• Senior Manager, Funds Transfer Pricing

    Charles Schwab (Lone Tree, CO)
    …balance sheet management and strategy, portfolio and brokered deposit notional investment allocation decisions, balance sheet modeling and analytics, market risk ... management, ALM derivatives, funds transfer pricing (FTP), and net interest income forecasting....+ Experience with PolyPaths, ALM, QRM, Calypso or other fund transfer pricing or ALM software is a plus.… more
    Charles Schwab (06/18/25)
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  • VP, Retail Investment Prod Strategy

    Lincoln Financial (Radnor, PA)
    …of Funds Management. Ideal candidate: + Experience with retail investment product strategy, specifically with traditional mutual funds and alternative ... in the development of a market leading and profitable Fund Management line-up. They will lead teams that are...the creation, structuring, and launch of new alternative evergreen funds and other retail investment products. +… more
    Lincoln Financial (07/24/25)
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  • Tax Senior - Mutual Funds

    Deloitte (Stamford, CT)
    …and administrators from every sector of the industry, including hedge funds , private equity, investment partnerships, alternative products, family offices, ... Mutual funds -Are you passionate about financial products and understand... funds , broker-dealers, banks, insurance companies, and other investment managers. Qualifications Required: + Ability to perform job… more
    Deloitte (05/22/25)
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  • VAS - Institutional Funds Manager

    CBRE (Boston, MA)
    VAS - Institutional Funds Manager Job ID 230919 Posted 29-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Valuations/Appraisal ... **About The Role:** As a CBRE VAS - Institutional Funds Manager, you will independently prepare market value appraisals...and acts as a single Point Of Contact for fund clients. **What You'll Do:** + Prepare appraisal report… more
    CBRE (07/30/25)
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  • Americas Head of Alternative Fund Services…

    JPMorgan Chase (New York, NY)
    …partnerships. **Job Responsibilities** + Lead the global strategy and execution for Hedge Fund , Private Funds , and Private Credit product development. + Oversee ... Join JP Morgan's Corporate & Investment Bank, a global leader in banking, markets,...strategic development and execution of market-leading platforms for Hedge Funds and Private Credit on a global scale. This… more
    JPMorgan Chase (07/17/25)
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  • Global Corporate Banking - Infrastructure…

    JPMorgan Chase (New York, NY)
    …team responsible for coordinating, developing, and growing our global Infrastructure funds coverage business. You will have relationship and marketing responsibility ... Securities Services and Asset Management) as relevant for large global infrastructure funds and their portfolio companies. You will be involved in the origination… more
    JPMorgan Chase (06/23/25)
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  • Compliance Consultant, Funds Management

    Lincoln Financial (Concord, NH)
    …**The Role at a Glance** The Role at a Glance The Compliance Consultant, Funds Management role is responsible for supporting Lincoln's Funds Management business ... for Lincoln Variable Insurance Products Trust (LVIP), Lincoln Retail Alternatives Funds (Alts Funds ), Lincoln Financial Investments Corporation (LFI), and… more
    Lincoln Financial (07/18/25)
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  • Mutual Fund Tax Analyst

    US Tech Solutions (Denver, CO)
    …required + Fund Accounting /Financial Reporting + Mutual Fund Tax Experience + Investment Background + Cost Basis in mutual funds + ROC SOP + 1 to 3 ... **Job Title: Mutual Fund Tax Analyst** **Location: Chesterbrook, PA (3 Days/Week...tax analyses in the highly specialized areas of regulated investment companies (Subchapter M) and investment partnerships… more
    US Tech Solutions (06/04/25)
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  • Client Care Director, CBRE Investment

    CBRE (Los Angeles, CA)
    Client Care Director, CBRE Investment Management Job ID 230030 Posted 28-Jul-2025 Service line REI Segment Role type Full-time Areas of Interest Investment ... - California - United States of America **About CBRE Investment Management** CBRE Investment Management is a...on behalf of CBRE IM's flagship US enhanced return fund series, in addition to project managing the launch… more
    CBRE (07/24/25)
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  • Fund Financing - Associate

    JPMorgan Chase (New York, NY)
    …role in the full life cycle of credit (private and public) and fund financing transactions. You will be identifying the opportunity set, marketing the business, ... role requires you to closely coordinate with Trading partners, Sales partners, Investment Banking, and the Private Bank. **Job responsibilities:** + Marketing and… more
    JPMorgan Chase (07/09/25)
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