- Christus Health (Irving, TX)
- …working knowledge of appropriate experts in applicable federal, state, local, and private laws and regulations through identification of content experts in pharmacy, ... routine cases Models/mentors and teaches team members within own function or family May mentor and train team members on informatics supported information systems… more
- Bank of America (New York, NY)
- …leader in wealth management, private banking and retail brokerage. The Private Bank's Family Office ("PBFO")provides specialized services within Bank ... us the 2024 Family Wealth Report Best Family Office Solutions and the Global Private Banking Innovation Awards Best Family Office Offering **Job… more
- Morgan Stanley (New York, NY)
- …owned subsidiary of Morgan Stanley that administers over $500 billion of hedge fund, family office and private equity assets. Using the Firm's proprietary, ... Services is seeking a tax senior manager to service hedge fund, private equity and family office clients. The position requires strong accounting, tax,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …estimates and annual extensions for individual, partnership and fiduciary returns for the family office + Review income tax returns for various individual, ... on LinkedIn - Jeffrey Abrams A prestigious and fast-growing private equity firm is building out their Partner Services...partnership and fiduciary entities for the family office + Researching tax related issues… more
- BMO Financial Group (Newport Beach, CA)
- …+ Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + MBA ... Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an understanding of and care for the client through proactive… more
- KPMG (Melville, NY)
- …+ Contribute to the growth, process improvement, and institutional knowledge of the Private Enterprise/ Family Office tax practice + Mentor, coach, and ... **Business Title:** Tax Manager, Family Office Partnerships **Requisition Number:** 112703 - 67 **Function:** Tax Services **Area of Interest:** **State:** NY… more
- Citigroup (Beverly Hills, CA)
- …& the client sales cycle + Treasury management experience with Financial Firms, Real Estate, Family Office , Private Equity firms + Knowledge of and ability ... detail and consistent follow-up skills + Proficiency in MS Office , Salesforce CRM, internet applications & pipeline reporting systems...: Yes, up to 50% of the time **Job Family Group:** Private Client Product Services **Job… more
- Robert Half Finance & Accounting (Wilkes Barre, PA)
- …within a family office setting: + 5+ years of accounting experience - public/ private mix ideal. + Family Office experience a plus + Bachelor's in ... a unique and exciting newly created opportunity! Our client, a newly created family office working in tandem with a well-established, best in class local firm… more
- Citigroup (New York, NY)
- …problem solving and structuring experience in the Private Market, Fund Financing and Family office space with a huge growth area of focus. By Joining Citi, ... the 1st LOD (line of defense), spanning various portfolios including Hedge Funds, Private markets Counterparties Full suite of Citi capabilities including - + HF:… more
- Bank of America (San Francisco, CA)
- …working with the more complex Private Bank clients which typically include Family Office , Real Estate, Private Equity and Business Owners. ... Treasury Sales Officer II ( Private Banking) San Francisco, California **Job Description:** At...is responsible for delivery of integrated treasury solutions to ** Private Bank** clients. Partner closely with client-facing teammates to… more
- Morgan Stanley (Purchase, NY)
- …Morgan Stanley that administers over $550 billion of private fund (hedge fund, private equity, and family office ) assets. Using the Firm's proprietary, ... agency and investor services using an online Investor Portal; middle and back- office support; and integrated portfolio analytics. Morgan Stanley Fund Services is… more
- Northern Light Health (Bangor, ME)
- …OB/GYN surgical suites all adjacent to our new state-of-the-art Level III NICU with 29 private family suites. Our office is located on the main hospital ... campus allowing for efficient workflow between the office , operating rooms, and Labor & Delivery. The ideal...collaboration utilizing an inclusive approach to partner with our private practitioners, family medicine residents and faculty,… more
- University of Pennsylvania (Philadelphia, PA)
- …and wellness programs and resources, and much more. Posted Job Title Director of Private Sector Recruiting, Office of Career Strategy Job Profile Title Director ... University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation.… more
- American Family Insurance - Corporate (Madison, WI)
- … Private Markets Operations Senior Specialist supports the investment activities of the Private Markets front office which include private equity funds, ... performance measurement, transaction monitoring, closing, and risk management activities for private markets investments. You will report to the Senior Manager, … more
- Love's Travel Stops & Country Stores (Oklahoma City, OK)
- …Minimum of at least one year of experience in an investment related field ( private equity, endowment, foundation, family office , investment research and/or ... Cortes Capital is the Oklahoma City-based private investment office for the Love family . Our vision is to deliver exceptional long-term returns for the… more
- Deloitte (Columbus, OH)
- …consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, ... "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2025 What You'll… more
- Deloitte (Columbus, OH)
- …consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, ... "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2025 What You'll… more
- Deloitte (Columbus, OH)
- …administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual ... or must be willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed attorney… more
- Deloitte (Columbus, OH)
- …administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual ... One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: +… more
