- Raymond James Financial, Inc. (New York, NY)
- …institutional, and high-net-worth (HNW) clients.** **Summary** **of** **the** **Position:** The Investment Fund Finance Portfolio Manager manages the ... of a bank commercial credit training program and experience analyzing alternative investment fund finance transactions strongly preferred **Essential Skills and… more
- Morgan Stanley (Alpharetta, GA)
- …of assets such as futures, options, OTC derivatives, stocks, bonds and ABS/MBS for an Investment Manager , Hedge Fund , or similar business - 10 years ... office the remaining days of the week. ABOUT*The Role** The Institutional Client Investment and Fund Accounting team provides accurate and timely portfolio… more
- KPMG (Dallas, TX)
- **Business Title:** Tax Manager , Alternative Investment Partnerships (Hedge Fund /Private Equity) **Requisition Number:** 111528 - 87 **Function:** Tax ... KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG… more
- JPMorgan Chase (New York, NY)
- …written and verbal communication skills + Well organized work style + Basic understanding of investment risk and return statistics + SIE, Series 7, 63 or must ... JP Morgan Alternative Asset Management team manages ~$20Bn in multi- manager hedge fund & private credit portfolios...innovation to meet client objectives. **Job Summary** As an Investment Specialist Analyst in the JP Morgan Alternative Asset… more
- Robert Half Finance & Accounting (Dallas, TX)
- …be responsible for the financial reporting of a publicly traded real estate investment fund . PRIMARY DUTIES AND RESPONSIBILITIES Review and oversee the ... Robert Half has teamed up with a world class investment firm to assist in the recruitment of a...for these documents Supervise two Senior Accountants and perform risk -based review of related work and financial statements on… more
- Wellington (Boston, MA)
- …broad multi-asset, hedge fund , equity, fixed income, and research strategies. The Risk Manager will engage closely with our individual fixed income ... use quantitative tools to inform their portfolio construction and investment processes. The Risk Manager ...risks in portfolios. * Partner with Line Management and Investment Products and Fund Strategies colleagues to… more
- Wellington (Needham, AL)
- …capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust ... fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary,... Controller, Private Funds will report to the team's Manager of the Private Funds' Fund Control… more
- Vanguard (Malvern, PA)
- …and influence the strategic direction of the testing and monitoring team. The Compliance Manager , Head of Fund & Advisor Inspections: + Hires, evaluates, and ... the testing and monitoring compliance functions. Forms strong partnership with Compliance and Risk partners. Serves as a trusted advisor to the business and provides… more
- Wellington (Boston, MA)
- …capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust ... day management; partner with our client group on our fund and growth strategy and with other investment...the inter-connected talent strategy required to deliver perform. - ** Investment performance, integrity and risk ** **:** Provide… more
- Citigroup (Tampa, FL)
- …will get an opportunity participate in monthly internal committee meetings, quarterly fund manager calls, and internal oversight forums covering portfolio ... user of MS PowerPoint + Basic understanding of market, portfolio, and investment risk + Basic understanding of risk concepts like volatility, correlations,… more
- Morgan Stanley (Purchase, NY)
- …management, annuities and insurance, retirement and trust. * * *Position Summary* Global Investment Manager Analysis (GIMA), a unit within theWM Investment ... manager research on a wide range of investment strategies, including separately managed accounts, mutual funds, UCITs,...and ongoing investment due diligence on alternative investment strategies with a focus on hedge fund… more
- KPMG (Orlando, FL)
- **Business Title:** Senior Manager , Mutual Fund Tax **Requisition Number:** 111328 - 25 **Function:** Tax Services **Area of Interest:** **State:** FL **City:** ... your recruiter can provide you with that list + Prior experience in Mutual Fund and/or investment partnership + Proficient in the taxation of corporations,… more
- Wellington (Boston, MA)
- …capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust ... Manager and team to generate, research, and implement investment ideas for the unconstrained portfolio. In addition, the...externally with company management teams. The ability to take risk and challenge investment views is critical,… more
- Hackensack Meridian Health (Edison, NJ)
- …working closely with the Chief Investment Officer and other team members, the Investment Manager is responsible for sourcing and maintaining a pipeline of ... reporting. **Responsibilities** A day in the life of a ** Investment Manager ** at Hackensack Meridian Health includes:...investment managers. + Assist with the preparation of investment performance reports and investment fund… more
- CalSTRS (Sacramento, CA)
- …one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM), Certified ... Job Posting: Portfolio Manager , Sustainable Investment & Stewardship Strategies...and private markets that are additive to the Total Fund ; leading CalSTRS stewardship activities focused on corporate engagement… more
- Morgan Stanley (Purchase, NY)
- …to 10 years' experience in a legal role with a law firm, bank, hedge fund administrator, investment adviser or in a legal role otherwise supporting investment ... Morgan Stanley Fund Services (MSFS) is a wholly owned subsidiary...MSFS. These include accounting and investor services professionals, tax, risk andtransitionmanagement. Interaction with the Morgan Stanley Legal Department,… more
- JPMorgan Chase (New York, NY)
- …screening, selection and ongoing monitoring related to both existing and prospective investment manager strategies. + Proactively identify, source, research and ... private equity, real estate, and infrastructure. **Job Description:** As a Portfolio Manager , Vice President within the Retirement Plan Investment Group, you… more
- Jackson National Life Insurance Company (Chicago, IL)
- …a retirement with purpose. Jackson National Asset Management, LLC (JNAM) is the investment manager responsible for selecting and monitoring the asset managers of ... services for the Funds. In addition, JNAM directly manages several risk -based multi-strategy fund -of- fund offerings available exclusively through… more
- JPMorgan Chase (New York, NY)
- …preferred + Industry focus: Infrastructure preferred + Some experience with investment vehicles (including fund formation, capital raising, asset management ... Morgan Asset Management ( **JPMAM** ) is the world's third-largest alternatives manager , with a 40-year history of delivering innovative alternative solutions across… more
- Edward Jones (Tempe, AZ)
- …management team. + Daily monitoring of liquidity risk and money market fund programs. + Participates in Olive Street Investment Advisers, LLC, and respective ... Jones & Co, LP ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our...accordance with departmental procedures. + Effective monitoring of the investment guidelines' mailbox for communications from overlay manager… more