- Wells Fargo (Dallas, TX)
- … Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments group as part of Wealth & Investment ... + Increase the investment acumen of our Investment Professionals on alternative investments ...Collaborate and consult with peers, colleagues and mid-level to senior managers to resolve issues and achieve goals +… more
- Citigroup (Houston, TX)
- … advice and solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize ... S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Product Services **Job Family:** Investment … more
- Huntington National Bank (Austin, TX)
- …+ Create clear, professional presentations for investment committees and senior leadership. + Support the alternatives group with operational and ... Description + Track, review, and summarize outsourced alternative investment research and due diligence....related field required. + 3-5 years of experience in investments , asset management, or financial services, with exposure to… more
- S&P Global (Dallas, TX)
- …and fund administrators, in connection with provision of post-trade valuations for their alternative investment positions. The Senior Associate will use ... our Private Equity professionals assist clients in the post‑trade valuation of alternative investments , specifically for debt and equity positions where no… more
- S&P Global (Dallas, TX)
- …fund administrators, in connection with provision of post-trade valuations for their alternative investment positions. Senior Associate will use valuation ... Private Market Valuation professionals assist clients in the post-trade valuation of alternative investments , specifically for debt and equity positions for… more
- Deloitte (San Antonio, TX)
- …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...experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective… more
- Deloitte (Dallas, TX)
- … 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
- Truist (Fort Worth, TX)
- …Engages in activities that help drive the enhancement of the overall planning group including adding to the collective expertise of the group , educating ... Specific activities may change from time to time. 1. Impact: The Senior Advice and Planning Analyst's primary purpose is providing complex actionable solutions… more
- Deloitte (Fort Worth, TX)
- …tax planning opportunities with the support of our robust Washington National Tax group . Tax seniors build relationships as they coordinate and communicate with the ... 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… more
- Truist (Houston, TX)
- …to complex financial planning concepts and be a resource for the advice and planning group in that area. Keeps current on estate, tax and planning trends and their ... goals and objectives, gather data, analyze current course and potential alternative courses of action, developing and presenting recommendations, partnering for… more