- Bank of America (New York, NY)
- Alternative Investment Business Development Executive New York, New York **To proceed with your application , you must be at least 18 years of age.** ... Acknowledge Refer a friend **To proceed with your application , you must be at least 18 years of...team and directly with advisors to ensure alignment of alternative investment business development. Works… more
- Bloomberg (New York, NY)
- Senior Data Management Professional - Data Engineer - Alternative Investment Funds Location New York Business Area Data Ref # 10045284 **Description & ... fund and company analysis to the next level. The Alternative Investment Funds data team brings together...combination of technical skills, domain expertise and eye for business , as well as good communication and interpersonal skills.… more
- Lincoln Financial (Radnor, PA)
- …Within CIS, the AVP, Retail Investment Specialist works closely with Alternative Investment Sales Specialists to support sales efforts and growth goals ... Responding to distribution/key accounts requests. + Provide support for retirement business including conducting investment reviews with existing clients… more
- Charles Schwab (Lone Tree, CO)
- …advisor and an affiliate of Charles Schwab & Co. Inc. As a Senior Manager, Alternative Investment Consultant (AIC), you play a critical role in meeting a growing ... need to help our ultra-high-net-worth (UHNW) Retail clients navigate the private alternative investment landscape and thoughtfully incorporate this asset class… more
- US Bank (Hackensack, NJ)
- …Description** Responsible for providing accounting, administration and investor servicing to investment companies and advisers. Serves as trusted advisor to clients ... by continually assessing changing business and strategies, as well as providing expertise, tools...documentation and set-up of the accounting principles for unusual investment types, and set-up/processing of complex expense and incentive… more
- Wells Fargo (Minneapolis, MN)
- …Custom Lending team. The AIF Custom Lending team is working to underwrite Alternative Asset Management Company Co- Investment Lending Programs. These are loans ... a group of partners & employees that work at alternative asset management companies. The loan terms and documents...well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance… more
- US Bank (New York, NY)
- …preparing marketing materials, and coordinating sales campaigns geared at Alternative Investment Managers. Additional responsibilities include liaising with ... marketing and sales support related programs into US Bancorp sites within a specific business line, Global Fund Services. This specific role will be integral to the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …RJ clients. + Preparing product approval memos/presentations for use by the Alternative Investment Group Product Approval Committee, comprised of senior ... management. + Conducting onsite due diligence for existing and prospective alternative investment products. + Transferring product knowledge and expertise by… more
- Nuveen Investments (MI)
- …5 years' experience in the investment management industry specifically within business development in the Alternative Investments space + FINRA Series 7 ... in the investment management industry specifically within business development in the Alternative Investments space...support for those who need assistance with our online application process to provide an equal employment opportunity to… more
- Lincoln Financial (Radnor, PA)
- …and launch of new alternative evergreen funds and other retail investment products. + Contributes to business development initiatives and coordination of ... to identify emerging trends and opportunities in retail and alternative investment products. + Establishes a framework...in support of the ongoing development of the broader investment team. + Develops quarterly business review… more