- Fidelity TalentSource LLC (Westlake, TX)
- …Team (AART).Absorb manager research and thought leadership from Fidelity Institutional Wealth Adviser (FIWA) to maintain an open architecture investment approach and ... champion advisor education on topics such as portfolio construction with alternative investments.Distill investment and market insights and establish a sound grasp… 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. + ... to work in Chicago just created a new Private Fund Operations Associate position. Which may seem pretty standard...Qualifications: + Required: 5+ years of experience in the alternative investments or wealth management … 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
- 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
- BlackRock (San Francisco, CA)
- …The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock is a leader and ... solutions for clients to choose from. **Business Description** BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors… 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
- Manulife (Boston, MA)
- …areas of expertise such as Private Equity fund cash oversight, fund events (launches, mergers, liquidations), collateral management , FX, line of credit ... colleague. + Self motivated and ability to multitask. + Comprehensive knowledge of Fund operations systems and the Alternative Investments industry - Private… more
- Morgan Stanley (Purchase, NY)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *WM Investment Solutions - GIMA Alternative Investment ... Morgan Stanley Wealth Management provides a range of...and private vehicles in the equity, fixed income and alternative investments spaces. The GIMA team engages with a… 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Economics with a minimum of eight (8) to ten (10) years' experience in the wealth management industry. * Experience as a project manager; or theoretical and ... and research, product management , operations, and communications/education), senior management , other areas of the organization, and fund managers.… 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
- 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
- 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 (Cincinnati, OH)
- …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
- S&P Global (TX)
- …our Private Equity professionals assist clients in the post-trade valuation of alternative investments, specifically for debt and equity positions for which there ... will deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate,… more
- KPMG (New York, NY)
- …pre and post deal Purchase Price Allocations (PPA), Impairment Testing, employee or management incentive scheme valuations and recurring fund valuations. As a ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...residential whole loan portfolios, with a focus on the alternative investment space + Interact with hedge fund… more
