- Robert Half Finance & Accounting (San Francisco, CA)
- …* Assist with various accounting related tasks and financial reporting tasks for the Family Office and Investment Funds * Maintain the general ledgers ... interest areas. We are seeking a diligent and detail-oriented Family Office , Finance Manager based in San...and commercial property, and investments * Oversee the alternative investment portfolio, pay capital calls, and subscribe to new… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …Experience: Previous experience in a supervisory role. + Industry Experience: Experience in family office or investment management accounting. + Software ... work effectively. + Onsite Requirement: Be present in the office a minimum of 3 days per week. +...duties as assigned, ensuring the ability to use standard office equipment and manage physical tasks such as frequent… more
- KPMG (New York, NY)
- …quality tax service and play a key role in growing KPMG's Family Office Tax Practice, which focuses on investment management companies, family limited ... **Business Title:** Tax Manager, Family Office Partnerships **Requisition Number:** 112703...important than investing in our culture because it's an investment in our people, our future, and what we… more
- Deloitte (Columbus, OH)
- …every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, ... experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective...to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA +… more
- Deloitte (Columbus, OH)
- …every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, ... experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective...accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA +… more
- Citigroup (New York, NY)
- …experience in banking/financial institutions with expertise in hedge funds, private equity, family office and alternative investment counterparties + ... diverse client base of Hedge Funds (HFs), Private Equity (PE) and Markets family office (IFO) clients engaged in full suite of trading and lending products.… more
- Deloitte (Columbus, OH)
- …and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business ... decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving...accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA +… more
- Deloitte (Columbus, OH)
- …and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business ... decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving...to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA +… more
- Motion Recruitment Partners (Charlotte, NC)
- Middle Office / Commercial Investment Bank Trade...medical plans to choose from for you and your family + Dental & Orthodontia Benefits + Vision Benefits ... create reports consistently) + 3+ years of experience in either a middle office /risk role and/or equivalent experience in supporting any CIB trading products. +… more
- WellSense (Boston, MA)
- Investment Staff Accountant WellSense Health Plan is a nonprofit health insurance company serving members across Massachusetts and New Hampshire through Medicare, ... Individual and Family , and Medicaid plans. Founded 25 years ago as...oriented work ethic is critical to this role. Our Investment in You: . Full-time remote work . Competitive… more
- Wells Fargo (Minneapolis, MN)
- …and access to advice expertise for advisors and clients, along with family - office and practice-management support. + **Banking, Lending & Trust (BL&T)** ... **2025 Wealth & Investment Management Summer Internship - Early Careers** **About...analytics, project management, consulting, and beyond in a "home office " or "middle/back office " environment. + **Advice… more
- The Hartford (Hartford, CT)
- …or related filed; MBA or CFA a plus. + 5+ years of experience in Investment Management Operations or Middle Office roles. + Broad understanding of securities ... ALERT & Trade Suite), MarkitWire ,TriOptima or Wall Street Office a plus. Join HIMCO Investment Operations?...trades for the accounts of you and your household family members as more fully described in the Code… more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer, Sustainable Investments State Teachers' Retirement System JC-433259 - Investment Officer, Sustainable Investments INVESTMENT ... per Month **Final Filing Date:** **6/26/2024** **Job Description and Duties** **The Investment Officer II position is eligible for incentive compensation and has a… more
- CalSTRS (Sacramento, CA)
- …programs in the world. Team members will collaborate with the broader CalSTRS Investment Office and engage in projects ranging from evaluation of co-investments, ... Job Posting: Investment Officer III - Direct Investments State Teachers'...Employment Opportunity for this position(s) to the Department's EEO Office . **EEO Contact:** EEO Officer ### ###@calstrs.com California Relay… more
- CalSTRS (Sacramento, CA)
- …programs in the world. Team members will collaborate with the broader CalSTRS Investment Office and engage in projects ranging from evaluation of co-investments, ... Job Posting: Investment Officer - Direct Investments State Teachers' Retirement...Employment Opportunity for this position(s) to the Department's EEO Office . **EEO Contact:** EEO Officer ### ###@calstrs.com California Relay… more
- Scotiabank (New York, NY)
- Senior Manager, US Non- Investment Grade Credit Risk **Requisition ID:** 198410 **Salary Range:** 110,700.00 - 211,800.00 _Please note that the Salary Range shown is ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...reviews, and projects + Coordinate and work with Head Office Global Risk Management, when necessary, in matters related… more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer I, Investment Compliance State Teachers' Retirement System JC-436959 - Investment Officer I, Investment Compliance ... The CalSTRS Investments Branch is seeking an experienced individual to work as an Investment Officer I on the Investment Compliance team. CalSTRS Investment … more
- Scotiabank (New York, NY)
- Director, US Non- Investment Grade Credit Risk **Requisition ID:** 198417 **Salary Range:** 174,700.00 - 286,000.00 _Please note that the Salary Range shown is a ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...the organization. + Effectively communicate with senior management, head office and the relevant Risk Committees to ensure proper… more
- New York State Civil Service (New York, NY)
- NY HELP No Agency Insurance Fund, State Title Chief Investment Risk Officer Occupational Category Other Professional Careers Salary Grade NS Bargaining Unit M/C - ... least ten years' experience at an insurance company overseeing and managing investment risk; OR ten years' experience managing Investment RiskPreferred… more
- Merck (Austin, TX)
- …outcomes and accelerate how we transform IT. The Director of IT Investment Management will oversee the strategic planning, budgeting, and allocation of resources ... leads to maximize value driven outcomes. Responsibilities include: **IT Investment Management** + Lead the IT Investment ...Hybrid Work Model** Effective September 5, 2023, employees in office -based positions in the US will be working a… more