- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Internal Alternative Investment Consultant (Senior Business Growth Strategy Consultant) in Wealth and ... (Financial Advisors and Investment Strategists) on the depth and breadth of Alternative Investment solutions available to WIM High - net - worth and… more
- US Bank (Milwaukee, WI)
- …you are expected to have a basic understanding of the overall direction of USBFS' Alternative Investment ("AI") business , core services of AI, and ancillary ... discover what you excel at-all from Day One. **Job Description** US Bank's Alternative Investment Services Allocations department is responsible for the accurate… more
- Wells Fargo (Dallas, TX)
- **About this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments ... group as part of Wealth & Investment Management (WIM). Alternative Investment products include hedge funds, private equity, private real estate, private… more
- Lincoln Financial (Radnor, PA)
- …Within CIS, the AVP, Retail Investment Specialist works closely with Alternative Investment Sales Specialists to support sales efforts and growth goals ... Responding to distribution/key accounts requests. + Provide support for retirement business including conducting investment reviews with existing clients… more
- Zurich NA (New York, NY)
- Alternative Investment Management - Operations Internship (Summer 2026) 126555 Zurich Alternative Asset Management, LLC (ZAAM) is currently looking for an ... Alternative Investments Operations Intern to join the team in...analysis tools and techniques + Excel proficiency through real-world applications + Effective communication (written and verbal) + Market… more
- Insight Global (New York, NY)
- …implement optimal operating models for Private Credit, Private Equity, and other alternative investment strategies. * Technology & System Oversight: Lead system ... Senior PM will own implementation and adoption of eFront within the Alternatives business . They'll partner with investment , operations, and technology teams to… more
- Charles Schwab (Westlake, TX)
- …management strategies. This position, which reports to the Senior Manager of Alternative Investment (Alts) Due Diligence, is chiefly responsible for ensuring ... investment policy and regulatory compliance of DAFgiving360's Alts (private...ability to react to changes in regulatory, market and business climate + Desire to advance your career through… more
- US Bank (Hackensack, NJ)
- …skills and discover what you excel at-all from Day One. **Job Description** Alternative Investments Associates and Accountants work as part of a team responsible for ... net asset value(s) and disseminate financial and performance information to the investment advisor and their investors. Acting as primary fund accountant on multiple… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …RJ clients. + Preparing product approval memos/presentations for use by the Alternative Investment Group Product Approval Committee, comprised of senior ... management. + Conducting onsite due diligence for existing and prospective alternative investment products. + Transferring product knowledge and expertise by… more
- Charles Schwab (Westlake, TX)
- …+ Bachelor's degree required **Preferred Qualifications** + Deep understanding of alternative investment products and strategies, distribution models for ... alternative investments, and demonstrated experience operating an alternative investment platform + A curious thinker...investment platform + A curious thinker with strong business judgment and analytical skills who, through grit, can… more
- Nuveen Investments (MI)
- …5 years' experience in the investment management industry specifically within business development in the Alternative Investments space + FINRA Series 7 ... in the investment management industry specifically within business development in the Alternative Investments space...support for those who need assistance with our online application process to provide an equal employment opportunity to… more
- PNC (Philadelphia, PA)
- …to the company's success. As a Manager Research Associate II - Alternative Investments within PNC's Asset Management Group Investment Office organization, ... at the manager's discretion. This position will be on the Alternative Investments Manager Research team. Preferred skills/experience include: * Knowledge and/or… more
- Wells Fargo (St. Louis, MO)
- …+ 1+ years of Investment industry experience + Exposure to ICapital Alternative Investment platform + Knowledge and understanding of Private Equities and ... Wells Fargo is seeking a **Securities Operations Specialist** in Business Operations in Alternative Investments as part of Transactions & Processing division.… more
- JPMorgan Chase (New York, NY)
- The Global Alterative Investment Solutions team supports the JPMorgan Alternative Asset Management business that has $22 billion in assets and includes ... funds, private credit, and cross alts portfolios. As an Alternative Credit Fund Controller within the Global Alternatives Investments...200 years and today we are a leader in investment banking, consumer and small business banking,… more
- US Bank (Hackensack, NJ)
- …management of a team providing accounting, administration and investor servicing to investment companies and advisers. Serves as trusted advisor to clients by ... continually assessing changing business and strategies, as well as providing expertise, tools...documentation and set-up of the accounting principles for unusual investment types, and processing of complex expense and incentive… more
- City and County of San Francisco (San Francisco, CA)
- …of the time. + Possession of Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, integrity, and ... investment portfolios, and monitors the activities and performance of external investment managers. * Application Opening: June 24, 2025 * Application… more
- City and County of San Francisco (San Francisco, CA)
- …of the time. + Possession of Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, integrity, and ... investment portfolios, and monitors the activities and performance of external investment managers. + Application Opening: April 25, 2025 + Application… more
- WTW (New York, NY)
- …the business of transforming tomorrows. Join us and transform yours.** **The Business ** The Investment business aims to create sustainable competitive ... alongside some of the industry's top consultants, researchers, and portfolio managers. The Investment business offers a range of career paths to suit individual… more
- WTW (Chicago, IL)
- …the business of transforming tomorrows. Join us and transform yours.** **The Business ** The Investment business aims to create sustainable competitive ... alongside some of the industry's top consultants, researchers, and portfolio managers. The Investment business offers a range of career paths to suit individual… more
- Lincoln Financial (Radnor, PA)
- …is necessary + Ability to adapt quickly in a changing work environment ** Application Deadline** Applications for this position will be accepted through August, ... #:** 74883 **The Role at a Glance** The Sr. Investment Sales Enablement Consultant will strive to build strong...by ensuring excellent client service across all of Lincoln's Alternative products. **What you'll be doing** + Acts as… more