- Charles Schwab (Westlake, TX)
- …philanthropic wealth management strategies. This position, which reports to the Senior Manager of Alternative Investment (Alts) Due Diligence, is chiefly ... and philanthropy that they apply to their finances and investments , they will be happier and more fulfilled donors....prepare Alts Risk Assessment Reports for Senior Manager review by going through investment offering… more
- Insight Global (New York, NY)
- …and quality standards are met. * Target Operating Model Design: Partner with senior investment leaders to define and implement optimal operating models for ... Private Credit, Private Equity, and other alternative investment strategies. * Technology & System...Excellent stakeholder management and influencing skills, with experience engaging senior investment professionals and C-suite leaders *… 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
- AECOM (New York, NY)
- …** with Transportation experience to serve as a Program Management Consultant Lead or a key Senior Manager on an alternative delivery project in the NY area. ... has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your… more
- Charles Schwab (San Francisco, CA)
- …and Solutions group to determine the areas of focus for manager search. The Senior Alternative Investments Research Analyst will lead the manager ... Alternative Investments Select platform. The Senior Alternative Investments Research Analyst...of the private credit universe and will lead our manager search and manager investment … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary** Under general supervision, the Alternative Investments Analyst utilizes knowledge of finance and investment concepts obtained through ... + Preparing product approval memos/presentations for use by the Alternative Investment Group Product Approval Committee, comprised of senior management. +… more
- JPMorgan Chase (Los Angeles, CA)
- …managers, internal investment specialists, and clients considering the use of an alternative asset manager within an investment portfolio . Managers ... commercial and investment banking capabilities of the firm. **About** **Global Alternative Investment Solutions** Global Alternative Investment … more
- Amazon (Austin, TX)
- …is an individual contributor role, however you will serve as the Global Investments Manager for startup-focused initiatives at AWS that require cross-team ... AWS Startup Investments team, you'll pioneer a portfolio of promotional investment initiatives and offerings that provide startups with the resources they need… more
- Wellington (New York, NY)
- …one of the fastest growing investment groups within Wellington. The Business Manager will work closely with the Private Investments Leadership Team ("PILT"), ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...clients. **About the Role** We are seeking a Business Manager for the Private Investments Platform. Wellington… 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
- MetLife (Whippany, NJ)
- … investment transactions, primarily in North American middle-market companies. Investments include senior , unitranche, and second-lien loans, mezzanine notes, ... offers broad exposure to a global insurance company and investments manager . The program is a 10-week...are below: * Investment Grade Private Credit-Our Investment Grade Private Credit strategies include investments … more
- KeyBank (Brooklyn, OH)
- …+ Strong understanding of investment products, including mutual funds, SMAs, and alternative investments + Proficiency with risk and research tools such as ... 4900 Tiedeman Road, Brooklyn Ohio **About the Job** The Investment Risk Compliance Manager plays a critical...oversee the risk management of a diverse range of investment products-including equities, fixed income, alternative funds,… more
- City and County of San Francisco (San Francisco, CA)
- …markets and engage in internal investment discussions. + Receive direction from senior investment staff and complete assigned tasks accurately and timely. + ... of the time. + Possession of Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, integrity, and… more
- City and County of San Francisco (San Francisco, CA)
- …which includes Treasuries, Public Credit and Investment Cash. Reporting to the Senior Portfolio Manager ("SPM") of Public Fixed Income, the Managing Director ... risk metrics. + Responsible for the organization and maintenance of investment manager agreements, guidelines, subscription documents, offering memorandums,… 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...insurance trust mutual funds. You will regularly interact with senior management, Lincoln Variable Insurance Product Trust (LVIP) Board… more
- JPMorgan Chase (New York, NY)
- …on investment products, including managed accounts, IRA/retirement products, and alternative investments , is a plus + Experience in program/project ... to, managed and brokerage accounts, mutual funds, ETFs, money market funds, alternative investments , structured products, and portfolio analysis tools. **Job… more
- Wellington (Boston, MA)
- …investment technologist role in asset management, ideally with exposure to complex alternative and hedge fund investment strategies * Demonstrated ability to ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...Strategist will be a strategic business leader and project manager , serving as a change agent, rallying support for… more
- BlackRock (New York, NY)
- …access to the opportunities, information and resources available to a global asset manager combined with the agility of autonomous investment teams. **We ... research skills with expertise in financial analysis/modeling + Data driven mindset; investment theses are backed up with conventional/ alternative data and not… more
- JPMorgan Chase (New York, NY)
- … organizations for our products and services and establish connections with their senior investment professionals. + Facilitate the annual strategic plan and ... investment reviews including market outlook, fund/portfolio and underlying investments . + Excellent written and oral communication skills and intellectual… more
- The Hartford (Hartford, CT)
- …team as we help shape the future. Overview: The Director of SEC Reporting & Alternative Assets leads a team of financial analysts and accountants in producing GAAP ... investment reporting, managing the quarterly investment credit...to inform recommendations. Responsible for final presentation to HIMCO senior leadership and the HIG Controller + Oversee the… more