- Fidelity TalentSource LLC (Boston, MA)
- …of the team Portfolio and Investment Monitoring SupportMaintain underlying fund portfolio monitoring informationMaintain, evaluate and improve existing data ... LLC (SAI) is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients....level and portfolio levelAssist in developing underlying fund portfolio analytics and reportingPrepare and/or review… more
- Fidelity TalentSource LLC (Boston, MA)
- …and our strong heritage as a leading provider of asset allocation investment solutions . The RoleThe Portfolio Services team within Fidelity Asset Management ... $700 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a leading provider of asset allocation...to our retail and institutional customers. The Director of Portfolio Services is a leader who demonstrates the ability… more
- Fidelity TalentSource LLC (Boston, MA)
- …research on new factors and data sets, evaluating new risk models, running portfolio optimizations, or providing research to fund managers through portfolio ... data analytics to illustrate current and time series investment themes, portfolio exposures, and factors driving fund performance. Primary Responsibilities:… more
- Fidelity TalentSource LLC (Westlake, TX)
- …legal and tax teams as needed to support a transaction.Provide in-depth analysis of portfolio and fund performance, risk, cash flows, and underlying fund ... proposed investments in private equity, real estate, private credit, hedge fund , and other alternative and non-traditional investments. This individual will also… more
- Fidelity TalentSource LLC (Boston, MA)
- …supporting strategic growth initiatives, (2) analyzing potential investments, (3) overseeing portfolio holdings, and (4) managing certain fund -level operational ... of holdings in the United States, Europe and Asia.\u00A0 The portfolio targets the telecommunications, technology, natural resources, and life sciences… more
- Fidelity TalentSource LLC (Boston, MA)
- …(commercial real estate investment sales, investment banking, acquisitions, asset management, portfolio / fund management, development, finance , or appraisal); ... on acquisition underwriting and due diligence, asset management and lease analysis, fund and portfolio management, market research, and investor reporting. This… more
- Fidelity TalentSource LLC (San Francisco, CA)
- …Global Head of Private Equity Investments as well as Fidelity s Portfolio Managers and Research Analysts in recommending and implementing mid-to-late-stage Venture ... investments on behalf of Fidelity funds and the Fidelity Venture Capital Fund I. You will collaborate closely with Founders/CEOs/CFOs/Board Members, with other… more
- Dexian - Signature Consultants (Charlotte, NC)
- …planning, daily work allocation and SLA target managementHands on experience in portfolio and fund accounting activities including trade processing, security ... management /performance fees calculation, security pricing and NAV generationReporting with portfolio package including trial balance, balance sheet, P&L, and other … more
- The George Washington University (Washington, DC)
- …Governors of the Federal Reserve, the World Bank, the International Monetary Fund , regulators (including the Public Companies Accounting Oversight Board and the ... providing real-world experience related to the global business environment, finance , sustainability, ethics, data analytics, leadership, and corporate social… more
- Fidelity TalentSource LLC (Boston, MA)
- …across a global platform in the United States, Europe and Asia. The portfolio targets the real assets, technology and life sciences sectors. Devonshire has over ... operating companies, dedicated vehicles for minority equity investments, and very limited fund investments. This position will report to the Head of Real Assets.… more
- Fidelity TalentSource LLC (Boston, MA)
- …for an outstanding opportunity for education and exposure to Prime Brokerage, hedge fund client support, stock loan, and custody services? You will own aspects of ... in the testing and implementation of such products.Responsible for daily portfolio accounting data to ensure accurate client reportingWorking with client… more
- Fidelity TalentSource LLC (Westlake, TX)
- …You HaveExperience in the financial services industry with understanding of Portfolio Accounting, Portfolio Reference, Security Reference, Index, Performance ... collaborative mindset.\u00A0The TeamThe FFIO technology team crafts and maintains technology solutions and products that enable FFIO to provide accounting and… more
- Fidelity TalentSource LLC (Boston, MA)
- …professionals evaluates, constructs and manages investment portfolios for millions of fund shareholders. The RoleReporting to the Managing Director of Research, the ... Interested candidates are required to have at least 4 years of finance -related experience (buy- or sell-sell research, private equity, investment banking, etc.) in… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …ensuring the quality of various reporting and voting activities for Fidelity Fund Investment Operations (FFIO)? \u00A0\u00A0We are looking for a Corporate Governance ... guidelines. You will meet with Fidelity investment management and members of portfolio company boards of directors and senior executives to communicate and… more
- Fidelity TalentSource LLC (Boston, MA)
- …prior successful capital introduction experience in alternatives from a hedge fund , asset manager, prime brokerage/capital introduction group, or top ranked ... prospect follow-upOutstanding partnership skills and ability to partner across portfolio managers, product development, senior managers, legal and compliance, and… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …FIFT also handles common trading services as well as the systems used for Finance and Fund Oversight. The applications and services provided enable investment ... but also highly functional and user centric. Craft innovative solutions for a wide variety of product design challenges,...decision making, portfolio management, and trading for combined assets under management… more
- Wilmington Savings Fund Society (Wilmington, DE)
- Job Description NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "business lending done ... technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer… more
- Wilmington Savings Fund Society (Wilmington, DE)
- Job DescriptionNewLane Finance Company ("NewLane") is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is ... technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer… more
- Wilmington Savings Fund Society (Wilmington, DE)
- Job DescriptionNewLane Finance Company ("NewLane") is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is ... technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …is more than part of our name, it's our mission and our purpose.NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses ... technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer… more
