- Creative Financial Staffing (Houston, TX)
- Our investment management client is seeking an experienced Senior Accounting Manager to assist their family office sector of the organization along with the ... investment management portfolios! Job Title: Senior Accounting...investment transactions, including stocks, bonds, real estate, and alternative investments. Reconcile investment accounts and ensure… more
- Fidelity TalentSource LLC (Boston, MA)
- …the experienced sales team drive AUM growth across Fidelity s alternative investment capabilities.\u00A0 Key responsibilities include:Work with Investment ... partnership skills and ability to partner across portfolio managers, product development, senior managers, legal and compliance , and salespeople across various… more
- Fidelity TalentSource LLC (Boston, MA)
- …executing on the day-to-dayGravitas to interact with portfolio company management, investment partners and senior executivesSolid analytical and quantitative ... Job Description:The Team\u00A0 Devonshire Investors is a private investment firm affiliated with FMR LLC, the parent company of Fidelity Investments. Headquartered… more
- Fidelity TalentSource LLC (Boston, MA)
- …Investment Operations and with our key Asset Management business partners in Compliance , Risk, Technology, and the various Investment Divisions across the ... Manager, Asset Management Treasurers Office - Valuation Oversight The RoleAs a Senior Manager of Valuation Oversight in Asset Management's Treasurers Office, you… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Expertise (\u201CDE\u201D) designing and processing data to solve complex alternative investment strategies for real-time portfolio management, reporting, ... on security best practices. Builds and maintains Cloud security controls and compliance programs using Cloud native data warehousing and lake solutions (Snowflake or… more
- Morgan Stanley (West Conshohocken, PA)
- We're seeking someone to join our team as an Alternative Investment Services Private Equity Portfolio Accounting Operations Director in IM operations to be ... to diversifying its workforce (M/F/Disability/Vet). #LI-JO1 **Job:** **Other* **Title:** * Alternative Investment Services Private Equity Portfolio Accounting… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and experience to provide support of all Raymond James RCS division approved alternative investment products throughout their entire life cycle, including new ... Regulatory Reconciliation, a leading investment platform and management at alternative investment fund partners. Designs, leads, and drives process… more
- The Hartford (Hartford, CT)
- …mortgage lending, real estate equity investments, other real estate and alternative investment transactions and various asset management issues associated ... real estate portfolio. The Senior Counsel will routinely interact with senior investment professionals within HIMCO, in-house and outside counsel, and other… more
- Ascension Health (St. Louis, MO)
- …your Talent Advisor for additional specifics._ **Responsibilities** **POSITION SUMMARY:** The Senior Accountant reports to the Director, Investment Operations, ... and supports the Manager, Investment Operations, Senior Director, Investment Operations, the Health Ministries,...to recordkeeping system for the portfolios. Preparation of foreign compliance and registration for investment managers. +… more
- USAA (San Antonio, TX)
- …certification such as Chartered Financial Analyst (CFA) certification and or Chartered Alternative Investment Analyst (CAIA) is preferred. + Managed ... investment governance, and investment operations. Provides investment insight and advice to senior leaders...and use of software and quantitative tools used in investment management to drive governance, compliance , risk… more
- Deloitte (Columbus, OH)
- …Tax Senior , you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients ... every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers,… more
- Deloitte (San Jose, CA)
- …solid understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships, we have an exciting ... Senior Tax Manager, you will utilize your prior experience to provide tax compliance and consulting services to investment management clients. You will assist… more
- KPMG (Kansas City, MO)
- **Business Title:** Senior Manager, Alternative Investments **Requisition Number:** 112267 - 47 **Function:** Tax Services **Area of Interest:** **State:** MO ... practice/service line, your recruiter can provide you with that list + Alternative investments ( investment partnership and/or mutual fund tax) experience +… more
- Nuveen Investments (Chicago, IL)
- The Investment Performance Team in Nuveen's Global Investment Operations organization prepares performance calculations, reporting, GIPS compliant presentations, ... performance attribution, portfolio analytics and other related deliverables for Nuveen's investment book of record. The reporting and analysis produced by the team… more
- Capital One (Charlotte, NC)
- …portfolio of tax credit investment products including New Market Tax Credits and Alternative Energy Tax Credits. As a Senior Associate on the Tax Credit ... St (46004), United States of America, Charlotte, North Carolina Senior Associate, Tax Credit Operations (New Market Tax Credit...Associate, Tax Credit Operations (New Market Tax Credit and Alternative Energy) Are you looking for a challenging role… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Associate, Alternative Investments **Requisition Number:** 113330 - 51 **Function:** Tax Services **Area of Interest:** **State:** NC ... KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG… more
- Citizens (Johnston, RI)
- …Line Risk Senior Manager will integrate activities between Risk, Compliance , and brokerage and Investment management Supervision. Experience in developing ... has an immediate opening for a First Line Risk Senior Manager supporting our Private Wealth Management - RIA...Private Wealth risk and compliance programs for dual-registered Broker-Dealer/Registered Investment Advisor,… more
- City National Bank (New York, NY)
- … vehicles.Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution ... + Special project assignment duty at the request of Senior members of the Manager Research team, such as...+ Bachelor's Degree or equivalent + 5+ years of Investment Research experience in both Traditional and Alternative… more
- CIBC (Houston, TX)
- …including equities, fixed income and alternative investments. + Evaluate investment opportunities and provide recommendations to senior analysts and ... to the investment management team, work in conjunction with a senior associate to report on client portfolios, actively monitor portfolios and allocations, and… more
- Wellington (Boston, MA)
- …is comprised of over 500 investment professionals across six investment functions ( Alternative Investments, Private Investments, Investment Boutiques, ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
