- Robert Half Finance & Accounting (San Francisco, CA)
- …culture. Specializing in tax planning, fund administration, and consulting for alternative investments like hedge funds, private equity, and venture capital, ... info and immediate consideration. Requirements + 5+ years of tax experience with investment partnerships (hedge funds, private equity, VC, real estate). +… more
- Lincoln Financial (Radnor, PA)
- …management or investment specialist/product strategist/client portfolio manager role for alternative investments . + A passion for financial markets. + ... AVP, Retail Investment Specialist works closely with Alternative Investment Sales Specialists to support sales...Specialists to support sales efforts and growth goals in alternative investments . They will also serve as… more
- JPMorgan Chase (Chicago, IL)
- …and workflows + Collaborate with Cross-Functional Teams: Work closely with Client Services, Tax Compliance, and Alternative Investments teams to ensure ... Elevate your career by joining our Tax Operations Team as a Vice President, where...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Robert Half Finance & Accounting (Madison, WI)
- …to contribute to a dynamic financial services firm specializing in wealth management, tax planning, and alternative investments . Responsibilities: * Prepare ... We are looking for an experienced and detail-oriented Senior Tax Accountant to join our team in Madison, Wisconsin....play a key part in managing financial records, preparing tax returns, and ensuring compliance with ever-changing tax… more
- US Bank (Hackensack, NJ)
- …field, or equivalent experience - 10 or more years of experience in alternative investments industry - Two or more years of supervisory/managerial experience ... management of a team providing accounting, administration and investor servicing to investment companies and advisers. Serves as trusted advisor to clients by… more
- US Bank (Milwaukee, WI)
- …new skills and discover what you excel at-all from Day One. **Job Description** Alternative Investments Associates and Accountants work as part of a team ... net asset value(s) and disseminate financial and performance information to the investment advisor and their investors. Acting as primary fund accountant on multiple… more
- Charles Schwab (Westlake, TX)
- …funds (DAF) and philanthropic tools and resources that make charitable giving tax -smart, simple, and efficient. We offer tools, guidance, and relationships that ... and philanthropy that they apply to their finances and investments , they will be happier and more fulfilled donors....donors. With our uniquely integrated approach, our simple and tax -smart giving solution, our access to online resources and… more
- JPMorgan Chase (Brooklyn, NY)
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the accounting, ... reporting and financial statements for alternative investment products in multiple jurisdictions working...ongoing fund expenses + Collaborate with internal teams (ie tax , investor relations and middle office) + Assist in… more
- JPMorgan Chase (Brooklyn, NY)
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the accounting, ... reporting and financial statements for alternative investment products in multiple jurisdictions working...ongoing fund expenses + Collaborate with internal teams (ie tax , investor relations and middle office) + Respond to… more
- JPMorgan Chase (San Francisco, CA)
- …A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments , tax considerations, and other related areas. ... * a Wealth Manager that acts as the day-to-day manager of the client's investment assets * a Financial Planner for certain clients * an Insurance Specialist for… more