- Deloitte (Columbus, OH)
- …utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, ... The Team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address… more
- Deloitte (Columbus, OH)
- …utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, ... pursuits The team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address 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
- Deloitte (Columbus, OH)
- …you serve + 5+ years of public accounting experience (at least 3 years in investment management ) or equivalent in law firms or industry + Bachelor's degree in ... consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and...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
- KPMG (New York, NY)
- …in growing KPMG's Family Office Tax Practice, which focuses on investment management companies, family limited partnerships and various investment ... **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
- City and County of San Francisco (San Francisco, CA)
- … management firm, pension plan, university, endowment, foundation, corporation, family office , or consulting firm. Substitution * Possession of a ... management firm, pension plan, university, endowment, foundation, corporation, family office , consulting firm or other investment institution… more
- Morgan Stanley (Purchase, NY)
- …Tools (WSPT) is a team within Morgan Stanley's Global Investment Office (GIO) dedicated to Wealth Management 's ultra-high net-worth and institutional ... on live client and prospect cases from the PWM, Graystone, OCIO, and MS Family Office channels, devising holistic investment and wealth planning strategies… more
- Publicis Groupe (New York, NY)
- …and to do it all with #phmlove. **Overview** The Director leads the team's Investment Management efforts by providing functional management and leadership to ... partnerships. You will report to the VP or SVP Investment Management . This is a hybrid role,.... This is a hybrid role, requiring three days in- office each week. If you are contacted for an… more
- Publicis Groupe (Philadelphia, PA)
- …of media buys while continuing to learn and become an expert in the basic Investment Management principles. This role will report to the Associate Director, ... Investment Management . This is a hybrid role, requiring three days in- office each week. If you are contacted for an interview, your recruiter will discuss… more
- Deloitte (Philadelphia, PA)
- Are you a strategic thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like "cross border investment ... questions, you should consider a career in Deloitte's International Private Equity and Investment Management practice. What You'll Do As a Manager, you will… more
- Deloitte (Raleigh, NC)
- Are you a strategic thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like "cross border investment ... questions, you should consider a career in Deloitte's International Private Equity and Investment Management practice. What You'll Do As a Tax Senior Consultant,… more
- RELX INC (New York, NY)
- …for an alternative legal career as an SME in private funds legal practice and investment management law? Do you want to work remotely in a supportive team ... you will apply your subject matter expertise in private funds legal practice and investment management laws to Practical Guidance. You'll write, create, and edit… 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
- Lumen (Columbus, OH)
- …field. + Three to five years of related experience in accounting, finance, investment management , IT, or back- office operations. + Advanced proficiency ... as we digitally connect the world and shape the future. **The Role** CenturyLink Investment Management (CIM), a subsidiary of Lumen Technologies, Inc., is the… more
- 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 ... of experience in an investment related field (private equity, endowment, foundation, family office , investment research and/or investment banking) OR… more
- The Hartford (Hartford, CT)
- …Reports for investment committee. + Support key functions within the investment management process including data integrity, tracking, and monitoring of ... with the expectation of working in our Hartford, CT office 3 days a week (Tuesday through Thursday). This.... + Broaden expertise in core skills fundamental to investment management , including security, market, economic, and… 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 ... Federal Reserve System's (FRS) oversight committee with primary responsibility for the management of the Retirement and Thrift Plans' investment portfolios,… more
- Citigroup (New York, NY)
- …degree preferred **Job Family Group:** Private Client Product Services **Job Family :** Investment Portfolio Management **Time Type:** Full time **Primary ... Citi Investment Management (CIM) is a group...Citi Investment Management (CIM) is a group within Citi Global...Proficient with Bloomberg, Investor tools Perform, Charles River, MS Office Suite + CFA highly preferred + Experience with… more
- CalSTRS (Sacramento, CA)
- … Investment Member (CCIM), Financial Risk Manager (FRM), Certified Investment Management Analyst (CIMA) or CharteredAlternative Investment ... of the Senior Portfolio Manager, TFM the Head of Investment Risk is responsible for management and...available. **Telework Information:** CalSTRS offers a hybrid approach including in- office and remote work solutions with staff working on-site… more
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