- Capital One (Plano, TX)
- …of a portfolio of tax credit investment products including New Market Tax Credits and Alternative Energy Tax Credits. Associates on the Tax ... **:** + Manage a portfolio of active credit facilities and equity investments for New Markets Tax Credit + Process loan and equity requests (draw downs, pay… more
- Charles Schwab (Lone Tree, CO)
- … tax matters relating Schwab's proprietary mutual funds, exchange-traded funds (ETFs), and alternative products. The Tax Team is looking for a Senior Manager ... + Responsibility for tax matters, including establishing tax policies, relating to alternative product types...technical research and analysis related to domestic and foreign tax issues affecting various product and investment … more
- GE Aerospace (Jackson, MS)
- …of insurance company balance sheets, with a focus on the company's portfolio of alternative investments with ERAC. This role offers the opportunity to gain broad ... a critical role in supporting the evaluation, execution, and monitoring of alternative investments , contributing to the team's overall success. **Job… more
- JPMorgan Chase (Plano, TX)
- …challenges, and guiding their strategic success. As the Vice President within the Alternative Investments Chief Financial Officer Team, you will be responsible ... Support the exciting Chief Investment Officers, getting insight into their achievements and...could impair our ability to do business: eg legal, tax , regulatory, capacity issues, extraordinary transaction costs + Analyze… more
- US Bank (Tempe, AZ)
- …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
- Capital One (Mclean, VA)
- …arrangements, joint ventures, structured vehicles, non-payment/credit insurance programs, and other alternative investment structures) + Advise the SIG team on ... Senior Manager, Senior Counsel- Commercial Bank - Strategic Investments Group (Hybrid) An amazing opportunity exists for an experienced attorney to join the legal… 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 Funds Controller within the Global Alternatives Investments Solutions team, you will oversee financial operations of private credit funds.… more
- Wellington (Needham, AL)
- …aligns our perspectives with those of our clients. **About the Role** Wellington Alternative Investments (WAI) sponsors and sub-advises a broad array of ... finance, or business + 3-5 + years' experience from public accounting firm, alternative investment firm, private equity, or fund administrator + Knowledge of… 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 ... We provide administration services to more than 150 clients across all alternative asset classes. **Job Responsibilities (VP):** + Lead and oversee the maintenance… 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
- JPMorgan Chase (Boston, MA)
- JP Morgan's Corporate & Investment Bank, a global leader in investment banking, wholesale payments, markets and securities services, manages $29 trillion of ... $650 billion in deposits. As part of this, the Alternative Fund Services (AFS) administers over $950 billion in...knowledge of client base and industry standards (ie, accounting, tax and legal) to serve and communicate with clients… more
- FM (Waltham, MA)
- …of challenging roles. This is a senior role, reporting to VP - Private Alternative Investments and working closely with Senior PM - External Investment ... direct real estate investment team, the Chief Investment Officer (CIO), and other senior Investments ...the broader portfolio. The role will closely work with investment operations, legal, tax and other support… more
- Neuberger Berman (New York, NY)
- …is to conduct operational due diligence reviews on both existing and prospective investments maintained with third party alternative fund managers (ie hedge, ... in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the...ODD review process of a roster of over 300 alternative fund managers and specialty lenders across various strategies… more
- The Salvation Army (West Nyack, NY)
- … investment and split-interest accounting). + Must have robust understanding of alternative investments and charitable gift annuities. + Knowledge of required ... reporting and analysis of the Salvation Army's $2 billion investment portfolio and investments held under split-interest... activity, including facilitation of all necessary regulatory and tax filings. The Senior Investment Accountant will… more
- University of Rochester (Pittsford, NY)
- …stated acceptable levels. + Managessupplementalperformance analysis and reporting for alternative investments . Systems management: + Manages portfolio analytics ... Performance reporting: + Executes the performance reporting process for the consolidated investments of the University'sLong Term Investment Pool ("LTIP"). +… more
- TEKsystems (Scottsdale, AZ)
- …to, variable annuities, indexed-linked annuities, fixed-indexed annuities, and non-traded alternative investments . -Reviews paperwork for completeness and ... email and Support Center. -All other duties as assigned Skills Investment management, Investments , wealth management, transactions and securities, financial… more
- Deloitte (Morristown, NJ)
- … Manager, you will draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will ... services to the client and bringing in specialists when necessary; perform a high-level of tax research and work on regulated investment company (RIC) tax … more
- Deloitte (Raleigh, NC)
- …an engagement team and draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will ... for a variety of entities and their affiliates; and perform detail-level reviews of tax research, regulated investment company (RIC) tax work papers,… more
- JPMorgan Chase (New York, NY)
- …A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments , family wealth, tax considerations, and other ... self-sourced business as well. Client Specialists do not manage client investments or ongoing relationships. **Job Responsibilities** + Collaborate with bankers to… more
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