- Fidelity TalentSource LLC (Merrimack, NH)
- …providing tax compliance services for US 40-Act mutual funds , Canadian mutual fund trusts, and alternative investment products.\u00A0 The Tax Team works ... Job Description:The RoleThe Senior Tax Manager is primarily responsible for performing detailed reviews...environmentThe TeamThe Tax Team is part of the Fidelity Fund and Investment Operations (FFIO) business unit,… more
- Fidelity TalentSource LLC (Smithfield, RI)
- … Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM) for coverage of alternative analyst and product teams at leading ... Job Description: Investment Relationship Manager The RoleThe Financial...Plans, Systematic Investment Plans, Institutional Money Market funds , a suite of alternative investments, and… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Risk support across Fund Operations groups within Fidelity Fund and Investment Operations (FFIO), with a focus on Alternative Accounting. This role is ... experience, including Audit or other Risk Management activitiesUnderstanding of Alternative Investment Products, including partnerships, crypto, direct lending,… more
- Creative Financial Staffing (Houston, TX)
- …a combination of "Big 4" and industry accounting Private Equity and/or other alternative investment accounting experience preferred Must be highly proficient in ... as they grow through acquisitions Work-life balance is highly valued Job Summary: Fund Accounting Manager reports to the Chief Accounting Officer and must… more
- Fidelity TalentSource LLC (Merrimack, NH)
- Job Description:The RoleAs a Senior Vice President, Relationship Manager (RM) you will cultivate relationships with the research teams and field offices of ... investment consultants to elevate Fidelity s institutional brand and...and develop conviction in our range of traditional and alternative investing capabilities. Your coverage remit will include both… more
- Fidelity TalentSource LLC (Boston, MA)
- …experienceBachelor s degree requiredOperational Due Diligence experience at a bank, asset allocator, fund of funds , or other investment platform is ... such as private equity, private debt and private real estate; and investment advisors managing alternatives products and funds .Evaluate control environments of… more
- Fidelity TalentSource LLC (Boston, MA)
- …compelling Liquid Alternative Investments strategies and influencing the investment decisions for our multi- manager \u201Cfund-of- funds .\u201D\u00A0 You ... The PositionThis is an investment role focusing on manager research in Liquid Alternative Investments (ie Hedge Fund like strategies).\u00A0 Your… more
- CohnReznick LLP (Los Angeles, CA)
- …private equity, venture capital, hedge, real estate, cannabis, private credit, and other alternative investment funds . You'll gain valuable knowledge of the ... currently have an exciting career opportunity for an Assurance Manager to join the team in our Los Angeles...result of the unique organizational structure of most private investment funds , you'll collaborate with other CohnReznick… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …We are the largest service line within Fidelity Funds and Investment Operations, responsible for producing and distributing fund and legal documents ... 3+ years of financial services experience with an asset manager , audit firm or custodian bank, preferably in accounting...are in the midst of implementing Fidelity's new and alternative investment products. In parallel, we are… more
- Fidelity TalentSource LLC (Boston, MA)
- …Fund accounting and operations knowledge, specifically related to alternative investments, preferred.\u00A0Prior experience with Sarbanes Oxley 404 compliance, ... investment management practices and strategies, particularly within the alternative or digital assets space a plus.Proven problem solving, analytical,… more
- KPMG (Dallas, TX)
- …registered investment funds and alternative investments ( investment partnership and or mutual fund tax experience) with previous experience ... **Business Title:** Seasonal Tax Senior Manager , Alternative Investment Partnerships **Requisition Number:** 112028 - 87 **Function:** Tax Services **Area of… more
- KPMG (Dallas, TX)
- **Business Title:** Senior Tax Manager , Alternative Investment Partnerships (Real Estate) **Requisition Number:** 111530 - 87 **Function:** Tax Services ... your recruiter can provide you with that list + Alternative investments ( investment partnership and/or mutual fund tax) experience + Proficiency in the… 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
- HSBC (New York, NY)
- …The Associate - Fund Manager Research will attend the alternative investment committee and global research committee which is responsible for determining ... and the planet we all share. As the Associate, Fund Manager Research will be responsible for...the alternative funds that are eligible for investment across… more
- World Insurance Associates, LLC. (Santa Barbara, CA)
- …or related field preferred. + Investments designations such as Financial Risk Manager (FRM), Chartered Alternative Investment Analyst (CAIA), Certificate ... + World MAP Multi- Manager Portfolios + Collaborate with CIO and other Investment Team members on the design, construction, and ongoing management of World MAP… more
- Raymond James Financial, Inc. (New York, NY)
- …Completion of a bank commercial credit training program and experience analyzing alternative investment fund finance transactions strongly preferred ... and high-net-worth (HNW) clients.** **Summary** **of** **the** **Position:** The Investment Fund Finance Portfolio Manager ...fund finance transactions including subscription lines of credit, fund of hedge funds lending, fund… more
- Citigroup (New York, NY)
- …expertise in hedge funds , private equity, family office and alternative investment counterparties + Experience in people management **Client Relationships ... Securities Services (MSS). The Senior ICM Counterparty Credit Portfolio Manager will lead the 1st LoD (line of defense)... will lead the 1st LoD (line of defense) Alternative Asset Management underwriting effort of a diverse client… more
- JPMorgan Chase (New York, NY)
- …of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, ... to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private...a Product & Platform Vice President within JP Morgan Alternative Asset Management ("JPMAAM") Hedge Fund &… more
- JPMorgan Chase (New York, NY)
- Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of ... than two centuries, a broad range of core and alternative strategies, and investment professionals operating in...Fund industry experience preferred - experience with registered investment companies and a demonstrated knowledge of various … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and skills obtained through education and experience to ensure timely onboarding of new alternative investment products (ie, hedge funds , private equity ... Summary** Under minimal supervision and with a high level of autonomy, the Senior Manager , Alternative Investments Product Delivery uses extensive knowledge… more
