- Wellington (Boston, MA)
- …CPA, CFA, or MBA is strongly favored + 5-7+ years' experience from a alternative investment firm, public accounting firm, and/or fund administrator + 2-5+ years' ... and procedures to ensure best practices are always being followed + Assist Investment , Investor Relations, Tax , and Compliance teams, among others, providing… more
- JPMorgan Chase (Wilmington, DE)
- …synthesis of information for senior stakeholders. + Manage the Off-Platform Alternative Investment and Oversight Process, coordinating with advisors, clients, ... and senior stakeholders to support regulatory initiatives, manage complex IRA investments , and assist advisors with retirement product inquiries. Additionally, the… more
- Hawaiian Electric (Honolulu, HI)
- …financial forecasts and scenario analyses, financial impact of major initiatives, alternative proposals and investment decisions. Prepares presentation materials ... impact; for example, purchase power contracts, large (multi-million dollar) capital investments , and alternative integrated resource plans. Ensures appropriate… more
- Bank of America (Dallas, TX)
- …Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative Investments . The Private Bank Investment Income team provides ... and interest payments for the Private Bank. The team facilitates foreign tax residency certification, dividend reinvestment and favorable foreign tax withholding… more
- Minnesota State (North Mankato, MN)
- …$1500), a Pension Plan, 457(b) and 403(b) retirement plans and other retirement investment options, pre- tax medical and dental expense (with roll-over option) ... $1500), a Pension Plan, 457(b) and 403(b) retirement plans and other retirement investment options, pre- tax medical and dental expense (with roll-over option)… more
- Grant Thornton (New York, NY)
- …investors. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Perform independent valuation of alternative credit investments , including private loans (senior, Unitranche, ... The Senior Associate will support complex valuation engagements across the alternative credit spectrum, with a primary focus on illiquid private credit … more
- City of Boise (Boise, ID)
- …Retirement and Investment Plans: + PERSI retirement benefits + 401(k) or 457b pre- tax investment options with employer match. + 457b Roth after- tax ... appropriate course of action to reach an objective; develop alternative solutions to problems and to evaluate their respective...at no cost to you Other optional benefits: + Pre- tax Flexible Spending Accounts + Supplemental Life Insurance +… more
- Ryder System (Springfield, IL)
- …gathering cost data for development of costing analysis, analysis of alternative pricing and billing strategies, risk-return evaluation, contract review, analysis, ... budgeting and other projects such as evaluation of capital investments including acquisitions, technology and leases + Support the...to manage a $6 billion debt portfolio, $2.5 billion investment portfolio and 20 large global bank relationships. +… more
- City of Boise (Boise, ID)
- …Retirement and Investment Plans: + PERSI retirement benefits + 401(k) or 457b pre- tax investment options with employer match. + 457b Roth after- tax ... family. Plus, a retirement plan that provides a lifetime annuity, investment matching, a cash-incentive wellness program, public employee student loan forgiveness,… more
- CIBC (IL)
- …equity funds. + Must be proficient with Excel + Expanded knowledge of alternative investments , security analysis and industry related expertise + Experience in ... of fund valuations, capital activity, pricing, audit support, and tax compliance for our sponsored funds. In addition, the...internal and external audits, and support the fund's annual tax responsibilities. The analyst will resolve any issues and… more