• BDO USA (New York, NY)
    Job Description Job Summary: This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, ... consulting/professional services experience, required Financial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private… more
    Upward (07/23/25)
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  • Grant Thornton (New York, NY)
    …AND RESPONSIBILITIES: Perform independent valuation of alternative credit investments , including private loans ( senior , Unitranche, mezzanine, second lien) ... Job Description The Senior Associate will support complex valuation engagements across the alternative credit spectrum, with a primary focus on illiquid private… more
    Upward (07/29/25)
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  • ITE MGMT (Kearny, NJ)
    …Trend) ITE Management LP was founded in 2014 and is an SEC-registered, alternative investment firm focused on transportation infrastructure. ITE has a strategic ... Trend was recently acquired by ITE Management (ITE), an investment firm that targets real asset investments ...with Blackstone Credit and Insurance, which includes a minority investment and a significant financing agreement to… more
    Upward (07/27/25)
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  • Societe Generale (New York, NY)
    Investment Industry *Participation at industry events - Hedge fund and related alternative investments conferences on an ad-hoc basis. *Develop and maintain ... Responsibilities Division Description: Within Socit Gnrale Corporate & Investment Banking, the Global Markets Division brings together the Research, Investment more
    Upward (07/11/25)
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  • Neuberger Berman Group LLC (New York, NY)
    …decisions. In addition, this role will provide a high level of direct interaction with senior personnel on both the investment and non- investment teams of ... is to conduct operational due diligence reviews on both existing and prospective investments maintained with third party alternative fund managers (ie hedge,… more
    Upward (07/20/25)
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  • iCapital (New York, NY)
    …capital markets, finance & fintech is preferred, especially in Alternative Investments . Strong technical background and understanding; ability to design ... iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms,… more
    Upward (07/23/25)
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  • SWBC (Austin, TX)
    …build a robust client base. This is accomplished by delivering ongoing investment advisory services focused exclusively on retirement plans (401(k), 403(b), 457, ... you'll love this role: You will love being an Investment Advisor with SWBC Retirement Plan Services because you...for your clients. As needed, conduct Invitation to Compete ( alternative recordkeeping RFP) for your client or prospect clients.… more
    Upward (06/29/25)
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  • Careers at KKR (New York, NY)
    COMPANY OVERVIEW KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to ... generate attractive investment returns by following a patient and disciplined ...management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds… more
    Upward (07/26/25)
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  • Academic Career & Executive Search (Cleveland, OH)
    …to various Board of Director Committees including Audit + Risk as well as Finance + Investment KNOWLEDGE, SKILLS AND ABILITIES Broad knowledge of aspects of ... CIA's forward-looking Strategic Plan, this era is defined by investment in new programs, facilities, and cross-sector collaboration. As...operations and finance including contract negotiations, public bond financing more
    Upward (07/24/25)
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  • TIAA (Portland, OR)
    …Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized ... and strategic planning while working closely with the portfolio, acquisitions, and finance teams to support transactions and analyze investment performance. Key… more
    Upward (07/08/25)
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  • New York Genome Center (New York, NY)
    …management. In addition, the CFO leads several functional units, including finance and accounting, research administration, and facilities. Reporting directly to the ... the CFO is a crucial member of the Center's senior leadership team and will play a key role...and short-and long-term forecasting, including multi-year outlooks based on alternative scenarios to assist in strategic decision-making. Oversee the… more
    Upward (07/05/25)
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  • Goldman Sachs, Inc. (Dallas, TX)
    …craft, our clients, and building sustainable success. Bringing together traditional and alternative investments , Goldman Sachs Asset & Wealth Management provides ... under supervision globally, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes… more
    Upward (07/27/25)
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  • Capital Group (Los Angeles, CA)
    …worth clients. You'll be primarily responsible for leading the expansion of PCS' alternative investment services platform as well as overseeing the existing ... knowledge of the wealth management business. You demonstrate advanced knowledge of alternative investment products and the competitive landscape and trends. You… more
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  • Fifth Third Bank (El Segundo, CA)
    …of accounting principles. Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options. Ability to assess client ... within a specific geographic area. Ability to develop trusted advisory relationships with the Senior Executives ( eg CEO, CFO, COO) of the Company. Capable to lead… more
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  • Goldman Sachs, Inc. (Dallas, TX)
    …business. Through the use of modern technology built on the cloud, we are the alternative to legacy platforms. We're a team of diverse experts helping our clients to ... cross-divisional stakeholders including, but not limited to product/service owners, Finance , Sourcing, Compliance, Legal, TechRisk and Controllers. Experience managing… more
    Upward (07/01/25)
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  • BDO USA (Fort Lauderdale, FL)
    …on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different ... taxation Use expertise to advise clients on tax implications and recommend alternative courses of action and identify different methods of compliance Strategy… more
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  • Marsh & McLennan Companies, Inc. (New York, NY)
    …Oliver Wyman's clients, which include top tier insurance and reinsurance companies, alternative asset managers, private equity firms, investment banks, law ... management reports, including development of data visualizations Present findings to senior management and C-suite executives Develop network of contacts throughout… more
    Upward (07/10/25)
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  • Realized Holdings Inc (Austin, TX)
    …foster a high-performance sales culture, and shape the future of Investment Property Wealth Management(R). Key Responsibilities: Leadership & Team Development: Lead, ... efficiency and effectiveness. Collaboration & Strategic Planning: Work closely with senior leadership to define the long-term vision for the sales department… more
    Upward (07/03/25)
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  • AEG (Boston, MA)
    …financial performance, sales and revenue generation and delivering a return on investment to key stakeholders. The GM ensures implementation of best practices, with ... entire operation including Operations, Sales & Marketing, Events, Food and Beverage, Finance and Human Resources. He/She/They will also own the relationships with… more
    Upward (07/10/25)
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  • IDEX Corporation (Rohnert Park, CA)
    …With interesting opportunities in engineering, marketing, sales, supply chain, operations, HR, finance , and more across more than 40 diverse businesses around the ... Product and Technology roadmap development and execution, NPD prioritization and investment in alignment with strategic plan. Ensure timely delivery of strategic… more
    Upward (07/04/25)
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