- Wellington (Boston, MA)
- …and operations, investment product and fund services, legal & compliance, tax , and information technology to develop and integrate private credit and real estate ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Robert Half Finance & Accounting (Boston, MA)
- …and other relevant stakeholders. Requirements + Seven plus years relevant experience with investment management or alternative investments or family office ... or Business Administration + CPA/CFA/CFP/MBA preferred or equivalent experience + Professional investment planning and tax planning preferred + Experience with… more
- Cherry Bekaert (Harrisburg, PA)
- …Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or similar program area. We offer an opportunity to work ... with a deep track record in NMTC allocation applications, tax credit placement and deployment, and tax ...SFS is proud to have structured and facilitated NMTC investments that have created 14,530 direct jobs, served 489,860… more
- Neuberger Berman (New York, NY)
- …fund of funds, secondary investments , co- investment , and direct investment areas, including alternative credit. NB Specialty Finance ("NBSF") specializes ... loan acquisitions in addition to corporate debt and equity investments , etc. This flexible and diverse approach enables NBSF...and IRS regulatory tests in coordination with legal and tax teams + Conduct data analysis on large asset… more
- Robert Half Management Resources (Pittsburgh, PA)
- …of investment portfolio transactions, including equities, fixed income, and alternative investments . * Prepare detailed financial statements on a monthly, ... expertise in month-end close processes and financial reporting. * Familiarity with investment portfolio management and alternative investment vehicles. *… more
- Bank of America (Chicago, IL)
- …required through extensive related work experience. * Broad-based technical knowledge of investments , tax , legal and operations necessary to service clients. * ... * Client Investments Management * Customer and Client Focus * Investment Management * Presentation Skills * Active Listening * Analytical Thinking * Attention… more
- Bank of America (New York, NY)
- …the same time. + Ability to analyze complex client financial objectives, accounting or tax issues and alternative solutions or approaches. + Strong team player, ... are typically Managing Directors. **Qualifications** + 10+ years of experience in Investment Banking or Capital Markets at a top-tier firm post graduationfrom an… more
- BlackRock (New York, NY)
- …Financial Resource Management ('F&FRM') team sits within BlackRock Global Markets & Index Investments ('BGM') which works to advance our investment processes and ... market participants in a collaborative, strategic way. BGM includes Index Investments , Global Trading, Securities Lending, Liquidity, and Financing & Financial… more
- JPMorgan Chase (New York, NY)
- …Real Estate America's (REA) team manages commercial and residential real estate investments , controlling investment risk and optimizing financing strategies. As ... backed by vast resources and robust governance. We provide customized alternative portfolios tailored to client needs, spanning real estate, private equity,… more
- CIBC (Chicago, IL)
- …understanding of global financial markets, including equities, fixed income, and alternative investments . + **Analytical expert:** Demonstrate expertise in asset ... ultra-high-net-worth clients. You'll assist with portfolio management, financial planning, investment decisions, trading, research, and all aspects of account… more