- Fidelity TalentSource LLC (Boston, MA)
- …accounts offered by Fidelity s Portfolio Advisory Services and through Fidelity s Wealth Management Advisory Services. We construct and manage asset allocation ... role reports to SAI s Chief Investment Officer of Alternatives and will be instrumental in the build out...proven track record of managing private credit portfolios. Interval fund or tender offer fund management… more
- Fidelity TalentSource LLC (Westlake, TX)
- …who were analysts at our client firms and/or analysts at asset management firms. The RoleDeliver value to advisors and institutional clients seeking consultation ... Team (AART).Absorb manager research and thought leadership from Fidelity Institutional Wealth Adviser (FIWA) to maintain an open architecture investment approach and… more
- Robert Half Finance & Accounting (Chicago, IL)
- …the development of robust processes and reports to keep the Wealth Management Team informed about crucial pre- fund status, processes, and requirements. + ... and clients. Requirements Qualifications: + Required: 5+ years of experience in the alternative investments or wealth management industry. + Bachelor's… more
- Morgan Stanley (Purchase, NY)
- …and other Morgan Stanley sponsored benefit programs. **Job:** **Other* **Title:** * Wealth Management Alternative Investments Attorney, VP* **Location:** ... Background on the Position -Vice President Morgan Stanley Wealth Management Legal and Compliance Division...investment advisory firm, private equity, real estate or hedge fund ). > Experience with alternative investments. >… more
- Wellington (San Francisco, CA)
- …expertise. **THE POSITION** We are seeking a talented, driven individual to fill an Alternatives Distribution - Wealth role on the West Coast. This sales ... management expertise and a keen understanding of the wealth distribution process. We're also looking for someone who...advisors and wire houses - Proven background in asset management and alternative investments - Expertise in… more
- CIBC (Boston, MA)
- …as well as the ~US$200 million acquisition of Geneva Advisors, a private wealth management company. CIBC's Fixed Income, Currencies & Distribution group provides ... new projects. **How You'll Succeed** + Assist in the management of all procedures and controls within the Operations...Economics, or Business. + 3 - 6 years of Fund Administration, Alternative Investment Tax Accounting and/or… more
- Mirador (Jacksonville, FL)
- …services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family ... with 3 - 5 years of experience at a Wealth Management firm, Financial Services firm or...all breaks/cancels/corrects + Analysis of private equity & hedge fund statements for input into system + Work with… more
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... and needs is an important part of our culture. Department Overview Wealth Management 's Global Investment Office produces macro-to-micro research and analysis… more
- Mirador (Stamford, CT)
- …services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family ... fast-paced environment. Our reporting teams have in-depth knowledge of wealth management products and technology applications, so understanding… more
- TIAA (Columbus, OH)
- … Business Development job directs the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic ... organization. **Key Responsibilities and Duties** + Raises capital for TIAA's Alternative Strategies primarily within the Wealth Channels, including Wirehouses,… more
- Bank of America (New York, NY)
- …world-class investment strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the ... Strategy Head - Hedge Fund Origination & Product Management New...Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends… more
- HSBC (New York, NY)
- …any other trait protected by applicable law. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-New York-New York **Req ... funds, focused on the Americas market. The Associate - Fund Manager Research will attend the alternative ...establish good working relationships with senior members of the alternative asset management business, asset management… more
- Mirador (Stamford, CT)
- …services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family ... Offices, Wealth and Asset Managers, and Foundations throughout the United...a time-sensitive basis. Responsibilities * Demonstrate deep understanding of Alternative Investments including cash flow planning, pacing models, private… more
- Cherry Bekaert (Chicago, IL)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure . Cherry ... **Description** Cherry Bekaert's Alternative Investments practice provides Tax, Assurance and Advisory...fund of funds (FOF), mutual funds, and/or related management entities + Advanced working knowledge of Subchapter K… more
- BMO Financial Group (Chicago, IL)
- …Family Wealth (tax strategy and compliance, estate advisory, risk management , expense management and philanthropic planning and advisory), Capital Advisory ... is to be the single reference point for service to families of significant wealth . Our mission is to be the family office that defines exceptional client experience.… more
- BlackRock (TN)
- **About this role** **Business Description:** BlackRock's US Wealth Advisory (USWA) business manages the firms relationships with US retail investors and financial ... of strategies from iShares ETFs and mutual funds to Alternatives , SMAs, USWA's mandate is to deliver One BlackRock...SMAs, USWA's mandate is to deliver One BlackRock to wealth clients. **Role Description :** iShares Market Leaders in… more
- Bank of America (Boston, MA)
- …of the Firm. The Chief Investment Office provides thought leadership on wealth management , investment strategy and global markets and delivering strategic ... developing and maintaining robust frameworks, services and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all… more
- Access Dubuque (Dubuque, IA)
- …Foundation's (CFGD) comprehensive philanthropy program, to include both fundraising and fund development. This individual will possess the expertise and relational ... fundholders and building assets while also raising funds for the Forever Fund . This position identifies and builds relationships with current donors, prospective… more
- Mirador (Naperville, IL)
- …services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family ... all breaks/cancels/corrects + Analysis of private equity & hedge fund statements for input into system + Data consolidation...subject matter expert in financial reporting software in the wealth management / family office industry. Tasks… more
- Cherry Bekaert (Nashville, TN)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure . Cherry ... planning services to partnerships, heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Our expertise includes… more
