- 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
- JPMorgan Chase (Los Angeles, CA)
- …commercial and investment banking capabilities of the firm. **About** **Global Alternative Investment Solutions** Global Alternative Investment ... the team brings a unique perspective to sourcing and advising on alternative investment opportunities. The team consists of a collaborative cross functional team… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Internal Alternative Investment Consultant (Senior Business Growth Strategy Consultant) in Wealth and ... Advisors and Investment Strategists) on the depth and breadth of Alternative Investment solutions available to WIM High - net - worth and Ultra -high… more
- Charles Schwab (San Francisco, CA)
- …Collaborating with Investment Offers and Solutions Group and the Alternative Investment Consultants, the Alternative Investments Research team ... Charles Schwab & Co., Inc. (CS&Co). Schwab clients hold alternative investments spread across privately and publicly registered funds....universe and will lead our manager search and manager investment due diligence efforts, as well as being the… more
- JPMorgan Chase (New York, NY)
- …will lead oversight of regulatory compliance for registered closed-end funds in alternative investment strategies in private market investments. You will lead ... + Serve as Chief Compliance Officer of a registered investment fund focused on alternative strategies and advise the investment groups responsible… more
- T. Rowe Price (New York, NY)
- …make a difference in ways that matter to you . Role Summary The Alternative Investment Internal Consultant partners with external sales professionals to develop ... to sales targets and territory goals alongside external counterparts. As an Alternative Investment Internal Consultant for Global Alternatives, you will support… more
- Vanguard (Malvern, PA)
- …that is responsible for developing and performing critical functions directly impacting alternative investment fund accounting. Serves as the senior process ... teams in the delivery of the valuation, operations, and oversight of Vanguard's alternative investment products across the globe. Serves at the key decision… 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 ... and adoption of eFront within the Alternatives business. They'll partner with investment , operations, and technology teams to ensure smooth integration, train users,… 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...billion in assets under management. **About the Role:** The Alternative Investments Operations Intern will contribute to the ongoing… 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...Assessment Reports for Senior Manager review by going through investment offering documents + Review Alts correspondence and quarterly/annual… more
- UMB Bank (Ogden, UT)
- … Investments Team** provides accounting, pricing, and reconciliation services for our alternative investment fund clients. This group is a growing team ... base and expand our technological capabilities. As the **Fund Accountant- Alternative Investments,** you will support UMB by handling all accounting, bookkeeping,… more
- JPMorgan Chase (Brooklyn, NY)
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the accounting, ... reporting and financial statements for alternative investment products in multiple jurisdictions working in collaboration with third party service providers and… more
- JPMorgan Chase (Brooklyn, NY)
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the accounting, ... reporting and financial statements for alternative investment products in multiple jurisdictions working in collaboration with third party service providers and… 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 ... experience, ideally in either an investment management or investment specialist/product strategist/client portfolio manager role for alternative investments.… 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 with strong business judgment and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary:** Under very limited supervision, the Director of Alternative Investment Operational Due Diligence utilizes specialized knowledge and skills ... through direct work experience and formal training to develop and maintain an alternative investment operational due diligence program designed to provide high… 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 ... Fargo is seeking a **Securities Operations Specialist** in Business Operations in Alternative Investments as part of Transactions & Processing division. Learn more… 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 ... San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement...resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual… more
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