (Hackensack, NJ)
- …skills and discover what you excel at-all from Day One. **Job Description** Alternative Investments Associates and Accountants are part of a collaborative team ... responsible for maintaining the general ledger and records for hedge funds and registered products of varying complexity. They also produce end-of-month net asset value (NAV) calculations. + Prepare daily general ledger entries, prime broker and bank cash… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …oversee fund accounting, financial reporting, and compliance for complex investment structures. You'll work closely with third‑party administrators and internal ... + Support FP& A efforts across multiple funds and investment vehicles + Coordinate capital calls, distributions, and cash...and cash flow forecasting + Partner with treasury on investment funding, valuations, and related workflows Benefits & Perks… more
- T. Rowe Price (Baltimore, MD)
- …TAMP's, and Intermediary Platform providers throughout the United States. The Senior Alternative Investment Specialist position offers a unique opportunity to ... firm. Please note that we are hiring multiple Senior Alternative Investment Specialists to cover the Atlanta,...field sales specialist role, accountable for the distribution/sale of Alternative Investments (Alts) through RIAs. + The… more
- Charles Schwab (Washington, DC)
- …Plans and alternative investments . As a **Director, Legal Counsel- Alternative Investment Platforms** , you will primarily will be responsible for legal ... support of the platforms on which alternative investment products are made available to...policies and procedures. + Monitor regulatory developments applicable to alternative investments and advise senior leadership and… more
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