- Bank of America (New York, NY)
- Alternative Investment Business Development Executive New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help ... team and directly with advisors to ensure alignment of alternative investment business development. Works...degree of proficiency in the Microsoft Office suite of applications : power point, Excel/pivot tables, Tableau etc. Possess SIE,… more
- Lincoln Financial (St. Paul, MN)
- …this opportunity. **Requisition #:** 74592 **The Role at a Glance** The Alternative Investment Sales Specialist Account Executive will develop, direct, ... sales, investment , product management, and marketing in the distribution of alternative investment solutions to retail/HNW advisors and key centers of… more
- Charles Schwab (Lone Tree, CO)
- …advisor and an affiliate of Charles Schwab & Co. Inc. As a Senior Manager, Alternative Investment Consultant (AIC), you play a critical role in meeting a growing ... need to help our ultra-high-net-worth (UHNW) Retail clients navigate the private alternative investment landscape and thoughtfully incorporate this asset class… more
- Wells Fargo (Irving, TX)
- …Custom Lending team. The AIF Custom Lending team is working to underwrite Alternative Asset Management Company Co- Investment Lending Programs. These are loans ... a group of partners & employees that work at alternative asset management companies. The loan terms and documents...well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance… more
- US Bank (Hackensack, NJ)
- …preparing marketing materials, and coordinating sales campaigns geared at Alternative Investment Managers. Additional responsibilities include liaising with ... marketing and sales support related programs into US Bancorp sites within a specific business line, Global Fund Services. This specific role will be integral to the… more
- Wells Fargo (West Des Moines, IA)
- …portfolios. **In this role, you will:** + Perform diligence, analysis and underwriting of alternative investment funds which are the form of collateral or part ... flatter, more nimble organization that is easier to do business with, WIM has created horizontal functions known as...risk management ongoing approval and inclusion as collateral of alternative investment funds + Monitor alternative… more
- CalSTRS (Sacramento, CA)
- …Risk Manager (FRM), Certified Investment Management Analyst (CIMA) or Chartered Alternative Investment Analysts (CAIA) may receive a 5% monthly base pay ... find the Minimum Requirements in the Class Specification. + INVESTMENT DIRECTOR (https://hrnet.calhr.ca.gov/CalHRNet/SpecCrossReference.aspx?ClassID=4694) **Additional Documents** + Job Application… more
- CalSTRS (Sacramento, CA)
- …a Statement of Economic Interest (Form 700) (http://www.fppc.ca.gov/Form700.html) . ** Application Instructions** Completed applications and all required ... you choose to not apply electronically, a hard copy application package may be submitted through an alternative...only from phones equipped with a TTY Device. **ADDITIONAL APPLICATION INSTRUCTIONS** + **Electronic applications through your… more
- City and County of San Francisco (San Francisco, CA)
- …of the time. + Possession of Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, integrity, and ... investment portfolios, and monitors the activities and performance of external investment managers. + Application Opening: April 25, 2025 + Application… more
- Principal Financial Group (Des Moines, IA)
- …various investment types, including derivatives, fixed income, equities, and alternative investments is beneficial. At this level, incumbents solve unique and ... complex problems that have a broad impact on the business . + Apply sophisticated investment accounting analysis...disability, or veteran status. **Posting Window** We will accept applications for 3 full days following the Original Posting… more
- Wellington (Boston, MA)
- …multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned ... * Expert in modern database architecture for financial services applications for cloud platforms such as Amazon Web Services...because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal… more
- Wellington (Boston, MA)
- …multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned ... culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we… more
- Citigroup (Miami, FL)
- …and institutional markets solutions, etc. + Partner with Bankers to prospect for new investment business + Appropriately assess risk when business decisions ... The Investment Counselor Sr. Lead is a strategic professional...latest trends in own field and adapts them for application within own job and the business .… more
- Citigroup (New York, NY)
- …professional who closely follows latest trends in own field and adapts them for application within own job and the business . Recognized subject matter expert ... Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth, operates… more
- Wellington (Boston, MA)
- …multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned ... and have the ability to learn about new analytical applications and investment products. He/she will have...because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal… more
- Citigroup (Boston, MA)
- …professional who closely follows latest trends in own field and adapts them for application within own job and the business . Recognized subject matter expert ... expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
- Citigroup (Miami, FL)
- …professional who closely follows latest trends in own field and adapts them for application within own job and the business . Recognized subject matter expert ... expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
- Citigroup (New York, NY)
- …professional who closely follows latest trends in own field and adapts them for application within own job and the business . Recognized subject matter expert ... for securities both in the US and in Canada. Investment Counselors joining Citi Private Bank will be distinguished...expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent… more
- University of Washington (Seattle, WA)
- …international travel required. **MINIMUM REQUIREMENTS** * Bachelor's degree, preferably in Business or Economics. * Six years' investment experience. ... Req #: 245360 Department: UW INVESTMENT MANAGEMENT COMPANY Appointing Department Web Address: https://www.uwinco.uw.edu/...are invested in a diversified mix of traditional and alternative investments with a significant allocation outside of the… more
- Neuberger Berman (New York, NY)
- …functions. **Position Responsibilities:** + Perform audits covering equity, fixed income, and alternative investment strategies, as well as reviews of private ... Neuberger Berman delivers comprehensive investment management products and services to a broad...strategies and products cover a spectrum of traditional and alternative asset classes and risk/return profiles. As an Internal… more
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