- Vaco by Highspring (Memphis, TN)
- …self-starter. Responsibilities: * Quarterly Financial Reporting - Reconcile, prepare investment valuations, cash movements, and investor/ investment activities, ... of investor Schedule K-1s in consultation with third-party tax preparers. * Investment Portfolio Underwriting - assist with new deal underwriting process, valuation… more
- Merck & Co. (Rahway, NJ)
- …with tactical delivery and technical sustainability. Develop and defend high-value business cases and investment priorities to senior stakeholders and ... operations - shaping the technical and operational trajectory of the business . Key responsibilities Product vision, strategy & leadership Set and continuously… more
- Wells Fargo (Charlotte, NC)
- …internal stakeholders. + Generate reports and analysis on various aspects of the alternative investment business to inform strategy and decision-making. ... Fargo is seeking a Product Manager to join the Alternative Investments Team with Wealth and Investment ...(WIM). Learn more about career areas and lines of business at wellsfargojobs.com. **In this role, you will:** +… more
- US Bank (Milwaukee, WI)
- …you are expected to have a basic understanding of the overall direction of USBFS' Alternative Investment ("AI") business , core services of AI, and ancillary ... discover what you excel at-all from Day One. **Job Description** US Bank's Alternative Investment Services Allocations department is responsible for the accurate… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments ... group as part of Wealth & Investment Management (WIM). Alternative Investment products include hedge funds, private equity, private real estate, private… more
- Charles Schwab (Washington, DC)
- …Savings Plans and alternative investments. As a **Director, Legal Counsel- Alternative Investment Platforms** , you will primarily will be responsible for ... legal support of the platforms on which alternative investment products are made available to...alternative investments and advise senior leadership and the business on the impact. + Build and maintain strong… more
- US Bank (Edison, 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
- US Bank (Hackensack, NJ)
- …skills and discover what you excel at-all from Day One. **Job Description** Alternative Investments Associates and Accountants work as part of a team responsible for ... net asset value(s) and disseminate financial and performance information to the investment advisor and their investors. Acting as primary fund accountant on multiple… more
- Charles Schwab (Westlake, TX)
- …goal-oriented and results-driven + Flexible and adaptable in working with various business domains + Excellent technology skills with an ability to quickly learn ... new software applications Preferred Qualifications: + Experience serving high net worth...and resolving escalations + Understanding of public and private investment life cycle, risk, and portfolio modeling + Familiarity… more
- S&P Global (New York, NY)
- …Looking For:** **Basic Required Qualifications:** + A bachelor's degree in; Business , Economics, Information Technology, or a related field of analytical studies ... future and to helping our customers find new, sustainable ways of doing business . We're constantly seeking new solutions that have progress in mind. Join us… more
- Bank of America (Atlanta, GA)
- …+ Staying current on trends impacting both the broader financial markets and alternative investment strategies in order to educate our clients and Private ... Private Bank Atlanta, Georgia;Dallas, Texas **To proceed with your application , you must be at least 18 years of...financial services product and/or sales experience + Knowledge of alternative investment products + Travel throughout coverage… 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
- CalSTRS (Sacramento, CA)
- …effective oral and written communication skills, and professional knowledge of investment applications . The ideal candidate will possess the following ... Officer III, STRS (IO III) on the Investment Data Solutions team. Investment Services is comprised of the following business areas in the Investment… 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
- 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
- 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
- JPMorgan Chase (New York, NY)
- The Global Alterative Investment Solutions team supports the JPMorgan Alternative Asset Management business that has $22 billion in assets and includes ... funds, private credit, and cross alts portfolios. As an Alternative Credit Funds Controller within the Global Alternatives Investments...200 years and today we are a leader in investment banking, consumer and small business banking,… 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 ... Investment platform. This leader will partner with the business leaders on financial performance and creating the right...strong focus on attention to detail, ii) learn new technology/ applications , and iii) solve problems in a creative manner.… more
- Neuberger Berman (New York, NY)
- …LLC:** Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 ... maintaining the Alternatives Operational Due Diligence program and directly impacting overall investment decisions. In addition, this role will provide a high level… more
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