- Merck & Co. (PA)
- …of objectives, including program budget, ensuring appropriate return on investment .Makes local and customized resource allocation decisions to support optimal ... contextualize decisions into broader corporate strategies.Technologically proficient (eg, MS Office Suite, iPad).Valid driver's license and ability to drive a… more
- Merck & Co. (South San Francisco, CA)
- …of potential targets to human disease in order to justify investment in clinical development programs.Development and execution of clinical pharmacology strategies ... Hybrid Work Model Effective September 5, 2023, employees in office -based positions in the US will be working a...health care and other insurance benefits (for employee and family ), retirement benefits, paid holidays, vacation, and sick days.… more
- Merck & Co. (Rahway, NJ)
- …be better defined, aligned, and enabled with supporting technology, such as investment and portfolio management, finance, resource planning and IT master data ... Hybrid Work Model Effective September 5, 2023, employees in office -based positions in the US will be working a...health care and other insurance benefits (for employee and family ), retirement benefits, paid holidays, vacation, and sick days.… 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …info or any questions you may have. Requirements + 3+ years of experience in family office , investment management or fund accounting experience + Experienced ... including bonuses, profit sharing, and outstanding benefits. We're seeking a Family Office Accountant with tax expertise who can think strategically and… 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
- 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
- Seattle Children's (Seattle, WA)
- …years of relevant experience in performing manager due diligence at an endowment, foundation, family office , fund of funds, investment consultant, or other ... The Investment Manager will work closely with senior investment office staff on asset class research, manager due diligence, and other project work. As an … 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
- CIBC (Denver, CO)
- …+ Proficient with Microsoft Word, Outlook, Excel, Power Point and Adobe Acrobat + Family Office Experience + Registered Investment Advisor (RIA) Experience ... be doing:** CIBC Private Wealth Management provides integrated wealth management, investment advisory, investment management, investment counseling, trust,… 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
- Morgan Stanley (Purchase, NY)
- …our culture. Department Profile: The Investing with Impact team within the Global Investment Office , is responsible for developing and delivering holistic wealth ... sponsored benefit programs. **Job:** **Wealth Management* **Title:** *WM Global Investment Office -Investing with Impact Analyst/Associate* **Location:** *New… 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
- 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
- M&T Bank (Wilmington, DE)
- …bank, including investment management, estate planning guidance, trustee services, family office services, private banking and, through our Matrimonial ... manager or Leadership Development Manager-MDP. **Department Descriptions:** Wilmington Trust's Family Wealth platform provides comprehensive wealth management services for… 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
- 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
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