- UMB Bank (Columbus, OH)
- …support to the development of the software used by our Fund Accountants, external Alternative Investment client teams, and Investors to manage the investment ... portfolio. This robust software allows them competitive advantages within the Alternative Investments industry which continues to evolve and provides exciting… more
- Huntington National Bank (Columbus, OH)
- …complex processes and systems in-depth for those transactions/experiences related to the alternative investment and separate account platforms. + Participate in ... duties as assigned. Basic Qualifications: + 5+ years of product management, alternative investment or separately managed account experience + Bachelor's Degree… more
- Deloitte (Columbus, OH)
- …every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution… more
- Deloitte (Cincinnati, OH)
- …every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution… more
- KeyBank (Cleveland, OH)
- …Square - Cleveland, Ohio 44114 **JOB BRIEF** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs ... Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal… more
- KeyBank (Cleveland, OH)
- …will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions ... comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff. + Attain sales… more
- PNC (OH)
- …on governing documents *Experience with wealth management account administration and/or investment management. *Attention to detail with the ability to drive the ... and ongoing due diligence relating to closely held businesses and private alternative funds (non-publicly traded assets), held in Wealth Management and Institutional… more
- Deloitte (Columbus, OH)
- … investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, ... in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax… more
- Verint Systems, Inc. (Columbus, OH)
- …debt including overall leadership of the cash management, debt management, and investment management functions of the organization and its affiliated entities. The ... pooling. + Prepare consolidated cash flow projections. + Establish fixed income investment positions. + Assess foreign exchange risk and implement hedge programs and… more
- Deloitte (Dayton, OH)
- …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
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