- Wells Fargo (Charlotte, NC)
- …under a common, WIM-level organization. The Underwriter will be on the ** Alternative Investments Financing ** team providing custom credit solutions ... at Wells Fargo (wellsfargojobs.com) Wells Fargo is seeking a ** Senior ** **Lead Wealth Underwriter** in the Banking, Lending, &...you will:** + Perform diligence, analysis and underwriting of alternative investment funds which are the form… more
- Deloitte (Charlotte, NC)
- …every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, ... thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like "cross border ... Management practice. What You'll Do As a Tax Senior Consultant, you will work within an engagement team… more
- USAA (Charlotte, NC)
- …+ 15+ years of experience in insurance, reinsurance, capital markets, or risk financing , with a strong background in alternative capital strategies. **What we ... inorganic means, which includes mergers and acquisitions (M&A), strategic investments , strategic partnerships, and strategic innovation. Identifies and executes on… more
- Deloitte (Charlotte, NC)
- …every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, ... you a strategic thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like "cross border investment advisory"… more
- TD Bank (Charlotte, NC)
- …provide you more specific details for this role. **Line of Business:** Finance **Job Description:** **Department Overview:** This Finance Manager - Governance ... role will serve as a subject matter expert within Finance and partner closely with those within the FP&A...support for key business areas/portfolios as assigned. Proactively manages senior relationships in order to provide seasoned and deep… more
- Deloitte (Charlotte, NC)
- …every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, ... have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role...partnership allocation methodologies, and the tax compliance process for investment partnerships + Bachelor's degree in Accounting, Finance… more
- Deloitte (Charlotte, NC)
- …every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, ... funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and...career for you! What you'll do As a Tax Senior you will work within an engagement team and… more
- Deloitte (Charlotte, NC)
- … investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, ... we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for...taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues… more
- TIAA (Charlotte, NC)
- …provides analytical, financial modeling, structuring, research, and transaction support to senior investment professionals. Under moderate supervision, this job ... + Supports a wide range of assets such as fixed income, equity, derivatives, and alternative investments . + Works within a team to issue private placements and… more
- Deloitte (Charlotte, NC)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... team of proven innovators! Work you'll do: As a Senior Consultant within Sustainability, Climate and Equity: Gi3 practice,...45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax… more
- Deloitte (Charlotte, NC)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range ... employees providing a spectrum of tax services to a broad range of Investment Management companies. Our clients include investment advisers and administrators… more
- Truist (Charlotte, NC)
- …professional level certification programs such as Chartered Financial Analyst, Chartered Alternative Investment Analyst, Certified Investment Management ... Group (SEG) Corporate Relationship Manager is responsible for partnering with the Senior Corporate Relationship Manager for growth of the national Sports &… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** The position is a senior leadership role with primary responsibility for directing and managing all aspects ... focus on higher value-added activities d. Evaluate and consider implementation for alternative forecasting models and tools that can replace, supplement, or provide… more