- UMB Bank (Milwaukee, WI)
- …the group ensures accurate setup when new funds come to the company. As an ** Alternative Investment Specialist ** , you will balance accounts to achieve ... time:** + Use your detail-orientation to balance and review transactions for all alternative investment accounts to achieve complete accuracy. + Use your… more
- Charles Schwab (Phoenix, AZ)
- …help clients and advisors compete and succeed in their business efforts. As an ** Alternative Investment Custody Specialist ** , you will leverage your passion ... a diverse team in a fast-paced environment? Charles Schwab's Alternative Investment Custody Services may be the...for you! We are responsible for asset servicing of Alternative Investments including Trading, Asset Transfers, and… more
- Bank of America (New York, NY)
- Alternative Investments Product Specialist New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... fund origination team and operations team to onboard new funds to the Alternative Investments Platform -Respond to inquiries on existing funds from financial… more
- UMB Bank (Milwaukee, WI)
- …offering a broad array of services for mutual funds and alternative investments to a wide range of investment advisors, independent money managers, ... which is one of the main services we offer our clients. As an Alternative Investment (AI) Operations Specialist I, you will process all documents for AI… more
- Bank of America (Frisco, TX)
- …along with the power to make a difference. Join us! **Job Description:** The Alternative Investment Specialist will provide support and guidance to Financial ... Advisors on suite of Alternative Investment solutions in order to drive...client needs and objectives. Bank of America Merrill Lynch Alternative Investments is seeking an experienced sales… more
- Neuberger Berman (San Francisco, CA)
- **Summary** The Alternative Investment Product Specialist will work with Neuberger's Investment , National Accounts and Intermediary Sales teams to ... and preparation of strategy materials and white papers. The Alternative Investment Product Specialist will...with a minimum of 5 years prior experience within alternative investments Strong analytical skills and attention… more
- State of Michigan (East Lansing, MI)
- Treasury Investment Specialist 13-15 Print (https://www.governmentjobs.com/careers/michigan/jobs/newprint/4666958) Apply Treasury Investment Specialist ... investment performance, compliance and legal requirements. View the Treasury Investment Specialist position descriptions and associated pay range below:… more
- Equitable (Charlotte, NC)
- …including mutual funds, equities, fixed income, third party managed accounts, and alternative investments . Support will also include training, product knowledge, ... Investment Product Sales Specialist ( 240000AQ...funds, equities, fixed income, third party managed accounts, and alternative investments ) + Other support (training, product… more
- Wellington (Boston, MA)
- … needs. The investors that the team works with are specialized in alternative investments , specifically hedge fund strategies including Equity Long/Short, Global ... marketing and product development best practices. **ROLE AND RESPONSIBILITIES** The Hedge Fund Investment Specialist will work as part of one or more product… more
- JPMorgan Chase (New York, NY)
- …can be customized to team member client needs. We offer a spectrum of alternative investments including real estate, private equity, and more. Our Real Estate ... Debt platform. **Job Summary** As an Asset Management - Real Estate Debt Lead Investment Specialist within JP Morgan Asset Management, you will play a lead… more
- PNC (Philadelphia, PA)
- …*Strong communication and interpersonal skills, and attention to details. *Experience with alternative investments is a plus. *CPA, CFA, CAIA designation is ... and have an opportunity to contribute to the company's success. As an Investment Manager/Portfolio Research Specialist - Operational Due Diligence within PNC's… more
- Wellington (Boston, MA)
- …fundamental factors, manager research, asset allocation, policy and risk management. 'The Investment Specialist , Fundamental Factor Platform' - will work as part ... philosophy, strategy, positioning, and performance. Responsibilities of the 'The Investment Specialist , Fundamental Factor Platform' include performing analyses… more
- US Bank (Minneapolis, MN)
- …compliance gaps associated with the use of private capital and other alternative investments . + Review internal communication and external advertising, ... what you excel at-all from Day One. **Job Description** The Investment Compliance Specialist will provide investment compliance risk oversight and credible… more
- JPMorgan Chase (New York, NY)
- … investment governance, investment policy, portfolio construction, and alternative investments . As experienced investment professionals, they have ... is a specialist group of portfolio managers providing highly customized investment advice and solutions for Family Offices, Endowments, and Foundations. The OCIO… more
- Bank of America (New York, NY)
- …Real Estate, Infrastructure, Special Situations and Energy Transition within its Alternative Investments platform for various client demographics. In addition ... broader team Private Markets team responsible across the illiquid spectrum of Alternative Investments including private equity, real estate, real assets, credit… more
- Morgan Stanley (Tempe, AZ)
- …during the onboard process including Morgan Stanley Wealth Management and Fund Services, Alternative Investments , 3rd Party Custodians, and Family Office needs . ... status on policies, procedures and risk awareness . Process documentation related to alternative investments (capital calls, sub docs, etc.) and liaise with fund… more
- Bank of America (Miami, FL)
- …+ Staying current on trends impacting both the broader financial markets and alternative investment strategies in order to educate our clients and Advisors ... Capital Markets Regional Specialist Miami, Florida **Job Description:** At Bank of...a difference. Join us! Bank of America Merrill Lynch Investment Solutions Group is seeking an experienced sales professional… more
- Bank of America (New York, NY)
- …Funds, OTC Derivatives, etc.. + Partner with other ISG Specialists across Investment Advisory, Alternative Investments , Portfolio Consulting and Retirement ... to make a difference. Join us! The Senior Capital Markets Specialist within the Investment Solutions Group (ISG) Capital Markets Specialist organization,… more
- CalSTRS (Sacramento, CA)
- Job Posting: IT Risk Specialist State Teachers' Retirement System JC-450882 - IT Risk Specialist INFORMATION TECHNOLOGY SPECIALIST I $6,323.00 - $10,230.00 ... a motivated individual to work as an Information Technology Specialist I** **on the IT Budget and Administration Team.**...of CalSTRS IT strategic plan, guides technology decisions and investments , and ensures the effective and efficient use of… more
- CalSTRS (Sacramento, CA)
- Job Posting: Technological Recovery Specialist (Limited Term) State Teachers' Retirement System JC-448030 - Technological Recovery Specialist (Limited Term) ... a motivated individual to work as an Information Technology Specialist I in the Disaster Recovery Unit within the...work in money management eight times by Pensions & Investments magazine, we are a world-class financial services institution… more