- Bank of America (New York, NY)
- Alternative Investments Product Specialist New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... fund origination team and operations team to onboard new funds to the Alternative Investments Platform -Respond to inquiries on existing funds from financial… more
- Neuberger Berman (San Francisco, CA)
- **Summary** The Alternative Investment Product Specialist will work with Neuberger's Investment , National Accounts and Intermediary Sales teams to ... and preparation of strategy materials and white papers. The Alternative Investment Product Specialist...with a minimum of 5 years prior experience within alternative investments Strong analytical skills and attention… more
- Morgan Stanley (New York, NY)
- …real estate funds, managed futures, exchange funds and other Alternative Investment strategies. The Alternative Investments platform has approximately ... the business development functions for our branch network. The Alternative Investments (AI) Sales Team is a...managers to educate Morgan Stanley Advisors and clients on Alternative Investment strategies and products * .… more
- Equitable (Charlotte, NC)
- …and alternative investments ) + Other support (training, product knowledge, practice management, investment research, developing historical illustrations, ... Investment Product Sales Specialist ... Investment Product Sales Specialist ( 240000AQ )...income, third party managed accounts, and alternative investments . Support will also include training, product … more
- Morgan Stanley (Columbus, OH)
- …all operational, client servicing, and financial reporting functions relating to supporting alternative investments . Manage production of regular reports such ... controls and develop client relationships. This is a Team Specialist position at Director level within the Product...role . Prior managerial experience . Prior exposure to Alternative Investments preferred We are committed to… 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
- Wellington (Boston, MA)
- … needs. The investors that the team works with are specialized in alternative investments , specifically hedge fund strategies including Equity Long/Short, Global ... and product development best practices. **ROLE AND RESPONSIBILITIES** The Hedge Fund Investment Specialist will work as part of one or more product… more
- JPMorgan Chase (New York, NY)
- …of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, ... to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private...thought leadership. This position is for an overall lead Investment Specialist responsible for our Real Estate… more
- PNC (Philadelphia, PA)
- …*Strong communication and interpersonal skills, and attention to details. *Experience with alternative investments is a plus. *CPA, CFA, CAIA designation is ... and have an opportunity to contribute to the company's success. As an Investment Manager/Portfolio Research Specialist - Operational Due Diligence within PNC's… more
- Wellington (Boston, MA)
- …fundamental factors, manager research, asset allocation, policy and risk management. 'The Investment Specialist , Fundamental Factor Platform' - will work as part ... of a product coverage team led by an Investment ...philosophy, strategy, positioning, and performance. Responsibilities of the 'The Investment Specialist , Fundamental Factor Platform' include performing… more
- Bank of America (New York, NY)
- …develop and maintain a comprehensive product offering calendar across its Alternative Investments platform for various client demographics. + In addition to ... Private Equity and Real Assets Sourcing and Origination Senior Product Specialist New York, New York **Job Description:** At Bank of America, we are guided by a… more
- Bank of America (Frisco, TX)
- …along with the power to make a difference. Join us! **Job Description:** The Alternative Investment Specialist will provide support and guidance to Financial ... Advisors on suite of Alternative Investment solutions in order to drive...client needs and objectives. Bank of America Merrill Lynch Alternative Investments is seeking an experienced sales… more
- Neuberger Berman (Lenwood, CA)
- **Summary:** Neuberger Berman is an employee-owned global investment management firm with $481 billion in assets under management. The private equity group of the ... member dedicated to NBSF to act as a fund specialist , managing and coordinating all prospect / client-related matters...and coordinating all prospect / client-related matters and other non- investment needs. A successful candidate will need to have… more
- Wellington (Boston, MA)
- …challenges such as video, social and content marketing. **Location** The Client and Product Strategy Specialist will be based in Wellington's office in Boston, ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...role on the Business Intelligence team with the Client Product & Strategy organization. Over the past few years,… more
- JPMorgan Chase (Jersey City, NJ)
- …Payments Organization + Identify, evaluate, and prioritize white space and tactical product investment opportunities through extensive analysis of value chain ... scaling, and integrating payments platforms across Commercial Banking and the Corporate & Investment Bank. The team defines the product strategy, drives the … more
- Bank of America (New York, NY)
- …and client presentation materials. Works under direction of more senior associates. The Alternative Investment Sales Desk associate will provide support to ... Alternative Investment Specialists as well as Financial Advisors on suite...coordination of all sales efforts for the Merrill Lynch Alternative Investments platform -including private equity, hedge… more
- Morgan Stanley (Tempe, AZ)
- …during the onboard process including Morgan Stanley Wealth Management and Fund Services, Alternative Investments , 3rd Party Custodians, and Family Office needs . ... status on policies, procedures and risk awareness . Process documentation related to alternative investments (capital calls, sub docs, etc.) and liaise with fund… more
- Bank of America (New York, NY)
- …Funds, OTC Derivatives, etc.. + Partner with other ISG Specialists across Investment Advisory, Alternative Investments , Portfolio Consulting and Retirement ... make a difference. Join us! The Senior Capital Markets Specialist within the Investment Solutions Group (ISG)...that appropriate solutions are presented to clients to achieve investment goals, regardless of the product or… more
- Bank of America (Miami, FL)
- …+ Staying current on trends impacting both the broader financial markets and alternative investment strategies in order to educate our clients and Advisors ... Capital Markets Regional Specialist Miami, Florida **Job Description:** At Bank of...a difference. Join us! Bank of America Merrill Lynch Investment Solutions Group is seeking an experienced sales professional… more
- UWorld, LLC (Dallas, TX)
- …reporting and analysis, corporate finance, equity investments , fixed income investments , derivatives, alternative investments , and portfolio management ... UWorld is seeking a dynamic and dedicated CFA Content Specialist to join our innovative team. In this full-time,..., you'll be involved in every step of the product life cycle-from initial planning and development to final… more