- 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
- 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
- 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
- University of Michigan (Ann Arbor, MI)
- …and references are also required. **Job Summary** The University of Michigan Investment Office is looking for an intellectually curious and collaborative ... successful candidate. **Who We Are** The University of Michigan Investment Office is responsible for directing and...to help you stay well, protect yourself and your family and plan for a secure future. Benefits include:… 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
- Citigroup (New York, NY)
- …preferred **Job Family Group:** Private Client Product Services **Job Family :** Investment Sales Services **Time Type:** Full time **Primary Location:** ... The Investment Support Team Lead role is a strategic...affects the overall performance and effectiveness of the sub-function/job family . **Responsibilities:** + The Private Bank at Citi (CPB)… more
- Lumen (Columbus, OH)
- …field. + Three to five years of related experience in accounting, finance, investment management, IT, or back- office operations. + Advanced proficiency in ... as we digitally connect the world and shape the future. **The Role** CenturyLink Investment Management (CIM), a subsidiary of Lumen Technologies, Inc., is the named … more
- Principal Financial Group (Seattle, WA)
- **What You'll Do** **Principal Financial Group has an opportunity for an Investment Performance Analyst to join our Investment Operations team. In this role, ... and timely distribution of GIPS composite performance along with total return investment performance and risk measures for portfolios and benchmarks. Provide support… more
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