- JPMorgan Chase (New York, NY)
- …with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail ... investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income,… more
- JPMorgan Chase (Columbus, OH)
- JP Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail ... the world. **Job Summary** As an Asset Management - Investment Only Internal Client Advisor within the Defined Contribution...the sales process to close.** + **Partner with retail fund Internal and External Client Advisors to ensure a… more
- Qualtrics (Seattle, WA)
- …particularly in managing our capital markets, foreign exchange exposures, and investment portfolios. Reporting directly to the Treasurer, this position offers high ... Take ownership of critical areas like debt issuance, risk mitigation, and investment management, providing ample scope for impactful work. + Continuously enhance… more
- Principal Financial Group (Kansas City, MO)
- …**Who You Are** + Bachelor's degree required; MBA preferred. + 10+ years of investment or mutual fund operations (or related field) experience, including 5+ ... The Director will lead the day-to-day operations of one or more investment operations functions within Principal Asset Management. Partner with leadership to… more
- Pegasystems (Waltham, MA)
- …and related documentation to support decision-making + Assist in driving new investment /new fund launch _Post-Investment_ + Assist in ad-hoc projects/tasks + ... focuses on accelerating the growth of Launchpad developers through the strategic investment of capital and resources. Pega Ventures is a small entrepreneurial team… more
- US Bank (Bend, OR)
- … advisory and insurance + Deliver economic and market views, investment strategy, manager/ fund /security research, due diligence, and portfolio construction ... from Day One. **Job Description** The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth… more
- Sunrise Senior Living (Mclean, VA)
- …supports Sunrise's capital planning efforts by administering the organization's capital improvement fund with a focus on unbudgeted CapEx, commonly referred to as ... "replace-when-fail contingency fund ", and suite turnover fund across our...against allocations and interpret financial data to support sound investment decisions. + Skilled at reviewing proposals and scopes… more
- Robert Half Finance & Accounting (Charlotte, NC)
- …this role, you will be handling all tax-related concerns at different levels, including investment , REIT, fund , and corporate. You will also be working closely ... * Manage corporate tax compliance, planning, and strategizing. * Enhance fund structuring to ensure investor tax efficiency, operational viability, and cost… 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 ... **Role Description** You will be a member of SMBC's Fund Finance Team within Loan Capital Markets (LCM) focused...within LCM. This role will cover syndication of all Fund Finance transactions under the remit of the team,… more
- Wells Fargo (Charlotte, NC)
- …Fargo is seeking a Business Execution Consultant in our Corporate and Investment Banking group. This role covers jobs responsible for developing, implementing, and ... closing conference calls with deal teams to review closing requirements and funds flow (wiring instructions, reconciling funds , gathering out-of-pocket expenses,… more