- JPMorgan Chase (Jersey City, NJ)
- Alternative Investment Services (AIS)...(vlookups, etc.), and Outlook* + Dedicated to superior client service and able to remain poised under pressure + ... the delivery of IR Ops services to clients across AIS. As a Alternative Investment Services Analyst you will gain diverse experience as you work with… more
- Morgan Stanley (New York, NY)
- …to, trust, insurance, lending, retirement planning services , restricted and controlled securities , alternative investments and asset management in the ... client situations as they arise * Familiarity with financial services / wealth management industry an advantage * Excellent...efficiently and deliver high quality work under pressure * Securities Industry Essential (SIE) exam (prior to joining) *… more
- UMB Bank (Trenton, NJ)
- …** Alternative Investments Team** provides accounting, pricing, and reconciliation services for our alternative investment fund clients. This group ... base and expand our technological capabilities. As the **Fund Accountant II- Alternative Investments ,** you will support UMB by handling all accounting,… more
- JPMorgan Chase (New York, NY)
- JP Morgan Securities Services Sales combines Custody, Accounting, Middle Office, Data & Analytics, Collateral Management, Liquidity, and Agency Lending under a ... suite of end-to-end capabilities for our clients. **Job Summary:** As an Associate in Securities Services Sales, you will support the Latin America team, which… more
- JPMorgan Chase (Brooklyn, NY)
- …and skills** + Financial Services experience and a working knowledge of the Securities Lending and Custody products + The candidate will be aware of the large ... within a high performing, dynamic team! As an Trading Services Associate in Trading Services Operations, you...organizations skills with the ability to prioritize, and client service skills + Computer literate with sound working knowledge… more
- JPMorgan Chase (New York, NY)
- JP Morgan Securities Services Sales combines Custody, Accounting, Middle Office, Data & Analytics, Collateral Management, Liquidity and Agency Lending under a ... end capabilities for our clients. As an Associate in Securities Services Sales, you will serve as...manage risk + Familiarity with the financial markets and investment products including traditional asset classes and alternative… more
- Nuveen Investments (New York, NY)
- …Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized ... Communication, Credit Analysis, Data Analysis, Financial Modeling, Fixed Income Investments , Investment Research/Analysis, Investments , Market/Industry… more
- AIG (New York, NY)
- …products and accounting treatment for fixed maturity, equity, cash equivalent and alternative investments + Working knowledge of Generally Accepted Accounting ... and includes private equity, hedge funds, commercial/residential loans and equity securities . The Investment Accounting group's specific responsibilities include… more
- Nuveen Investments (New York, NY)
- …Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized ... optimal capital markets execution across two core strategies: pooled asset-backed securities (ABS) issuance and single asset placements of Commercial Property… more
- Citigroup (New York, NY)
- …and solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client ... Bank's objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US.… more
- Lincoln Financial Group (Trenton, NJ)
- …for accounting for securities (public, private, and ABS), mortgage loans, and alternative investments on a GAAP, STAT, Tax, and Bermuda basis. + Manages ... **The Role at a Glance** As the AVP of Investment Accounting you will provide leadership, direction and functional...- annuities, life insurance, group protection and retirement plan services . As of December 31, 2023, the company had… more
- Morgan Stanley (New York, NY)
- …of new products * Advising on marketing materials * Reviewing and negotiating investment advisory and other service agreements * Advising the business on ... * Investment Management Attorney - Vice President* *Primary Responsibilities*...1940, the Bank Holding Company Act of 1956, the Securities Act of 1933, Regulation D, ERISA, AIFMD, and… more
- Deloitte (New York, NY)
- …largest in the world, serving over 90% of Fortune 500 banking, insurance, securities , investment management, and real estate companies. Deloitte works with ... an opportunity to improve your skills in a client service environment coupled with mentorship to help support professional...degree (eg, MBA, PhD) + Subject matter expertise in Investment Management + Experience with financial services … more
- Morgan Stanley (New York, NY)
- …for FAs and their clients. In addition to our comprehensive financial services , which include brokerage, investment advisory, financial and wealth planning, ... Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities , Wealth… more
- Citigroup (New York, NY)
- …Banker is a senior level position responsible for assisting traditional and alternative asset management clients in raising funds in the capital markets, as ... well as in providing strategic advisory services for mergers, acquisitions and other types of financial...as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. **Responsibilities:** +… more
- Raymond James Financial, Inc. (New York, NY)
- …role on the committee that approves private markets products and other alternative investment offerings, drives the client-centered decision making that defines ... Raymond James, oversees the Alternative Investments sales team (including both private...investment concepts, practices, and procedures used in the securities industry **Skill in** * Business intuition to manage… more
- JPMorgan Chase (New York, NY)
- …liaise with a third-party service provider engaged to perform independent investment valuation for all Level 3/private investments + Prepare valuation ... Capital Management's Controllers team. The specialist will leverage our robust alternative investment strategies, including real estate, private equity, and… more
- BlackRock (New York, NY)
- …world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, ... attorney who will provide legal coverage of transactions and investments across the BlackRock credit investment platform,...including the Investment Advisers Act of 1940, Investment Company Act of 1940, Securities and… more
- Citigroup (New York, NY)
- …in delivering consistently high-quality banking, credit, trust, fiduciary, capital markets and investment services to target market clients. + Strengthen private ... drafts and official checks. + Accurate and timely execution of alternative investments /mutual funds subscriptions, redemptions, structured notes, capital markets… more
- Morgan Stanley (New York, NY)
- …Management (MSIM) is one of the largest global asset management organizations of any full- service securities firm, with more than 40 years of history, a presence ... March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite...of experience in valuation, within finance function for an alternative investment manager with exposure to private… more