- Inside Higher Ed (Cleveland, OH)
- …the strategic allocation of resources. This role leads financial reporting, accounting, tax compliance, investment strategy, and cash and debt management. The ... and guided by CIA's forward-looking Strategic Plan, this era is defined by investment in new programs, facilities, and cross-sector collaboration. As CIA grows its… more
- 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, whole ... 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, ... info and immediate consideration. Requirements + 5+ years of tax experience with investment partnerships (hedge funds, private equity, VC, real estate). +… more
- Lincoln Financial (Radnor, PA)
- …management or investment specialist/product strategist/client portfolio manager role for alternative investments . + A passion for financial markets. + ... 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
- JPMorgan Chase (Chicago, IL)
- …and workflows + Collaborate with Cross-Functional Teams: Work closely with Client Services, Tax Compliance, and Alternative Investments teams to ensure ... Elevate your career by joining our Tax Operations Team as a Vice President, where...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Robert Half Finance & Accounting (Madison, WI)
- …to contribute to a dynamic financial services firm specializing in wealth management, tax planning, and alternative investments . Responsibilities: * Prepare ... We are looking for an experienced and detail-oriented Senior Tax Accountant to join our team in Madison, Wisconsin....play a key part in managing financial records, preparing tax returns, and ensuring compliance with ever-changing tax… 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
- US Bank (Milwaukee, WI)
- …new skills and discover what you excel at-all from Day One. **Job Description** Alternative Investments Associates and Accountants work as part of a team ... 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)
- …management strategies. This position, which reports to the Senior Manager of Alternative Investment (Alts) Due Diligence, is chiefly responsible for ensuring ... and philanthropic tools and resources that make charitable giving tax -smart, simple, and efficient. We offer tools, guidance, and...and philanthropy that they apply to their finances and investments , they will be happier and more fulfilled donors.… more
- JPMorgan Chase (Brooklyn, NY)
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the accounting, ... reporting and financial statements for alternative investment products in multiple jurisdictions working...ongoing fund expenses + Collaborate with internal teams (ie tax , investor relations and middle office) + Assist in… more
- JPMorgan Chase (Brooklyn, NY)
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the accounting, ... reporting and financial statements for alternative investment products in multiple jurisdictions working...ongoing fund expenses + Collaborate with internal teams (ie tax , investor relations and middle office) + Respond to… more
- JPMorgan Chase (San Francisco, CA)
- …A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments , tax considerations, and other related areas. ... * a Wealth Manager that acts as the day-to-day manager of the client's investment assets * a Financial Planner for certain clients * an Insurance Specialist for… 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 ... an Alternative Credit Fund Controller within the Global Alternatives Investments Solutions team, you will oversee financial operations of private credit funds.… 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 ... fund of hedge funds, private credit, and cross alts portfolios. As an Alternative Funds Controller within the Global Alternatives Investments Solutions team, you… more
- Lincoln Financial (Fort Wayne, IN)
- …manager of manager's platform which includes public fixed income, public equity, and alternative strategies. You will be part of a team responsible for providing ... portfolio analytics, risk reports, performance attribution, proformas, etc. for the investment backing Lincoln's separate account products. *Interest in and ability… 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
- 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
- Principal Financial Group (Des Moines, IA)
- …+ Use hands on financial mathematics skills including application to investments **Principal Asset Management Investment Solutions group** specializes in ... We're looking for a summer intern to join our Investment Solutions Team in Principal Asset Management. In this...management expertise across a diverse set of traditional and alternative asset classes. Check us out at www.principalam.com. We… more
- BlackRock (Wilmington, DE)
- …develop gold standard operating models + Support the onboarding of new alternative investor mandates, investments , and vehicles, including advising & ... home and improve their financial well-being. **GAAPS Alternatives | Associate Investment Services | Delaware** **Role Responsibility** + Demonstrate product and… more
- Lincoln Financial (Radnor, PA)
- …**What we're looking for** _Must-Haves_ + 5 - 7+ Years experience in alternative investments , alternative sales enablement, or product management related ... #:** 74883 **The Role at a Glance** The Sr. Investment Sales Enablement Consultant will strive to build strong...by ensuring excellent client service across all of Lincoln's Alternative products. **What you'll be doing** + Acts as… more
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