- Wells Fargo (St. Louis, MO)
- …group as part of Wealth & Investment Management (WIM). Alternative Investment products include hedge funds , private equity, private real estate, private ... + Deliver branch presentations and organize meetings for outside fund managers with Investment Professionals + Provide...4+ years of wholesaler or like experience in Alternative Investment product categories (ie - hedge funds ,… more
- Wesleyan University (Middletown, CT)
- …Qualifications + Four or more years of experience in financial services or investment operations, preferably within a global fund administrator, endowment, or ... mission by generating a sustainable and reliable flow of funds to the operating budget. This, in turn, enhances...Reporting to the Director of Operations and Investments, the Investment Operations Specialist will work alongside an eight-person … more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...the team to conduct manager research on our private fund allocations, the ongoing oversight and due diligence of… more
- Citigroup (Queens, NY)
- …in new investment and operational due diligence by analyzing prospective funds via track record analyses of historical cash flows and performance data to ... The US Pensions Investment ("USPI") team is the investment ...portfolio positions, which entails participating in regular meetings with fund managers and obtaining portfolio performance updates + Prepare… more
- Vanguard (Malvern, PA)
- Vanguard has an opportunity open for an experienced and forward-thinking leader of Fund Services & Operations Resiliency and Oversight. This role is central to ... build control resilience, and foster a risk-smart, resilient culture across the Fund Ecosystem Organization which includes Back Office Operations ( Fund Services… more
- SMBC (New York, NY)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... and analytical support to the senior level members of the Fund Finance Solutions Department ("FFSD"). Preparation of credit applications, reviewing quarterly… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …planning across funds and the management company. + Collaborate with fund administrators and property managers to ensure accurate financial data and post-closing ... Description A privately held investment firm with a national footprint is seeking...and processes. Key Responsibilities: + Oversee quarterly reviews of fund and property-level financials, including waterfalls and asset management… more
- Aegon Asset Management (TX)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- JPMorgan Chase (New York, NY)
- …and investment strategies. In addition to risk underwriting specific funds /deals, the candidate is expected to contribute to wide variety of projects ... Investment risk due diligence and portfolio risk oversight...poise to interview Private Credit and Real Asset managers fund managers and risk management professionals, with an ability… more
- JPMorgan Chase (Jersey City, NJ)
- …Assistant General Counsel. Support our Private Bank / Wealth Management Investment Solutions team and collaborate in developing innovative managed account solutions ... difference in the world of wealth management. As a GPB Wealth Management Investment Solutions Attorney - Vice President, Assistant General Counsel in the Private… more