- Waterfall Asset Management, LLC (New York, NY)
- Waterfall Asset Management, LLC is an SEC-registered alternative investment manager focused on specialty finance opportunities within asset-backed credit, ... compelling risk/return profile which is generally uncorrelated to most traditional investment opportunities. Waterfall is headquartered in New York, with additional… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …culture. Specializing in tax planning, fund administration, and consulting for alternative investments like hedge funds, private equity, and venture capital, ... with Robert Half Financial Services is recruiting for a Tax Manager at a Fund Services Provider....info and immediate consideration. Requirements + 5+ years of tax experience with investment partnerships (hedge funds,… more
- Lincoln Financial (Radnor, PA)
- …an investment management or investment specialist/product strategist/client portfolio manager role for alternative investments . + A passion for ... AVP, Retail Investment Specialist works closely with Alternative Investment Sales Specialists to support sales...Specialists to support sales efforts and growth goals in alternative investments . They will also serve as… more
- US Bank (Hackensack, NJ)
- …field, or equivalent experience - 10 or more years of experience in alternative investments industry - Two or more years of supervisory/managerial experience ... management of a team providing accounting, administration and investor servicing to investment companies and advisers. Serves as trusted advisor to clients by… more
- Charles Schwab (Westlake, TX)
- …clients' philanthropic wealth management strategies. This position, which reports to the Senior Manager of Alternative Investment (Alts) Due Diligence, is ... and philanthropic tools and resources that make charitable giving tax -smart, simple, and efficient. We offer tools, guidance, and...AIs and prepare Alts Risk Assessment Reports for Senior Manager review by going through investment offering… more
- Truist (Philadelphia, PA)
- …equities, fixed income, foreign exchange products, derivatives, structured products, alternative investments , private equity and hedge fund strategies. ... years of investment experience, which should include experience as an investment advisor, portfolio manager , or other investment -related activities with… more
- Harbor Group Management (Norfolk, VA)
- …continues to look for real estate investment opportunities. We are seeking a high performing Tax Manager who will fill a leadership role on the Tax Team ... The Tax Manager will manage with tax functions relating to property portfolios, alternative investments , REITs, and corporate entities. This person… more
- Lincoln Financial (Fort Wayne, IN)
- …contributor to the reporting and analysis efforts across Lincoln Funds Management team's manager of manager 's platform which includes public fixed income, public ... equity, and alternative strategies. You will be part of a team...analytics, risk reports, performance attribution, proformas, etc. for the investment backing Lincoln's separate account products. *Interest in and… more
- JPMorgan Chase (Boston, MA)
- JP Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund ... Sydney. We provide administration services to more than 150 clients across all alternative asset classes. Job Responsibilities: + Maintain the books and records of… more
- Deloitte (Mclean, VA)
- …a very fast-paced environment, we have the career for you! What you'll do As a Tax Manager , you will draw on experience in accounting and taxation to provide ... tax compliance and consulting services to Investment ...sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual… more
- JPMorgan Chase (Boston, MA)
- As an Associate in JP Morgan Alternative Fund Services, you will be part of a dynamic team that administers over $950 billion in assets globally. You will maintain ... We provide administration services to more than 150 clients across all alternative asset classes. **Job Responsibilities:** + Maintain the books and records of… more
- Deloitte (Richmond, VA)
- … practice and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role ends on May 31, ... 2026. What you'll do As a Tax Manager , you will utilize your prior...sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual… more
- BlackRock (Wilmington, DE)
- …develop gold standard operating models + Support the onboarding of new alternative investor mandates, investments , and vehicles, including advising & ... **About BlackRock** Elevate your career by joining the world's largest asset manager ! Thrive in an environment that fosters positive relationships and recognizes… more
- Deloitte (Morristown, NJ)
- …and tax planning opportunities with the support of our robust Washington National Tax group. Tax Manager build relationships as they coordinate and ... development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address… more
- Deloitte (Denver, CO)
- …("IRC"), such as: + IRC section 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...and regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated… more
- BlackRock (New York, NY)
- …field (CPA preferred) + 5+ years of tax accounting experience in the investment management industry with emphasis on alternative products, with 7+ years of ... input during deal tax due diligence and tax structuring on selected investments to be...investment partnerships and carried interest, including calculation of tax waterfalls and tax allocations + Proficient… more
- Robert Half Finance & Accounting (Houston, TX)
- …the potential impact of tax law changes on business operations and alternative investment strategies. * Provide leadership and technical guidance to the ... Description We are looking for a highly experienced Tax Director to oversee and drive the development...Director to oversee and drive the development of corporate tax strategies for our organization. Based in Houston, Texas,… more
- Cisco (Research Triangle Park, NC)
- …you as an expert partnering with other groups such as Treasury and Tax . Responsibilities include: Lead the private investments ' portfolio close process each ... Development Finance and Business Development, to assess accounting treatment of new private investments . Act as a private investment accounting expert in support… more
- Principal Financial Group (Des Moines, IA)
- …global investment universe that includes equities, fixed income, and alternative assets + Collaborate with analysts on day-to-day portfolio management and ... calls - contribute notes, feedback, and learn about various asset classes and investment management styles + Improve efficiency of MARS( Manager Alpha Research &… more
- Grant Thornton (New York, NY)
- …fund accounting, with a strong focus on private equity or alternative investments . + Thorough experience with complex investment and fund structures (master ... As a Fund Accounting Manager , you will be responsible for overseeing the...and carried interest. + Collaborate with external auditors and tax advisors to support year-end audits and K-1 preparation.… more
