- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Assist the Controller with accounting and financial reporting tasks for the Family Office and Investment Funds. + Maintain general ledgers ... If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Family Office Accountant Location: San Francisco Hybrid Salary: $90-120k (Stretch) +… more
- Love's Travel Stops & Country Stores (Oklahoma City, OK)
- **Req ID:** 446247 **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) + … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Support the Controller with various accounting tasks and financial reporting for the Family Office and Investment Funds. + Oversee quality control and ... projects at one time. This opening is for their Family Office which covers a variety of...+ Maintain general ledgers and accounting records for the Family 's properties and investment portfolio. + Oversee… more
- Morgan Stanley (Purchase, NY)
- …Investment Officer to build and manage client portfolios for Single Family Office clients * * The Investment Officer will be responsible for client ... global financial services firm providing a wide range of investment banking, securities, investment management and wealth...is an important part of our culture. Morgan Stanley Family Office ("MSFO") group partners with Morgan… 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
- 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
- Morgan Stanley (Purchase, NY)
- …Group within Private Wealth Management is responsible for delivering solutions to Family Office clients across administration, investment management, and ... advisors and clients, and works heavily with the Global Investment Office (GIO) and Institutional Securities Group...and Responsibilities: As an Associate on the Morgan Stanley Family Office Strategy & Business Management team,… 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 (Melville, 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 Manager, Family Office Partnerships **Requisition Number:** 112703...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
- CNO Financial Group (Carmel, IN)
- …bonus eligible. CNO Financial Group's **40|86 Advisors** is hiring a **Sr Investment Operations Analyst** to provide direct support to mid-level business or ... project work while maintaining business continuity and timely reporting. The Investment Operation processes occur within a SOX audit-controlled environment and the… more
- Wells Fargo (St. Louis, MO)
- …management, consulting, and beyond in a "home office " or "middle/back office " environment. + ** Investment Solutions:** Provides WIM's investment ... is seeking talent to join the 2025 Wealth & Investment Management (WIM) Development Program. Learn more about the...include - WIM Advisory & Client Experience, Chief Administration Office & Transformation, WIM Diverse Client Segments and WIM… more
- Wells Fargo (Charlotte, NC)
- …and access to advice expertise for advisors and clients, along with family - office and practice-management support. + **Banking, Lending & Trust (BL&T)** ... **2025 Wealth & Investment Management Summer Internship - Early Careers** **About...analytics, project management, consulting, and beyond in a "home office " or "middle/back office " environment. + **Advice… 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
- 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
- The Hartford (Hartford, CT)
- …or related filed; MBA or CFA a plus. + 5+ years of experience in Investment Management Operations or Middle Office roles. + Broad understanding of securities ... ALERT & Trade Suite), MarkitWire ,TriOptima or Wall Street Office a plus. Join HIMCO Investment Operations?...trades for the accounts of you and your household family members as more fully described in the Code… more
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