- CIBC (Boston, MA)
- …on Accounting, Finance, Economics, or Business. + 3 - 6 years of Fund Administration , Alternative Investment Tax Accounting and/or Alternative Audit experience. ... skills are required. + Experience with Hedge Funds and Private Equity Funds. + Experience with Hedge Fund...as the ~US$200 million acquisition of Geneva Advisors, a private wealth management company. CIBC's Fixed Income,… more
- Robert Half Finance & Accounting (Chicago, IL)
- …just rated one of the top places to work in Chicago just created a new Private Fund Operations Associate position. Which may seem pretty standard until you get ... And more Job Description We are currently seeking an Private Funds Operations Associate to join our growing team....development of robust processes and reports to keep the Wealth Management Team informed about crucial pre- fund … more
- US Bank (Gardnerville, NV)
- …Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely positioned for ... empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products… more
- Manulife (Boston, MA)
- …upcoming fund launch of a new Real Estate Commercial mortgage-backed security private fund . What motivates you? + You obsess about customers, listen, engage ... departmental projects in certain areas of expertise such as Private Equity fund cash oversight, fund...5 - 7 years of increasing responsibility in the Fund Accounting/ Fund Administration industry. +… more
- US Bank (Dublin, OH)
- …and discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and ... insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating...delivery of strategies and capabilities including portfolio management, trust administration , investment advisory and insurance. WMAs partner with the… more
- Manulife (Boston, MA)
- …and other services with respect to private equity co-investments, private equity funds (" Fund -of-Funds"), mezzanine securities, leveraged senior loans, and ... with our Winning Team today. **Working Arrangement** Hybrid **Job Description** Manulife Private Markets is a $68.1B1 investment platform, offering strategies in … more
- University of Pennsylvania (Philadelphia, PA)
- University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
- University of Pennsylvania (Philadelphia, PA)
- University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
- University of Pennsylvania (Philadelphia, PA)
- University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
- University of Pennsylvania (Philadelphia, PA)
- …research finance coverage. Consolidated reporting scope includes all CPUP Department PSOM fund groups. Responsible for monthly reporting and administration of ... University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation.… more
- UMB Bank (Kansas City, MO)
- The ** Private Wealth Management team** serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based ... what is important to them and why. At UMB Private Wealth Management, your story is our...possess a bachelor's degree in Information Systems or Business Administration . + You have 8 years of applicable experience… more
- Bank of America (Columbia, MD)
- …client-related partners Desired Qualifications: + Knowledge in marketing and selling Private Wealth credit solutions; engaging, addressing, influencing lending ... LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ensuring … more
- University of Pennsylvania (Philadelphia, PA)
- University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
- UMB Bank (Leawood, KS)
- The ** Private Wealth Management team** serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based ... what is important to them and why. At UMB Private Wealth Management, your story is our...client service level standards. You will provide proper fiduciary administration for all aspects of assigned accounts, including probate… more
- UMB Bank (Kansas City, MO)
- …other assigned accounts, handling complex situations. The **Trust Advisor** within our Private Wealth Management team builds long term relationships through ... UMB's ** Wealth Management** takes a holistic and collaborative approach...You have 8 or more years' experience in Trust Administration , problem solving and dispute resolution and assistance with… more
- Insight Global (Milwaukee, WI)
- Job Description -Responsible for placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their respective ... clients. Communicates timely and effectively with trust administration , investment officers, trade services, and various other departments as required. Establishes… more
- University of Pennsylvania (Philadelphia, PA)
- University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
- US Coast Guard (Chesapeake, VA)
- …a full suite of HR services to the USCG's 1,400-member Non-Appropriated Fund (NAF) workforce including obtaining and implementing private sector elements ... of the NAF employee benefits program. As Administration Director, your responsibilities will also include commercial insurance oversight addressing risk in the areas… more
- University of Pennsylvania (Philadelphia, PA)
- University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more.… more
- University of Pennsylvania (Philadelphia, PA)
- University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more