- UMB Bank (Milwaukee, WI)
- …group ensures accurate setup when new funds come to the company. As an ** Alternative Investment Specialist** , you will balance accounts to achieve complete ... time:** + Use your detail-orientation to balance and review transactions for all alternative investment accounts to achieve complete accuracy. + Use your… more
- UMB Bank (Madison, WI)
- The **UMB** ** Alternative Investments - Support** team provides support to the development of the software used by our Fund Accountants, external Alternative ... portfolio. This robust software allows them competitive advantages within the Alternative Investments industry which continues to evolve and provides exciting… more
- BMO Financial Group (Hartland, WI)
- …recommend alternative banking channels and provide personal banking and investment advice. + Meets customer transaction-based needs with seamless execution. + ... combination of education and experience. + Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months)… more
- UMB Bank (Milwaukee, WI)
- …share activity, and the posting of cash for a variety of mutual funds/ alternative investment clients. Provide coaching, direction, support, and leadership to the ... duties as assigned. Principal Working Relationships Daily contact with clients, investment advisors, fund accountants, fund administrators, custodial banks and other… more
- Robert Half Finance & Accounting (Madison, WI)
- …financial services firm specializing in wealth management, tax planning, and alternative investments . Responsibilities: * Prepare and file accurate federal, ... internal controls to protect financial assets and data integrity. Requirements * Associate 's degree in Accounting, Finance, or a related field (Bachelor's degree… more